Shopify workflows / decisions

Turn qualification into a clear customer outcome

The payout decision determines whether the purchase meets the promotional offer. A useful decision identifies the outcome and the next step, while remaining separate from card delivery and use.

Distinguish the outcomes

Agree the meaning of each status within the program before using it in messages or reports.

Pending
The review has not concluded; the outcome is neither a rejection nor a promise of delivery.
Eligible
The applicable qualification review has confirmed the promotional benefit; the next delivery or recipient step must still be explained.
Not eligible
The purchase does not meet the relevant offer conditions; the customer needs a clear explanation and the appropriate inquiry route.

Connect the outcome to the offer

For a Shopify promotion on selected products, the decision should relate to those products and the applicable conditions. It should not introduce new purchase requirements after checkout. If information is incomplete, explain what remains unresolved rather than presenting uncertainty as a final decision.

Keep approval and receipt separate

An approved payout is not proof that the recipient received a message, accessed a card, or used it. Record those steps separately when they are supported by reliable information. Refer delivery questions to the delivery owner and qualification questions to the team responsible for the promotion.

Plan for clear delivery

Plan a clear path from purchase to promotional payout.

Discuss the offer, customer expectations and the next program decision.