Publish an Offer from a Campaign

In Shift, the catalog builds in two stages. Paylead proposes a Campaign for a Brand: the promotional intent, with the Brand’s commercial conditions attached. You review that Campaign and decide whether to publish it as an Offer, the customized, Consumer-facing item that appears in the bank app. One Campaign can produce several Offers, for example one per Segment.

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Browse the Campaigns proposed to your Program

All Campaigns Paylead proposes to your Program live in the Campaigns section of Shift. Campaigns are grouped into channel tabs, each a Campaign source in its own right: Paylead, Lbs, and Vouchers. Lbs is Local Business Solution, the interface your Program’s pro customers use to build their own Campaigns. A channel tab is exposed once it is activated on your Program; ask from the Support button in Shift to activate or deactivate one. Within each channel, Campaigns are organized into status tabs, each with its own count: Available, Accepted, Rejected, and All. See Status reference for what each one means. Each Campaign row shows:

• Brand: the Brand the Campaign comes from.
• Universes: the categories the Brand belongs to.
• Parameters: flags such as the loyalty-frequency indicator, which marks Campaigns that reward a Consumer only after a defined number of qualifying purchases (for example, a Cashback on every fourth purchase at a given Brand).
• Activation period: the window during which the Campaign can run.
• Fees: the range of commission rates available to your Program.
• Channel: online, in-store, or both.
• An Active flag, present when the Campaign is currently live.

The end of each row carries a preview icon that opens the details page, plus a bin icon to reject the Campaign while it is Available.

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Reject a Campaign

Reject a Campaign to clear it out of the Available tab once you have decided not to publish anything from it. It changes nothing for Consumers: an Available Campaign was never visible to them. Click the bin icon at the end of the row, then Confirm. Rejecting is not a dead end: a Rejected Campaign keeps its details page, and publishing an Offer from it moves it to Accepted.

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Stay notified about Campaigns

Paylead emails you on Campaign events. Choose which ones in My account > Settings, under Notifications, one by one or with the Apply to all toggle.

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Review a Campaign’s conditions

Open a Campaign to read the conditions attached to it and decide whether its commercial terms fit your Program. The Campaign’s conditions cover:

• Activation: the period during which the Campaign can be deployed.
• 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.
• Maximal transaction eligible amount: the ceiling above which the transaction is disqualified entirely, where the Rewarded price range only caps the rewarded amount.
• Channel: online stores, physical stores, or both.
• Fees: the commission band open to your Program, shown here from 0% to the width of the Campaign’s playground, that is its maximum minus its minimum. The Fees column in the Campaign list is computed differently: it shows the playground’s own minimum and maximum.
• Capping: the maximum number of times a single Consumer can be rewarded on this Campaign.
• Targeting: Yes when the Campaign restricts who is eligible, No when it is open to your whole audience. The Targeting block lower on the page shows why.
• Control group: whether a slice of the eligible audience is excluded from the Campaign. Paylead uses it to measure the Campaign’s incremental performance and report it to the Brand.
• Estimated audience: the number of Consumers potentially targeted.
• Validation delay: how long Paylead waits before moving a Reward generated under this Campaign from Pending validation to Validated.
• Remaining time: time left before the Campaign expires.

Three blocks follow:

• Targeting: why the flag above reads Yes. It lists the Campaign’s eligibility filters, names the lookalike audience it runs on, or reads “This campaign is generic.”
• Brand details: the Brand’s name and universe.
• Guidelines: the Offer description and legal terms attached to the Campaign, each with a language toggle when your Program runs more than one language.

A lookalike audience is built by Paylead’s algorithm to optimize the Campaign’s marketing performance. The summary also carries the Campaign’s assets as download buttons: Download logo and one Download visual n per visual. These are the same visuals you pick from inside the Offer form. Once you publish an Offer from this Campaign, it appears in the lower section of the Campaign details page.

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Publish an Offer from a Campaign

From the Campaign details page, click Create an offer to open the configuration window. A preview panel on the right reflects your changes as you make them. The steps below describe the Paylead channel; each channel has its own form. Publishing an Offer also moves the Campaign itself to Accepted. The status the Offer lands in depends on the start date you chose: an Offer starting today goes live, one starting later waits for its date. The Vouchers channel uses a different form. The name, description, Legal Terms, and visual work the same way, and in place of the Reward rate slider it carries a Discount rate control, running from 0% to the Campaign’s own discount, with the resulting Fees displayed next to its label. The Segments field, the Custom dates toggle, and the guidelines link are not part of it. To publish a second Offer close to an existing one (a parallel Offer for another Segment, a rollover of one that just ended), duplicate it rather than start over. The duplicate icon sits in the actions column of the Offers table at the bottom of the Campaign details page: it reopens the Create an offer window, pre-filled from the source Offer. Once published, adjust the Offer’s content or its Reward rate, or layer time-bounded Reward rate phases on top, from Edit an Offer.

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The Offers list

Every Offer you publish lands in the Offers section of the sidebar, whatever channel its Campaign came from. This is where you find an Offer again to adjust it, and where Shift flags an Offer Consumers cannot see.

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Status tabs

Four tabs group the Offer statuses, each carrying its own count: The list opens on Live. See Status reference for what these statuses mean. Above the table, the keyword search and the Date From and Date to fields narrow the current tab. Switching tabs clears the search, both date fields, and the column sort.

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Columns

Paylead owns the Completed status. The OFFER_ENDING_SOON_BUDGET Webhook is what warns you that an Offer’s budget is running out.

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Parameters icons

The Parameters column carries the same four icons on every row. An icon is dimmed when the option is off on that Offer. Hover one to read its tooltip:

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Change an Offer’s highlight level

Highlight decides how prominently the Offer is surfaced in the catalog, from Normal up to Highest. Use it to push one Offer forward for a seasonal moment without touching its Reward rate or its dates. Click the value in the Highlight column to open a quick edit panel, pick one of the three levels, then click Save. The change applies straight away, and you can reopen the panel to change it again. The same shortcut sits on the Offers table at the bottom of a Campaign details page.

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Offers that need a Reward rate phase

A Reward Offer that is Active or Published but carries no default Reward rate is not shown to Consumers at all. Shift marks the row and puts a warning icon next to its Reward value, with this tooltip:

This Offer is not displayed to your consumers because it requires an active phase. Please provide one to display it to your consumers.

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What’s next