eReward resources / checklist
Prepare the complete digital reward journey
Use this checklist to confirm what a customer sees and what happens when a step remains unresolved. Each section has a specific output that the merchant and delivery teams should be able to explain.
Offer: a customer can understand qualification
The output is an offer that makes the benefit and relevant purchase conditions understandable before checkout.
- Identify the Shopify products or purchase conditions and campaign period.
- Name the reward category accurately.
- Explain material exclusions and any required recipient action.
- Confirm the handling of edits, cancellations, and returns.
- Keep the offer distinct from refunds, store credit, or unrelated prize messaging.
Notification: the message has one accurate purpose
The output is a recognizable message appropriate to the stage that has actually occurred.
- Identify the store and promotion in readable text.
- Distinguish qualification updates from access notifications.
- Give one descriptive next-action label.
- Include access to relevant conditions and support.
- Avoid unsupported urgency, deadlines, or claims of immediate availability.
Access: the customer knows how to continue
The output is a documented recipient path, including help when it cannot be completed.
- Identify the official destination and supplied access instructions.
- Keep the journey readable on smaller screens.
- Separate access steps from card-use conditions.
- Do not assume wallet or device capabilities that are not established.
- Assign an owner for a missing message or failed access step.
Support and measurement: unfinished steps remain visible
The output is a useful service handoff and evidence that matches the reported outcome.
- Separate purchase, qualification, delivery, access, and card-use questions.
- Keep sensitive credentials out of ordinary correspondence.
- Define send, receipt, access, and use as separate events.
- Use only available, reliable recipient-event information.
- Evaluate later purchases separately from reward completion.
- Keep optional marketing distinct from receiving the earned benefit.
Digital reward brief
Connect the Shopify purchase to a confident recipient experience.
Discuss your Shopify offer, notification journey and recipient access questions.