> ## 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.

# Status reference

> Canonical reference for every status a Program Manager can encounter in Shift: privacy consent, Pool, Vouchers, Rewards, Gifts, Offers, Campaigns, and bank synchronization.

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This page is the canonical reference for every status surfaced in Shift. Use it when a column in any list does not match what you expected, or when reconciling Shift values with payloads returned by the API.

## Privacy Policy Acceptance

At enrollment, a [Consumer](/glossary#consumer) accepts the [Program](/glossary#program)'s terms, which authorizes Paylead to match [Offers](/glossary#offer) from their transaction data. On top of that baseline, they can grant one optional consent. Shift displays the user-friendly label; the API uses the enum value.

| Status            | API enum        | Definition                                                                                                                                              |
| ----------------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Smart Ranking** | `SMART_RANKING` | The Consumer authorizes Paylead to reorder the Offer feed based on their purchase habits. Enables [Offer Smart Ranking](/glossary#offer-smart-ranking). |

## Pool

The Pool view groups Cashbacks at every stage from creation to disbursement.

| Status               | Definition                                                                                                                                                                                                                                                                                                                                                                                            |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `Not Attributed`     | The [Cashback](/glossary#cashback) was discarded because the same purchase generated several candidates from different Consumer IDs (e.g. one bank feed + one account aggregator). Paylead keeps exactly one Cashback per purchase via the [Reward Attribution](/program/user-journey/guides/reward-lifecycle#reward-attribution) engine; the others are flagged `Not Attributed` and never paid out. |
| `Pending Validation` | The Cashback is awaiting the merchant's validation window (typically 30 days).                                                                                                                                                                                                                                                                                                                        |
| `Cancelled`          | The Cashback is no longer eligible (refund, dispute, matching issue, or technical cancellation).                                                                                                                                                                                                                                                                                                      |
| `Validated`          | The merchant has not cancelled the Cashback. It will be invoiced at the end of the cycle.                                                                                                                                                                                                                                                                                                             |
| `Pool`               | The Cashback is pooled in the Consumer's wallet, awaiting transfer.                                                                                                                                                                                                                                                                                                                                   |
| `Paid`               | The Cashback has been credited to the Consumer's bank account.                                                                                                                                                                                                                                                                                                                                        |

## Vouchers

Vouchers cover the gift-card flow: a Consumer reserves a voucher, pays for it, and either uses it or refunds it.

| Status            | Definition                                                                                                               |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------ |
| `Reserved`        | The Consumer has requested a voucher. A unique ID is generated via the third-party voucher service and held for 15 days. |
| `Confirmed`       | The Consumer has paid for the voucher. The voucher is confirmed.                                                         |
| `Cancelled`       | The voucher was cancelled: either the Consumer cancelled the booking, or the 15-day reservation expired without payment. |
| `Ready`           | The voucher PDF, including the activation code, has been sent to the Consumer.                                           |
| `Refunding`       | Paylead has asked the merchant to refund a confirmed voucher. Only the merchant can accept or reject.                    |
| `Refunded`        | The merchant accepted the refund claim.                                                                                  |
| `Refund rejected` | The merchant rejected the refund claim.                                                                                  |

## Rewards

Every [Reward](/glossary#reward) carries a **Consumer-facing** status surfaced in the bank app (`Pending`, `Validated`, `Pool`, `Paid`, `Cancelled`) and a **technical** status used by your back-office for accounting and [Ventilation](/program/user-journey/concepts/ventilation). For the full definitions of both tracks and how they map, see the canonical [Reward status flow](/program/user-journey/guides/reward-lifecycle#the-reward-status-flow).

## Gifts

[Gifts](/glossary#gift) 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.

| Status               | Definition                                                           |
| -------------------- | -------------------------------------------------------------------- |
| `Cancelled`          | The Gift was cancelled, only possible while in `Pending Validation`. |
| `Pending Validation` | The Gift is awaiting validation.                                     |
| `Validated`          | The Gift is validated.                                               |
| `Pool`               | The Gift is pooled in the Consumer's wallet, awaiting transfer.      |
| `Paid`               | The Gift has been credited to the Consumer's bank account.           |

## Offers

| Status          | Definition                                                                                   |
| --------------- | -------------------------------------------------------------------------------------------- |
| `Active`        | The Offer is live and visible to Consumers.                                                  |
| **Published**   | The Offer has been created but its start date is in the future. Consumers cannot see it yet. |
| **Deactivated** | The Offer was manually deactivated by a Program Manager.                                     |
| **Ended**       | The Offer end date has passed.                                                               |
| `Completed`     | The Offer budget cap has been reached.                                                       |

## Campaigns

| Status        | Definition                                                                                                                   |
| ------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Available** | The [Campaign](/glossary#campaign) has been sent by the merchant and is awaiting review. Not visible to Consumers.           |
| **Accepted**  | The Program Manager converted the Campaign into an Offer. Visibility depends on the publication date of the resulting Offer. |
| `Rejected`    | The Program Manager rejected the Campaign.                                                                                   |

## Bank synchronization

These statuses describe the state of the Consumer's bank connection. Several of them trigger the **Scraping Error** [Webhook](/program/shift/webhooks#available-events).

| Status                 | Definition                                                                                            |
| ---------------------- | ----------------------------------------------------------------------------------------------------- |
| `UNKNOWN`              | The sync status is unknown, usually because the Consumer has not yet linked an account.               |
| `DISABLED`             | The synchronization has been disabled on this connection.                                             |
| `ERROR`                | A sync error occurred: bad credentials or an action required from the Consumer.                       |
| `CHALLENGE_REQUIRED`   | The Consumer must enter a one-time code sent by their bank to acknowledge the sync.                   |
| `SCRAPING`             | The Consumer's bank account is currently being synced.                                                |
| `SUCCESS`              | The Consumer's bank account sync succeeded.                                                           |
| `SCA_REQUIRED`         | A complete SCA (Strong Customer Authentication) flow must be performed by updating the connection.    |
| `SCA_REQUIRED_AND_OTP` | An SCA flow must be performed, with an additional one-time-password step.                             |
| `WEBAUTH_REQUIRED`     | A complete authentication flow is required via a redirect.                                            |
| `WRONG_PASS`           | The credentials are invalid or obsolete. The Consumer must re-enter them.                             |
| `ACTION_NEEDED`        | The Consumer must perform a specific action on the bank's website or app (e.g. accept updated terms). |

<Note>
  The legacy `SCRAPING` status name persists for historical reasons. Paylead's data collection today relies primarily on PSD2 and regulated account aggregators. See the [Scraping](/glossary#scraper-scraping) entry in the glossary.
</Note>

## What's next

<CardGroup cols={2}>
  <Card title="Customer support workflow" icon="headset" href="/program/shift/customer-support-workflow">
    Use these statuses to diagnose a Consumer complaint before opening a ticket.
  </Card>

  <Card title="Reward attribution" icon="scale" href="/program/user-journey/guides/reward-lifecycle#reward-attribution">
    Why some Cashbacks end up `Not Attributed` and how the dedup engine decides.
  </Card>

  <Card title="Ventilations and invoices" icon="hand-coins" href="/program/shift/ventilations-invoices">
    See how `Validated` → `Paid In` → `Paid Out` drives the payout flow.
  </Card>

  <Card title="Reward lifecycle" icon="refresh-cw" href="/program/user-journey/guides/reward-lifecycle">
    Surface the Consumer-facing track in your bank app.
  </Card>
</CardGroup>
