Status reference

Every section of Shift surfaces its own status values, from Consumer consent to Cashback payouts. Use this page when a column does not match what you expected, or when reconciling a Shift label with the enum value returned by the API.

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How to read a status in Shift

Two status vocabularies exist side by side, and confusing them is the most common source of wrong answers to a Consumer:

• The technical status is the value the Paylead API returns and your back-office reconciles on (PENDING_VALIDATION, PAID_IN, PAID_OUT, and so on).
• The Consumer-facing status is the shorter track your bank app shows the Consumer (Pending, Validated, Pool, Paid, Cancelled).

Every screen in Shift shows the technical status, translated into a display label. So when the Rewards report or a Consumer profile reads Paid, that is the accounting state PAID_OUT. Two labels differ from the technical value behind them, and both matter in a support call:

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Privacy policy acceptance

At enrollment, a Consumer accepts the Program’s terms, which authorizes Paylead to match Offers from their transaction data. On top of that baseline, the Consumer can grant several optional consents. The profile lists the consents the Consumer has granted, each with its acceptance date and an Opt-out action to revoke it. A consent absent from the box was never granted, or was revoked. Revoking a consent from Shift is one-way: the Consumer grants it again from your own app. Revoking Smart ranking shows up directly in Shift, where the Consumer’s Offers tab stops being ordered by the personalization algorithm. For the other consents, what the Consumer loses depends on how your Program’s consents are configured with Paylead.

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Pool

The Pool zone of a Consumer profile groups Cashbacks at every stage from creation to disbursement. In Shift, Pool names three things: the zone of the profile, the status of a Cashback sitting in that zone, and the Consumer’s holding area itself (see Pool in the glossary). The nominal path is Pending validation to Validated to Pool to Paid. Not attribued and Cancelled are final states.

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Vouchers

Vouchers cover the gift-card flow: a Consumer orders a voucher, pays for it, and receives it from an external provider. The nominal path is Created to Confirmed to Ready. An unpaid Created order is cancelled automatically after 15 minutes. The Vouchers report prints these statuses as uppercase API enum values, such as READY and CONFIRMED. Its status filter also carries four values inherited from a previous voucher flow (Reserved, Refunding, Refunded, Refund rejected): filter on the values in the table above.

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Rewards

A Reward is either a Cashback or a Gift, and both run on the status values above. The Pool table is the Reward status table for Shift: every Reward screen in the back-office prints those labels, from the Consumer profile to the Rewards report and the Rewards section. The bank app runs on a separate, shorter Consumer-facing track carried by consumer_status, which Shift never displays. PENDING_ATTRIBUTION (the attribution decision is still running) and NOT_ATTRIBUTED have no Consumer-facing equivalent at all, so a Consumer whose app shows nothing while Shift shows Not attribued is seeing the expected behavior of the two tracks. For the full definitions of both tracks and how they map, see the canonical Reward status flow.

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Gifts

Gifts follow the same lifecycle as Cashbacks but are issued directly by the Program Manager (welcome bonus, loyalty incentive, one-off promo) instead of being matched against a transaction. The Gifts list filters on these statuses through tabs that use different wording, so read the two columns together before answering a Consumer. A Gift stays in Pending validation for a few seconds only, so an imported Gift cannot be cancelled or corrected. A cancelled Gift carries its reason as a comment next to the status on the Gifts list.

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Ventilations

A Ventilation status describes the payment Paylead executes, not the state of the Rewards inside it: the Rewards on a settled line are all in Paid (PAID_OUT). You read these lines in the Ventilations section.

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Offers

These statuses cover both Offers and Coupons: the Coupons list groups its tabs on the same values. Draft, Waiting, and Published all precede visibility: Active is the only status a Consumer sees. The Live tab of the Offers list groups Active and Published, so a Published row sitting in that tab is not on screen for anyone yet.

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Campaigns

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Bank synchronization

These statuses describe the state of the Consumer’s bank connection. The Status column of a Consumer’s Synchronizations tab shows the label, not the raw value. The deprecated SCRAPPING_ERROR Webhook fires when a sync error blocks a Consumer’s bank connection (see available events).

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What’s next