Skip to main content
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. This banner is removed once the page is validated.
A published Offer is not frozen. As a Program Manager, you can tune its Consumer-facing content, deactivate it, and add Reward rate boosts to lift conversion during a campaign push. A few fields are locked once the Offer is live. This page covers what you can and cannot change. To open an Offer in edit mode, find it in the Offers list and click the edit icon on its row.

What you can change

The edit screen exposes two zones: a read-only summary of the Offer’s configuration on the left, and a Quick Edit panel on the right with the editable fields.

Editable fields

The Quick Edit panel lets you adjust Consumer-facing content and distribution without touching the commercial envelope:
  • Offer Name: the name shown in the catalog.
  • Description: the Consumer-facing description.
  • Legal Terms: the legal text bound to the Offer.
  • Application: whether the Offer is available Online, In Store, or both.
  • Channel URL: the online-store URL. Required when the Offer is available online.
  • Highlight Level: how prominently the Offer is surfaced in the catalog.
  • Active Offer toggle: flip to the left to deactivate the Offer without deleting it.
When the field supports multiple languages, use the language icon next to it to apply your edit to a specific locale (for example, the French Description while leaving the English one untouched).
Click Save to commit the changes.

Read-only summary

The summary on the left recalls the immutable parameters of the Offer:
  • Dates: the configured start and end dates.
  • Publication Date: when the Offer was created. It becomes visible to Consumers at the start date.
  • Offer Date Expired: the expiration date.
  • Offer Deactivated: when, if ever, the Offer was deactivated.
  • Budget Reached: when, if ever, the Offer’s budget was hit.
  • Type: Reward or Voucher.
  • Reward: the current Cashback rate paid to the Consumer.
  • 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, provided it stays below the Maximal Transaction Eligible Amount.
  • Maximal Transaction Eligible Amount: the hard ceiling above which no Reward is triggered.
  • Channel: online, in-store, or both.
  • Targeting: whether the Offer carries eligibility criteria.
  • Control Group: whether a slice of the audience is excluded for measurement.
  • Segments: the Segments the Offer targets, if any.
  • Audience: the number of Consumers eligible. Click Download to export the list.
The default Reward rate, the start/end dates, and the commercial envelope (price range, capping) cannot be edited once the Offer is published. To rebuild from scratch, delete the Offer and publish a new one from the same Campaign.

Visuals

Below the summary, the Offer Visuals zone lets you switch the illustration. Pick one of the six visuals the merchant provided with the Campaign; the new visual becomes the Offer’s image in the catalog immediately on save.

Adjust the Reward rate

The Reward Rate Phase zone lets you layer time-bounded boosts on top of the default rate. Use it to amplify the Offer during a marketing push, a seasonal moment, or a partnership campaign without rebuilding the Offer.

Rules

  • The boost must stay above or equal to the default rate. You cannot decrease the rate mid-flight; that requires deleting and republishing the Offer.
  • A boost lives between two dates and must fit within the Offer’s overall start and end dates.
  • A phase that has already started is locked: you can no longer edit or delete it. Only future phases are mutable.
  • Phases can overlap. When they do, the highest rate applies for the duration of the overlap.
The lower band in the Reward Rate Phase zone visualizes the Offer’s default rate and full window. Each block above it represents a boost:
  • Blue block: the current Reward phase applied to the Offer.
  • Red block: a new phase available because the merchant raised the playground on their side. You must define the boost and its execution date.

Add a boost

1

Open the Reward Rate Phase zone

Scroll down to Reward Rate Phase on the Offer edit screen.
2

Click Add

A configuration panel opens.
3

Set the dates

Pick Date From and Date to. The window must fit inside the Offer’s overall dates.
4

Move the Reward Rate cursor

Slide right to give a larger share to the Consumer. The cursor cannot go below the Offer’s default rate.
5

Save

Click Save to register the phase. It appears as a new block in the timeline.
To edit a future phase, click its block in the timeline and adjust the dates or the rate, then save again.

Reward rate boosts vs. playground phases

These two mechanisms are independent. A Reward rate boost is something you, the Program Manager, configure in Shift. A playground phase is something the merchant configures on their side: they can raise the available playground at any time on an existing Campaign (for example, a larger playground for Black Friday or Christmas). When a merchant’s playground phase ends, the playground reverts to its default or to the next configured phase.
A Campaign always carries a default playground you can apply. Any new playground phase issued by the merchant is always above the default, never below. When a new phase appears, it shows up as a red block in the Reward Rate Phase zone for you to act on.
A playground phase cannot be shortened day-to-day. It always runs for the full duration the merchant defined.
Rate changes apply going forward only. Rewards already attributed at a previous rate are not retroactively recalculated.

What’s next

From Campaigns to Offers

Publish a new Offer from an available Campaign.

Offer Performance

Measure the impact of your edits and Reward rate boosts.

Segments

Refine the audience your Offer reaches.