Program operations / intake

Collect the order evidence the program actually needs

Order intake should provide enough stable context for an eligibility decision without turning every Shopify record into unnecessary program data.

Begin with the decision requirement

List the order facts needed to apply the approved campaign terms, then map those facts to reliable Shopify events. Avoid collecting fields simply because they are available.

Handle timing and change explicitly

Define when an order is ready for review and which later events require another look. Duplicate notifications, out-of-order events, and edits should not create multiple unexplained customer outcomes.

  • Relevant event
  • Program reference
  • Evidence timestamp
  • Policy version
  • Current review state

Protect customer data by design

Restrict program access to necessary information, define retention, and avoid placing customer or card details in general logs. Security review should cover every service that receives order context.

Digital reward brief

Connect the Shopify purchase to a confident recipient experience.

Bring the customer objective, eligible order concept, delivery expectations, and unresolved program questions.