Ecom OPS PlayBook
Authoritative guidance for daily ecommerce operations, reporting, and performance response.
Responsibilities Overview
Daily Operational Monitoring
Track daily revenue health, approval rates, and system performance across core flows.
Key Operational Actions
- Review daily approval rate and declines by processor
- Validate traffic health and alert on anomalies
- Confirm critical dashboards and integrations are online
Related Reports & Templates
Fulfillment & Order Integrity
Ensure orders are fulfilled on time and reconcile any stuck or failed flows.
Key Operational Actions
- Identify failed fulfillments and stalled orders
- Coordinate with fulfillment vendors for resolution
- Escalate recurring issues with root-cause notes
Related Reports & Templates
Payment Operations & Approval Rate Optimization
Optimize routing to maximize approvals while minimizing declines and risk exposure.
Key Operational Actions
- Monitor hourly approval rate movement by MID
- Adjust routing for underperforming MIDs
- Track performance shifts after configuration changes
Related Reports & Templates
Rebill & Subscription Health
Maintain a steady rebill profile and rapidly address rebill failures.
Key Operational Actions
- Track rebill success rates and failure reasons
- Review retry strategies and cadence
- Report rebill performance trends and anomalies
Related Reports & Templates
Fraud Detection & Risk Management
Reduce chargebacks and fraud while protecting approval rates.
Key Operational Actions
- Monitor fraud flags and velocity patterns
- Coordinate with risk team on emerging threats
- Track fraud-related decline reasons
Related Reports & Templates
Refunds & Chargeback Prevention
Minimize revenue loss through proactive refund and chargeback mitigation.
Key Operational Actions
- Review refund volume and root causes
- Spot abnormal spikes by offer or funnel
- Recommend process fixes to reduce disputes
Related Reports & Templates
Reporting & Performance Insights
Deliver accurate, timely reporting that supports operational decisions.
Key Operational Actions
- Send daily ops reports and approval rate updates
- Highlight deviations from historical baselines
- Capture action items for follow-up
Related Reports & Templates
Affiliate & Monetization Support
Support affiliate flows and ensure monetization operations stay healthy.
Key Operational Actions
- Monitor affiliate performance shifts and anomalies
- Validate tracking and attribution integrity
- Surface routing or conversion issues quickly
Related Reports & Templates
Launch & Lander Support
Support new offer launches, landers, and routing changes with diligence.
Key Operational Actions
- Validate new flows in pre-launch checks
- Monitor launch-day performance and issues
- Document changes and outcomes for learning
Related Reports & Templates
Tools, Systems & Process Improvement
Maintain reliability of core ops tools and improve operating procedures.
Key Operational Actions
- Track tool reliability and escalation paths
- Recommend automation opportunities
- Document recurring issues and fixes
Related Reports & Templates
Operations Playbook & Demos
Failed Fulfillment Playbook
Guide for identifying and resolving failed or stuck fulfillments.
Rebill Health Management Demo
Demonstration of monitoring rebill performance and responding to rebill failures.