What to review before you start
Keep purchases and charitable gifts separate in reporting. Confirm what your store connection supports before planning an automated sequence, and review the permissions associated with each contact. A buyer is not automatically a subscriber to fundraising texts.
- Identify the store events and fields needed for the campaign.
- Keep purchase totals and donation totals distinct.
- Check fulfillment dates, landing pages, and messaging preferences.
Common questions
Should merchandise spending count as a donation?
Keep it separate unless your finance team establishes the appropriate treatment. Store purchases and gifts serve different reporting purposes.
What should we bring to a commerce integration demo?
Bring your store platform, the intended message flow, and sample order fields. Ask which events are supported and how contact preferences are handled.