Resources / checklist

Review the complete eReward journey before launch

Use this checklist to identify unresolved ownership and evidence before campaign copy, customer communication, or program configuration is finalized.

Customer promise and Shopify evidence

Confirm that the objective, eligible purchase, campaign dates, material exclusions, changed-order treatment, and decision timing can be explained consistently.

  • Objective is specific
  • Eligibility is understandable
  • Evidence is available
  • Offer version is controlled
  • Order changes are addressed

Digital delivery and support

Walk through the first notification, recipient access, instructions, recovery, support handoff, and resolution message on realistic devices. Remove conflicting labels and unclear ownership.

  • Sender is recognizable
  • Primary action is clear
  • Access recovery exists
  • Support routes are assigned
  • Sensitive details stay protected

Evidence and readiness

Confirm provider roles, issuer involvement, Visa or Mastercard language, card terms, security scope, reporting definitions, and internal approvals using current written evidence for the proposed program.

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.