Status and activity basis
Define whether eligibility uses an assigned customer status, net eligible spend, purchase count, selected product activity, or another supported and transparent measure.
VIP and tiered rebates
Translate eligible customer activity into clear rebate tiers.
Use defined Shopify customer and order events to apply fixed, percentage, threshold, or tiered rebate rules, then issue approved value on a virtual card.
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 customers who meet the documented status or activity thresholds
- Who funds it
- The merchant or another approved sponsor with assigned tier budgets
- Who controls it
- Authorized loyalty, commerce, finance, and program administrators
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.
Tier boundaries
Set the measurement period, threshold, formula, cap, effective date, downgrade rule, and treatment of activity that crosses more than one tier.
Returns and tier changes
Document how cancellations, full refunds, partial refunds, charge reversals, and corrected customer records affect both earned value and future tier status.
Customer clarity
Explain the eligible activity, measurement window, tier benefit, validation timing, card terms, limits, and support path in language customers can understand.
Lifecycle
Move from qualifying purchase to issued virtual card.
- 01
Approve the tier framework
The merchant submits the funding model, eligible audience, activity measure, thresholds, rates, caps, timing, and customer terms for program review.
- 02
Measure eligible activity
Supported Shopify customer, order, product, fulfillment, and refund data is attributed to the applicable measurement period and tier.
- 03
Calculate under the active rule
The system applies the approved fixed, percentage, threshold, or tiered formula after required validation and within the available program limits.
- 04
Issue and retain the history
Approved value is issued on a virtual card, while tier changes, calculations, refunds, adjustments, and reconciliation entries remain traceable.
Program outcomes
A clearer basis for customer value and merchant performance.
Explicit customer progression
Customers can understand which eligible activity changes their status and how the applicable rebate formula is determined.
Flexible formula design
Approved programs can combine fixed values, percentages, thresholds, cumulative periods, and caps without obscuring the source transaction.
Historical accountability
The merchant can retain a record of the tier, rule version, qualifying activity, issued value, and subsequent adjustments used for each calculation.
Common questions
Before you begin.
01Can a program use both status and spend thresholds?
Yes, if the approved rules identify which condition controls eligibility, how conflicts are resolved, which Shopify data is used, and when a tier change becomes effective.
02Can a refund reduce a customer's tier?
Yes. The terms can recalculate net eligible activity after a full or partial refund and adjust earned value or future status according to the approved policy.
03Are all tier capabilities available at registration?
No. Capability access is enabled in stages after account registration, Shopify connection, iComply verification, program review, and applicable provider approval.
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