Offers

Offers Configuration

The Juspay Offers Dashboard allows you to configure and manage all your promotional offers directly within your checkout experience. Using this dashboard, merchants can create, update, pause, or delete offers with ease. Each offer can be customized extensively to align with your business logic and customer segments.

The configuration dashboard is divided into three key sections:

  1. Offers Homepage

  2. Cluster (Linklink icon)

  3. Audit Logs (Linklink icon)

Offers Homepage:

This screen lists the offers created by you, and provides you an option to create more offer campaigns.

A list of all the offers which are configured in the dashboard are displayed here. The offers can be filtered, viewed and downloaded for reconciliation purposes.
Offer Status are as follows:

  • New - When the offer is created for a future date

  • Active - When the offer is redeemable by the end user

  • Paused - A temporary status for the offer invoked by the merchant at anytime within the active state

  • Expired - When the offer has crossed the last redeemable date for the offer

    Image 1

Once an offer is created on the dashboard there are a few action buttons that get activated for any offer.

  • Update Offer - Allows the user to update the offer details for an offer in ACTIVE state or allows the user to update all/any details for an offer in NEW state

  • Duplicate Offer - A functionality that gives an option to create another offer in the system which is exactly similar to the current offer. This feature also gives you the flexibility to change certain rules of the offer and create a new one offer without too much intervention.

  • Pause Offer - An option to temporarily or permanently stop a particular offer for any reason.

  • Delete Offer - An option to permanently remove a particular. Note - This action is irreversible.

    Image 1

    Details we can review for Active Offers include:

    • Offer Details: Overview of the offer’s type, structure, and benefits.

    • Payment Details: Information on supported payment methods.

    • Time Constraints: Validity period and active hours for an offer.

    • Customer Details: Defines which customers or segments are eligible for the offer.

    • Additional Configurations: Advanced settings like Payment Channel and visibility controls.

    • Offer Budget Information: Tracks total budget and amount to be utilized.

Create Offers:

Create Offers - The action button on the top right of the offers homepage.

Steps and sections involved in creating an offer on the Juspay Dashboard.

Offer Details

1. Offer level Details

This section defines the fundamental characteristics of the offer.

a. Coupon-Based Offer

  • Options: Yes / No

  • Purpose: Indicates whether the offer requires users to apply a coupon/voucher code.

    • Yes: Customers must enter a coupon code at checkout.

    • No: The offer is automatically applied without any coupon.

b. Hidden Coupon

  • Options: Yes / No

  • Purpose: Determines if the coupon is visible to customers.

    • Yes: Coupon remains hidden and may be used for internal or targeted campaigns.

    • No: Coupon code is publicly visible to users.

c. Offer Code / Voucher Code (Mandatory)

  • Example: PAYTM50, ICIC10, SWIGGYIT

  • Purpose: The unique identifier or coupon code users will apply to avail of the offer.

    Note

    1. Max character limit is 32
    2. For a given CSV, Offer Codes should be unique

d. Offer Title (Mandatory)

  • Example: “Get 4% Cashback, Earn 10x Rewards”

  • Purpose: A short, descriptive title that summarizes the offer for users.

e. Offer Display Title

  • Example: “Get 5% cashback on all purchases”

  • Purpose: The version of the offer title displayed on customer-facing screens (e.g., checkout, banners).

f. Offer Description

  • Example: “Get 5% discount up to ₹200 for transactions of ₹1000 and above.”

  • Purpose: Detailed description explaining offer benefits, limits, or specific eligibility criteria.

g. Add Offer Code for Analytics

  • Checkbox Option: “Click here to add different Offer code for analytics”

  • Purpose: Allows you to assign a separate internal code for performance tracking and reporting.

h. Offer Logo

  • Option: “Choose Logo (e.g., Merchant)”

  • Purpose: Displays a merchant or partner logo associated with the offer.

  • Additional Option: “Click here to add custom Offer logo” — enables custom image upload.

