01
Translate every condition
For each promotional condition, identify the Shopify field or approved source, expected value, timing, exclusion, and behavior when data is missing or changes. Avoid criteria that depend on undocumented judgment.
PCXProgram design / policy
Write rules that data, operations, and customers can all support
Eligibility rules sit between campaign language and operational decisions. They must be precise enough for consistent evaluation while remaining understandable in customer-facing terms.
02
Separate deterministic and reviewed cases
Straightforward cases may be evaluated from known facts. Ambiguous, conflicting, unusually delayed, or exception cases should enter a defined review state with limited authority and recorded reasons.
03
Test the policy against real order shapes
Walk through full and partial fulfillment, discount combinations, order edits, returns, refunds, cancellations, subscription patterns, and manual orders when they are in scope. Resolve gaps before campaign launch.