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A published Offer is not frozen. Open it from the Offers list to review its configuration, adjust its Consumer-facing content, deactivate it, or layer a Reward rate boost on top of its default rate for a limited time. A few fields stay locked once the Offer is live. Open the Offer from the Actions column at the end of the row: the edit icon opens its detail page, the performance icon opens Offer performance. An Offer sits in the Live tab with an Active or Published badge, and only Active is visible to Consumers. See Status reference for what each Offer status means.

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Offer overview

The detail page opens on the Offer’s read-only configuration, organized into blocks:
  • Offer’s lifespan: Dates (configured start and end), Publication date (when the Offer was created; it becomes visible to Consumers at the start date), Offer date expired, Offer deactivated, and Budget reached, each populated only once the corresponding event has happened.
  • Reward information: Type (Reward, Reward LBS, Generic Coupon, or Unique coupon; a Voucher Offer carries no Type row), Current reward rate (the Cashback rate paid to the Consumer), Rewarded price range, Maximal transaction eligible amount, Validation delay, and Channel (for example “Offer at local store only”). These carry over from the Campaign, see Review a Campaign’s conditions.
  • Audience reach: Targeting (whether the Offer carries eligibility criteria), Control group (whether a slice of the audience is excluded for measurement), and Estimated audience, covered in Read the estimated audience below.
  • Reward Rate Phase: an Add button and a timeline strip. The strip shows the Offer’s start and end dates, its default Reward rate in bold (--% when it has none), and beside it the Campaign playground’s ceiling as “Commission max. X%”, the highest rate any phase can reach. The zone reads No reward rate phase planned until you add a phase (see Adjust the Reward rate).
  • Brand details and Program details: the Brand and Program name and logo.
To measure this Offer’s turnover, Rewards, fees, and activity, see Offer performance.

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Read the estimated audience

Estimated audience is how many Consumers the Offer actually reaches, the figure to check when it targets a Segment or carries eligibility criteria. Paylead computes it once the Offer is running, so the row reports one of three states. The Download link appears in the third state only, and exports a CSV named after the Offer’s reference.
This export describes your own customers. Handle the file as personal data, under your bank’s own data protection rules.
The export carries six columns: consumer_id (a pseudonymized identifier), is_consumed, activations, capping_reached, eligibility_starts_at, and eligibility_ends_at. It holds no name, email address, phone number, or IBAN, but the pseudonymized identifier still points at a person.

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Adjust Consumer-facing details

The Quick edit panel, alongside the overview, carries the editable fields and a live countdown (“Remaining time”) to the Offer’s end date:
  • Offer name: the name shown in the catalog.
  • Description: the Consumer-facing description.
  • Legal Terms: the legal text bound to the Offer. The Start date and End date buttons under this field insert dynamic tags, not dates: each expands, for each Consumer, to the date they became eligible and the date they leave the audience.
  • Channel URL: the online store URL for the Offer (the field’s placeholder reads “Online store URL”). Required when the Offer is available online.
  • Highlight level: Normal, High, or Highest, how prominently the Offer is surfaced in the catalog.
  • Active offer toggle: switch it off to pull the Offer out of the catalog. It disappears once the Offer is Ended or Completed.
On a field that supports several languages, the language icon next to it applies your edit to one locale only, for example the French Description while leaving the English one untouched. The Offer’s start and end dates are read-only, in the Offer’s lifespan block of the overview.
On a Reward Offer, deactivation is final: Shift asks you to confirm, and once the Offer is inactive the toggle stays disabled. Other Offer types can be reactivated.
Deactivation is judged on the transaction date, not the processing date: a transaction made before you deactivate can still generate a Reward when it is processed later, and one made after never will.

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Change the visual

The illustration at the top of the detail page is editable too, and the control you get depends on the Offer:
  • Reward Offers: pick another illustration from the Campaign’s visuals, or click Custom to upload your own PNG or JPEG of 4 MB or less. The upload joins the picker as an extra choice.
  • Every other Offer type: a single uploader takes a PNG or JPEG of 5 MB or less, at least 750 by 421 pixels. The cross icon over the image removes it, after a confirmation reading “Please confirm to delete this picture.”
  • Ended, Deactivated, or Completed Offers: the visual is read-only, like the rest of the panel.
Shift confirms an upload with “File successfully uploaded”, but the visual is bound to the Offer only when you click Save.

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Save your changes

Save sits at the bottom of the Quick edit panel, next to the Active offer toggle. Nothing you change in the panel, the toggle included, reaches Paylead until you click it.
  • The button stays disabled while any field is invalid, for example a missing Channel URL on an Offer available online.
  • The whole block, toggle and button together, is absent once the Offer is Ended, Deactivated, or Completed. Those Offers are read-only.
  • On success, Shift confirms with “Offre edited with success.” and takes you back to the Offers list. Reopen the Offer to check the saved values or make another change.
The default Reward rate and the Offer’s eligibility conditions (the Rewarded price range and the Maximal transaction eligible amount) are locked once the Offer is published. To run different terms, publish another Offer from the same Campaign, then deactivate this one.

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Adjust the Reward rate

The Reward Rate Phase zone lets you layer time-bounded boosts on top of the Offer’s default rate, useful to amplify a marketing push or a seasonal moment without rebuilding the Offer. Rules that govern a phase:
  • Every phase is attached to one phase of the Campaign behind the Offer, picked at the top of the dialog. That Campaign phase sets the rate ceiling and caps the end date.
  • A phase starts tomorrow at the earliest, never before, and never earlier than the start of the Campaign phase it is attached to. It ends no later than the earlier of the Offer’s end date and the Campaign phase’s end date.
  • The slider starts at the Offer’s default rate, and the numeric field beside it takes the same bounds. A rate above the Campaign phase’s ceiling is refused.
  • A phase that has already ended is read-only, as is every phase once the Offer’s status is Ended, Completed, or Deactivated. A phase that has started but not ended can still have its dates and its rate changed.
  • Phases can overlap. When they do, the highest rate applies for the duration of the overlap.
1

Click Add in the Reward Rate Phase block

The Add Reward Phase dialog opens on the list of the Campaign’s phases, each showing its commission range and its dates.
2

Select a Campaign phase

Click Select on the phase you want to build on. The configuration form replaces the list.
3

Set the dates

Pick Date From and Date to, within the bounds listed above.
4

Set the Reward rate

Move the Reward rate slider, which runs from the Offer’s default rate to the Campaign phase’s ceiling, or type a value in the numeric field beside it.
5

Save

Click Save to register the phase. It appears as a new block in the timeline.
Hover a phase’s block in the timeline to reveal its actions: Adjust on a phase that has not started, Details on one that has (both open the Edit Reward Phase dialog), and Delete. Delete does not show on a phase that has already started, on the Offer’s last remaining phase, on a phase with no rate of its own (one inherited from the Campaign), or once the Offer is Completed.
Deleting a phase cannot be undone. To wind a boost down early rather than erase it, edit its end date instead: a phase that has started still accepts a new end date, no earlier than today.
Rate changes apply going forward only. Rewards already attributed at a previous rate are not retroactively recalculated.

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What’s next

Gifts

Credit Gifts to Consumers in bulk, outside the Offer catalog.

Browse Consumers

Find a Consumer and reconstruct their Offer, Reward, and Voucher activity.