    Scroll inside to view more
    Accepted Values
    Description
    ABPB
    ABPB
    AIRTEL
    AIRTEL
    AMAZONPAY
    AMAZONPAY
    AXIS
    AXIS
    BOI
    BOI
    BOM
    BOM
    BHARAT
    BHARAT
    COSMOS
    COSMOS
    CANR
    CANR
    CSB
    CSB
    CBI
    CBI
    CITI
    CITI
    CUB
    CUB
    CRED
    CRED
    DEUT
    DEUT
    DCB
    DCB
    DLS
    DLS
    DHANIPAY
    DHANIPAY
    DINERS
    DINERS
    DUMMY
    DUMMY
    FED
    FED
    FI
    FI
    FREECHARGE
    FREECHARGE
    GOOGLEPAY
    GOOGLEPAY
    HDFC
    HDFC
    ICICI
    ICICI
    IDFC
    IDFC
    ING
    ING
    INDB
    INDB
    IOB
    IOB
    INDUS
    INDUS
    IDBI
    IDBI
    JNK
    JNK
    JSFB
    JSFB
    JSB
    JSB
    JUPITER
    JUPITER
    KARN
    KARN
    KVB
    KVB
    KOTAK
    KOTAK
    LVB
    LVB
    MAESTRO
    MAESTRO
    MASTERCARD
    MASTERCARD
    MERCHANT
    MERCHANT
    MOBIKWIK
    MOBIKWIK
    NAIB
    NAIB
    ONECARD
    ONECARD
    PAYZAPP
    PAYZAPP
    PAYTM
    PAYTM
    PHONEPE
    PHONEPE
    PNB
    PNB
    PNJSB
    PNJSB
    RBL
    RBL
    RUPAY
    RUPAY
    SARASB
    SARASB
    SVCB
    SVCB
    SLICE
    SLICE
    SODEXO
    SODEXO
    SOIB
    SOIB
    SCB
    SCB
    SBI
    SBI
    TMB
    TMB
    UCOB
    UCOB
    UBI
    UBI
    VISA
    VISA
    YESB
    YESB

i. Offer Validity (Mandatory)

  • Field: Date Range Picker

  • Purpose: Defines the start and end dates/times when the offer is active.

  • Format: [From-Date] 00:00:00 — [To-Date] 23:59:59

j. Offer Benefits

  • Dropdown: “Select Offer Benefits”

  • Purpose: Allows you to link benefit types such as cashback, discount, reward points, free shipping, etc.

k. Offer Payment Method Name

  • Example: “HDFC Credit Card”, “UPI”, “Paytm Wallet”

  • Purpose: Specifies the payment method or card type required for offer eligibility.

l. Terms and Conditions

  • Purpose: Outlines important rules governing the offer, including:

    • Eligibility (e.g., applicable only for specific cardholders)

    • Discount/cashback computation

    • Limitations or exclusions

m. Offer Benefit Max amount

  • Purpose: Defines the max amount upto which the particular benefit needs to be capped.

n. Offer Benefit Roundoff Rule

  • Purpose: Defines whether the benefit amount needs to be rounded down or up.

Example Configuration:

Scroll inside to view more
Field
Example Value
Description
Currency
INR – Indian Rupee
Offer applies to all payments made in INR
Minimum Transaction Amount
1,000
Minimum spend required to unlock the offer
Maximum Transaction Amount
10,000
Maximum spend eligible for the offer
Apply MOV Check
Enabled
Ensures each order segment meets minimum order criteria

2. Transaction level Details

The Transaction Level Details section defines the eligibility thresholds and currency settings for an offer. Use this configuration to control when and how an offer applies based on the value of a user’s transaction.

Overview

Use transaction-level settings to specify the minimum and maximum purchase values that qualify for an offer. This ensures that offers are applied only to transactions that meet predefined spending limits.

a. Minimum Transaction Amount

  • Requirement: Mandatory

    Define the minimum transaction value that must be met for a customer to qualify for the offer.

    • Example: Enter 1000 to apply the offer only when the cart value is ₹1,000 or more.

    • Purpose: Helps control offer applicability for low-value transactions and ensures cost efficiency for merchants.

    Note: Transactions below this threshold will not trigger the offer benefits.

b. Maximum transaction amount

  • Requirement: Optional

    Specify the highest transaction amount eligible for the offer.

    • Example: Enter 10,000 to restrict offer applicability to transactions up to ₹10,000.

    • Usage: This cap helps prevent excessive offer usage on high-value transactions.

    Tip: Leave blank if you want the offer to apply to all eligible transactions above the minimum threshold.

c. Currency

  • Requirement: Mandatory

    Select the currency in which the offer applies. By default, the currency reflects the merchant’s operating region.

    • Example: INR – Indian Rupee

    Usage: Choose the appropriate currency to ensure alignment with your payment gateway and settlement account.

