Program settings
Open My account > Program to edit the high-level definition of your Program. A Program is the planned series of Cashback actions and Rewards you run against a pool of Consumers.| Field | Description |
|---|---|
| Program name | The public name of your Program, as displayed in Shift and on Ventilation files. |
| Country | The country where the Program is deployed. Use the list box to pick another country if your Program expands. |
| Description | Free-form description of the Program. Used for internal reference only. |
| Billing address | The address Paylead bills for invoiced amounts. |
| Legal terms and application | The legal terms governing your Program. Surfaced to Consumers where required. |
Changing the country or billing address may have downstream effects on tax handling and Ventilation. Coordinate with Paylead support before updating these fields on a live Program.
Segments
A Segment is a group of Consumers you target separately, defined by your bank’s own criteria, for example Premium, New, Black, or Gold. You can have as many Segments as you need and name them however you like. Once a Segment exists, you can bind an Offer to it and tune the Cashback rate, the description, or the duration per audience. Open My account > Segments to see every Segment defined on your Program. Each entry shows the Segment ID and Name.You do not create Segment definitions yourself: their name and reference are provisioned by your Paylead account manager. This step lets Paylead check that no sensitive criteria (religious, political, and similar) are used. You specify the Segments you need, then populate them with Consumers yourself (see below).
Assign Consumers to a Segment
Once a Segment exists, you populate it with Consumers in one of two ways:- Via Shift, in bulk: in the Segments section, click Assign Consumers and upload a CSV file. Each line must follow the format
CONSUMER_ID;SEGMENT_ID, mapping one Consumer to one Segment. - Via the public API, in real time: assign and remove Consumers programmatically. See the Manage Consumers guide for the endpoint reference.
Brands
A Brand is a merchant partner whose Stores generate Cashback. The My account > Brands section lists every Brand currently referenced by an Offer on your Program; this catalog is the source of truth for the merchants your Consumers can earn from. Brands themselves are provisioned by Paylead when an Offer is contracted. You do not create Brands directly in Shift; you enrich them with the metadata your bank app and your internal systems need. Click the pencil icon next to a Brand to edit:| Field | Description |
|---|---|
| Phone | The Brand’s customer-facing phone number. |
| Website | The Brand’s website URL. |
| Universe | The category the Brand belongs to (food, travel, retail, etc.). Use the list box to assign one. |
| Description | Free-form description of the Brand, surfaced through the Connector API. |
| Legal terms and application | Legal terms tied to the Brand’s activity. |
Need a new Brand added to your catalog? Reach out to Paylead. Brands are onboarded along with their commercial agreement, not from Shift.
Other account-level areas
The My account area also exposes:- Settings: your personal credentials. See Sign in and users.
- Users: invite teammates and manage roles. See Manage users.
- Ventilation and Affiliation ventilation: payout configuration and Ventilation file download. See the Ventilation Approach reference.
- Developer tools: including API keys and Webhooks.
What’s next
Sign in and users
Invite teammates and assign the right roles.
API keys
Generate Connector, Injector, and M2M tokens.
Ventilation
How Cashback amounts are paid out to your Consumers.