Shift overview

Shift is the back-office for running a Program day to day. It is where you review the Campaigns Paylead proposes and publish them as Consumer-facing Offers, issue Coupons and Gifts, and target Consumers with Segments. It is also where you look up a Consumer to answer a support ticket, track Cashback performance, and reconcile Ventilation payouts and Paylead invoices. Paylead runs the matching engine and the payout pipeline. Shift is your side of that split: the decisions only you can make (what to publish, to whom, at what rate) and the records that go with them (who earned what, who was paid, what you owe). Access is role-based: each teammate only sees the sections their role grants. See Users management for the full role matrix and how to invite teammates.

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How the work sequences

The sections follow one another. A new Program meets them roughly in this order.

• Set your team up first. Nothing else is reachable until roles are assigned. Start at Users management.
• Build the catalog. Decide who you are talking to with Segments, then turn the Campaigns Paylead proposes into Offers and adjust them later with Edit an Offer. Coupons cover the discount-code mechanic instead of Cashback, and Brands is the lookup on the merchants behind all of it. Gifts credit a Consumer directly when no transaction justifies a Reward.
• Answer the tickets that follow. Browse Consumers reconstructs one Consumer’s activity; the Customer support workflow tells you which question to ask first; Status reference decodes any status you land on.
• Measure what ran. The Performance dashboard gives the Program-level KPIs, Offer performance drills into a single Offer, and the Rewards report and Vouchers report export the underlying rows for accounting.
• Settle the money. Check the identity Paylead invoices in Billing address, pay Consumers from the Ventilation files, and reconcile both directions of the money flow in Invoices.
• Automate the parts you repeat. API keys authenticate your integration, and Webhooks push events to you instead of making you poll a screen.

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Where to go for what