    Scroll inside to view more
    Accepted Values
    Description
    AED
    United Arab Emirates Dirham
    ALL
    Albanian lek
    AMD
    Armenian dram
    ARS
    Argentine peso
    AUD
    Australian dollar
    AWG
    Aruban florin
    BBD
    Barbadian dollar
    BDT
    Bangladeshi taka
    BMD
    Bermudian dollar
    BND
    Brunei dollar
    BOB
    Bolivian boliviano
    BSD
    Bahamian dollar
    BWP
    Botswana pula
    BZD
    Belize dollar
    CAD
    Canadian dollar
    CHF
    Swiss franc
    CNY
    Chinese yuan renminbi
    COP
    Colombian peso
    CRC
    Costa Rican colon
    CUP
    Cuban peso
    CZK
    Czech koruna
    DKK
    Danish krone
    DOP
    Dominican peso
    DZD
    Algerian dinar
    EGP
    Egyptian pound
    ETB
    Ethiopian birr
    EUR
    European euro
    FJD
    Fijian dollar
    GBP
    Pound sterling
    GHS
    Ghanian Cedi
    GIP
    Gibraltar pound
    GMD
    Gambian dalasi
    GTQ
    Guatemalan quetzal
    GYD
    Guyanese dollar
    HKD
    Hong Kong dollar
    HNL
    Honduran lempira
    HRK
    Croatian kuna
    HTG
    Haitian gourde
    HUF
    Hungarian forint
    IDR
    Indonesian rupiah
    ILS
    Israeli new shekel
    INR
    Indian rupee
    JMD
    Jamaican dollar
    KES
    Kenyan shilling
    KGS
    Kyrgyzstani som
    KHR
    Cambodian riel
    KYD
    Cayman Islands dollar
    KZT
    Kazakhstani tenge
    LAK
    Lao kip
    LBP
    Lebanese pound
    LKR
    Sri Lankan rupee
    LRD
    Liberian dollar
    LSL
    Lesotho loti
    MAD
    Moroccan dirham
    MDL
    Moldovan leu
    MKD
    Macedonian denar
    MMK
    Myanmar kyat
    MNT
    Mongolian tugrik
    MOP
    Macanese pataca
    MUR
    Mauritian rupee
    MVR
    Maldivian rufiyaa
    MWK
    Malawian kwacha
    MXN
    Mexican peso
    MYR
    Malaysian ringgit
    NAD
    Namibian dollar
    NGN
    Nigerian naira
    NIO
    Nicaraguan cordoba
    NOK
    Norwegian krone
    NPR
    Nepalese rupee
    NZD
    New Zealand dollar
    PEN
    Peruvian sol
    PGK
    Papua New Guinean kina
    PHP
    Philippine peso PHP
    PKR
    Pakistani rupee
    QAR
    Qatari riyal
    RUB
    Russian ruble
    SAR
    Saudi Arabian riyal
    SCR
    Seychellois rupee
    SEK
    Swedish krona
    SGD
    Singapore dollar
    SLL
    Sierra Leonean leone
    SOS
    Somali shilling
    SSP
    South Sudanese pound
    SVC
    Salvadoran colón
    SZL
    Swazi lilangeni
    THB
    Thai baht
    TTD
    Trinidad and Tobago dollar
    TZS
    Tanzanian shilling
    USD
    United States dollar
    UYU
    Uruguayan peso
    UZS
    Uzbekistani so'm
    YER
    Yemeni rial
    ZAR
    South African rand

d. Apply MOV Check on Order Breakup

Requirement: Optional

Specify the highest transaction amount eligible for the offer.

  • Example: Enter 10,000 to restrict offer applicability to transactions up to ₹10,000.

  • Usage: This cap helps prevent excessive offer usage on high-value transactions.

Tip: Leave blank if you want the offer to apply to all eligible transactions above the minimum threshold.

Example Configuration:

Scroll inside to view more
Field
Example Value
Description
Coupon-Based Offer
Yes
Customers must enter a coupon code at checkout.
Hidden Coupon
No
Coupon code is publicly visible to users
Offer Code
PAYTM50
The coupon code users will apply to avail of the offer
Offer Title
“Get 4% Cashback, Earn 10x Rewards”
A short, descriptive title that summarizes the offer for users.
Offer Validity
[From-Date] 00:00:00 — [To-Date] 23:59:59
Defines the start and end dates/times when the offer is active.
Offer Benefits
Discount
The upfront discount would be given to the user.

Payment Details

a. Card Bin Filter

  • Options: Whitelist/Blacklist

  • Purpose: Defines the Card Bins eligible for the offer

    • Whitelist: Offer will be applicable to uploaded bins.

    • Blacklist: Offer will not be applicable to uploaded bins.

Note

Values for above have to be attached in Filters CSV, and the option to whitelist/blacklist those values will be considered here

b. Card Networks

  • Purpose: Defines the Card Networks eligible for the offer.

