> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure your Program

> Set up your Program in Shift: edit Program details, manage Segments for audience targeting, and review the Brand catalog used by your Offers.

<Warning>
  **Work in progress, under review.** This page is not validated yet and may contain inaccuracies. Track and record its status in the [documentation review tracker](https://www.notion.so/22a535a8f8794ec8aa19f56cbb5f749a). This banner is removed once the page is validated.
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The **My account** area in [Shift](/glossary#shift) is where you define what your [Program](/glossary#program) actually is: its identity, the audiences you target with [Segments](/glossary#segment), and the [Brands](/glossary#brand) that surface through your [Offers](/glossary#offer). This page walks through each block in the order most teams configure them.

## Program settings

Open **My account** > **Program** to edit the high-level definition of your Program. A Program is the planned series of [Cashback](/glossary#cashback) actions and [Rewards](/glossary#reward) you run against a pool of [Consumers](/glossary#consumer).

| 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.                                |

Click **Save** to apply changes.

<Note>
  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.
</Note>

## 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**.

<Info>
  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).
</Info>

### 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](/program/user-journey/guides/manage-consumers) for the endpoint reference.

<Tip>
  Pick the API path for any flow that already runs in your bank back-end, for instance moving a Consumer to the *Premium* Segment the moment they upgrade their subscription. Use the CSV import for one-off backfills.
</Tip>

A Consumer can belong to multiple Segments at the same time. Targeting rules at the Offer or Campaign level decide which Segments see what.

## Brands

A **Brand** is a merchant partner whose [Stores](/glossary#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.                                                       |

Click **Save** to validate changes.

<Note>
  Need a new Brand added to your catalog? Reach out to Paylead. Brands are onboarded along with their commercial agreement, not from Shift.
</Note>

## Other account-level areas

The **My account** area also exposes:

* **Settings**: your personal credentials. See [Sign in and users](/program/shift/sign-in-and-users#your-account-settings).
* **Users**: invite teammates and manage roles. See [Manage users](/program/shift/sign-in-and-users#manage-users).
* **Ventilation** and **Affiliation ventilation**: payout configuration and Ventilation file download. See the [Ventilation Approach](/program/user-journey/concepts/ventilation) reference.
* **Developer tools**: including [API keys](/program/shift/api-keys) and [Webhooks](/glossary#webhooks).

## What's next

<CardGroup cols={3}>
  <Card title="Sign in and users" icon="users" href="/program/shift/sign-in-and-users">
    Invite teammates and assign the right roles.
  </Card>

  <Card title="API keys" icon="key" href="/program/shift/api-keys">
    Generate Connector, Injector, and M2M tokens.
  </Card>

  <Card title="Ventilation" icon="hand-coins" href="/program/user-journey/concepts/ventilation">
    How Cashback amounts are paid out to your Consumers.
  </Card>
</CardGroup>
