01
Define the commerce trigger precisely
A promotion can begin with an order, product, collection, customer segment, discount context, or campaign window. The program should record the specific facts used and avoid treating an early storefront event as final evidence.
02
Choose the decision point
Payment, fulfillment, cancellation, refund, and dispute states can change after checkout. Teams need an explicit evaluation moment plus policies for later changes, duplicate signals, delays, and manual review.
03
Keep the recipient promise aligned
Campaign pages, checkout-adjacent messaging, order notifications, support scripts, and provider communications should describe one consistent offer. Terms must explain eligibility and timing without exposing internal controls.