PCXGUIDE / GLOSSARY

Separate card terms from operating terms

A shared vocabulary helps Shopify merchandising, finance, support, and program teams discuss the same customer promise. These are working definitions; applicable agreements and card documents govern the actual program.

01

Card and offer vocabulary

Use the product category, format, and promotional purpose as separate descriptions.

Prepaid card
A card category governed by its own product and cardholder terms, distinct from a credit facility.
Virtual card
A card presented electronically rather than as a physical card.
Reward
The reason a benefit is given in recognition of a defined action.
Incentive
A benefit intended to encourage or recognize a specific customer action.
Gift card
A product providing value under its gift-card terms; a merchant gift card is tied to the named merchant.
Issuer
The institution responsible for issuing the actual card under its program.
Network
The payment-network context, separate from the issuer and merchant.
02

Purchase and recipient stages

These terms describe different stages, not interchangeable confirmations of completion.

Order intake
Receiving the relevant Shopify purchase information for consideration under an offer.
Eligible order
A purchase meeting the applicable promotional conditions.
Eligibility decision
The outcome of applying the offer conditions to the relevant purchase.
Recipient
The customer intended to receive the benefit under the program.
Notification
A message about an offer, outcome, or next step; sending it does not prove access.
Access
The recipient reaching the available benefit through the applicable process.
Card use
Use of the card under its terms, distinct from receiving or accessing it.
03

Operating and reporting vocabulary

These definitions keep outstanding work visible and reports understandable.

Support owner
The party responsible for answering or resolving a defined type of customer question.
Exception
A situation requiring a responsible decision outside the ordinary sequence.
Reconciliation
Comparison of relevant records to explain agreement, differences, and outstanding work.
Observation period
The consistent time window used to assess a specified outcome.
Denominator
The defined population against which an activity count is measured in a rate.
Incremental outcome
An additional change attributed to the program against a credible comparison, not merely a total observed during the campaign.