E-commerce

How to handle customer questions about samples received in store

How to handle customer questions about samples received in store

July 1, 2026

"I received a sample in-store, how do I order the full size online?" "The sales associate's sample card doesn't provide any website link." "I loved the mini in-store, what routine and what web offer?" Three tickets where a store sample poorly linked to the web blocks offline-to-online conversion.

The e-commerce support for samples received in-store covers full-size product lookup, routine usage, sample card promo codes, and post-discovery online offers. Distinct from free samples at checkout (#535): here, it's about a mini received in a physical boutique followed by a web purchase journey.

This guide #975 deploys policy INSTSAMP-SUP, flows IS-1 to IS-8, and matrix INSTSAMP-MAP. Upcoming customer service pair store sample bot (#976).

Summary

Why do in-store samples generate online tickets?

Beauty corner, partner pop-up, or in-store sales representative distributes minis and a sample card. The customer tries the product, wants to order the full size on Shopify. Without INSTSAMP-MAP, the agent cannot find the PDP, is unaware of the store-to-web conversion offer, or confuses it with an online cart sample.

Five typical in-store sample friction points

  • Product not found online: in-store mini has no equivalent web PDP

  • No store link: sample card has no URL or code

  • Unclear routine: customer does not know how to use the received mini

  • No conversion offer: sales rep's promise is not synced online

  • Skin reaction: irritation after in-store trial, questions about use

Beauty retail example

DTC cosmetics, 24 partner corners, in-store sample program, 9 instsamp_ tickets/month. After INSTSAMP-MAP: instsamp_resolution_rate 84%, sample-to-full conversion +28% in 8 weeks.

INSTSAMP #975 vs SAMP #535, GWP #553, POPUP, BARSCAN #973 and bot #976

Seven discovery sample contents, seven distinct angles.

Quick Matrix

#535 = free sample web cart. #975 = mini received boutique online conversion.

Promise #975

INSTSAMP-SUP policy, INSTSAMP-GATE tree, 8 macros, store samples registry, instsamp_resolution_rate KPI.

Which typologies of instsamp_* should be classified?

Action-oriented classifier: lookup ≠ routine ≠ offer ≠ reaction ≠ card.

Eight INSTSAMP-MAP typologies

  • instsamp_product_lookup: find full-size product after mini store

  • instsamp_full_size_buy: order full size online checkout guidance

  • instsamp_routine_ask: how to use received sample routine

  • instsamp_sample_card: sample card promo code seller

  • instsamp_online_offer: web offer after store discovery

  • instsamp_ingredient_reaction: skin reaction after counter trial

  • instsamp_wrong_sample: wrong mini received vs seller advice

  • instsamp_ops_flag: retail signal sample program sync marketing

Tags: instsamp, store_sample, offline_discovery, sample_to_web. INSTSAMP-MAP-GROUNDED: pdp_url full_size_sku from registry only.

Policy INSTSAMP-SUP: agent and store samples registry rules

The INSTSAMP-SUP policy establishes the store-to-online sample conversion without invented SKUs or off-map offers.

Six INSTSAMP-SUP Rules

  1. SAMPLE-REGISTRY-FIRST: verify INSTSAMP-MAP before sample response

  2. PDP-GROUNDED: cite full_size_sku map pdp_url

  3. ROUTINE-CITE: routine_copy if instsamp_routine_ask

  4. OFFER-GROUNDED: online_offer_code conversion_offer_copy map only

  5. NO-SKU-GUESS: no invented product outside the registry

  6. Handoff #976: store sample bot brief widget

Minimum Store Sample Registry

  • instsamp_id: store sample line identifier

  • sample_sku sample_name: mini distributed corner map

  • full_size_sku pdp_url: full-size product online

  • store_program_ref: retail partner pop-up corner

  • routine_copy: authorized text for agent mini usage

  • online_offer_code online_offer_url: post-sample conversion offer

  • sample_card_code conversion_offer_copy: salesperson card promo code

  • ingredient_notes staff_brief_url: precautions retail salesperson brief

Flow IS-1 to IS-8: store sample ticket processing

Eight steps: intake lookup verify classify respond routine offer staff log closure.

Flow IS-1 to IS-8

  1. IS-1 Intake: instsamp_* intent + store sample_name photo card

  2. IS-2 Sample lookup: SAMPLE-REGISTRY sample_sku store_program

  3. IS-3 Shopify verify: full_size_sku pdp_url live stock

  4. IS-4 Classify: lookup routine offer card reaction wrong

  5. IS-5 Respond: macro INSTSAMP grounded pdp routine

  6. IS-6 Conversion guide: online_offer checkout steps

  7. IS-7 Staff cc: staff_brief or ops flag retail

  8. IS-8 Log: KPI instsamp + brief registry correction

SLA: instsamp_product_lookup pdp_url provided in one interaction if map exists.

Eight ready-to-paste INSTSAMP-* macros

Macros sample store conversion without SKU invented out of registry.

INSTSAMP-* Library

  • INSTSAMP-PDP-01: "Sample {{sample_name}}: full size {{full_size_sku map}}. Detail sheet: {{pdp_url}}."

  • INSTSAMP-ROUTINE-01: "Mini usage received: {{routine_copy map}}."

