01
Offer and purchase readiness
Expected result: the merchant can explain what qualifies and why the program is being considered.
- The objective and intended audience are defined.
- The qualifying Shopify purchase and campaign period are clear.
- The offer summary and detailed conditions agree.
- Relevant returns and order-change treatment are documented.
- The proposed card format is distinguished from the promotional purpose.
- The budget includes the benefit and supporting activities.
02
Recipient and operating readiness
Expected result: customers can understand the next step and the team knows who handles it.
- Purchase receipt, eligibility, and access are described as separate stages.
- Each decision and unresolved question has a responsible owner.
- Recipient messages identify the store and offer.
- Access instructions and actual card terms have an appropriate destination.
- Order and card-support questions have clear routes.
- Sensitive card information is kept out of ordinary correspondence.
03
Provider and reporting readiness
Expected result: the program responsibilities are documented and the team can evaluate the outcome.
- The proposed provider roles and relevant terms are documented.
- Service and escalation responsibilities cover outstanding recipient questions.
- Security, privacy, and continuity responsibilities are understood.
- Available reporting definitions match the program stages.
- Purchase outcomes and costs use compatible periods.
- The person responsible for the next commercial decision is identified.