> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.
# Publish an Offer from a Campaign
> Review the Campaigns Paylead proposes to your Program and publish the ones you accept as Consumer-facing Offers.
In [Shift](/glossary#shift), the catalog builds in two stages. Paylead proposes a [Campaign](/glossary#campaign) for a [Brand](/glossary#brand): the promotional intent, with the Brand's commercial conditions attached. You review that Campaign and decide whether to publish it as an [Offer](/glossary#offer), the customized, [Consumer](/glossary#consumer)-facing item that appears in the bank app. One Campaign can produce several Offers, for example one per [Segment](/glossary#segment).
## Browse the Campaigns proposed to your Program
All Campaigns Paylead proposes to your [Program](/glossary#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](/glossary#lbs-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](/program/shift/status-reference#campaigns) for what each one means.
Each Campaign row shows:
* **Brand**: the [Brand](/glossary#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](/glossary#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`.
### 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`.
## 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.
| Notification | Sent when |
| ---------------------------- | ------------------------------------------------------------ |
| New campaign available | Paylead proposes a new Campaign to your Program. |
| Campaign extension | A running Campaign's activation period is extended. |
| Campaign shortened | A running Campaign's activation period is cut short. |
| New visual available | A new visual becomes available to use on an Offer. |
| Boosted rate phase available | A boosted Reward rate phase becomes available on a Campaign. |
| Campaign ending soon | A Campaign is about to expire. |
## 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](/glossary#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](/glossary#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](/glossary#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.
## 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.
Enter a short, Consumer-facing name. On a Program running more than one language, a toggle above the field switches between them, one button per language (`FR`, `EN/GB`).
The **Segments** field appears when Segments are enabled on your Program, and stays disabled until Paylead has created your first one. Choosing a Segment shows a live audience counter (for example `0 / 4,571`) so you can see how many Consumers the Offer would reach.
By default, the Offer inherits the Campaign's activation period. Toggle **Custom dates** to set your own start and end date instead, for example to limit the Offer to the duration of a marketing push.
The **Reward rate** slider sets the [Cashback](/glossary#cashback) rate paid to the Consumer. It runs between the Campaign [playground](/glossary#playground)'s minimum and maximum, and the numeric field beside it accepts the same bounds.
The rate is a split, not a total: whatever you do not hand to the Consumer stays with your Program as commission. Push the slider right and the Consumer's Cashback goes up while the **Fees** figure next to the label goes down by as much, since that figure is the playground maximum minus the rate you set.
The **Share** dial in the preview panel tracks the Fees side of that split, not the Consumer's.
If your Program has a main banking partner declared, a toggle labeled **Only reward transactions from `{partner name}`** appears. Enable it to exclude transactions coming from other partners.
Enter the Consumer-facing description, which carries the same language toggle as the name. Below the field, a link labeled **Appliquer les indications** pulls in the guide text attached to the Campaign, when the Campaign carries one.
The **Legal Terms** field is mandatory and pre-filled from the Campaign's Guidelines. Use the **Start date** and **End date** buttons to insert dynamic tags that expand, for each Consumer, to the date they became eligible and the date they leave the audience. The same guidelines link sits under this field when the Campaign carries legal terms.
Click the image in the preview panel to pick one of the visuals provided with the Campaign. To use your own, click **Custom** and upload a PNG or a JPEG of 4 MB or less; it joins the picker as an extra choice.
**Publish** stays disabled until every mandatory field is filled. Click it to create the Offer, listed from then on in the Campaign details page. **Cancel** discards the configuration window.
Publishing an Offer also moves the Campaign itself to `Accepted`.
To pull a published Offer out of the catalog, deactivate it from [Edit an Offer](/program/shift/edit-an-offer). On a `Reward` Offer, deactivation is irreversible. To run different commercial terms, publish a second Offer from the same Campaign.
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.
A duplicate keeps the source Offer's Reward rate, not the Campaign's default. Check the **Reward rate** slider before you publish it.
Once published, adjust the Offer's content or its Reward rate, or layer time-bounded Reward rate phases on top, from [Edit an Offer](/program/shift/edit-an-offer).
## 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.
### Status tabs
Four tabs group the Offer statuses, each carrying its own count:
| Tab | Offers it shows |
| ------------ | --------------------------------------- |
| **Live** | `Active` and `Published` |
| **Pending** | `Waiting` and `Draft` |
| **Finished** | `Ended`, `Deactivated`, and `Completed` |
| **All** | Every Offer, whatever its status |
The list opens on **Live**. See [Status reference](/program/shift/status-reference#offers) 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.
### Columns
| Column | Content |
| ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Brand** | The Brand name, with the Offer reference underneath. Sortable. |
| **Parameters** | One icon per targeting option, see below. |
| **Segments** | The Segments the Offer targets. Present only when Segments are enabled on your Program. |
| **Highlight** | How prominently the Offer is surfaced in the catalog: `Normal`, `High`, or `Highest`. Click the value to open the quick edit panel, unless the Offer is `Ended`, `Deactivated`, or `Completed`. Sortable. |
| **Type** | The Offer type, for example `Reward`, `Reward LBS`, `Generic Coupon`, or `Unique coupon`. Sortable. |
| **Reward** | The Reward rate on a `Reward` or `Reward LBS` Offer, the discount on a Voucher Offer, and the code or file on a coupon Offer. Reads `-` once the Offer is `Ended`, `Deactivated`, or `Completed`. Sortable. |
| **Period** | The Offer's start and end dates, with the days left underneath while it runs. An Offer with no end date shows an infinity sign. Sortable. |
| **Real end date** | The date the Offer actually stopped, which differs from the planned end date when the Offer was deactivated or reached its budget. |
| **Completion** | The date the Offer reached its budget cap. |
| **Status** | The Offer's current status. |
| **Actions** | The performance icon opens [Offer performance](/program/shift/offer-performance), the edit icon opens [Edit an Offer](/program/shift/edit-an-offer). |
Paylead owns the `Completed` status. The [`OFFER_ENDING_SOON_BUDGET` Webhook](/program/shift/webhooks) is what warns you that an Offer's [budget](/glossary#budget) is running out.
### 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:
| Tooltip | What it marks |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Control group** | A slice of the eligible audience is excluded from the Offer, so Paylead can measure the Campaign's incremental performance for the Brand. |
| **This offer is targeted** | The Offer carries eligibility criteria, or is built on an audience lookalike. |
| **Reward buying frequency** | The Offer rewards a Consumer only after a defined number of qualifying purchases. The tooltip carries that number. |
| **This offer rewards transactions from** | The Offer is restricted to your Program's main banking partner. The tooltip carries the partner name, and the icon is present only when your Program declares one. |
### 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.
### 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.
On a flagged Offer, a Reward rate phase is what gives the Offer a rate at all, not a bonus on top of a working one. The default rate cannot be changed after publication: add a phase from [Edit an Offer](/program/shift/edit-an-offer#adjust-the-reward-rate), or publish a new Offer at the rate you want.
## What's next
Adjust a published Offer, including its Reward rate phases.
Credit Gifts to Consumers in bulk, outside the Offer catalog.