  • INSTSAMP-OFFER-01: "Offer after store trial: {{conversion_offer_copy map}}. Code: {{online_offer_code}}. Link: {{online_offer_url}}."

  • INSTSAMP-CARD-01: "Sample card: code {{sample_card_code map}}. Valid online checkout."

  • INSTSAMP-BUY-01: "Order online: {{pdp_url}}. {{online_offer_code map}} at checkout."

  • INSTSAMP-REACT-01: "Reaction reported. Discontinue use. {{ingredient_notes map}}. Medical advice if persistent."

  • INSTSAMP-WRONG-01: "Sample received: {{sample_name map}}. Recommended product: {{full_size_sku}}. Detail sheet: {{pdp_url}}."

  • INSTSAMP-DONE: "Ticket summary {{id}}. Resolution: {{résolution}}."

INSTSAMP-GATE tree and retail marketing coordination

Decision tree before dead end or invented offer out of registry.

INSTSAMP-GATE

  1. Sample or card mentioned? → lookup IS-2 Shopify verify

  2. Find full size product? → PDP-01 pdp_url full_size_sku

  3. How to use mini? → ROUTINE-01 routine_copy

  4. Offer after trial? → OFFER-01 conversion_offer online_offer

  5. Seller card code? → CARD-01 sample_card_code

  6. Skin reaction? → REACT-01 ingredient_notes no re-send

  7. Online checkout sample? → reroute SAMP #535

  8. Scan packaging EAN? → reroute BARSCAN #973

Store sample program launch ritual D-0

Marketing publishes INSTSAMP-MAP: active full_size_sku, tested online_offer, validated routine_copy, shared retail staff_brief_url. Bot #976 sync go-live.

KPI, QA and handoff to bot #976

Measuring INSTSAMP detects store samples without a web link and missing conversion offers.

Five INSTSAMP KPIs

  • instsamp_resolution_rate: tickets resolved without ad hoc invented SKUs

  • instsamp_pdp_cite_rate: % PDP-01 tickets with pdp_url provided

  • instsamp_offer_cite_rate: % OFFER-01 conversion tickets provided

  • instsamp_sample_to_full_rate: sample recipient conversion to full size purchase within 30 days

  • instsamp_sku_guess_violation: invented products outside the map; target is 0

Handoff #976

Export INSTSAMP-MAP to bot: instsamp_product_lookup, instsamp_routine_ask, instsamp_online_offer are priorities. PDP-GROUNDED guardrail brief #976: bot must cite pdp_url and routine_copy from the map only.

Edge cases: pop-up, GWP (Gift with Purchase), reaction, online sample

Four cases outside the standard flow.

Temporary pop-up event

POPUP alignment #579 if sample linked to ephemeral map event.

Free gift regardless of basket threshold

GWP reroute #553 if customer mentions checkout gift not mini-store.

Severe skin reaction

REACT-01 + do not resend sample. Escalate if injury reported. No promise of refund outside of policy.

Customer wants a free online sample

Reroute SAMP #535 web basket eligibility distinct.

Agent training: 20 minutes INSTSAMP

Module: SAMPLE-REGISTRY, distinguish SAMP #535 GWP #553 BARSCAN #973 bot #976.

Exercises

  • Ticket A: find full size after mini → PDP-01 pdp_url

  • Ticket B: routine usage → ROUTINE-01 routine_copy

  • Ticket C: seller card code → CARD-01 OFFER-01

  • Ticket D: skin reaction → REACT-01 no re-send

How Qstomy structures INSTSAMP in your stack

Qstomy on Shopify: instsamp_* route, sync store samples registry, PDP ROUTINE OFFER and handoff macros #976 PDP grounded gate.

Three bricks

  • Routing: store_sample vs samp_online vs gwp_gift intent

  • Store sample registry: mini full_size routine offer conversion

  • Bot #976: tier 1 product routine offer widget

Scenario: DTC cosmetics 24 corners. Day-0 Registry sample program. instsamp_resolution_rate 84%, sample_to_full_rate +28%.

Explore AI support and request a demo.

FAQ and INSTSAMP deployment checklist

FAQ

Send sample from After-Sales Service (SAV)?
No if ticket concerns mini already received in-store. Reroute to SAMP #535 if free online request.

Difference from SAMP #535?
#535 = free sample with web cart. #975 = mini received in boutique for online conversion.

Difference from GWP #553?
#553 = gift offered at purchase threshold. #975 = discovery at sample corner then full size.

Difference from BARSCAN #973?
#973 = technical product EAN scan. #975 = post-trial in-store conversion journey.

Difference from #976?
#975 = agents verify ops retail reaction. #976 = bot tier 1 lookup widget.

Deployment Checklist INSTSAMP (8 steps)

  1. INSTSAMP-SUP + INSTSAMP-MAP: store sample registry template

  2. full_size_sku pdp_url: tested for each mini distributed at the corner

  3. routine_copy conversion_offer_copy: validated by legal and marketing

  4. online_offer_code: mobile checkout tested before campaign

  5. sample_card_code: salesperson cards synced with Shopify discount

  6. Tags instsamp_*: correlation of instsamp_id and store_program_ref

  7. Sync bot #976: PDP-GROUNDED

  8. 20-min Training: exercises in section 10

Linking

Enzo

July 1, 2026

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