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In Shift, the catalog flows in two stages. A merchant submits a Campaign: the raw promotional intent, with the merchant’s commercial conditions attached. As a Program Manager, you review that Campaign and decide whether to publish it as an Offer, the customized, Consumer-visible item that appears in your bank app.
Campaign = what the merchant proposes. Offer = what you publish. One Campaign can produce one or several Offers (for example, one Offer per Segment).

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Browse available Campaigns

All Campaigns sent to your Program live in the Campaigns section of Shift. Campaigns can come from several sources (Paylead, LBS, or Vouchers) and each source is exposed only if it has been activated on your Program.
Sources are gated by your Shift configuration. To activate or deactivate a source, contact your Paylead administrator.
Campaigns are organized by status:
StatusMeaning
AvailableSent by the merchant, not yet processed. Not visible to Consumers. You can convert it into an Offer or reject it.
AcceptedYou converted the Campaign into an Offer. Visible to Consumers once the Offer’s start date is reached.
RejectedYou declined the Campaign. It stays archived for reference.
Each Campaign row in the list shows:
  • Brand: the Brand the Campaign comes from.
  • Universes: the universes the Brand belongs to.
  • Parameters: flags such as the loyalty-frequency indicator, which marks Campaigns that reward a Consumer only after a defined number of qualifying purchases (for example, a Cashback on every fourth purchase at Acme Coffee).
  • Activation Period: the window during which the Campaign can run.
  • Fees: the range of commission rates available for your Program.
  • Channel: online, in-store, or both.
  • Active: present when the Campaign is currently live.
From the row, you can open the Campaign details, or reject the Campaign if you do not plan to publish it. Rejected Campaigns remain accessible from the Rejected tab.
Each time a merchant submits a new Campaign, Paylead emails the Program Managers configured on your Program.

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Review Campaign details

Opening a Campaign exposes the full set of conditions the merchant attached to it. Use this view to decide whether the commercial terms fit your Program before you publish. The Campaign area covers the operating envelope:
  • Activation: the period during which the Campaign can be deployed.
  • Rewarded Price Range: the purchase amount band that qualifies for a Reward. A purchase below the minimum is not rewarded; a purchase above the maximum is rewarded on the capped amount.
  • Channel: online stores, physical stores, or both.
  • Fees: the commission-rate range the merchant offers your Program.
  • Audience: the number of Consumers potentially targeted.
  • Capping: the maximum number of times a single Consumer can be rewarded on this Campaign.
  • Maximal Transaction Eligible Amount: the hard ceiling above which no Reward is triggered at all. Distinct from the Rewarded Price Range: this one disqualifies the transaction entirely.
  • Control Group: whether a slice of the eligible audience is excluded so you can measure the Campaign’s incremental impact.
  • Remaining Time: time left before the Campaign expires.
Three blocks complete the picture:
  • Targeting: whether the Campaign carries eligibility criteria.
  • Brand Details: the merchant Brand description.
  • Guidelines: the Offer description and legal terms proposed by the merchant.
Once you publish an Offer from this Campaign, the Offer appears in the lower section of the Campaign details page for easy back-and-forth.

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Publish an Offer from a Campaign

From the Campaign details page, click Create an Offer to open the configuration window. The Offer you create is bound to the source you selected in the Shift header (Paylead, LBS, AWIN, or Vouchers).
1

Name the Offer

Pick a short, Consumer-facing name. This is what Sophie will see in the Bank Lyra app catalog.
2

Pick a Segment (optional)

If your Program has Segments configured, choose the audience this Offer targets. The Segments dropdown only appears when at least one Segment exists.
3

Set Custom Dates (optional)

By default, the Offer inherits the Campaign’s Activation Period. Toggle Custom Dates to define your own start and end date, for example to limit the Offer to the duration of a marketing push.
4

Adjust the Reward rate / Fees cursor

The cursor splits the playground between your Program’s commission and the Consumer’s Cashback. Move it right to give a larger share to the Consumer; move it left to retain more commission. The circle on the right shows the resulting share.
5

Restrict to your main bank (optional)

If your Program has a main bank declared, toggle Only Reward transactions from {bank name} to exclude transactions from other banks. The toggle only shows when a main bank is configured.
6

Write the description

Describe the Offer in Consumer-facing language. This text shows up on the Offer detail screen.
7

Review the Legal Terms

The Legal Terms field is mandatory and pre-filled with tags provided by the merchant when the Campaign was launched. Use the Start date and End date buttons to insert dynamic tags; they expand to the date the Consumer became eligible and the date they leave the audience.
8

Publish

Click Publish. The Offer is linked to the Campaign and listed in the Campaign details page.
Click the image in the upper-right of the configuration window to pick a visual for the Offer. You can choose from the six illustrations the merchant provided with the Campaign.
Duplicate an existing Offer to seed a new one with the same configuration, useful when you want to publish parallel Offers for different Segments, or roll over an Offer that just ended.

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What’s next

Edit an Offer

Adjust a published Offer, including its Reward rate phases.

Offer Performance

Track turnover, Rewards triggered, and fees per Offer.

Segments

Define the audiences you can target when publishing an Offer.