New-customer definition
Define a new customer using supported Shopify customer and order data, and document how guest checkout, shared details, prior purchases, and duplicate accounts affect eligibility.
Customer acquisition
Reward the first qualifying order without discounting every cart.
Connect a Shopify acquisition offer to clear customer, order, fulfillment, and refund conditions, then issue approved rebate value on a virtual card after the purchase qualifies.
Connect the store ●Qualify the order ●Calculate the rebate ●Issue the virtual card ●
An illustrative e-commerce use case. Program terms, verified events, funding, approval and provider capabilities determine actual qualification, virtual card issuance, use and availability.
Use case snapshot
See who qualifies, funds and controls the offer.
- Who uses it
- Eligible new customers who complete a qualifying e-commerce purchase
- Who funds it
- The merchant or another approved sponsor under the program funding agreement
- Who controls it
- Authorized merchant teams using approved eligibility, budget, and card rules
Program design
Define the commerce rule before publishing the offer.
The merchant objective, qualifying purchase, calculation, refund treatment and virtual card terms should be clear to each customer.
Qualifying first order
Specify eligible products, collections, channels, order values, discount combinations, fulfillment status, purchase dates, and customer locations before the offer is published.
Refund and fraud controls
Set a validation window that reflects fulfillment, cancellation, return, and payment-risk events so the rebate is not finalized before the underlying order is sufficiently stable.
Funding and limits
Assign the budget, fixed or percentage formula, per-customer cap, total campaign cap, and stop conditions that protect the merchant-funded program economics.
Lifecycle
Move from qualifying purchase to issued virtual card.
- 01
Connect the Shopify store
The merchant opens a Shopify account, connects the approved store, completes iComply verification, and receives access to program capabilities in stages after approval.
- 02
Match the customer and order
Synchronized customer, order, product, discount, and fulfillment data is evaluated against the documented first-purchase and campaign rules.
- 03
Validate and calculate
After the required fulfillment and refund window, the system applies the approved formula, available budget, customer cap, and any reversal conditions.
- 04
Issue and reconcile
Approved value is issued on a virtual card, while the qualifying order, calculation, issuance, adjustment, and reconciliation entries remain connected.
Program outcomes
A clearer basis for customer value and merchant performance.
A precise acquisition incentive
The merchant can direct funded value to a defined new-customer purchase instead of reducing the price of every visit or cart.
Order-level accountability
Each approved rebate can be traced to the customer, order, eligibility rule, calculation, funding allocation, and refund status that produced it.
Controlled customer value
Virtual card use can be broad, but remains subject to card network, issuer, program, jurisdiction, availability, and card limits.
Common questions
Before you begin.
01What makes a first order eligible?
The merchant defines the customer, product, order value, channel, date, fulfillment, refund, and location conditions. The applicable rules must be communicated in the customer-facing offer terms.
02What happens if the customer returns the order?
A full or partial refund can delay, reduce, or reverse rebate value according to the approved refund window and program terms. The adjustment remains linked to the original Shopify order.
03Is the virtual card available immediately after signup?
No. Account registration starts the process. Store connection, iComply verification, program review, provider approval, and staged capability activation must be completed before issuance is available.
Start with Shopify
Shape this use case into a measurable Shopify rebate program.
Open your Shopify account, complete business verification and move through program approval before self-service capabilities are enabled.
Open your Shopify account