Coupons

A Coupon is a discount your Consumers claim in the bank app and redeem at a merchant, either by typing a code on the merchant’s website or by showing a code at checkout. Unlike a Cashback Offer, a Coupon carries no Reward rate and is not matched against a transaction: the discount is granted by the merchant at the point of sale. In Shift, a Coupon is still an Offer under the hood. It shows up in the Offers detail page with a Type of Generic Coupon or Unique coupon (see Edit an Offer), but you create it from its own Coupons section, not from a Campaign Paylead proposes. The Coupons section appears once Paylead has enabled Coupons on your Program, on top of the Offers role. See Access and roles for the role matrix.

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Generic Coupon or Unique Coupon

The choice you make at the start of the creation flow decides which form you fill in next, and it cannot be changed afterwards. The two mechanics differ in how the code reaches the Consumer. Both mechanics carry the same Coupon type selector (QR Code, EAN, or Code), which sets how the code is rendered to the Consumer. It is independent of the generic/unique choice: a Generic Coupon can still be displayed as a QR code.

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Browse your Coupons

The Coupons section opens on the list of your Coupons, split into the same four status tabs as the Offers list: Live, Pending, Finished, and All. See Status reference for what each status means. Above the table, three filters narrow the list: a keyword search, and a Date From and Date to pair. Each row carries:

• Merchant: the Brand the Coupon is attached to, with the Coupon reference underneath. Sortable.
• Segments: the Segments the Coupon targets. Shown only when Segments are enabled on your Program.
• Type: Generic Coupon or Unique coupon.
• Reward: despite the header, this column carries the code: the generic code on a Generic Coupon, the uploaded file name on a Unique Coupon.
• Period: the start and end dates, or an infinity sign when the Coupon has no end date. Sortable.
• Redemption: the share of the declared volume already claimed by Consumers, as a percentage with a pie chart. It reads - while no volume is known.
• Status: the Coupon’s current status.

Two icons at the end of the row act on the Coupon: the edit icon opens its form, the duplicate icon starts a copy (see Duplicate a Coupon).

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Create a Coupon

Creating a Coupon is a three-screen flow: pick the mechanic, pick the recipient Brand, then fill the form. Cancel is available on each of the three screens and returns you to the list.

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Fill in the Coupon form

Both forms share the same three cards: Essential, Channel, and Legals terms and application. Once the Coupon has been saved at least once, the Essential card header also shows its Coupon reference with a Copy action.

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Fields common to both forms

• Coupon name: the Consumer-facing name. Required.
• Segments: the Segments to target. The field appears only when Segments are enabled on your Program, and is disabled when no Segment exists. See Segments.
• Description: the Consumer-facing description. Required.
• Date From and Date to: the activation window. Date From is required and cannot be earlier than the publication date; Date to must be at least a day later, and can be left empty for a Coupon that never ends. A hint under each field spells out the effective moment in Paris time: start dates land at 00:00:00, end dates at 23:59:59.
• Coupon type: QR Code, EAN, or Code. Required.
• Discount: the discount value, with a selector next to it to express it in € or in %. Only one of the two is stored, so switching the unit reinterprets the number you typed.
• Visual: click Select a picture in the right-hand panel. PNG or JPEG, at most 5 MB, at least 750 by 421 pixels, displayed in 16:9.

Name, Description, and the legal terms are held per language: when your Program runs more than one language, use the language control next to the field to edit a specific locale.

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Fields specific to a Generic Coupon

• The code field, between Coupon type and Coupon amount, holds the single code every Consumer will use. It carries no label, only the placeholder Ex. BLACKFRIDAY10. Required.
• Coupon amount: how many times the code can be claimed in total. Required.

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Fields specific to a Unique Coupon

• Coupon file: click Select a file to upload the list of codes, a CSV with one code per line. Required on a new Coupon.
• Coupon amount: read-only, derived from the file you upload.
• Maximum number per consommer: how many codes a single Consumer can claim. Defaults to 1.

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Channel and legal terms

The Channel card sets where the Coupon can be redeemed:

• Channel: Online, In store, or Online & In store.
• Channel URL: the merchant page where the code is entered. Required when the channel is Online.

The Legals terms and application card holds one required text area for the legal text bound to the Coupon. Once the Coupon is saved, a card under the form lists the Stores it covers, with their name, merchant, zip code, city, and company number.

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Schedule the publication

Publication is what makes the Coupon reach Consumers, and it is separate from the Date From you set in the form. A new Coupon is pre-set to publish the next day. The Summary card at the top of the form lists what the Coupon needs before it can go live: Coupon details, Legal Terms, and Published on. The date next to Published on opens the Coupon publication dialog; on a saved Coupon it opens from the Modify link on the Current state row instead. In the dialog, select As soon as possible (tomorrow), or At a specific date and time to enable the date picker and the hour selector beside it (whole hours only, 00:00 to 23:00, Central European time). Confirm applies it: the date cannot be earlier than now, nor later than the day before the Coupon’s start date. The publication date is stored with the rest of the form, so you still have to click Save for the new schedule to take effect. The Coupon becomes visible to Consumers when that date is reached, not before.

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Steer a published Coupon

Reopening a saved Coupon from the edit icon in the list shows the same form, topped by a Summary card that carries its status badge and its live counters: A Coupon is steered by volume, not by budget: Remaining coupons is the counter to watch.

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What stays editable

How much of the form you can still change depends on where the Coupon is in its life: Deactivating a Coupon is reversible as long as its end date has not passed: reopen it and switch the toggle back to Active. This differs from a Reward Offer, where deactivation is final (see Edit an Offer). To stop a Coupon, deactivate it or let its end date pass. To change a locked field such as Date From or Coupon type, duplicate the Coupon and deactivate the original.

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Duplicate a Coupon

Duplication is how you roll a Coupon over into a new period, or run parallel Coupons on the same Brand for different Segments. The duplicate icon at the end of a row opens a fresh form pre-filled from the source Coupon, with the same mechanic. Shift resets the fields that must not be shared between two Coupons:

• The name is prefixed with [Copy] .
• Date From, Date to, and the publication date are cleared.
• The Coupon reference is cleared. The copy gets its own once you save it.

Everything else is carried over: the recipient Brand, the Segments, the discount, the visual, and the legal terms. Nothing is written until you click Save.

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What’s next