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Part of Social commerce marketing: a practical guide
Social commerce marketing checklist: review prompts
Use this social commerce marketing checklist to review seller eligibility, product data, creator disclosures, checkout, returns, and reporting.
| Review case | Pass condition | Reopen the review when | Record to keep |
|---|---|---|---|
| Settlement | Orders, returns, fees, and net sales reconcile | Reporting changes or duties remain unresolved | Merchant and finance records |
| Buyer route | Checkout, fulfillment, returns, and support work | Seller, partner, or service changes | Test order and service details |
| Catalog entry | Offer, stock, seller, and eligibility match | Listing or inventory changes | Catalog record and policy check |
| Market access | Account, product, market, and rules are confirmed | Eligibility or policy changes | Policy version, owner, and date |
| Creator post | Product tag, claims, and disclosure are checked | Content or disclosure changes | Approved post, terms, and rights |
Treat settlement as a decision, not a dashboard
Use the settlement case to decide whether reported commerce results can be trusted. Define product view, click, cart, paid order, cancellation, return, and net sale before evaluating performance.
Compare platform activity with merchant order and finance records, then calculate contribution after variable costs instead of treating gross sales as the final answer.
Keep attribution and return windows consistent when comparing posts or creators. Check platform totals against merchant and finance records rather than relying on a single reporting view. The analytics review checklist and measurement practices support a consistent review of outcomes and comparisons.
Name the person responsible for the review, document corrective actions, and reopen the record after a material change to product, price, stock, policy, creator, seller, or system. Team management guidance can support handoffs, while the commerce overview gives context for the selling route being assessed.
Follow the buyer route through service
Release the route only after someone checks the mobile purchase from product page to confirmation. Confirm the chosen variant, currency, price, stock, seller identity, shipping scope, delivery estimate, tax, discount, and payment before customers encounter the offer.
Place a test order and follow it through fulfillment, tracking, cancellation, and customer support. Check returns, replacements, refunds, and any creator commission changes as part of the same route. The test should reflect the purchase path customers will actually use, rather than treating checkout as an isolated final screen.
Record processing charges, commissions, other fees, settlement timing, and return and refund windows from current seller terms. Do not substitute account figures with estimates or leave details blank. Publish accessible contact, shipping, return, and refund information, then use a handoff checklist to show who handles an order needing attention.
Keep each tagged item tied to its live record
Approve a tagged item after a named catalog reviewer confirms that its live record matches the offer, available stock, eligibility, and seller. A listing, inventory, or eligibility change calls for another item-level check, including the current shipping scope, rather than waiting for a routine review.
- Record the item identifier, title, image, description, and category.
- Match each size, color, variant, and option to a live SKU.
- Verify prices, currency, tax, discounts, stock, restock date, and oversell protection.
- Confirm the brand, image, and resale rights for each item.
Keep the check attached to the specific live item, its current offer, and its available options. Use product content records to compare descriptions and creative with what is being sold. The catalog record and policy check should identify the reviewer and the date of the review.
Catalog and Product Checks
- Stable product and variant IDs
- Title, description, category, image, price
- Required specs, ingredients, warnings, restrictions
- Monitor ingestion errors and stale inventory
- Shown, tagged, ordered, delivered item matches
For TikTok Shop, check the applicable account and product eligibility, including restrictions or prohibitions. Review country, account, product, category, and age requirements, and save policy URLs with the review date and triggers. A limited assortment is an option only when stock is stable and unit economics are viable.
Recheck access before entering a market
Confirm current requirements for the account, market, and product before publication. Platform policies can limit listing or format eligibility, so preserve the policy version, date checked, reviewer, and event that should trigger a further review. This record ties the decision to the conditions actually assessed.
For Pinterest, review requirements for catalogs, product groups, accounts, analytics, and advertising formats. For Meta shops, check Commerce Eligibility Requirements alongside commerce policies for Instagram and Facebook. Inspect catalog diagnostics, then compare product descriptions and images with the current offer and its destination page.
For U.S. review, assess endorsement claims against evidence and consider the FTC Act. Check whether the INFORM Consumers Act applies to the seller and marketplace. Where relevant, record applicable state privacy requirements and the customer-data flow involved in the purchase route.
Release creator material only after evidence checks
Approve creator material when it answers a buying question, shows relevant use or comparison, and identifies an eligible product with a prominent tag. Treat each claim as a review point, not a fact to accept without support. This gives the reviewer a clear release condition before the post reaches customers.
Check each claim against records for supporting content, and reject invented experience or results. Record fees, gifts, commission, deadlines, usage rights, permissions, and return treatment in a creator campaign record. Keeping these details together makes the material and its approved use easier to assess later.
Place a clear commercial disclosure alongside the endorsement in every format. For gifts and other commercial relationships, use the Canadian gift guidance as a review reference where applicable. Retain the approved post, terms, and rights so the published material can be compared with what was approved.