    Scroll inside to view more
    Accepted Values
    Description
    VISA
    VISA
    MASTERCARD
    MASTERCARD
    RUPAY
    RUPAY
    AMEX
    AMEX
    DISCOVER
    DISCOVER
    DINERS
    DINERS
    MAESTRO
    MAESTRO
    JCB
    JCB
    BAJAJ
    BAJAJ

c. Card Types

  • Purpose: Defines the list of Card Types eligible for the offer.

    Scroll inside to view more
    Accepted Values
    Description
    DEBIT
    Debit Cards
    CREDIT
    Credit Cards

d. Card Issuers

  • Purpose: Defines the Card Issuers eligible for the offer

    Scroll inside to view more
    Accepted Values
    Description
    ACB
    Asia Commercial Bank
    ABPB
    Aditya Birla Payments Bank
    AIRTEL
    Airtel Payments Bank
    ALLB
    -
    AMAZONPAY
    Amazon Pay
    AMEX
    American Express
    ANDHRA
    Andhra Bank
    ARYAB
    -
    AUB
    Asia United Bank
    AXIS
    Axis Bank
    BAJAJ
    Bajaj Finserv
    BANDHAN
    Bandhan Bank
    BOA
    Bank of America
    BBKM
    -
    BOB
    Bank of Baroda
    BOI
    Bank of India
    BOM
    Bank of Maharashtra
    BARC
    -
    BUPB
    Baroda U.P. Gramin Bank
    BASSEIN
    Bank of Maharashtra, Bassein
    BHARAT
    Bharat Credit Card (HDFC)
    BMAHILA
    -
    BNPP
    BNP PARIBAS
    CANR
    Canara Bank
    CAPB
    -
    CSB
    Catholic Syrian Bank
    AVENUES
    -
    CBI
    Central Bank of India
    CHASE
    Chase Credit Cards
    CITI
    Citi Bank
    CUB
    City Union Bank
    CORP
    -
    COSMOS
    Cosmos
    DBS
    DBS Bank
    DCB
    DCB Bank
    DCBB
    DCB Bank
    DENA
    Dena Bank
    DEUT
    Deutsche Bank AG
    DLS
    DSL Bank
    DUMMY
    DUMMY
    EPAYLATER
    ePayLater
    EQUITAS
    Equitas Small Finance Bank
    ESAF
    ESAF Small Finance Bank
    FED
    Federal Bank
    FEDSP
    -
    FPB
    First PREMIER Bank
    FREECHARGE
    FREECHARGE
    GOOGLEPAY
    Google Pay
    GPPB
    -
    HDFC
    HDFC
    HSBC
    HSBC
    ICICI
    ICICI
    IDFC
    IDFC
    IPPB
    IPPB RuPay Virtual Debit Card
    INDB
    IndusInd Bank
    IOB
    Indian Overseas Bank
    INDUS
    -
    IDBI
    IDBI
    ING
    ING Vysya
    INSTACRED
    InstaCred Cardless EMI
    JNK
    Jammu and Kashmir Bank
    JANACASH
    -
    JSFB
    Jana Small Finance Bank
    JSB
    Jefferson Security Bank
    JIOMONEY
    JioMoney
    JPM
    JPMorgan Chase & Co
    KLB
    -
    KJSB
    The Kalyan Janata Sahakari Bank
    KARN
    Karnataka Bank
    KVB
    Karur Vysya Bank
    KOTAK
    Kotak Mahindra Bank
    LVB
    Lakshmi Vilas Bank
    LAZYPAY
    LazyPay Bank
    LINEPAY
    LINE Pay
    MPESA
    M-PESA
    MUCOOP
    -
    MOBIKWIK
    MobiKwik
    MRUPEE
    mRUPEE
    NESFB
    North East Small Finance Bank
    NKGSB
    NKGSB Co-Operative Bank
    NSDLPB
    NSDL Payments Bank
    OLAM
    Ola Money
    OLAP
    ONE
    OneCard
    OBC
    Oriental Bank of Commerce
    OXICASH
    OxiCash
    OXIGEN
    OxiCash
    PAYPAL
    PayPal
    PAYTM
    Paytm
    PAYUMONEY
    PayUMoney
    PAYZAPP
    HDFC PayZapp
    PHONEPE
    PhonePe
    PMCB
    -
    PNJSB
    -
    PNB
    Punjab National Bank
    RBL
    RBL Bank
    RBS
    Royal Bank of Scotland
    SARASB
    -
    SBMBI
    -
    SCOT
    -
    SVCB
    SVC Bank
    SIMPL
    Simpl
    SLICE
    Slice Credit Cards
    SODEXO
    Sodexo
    SOIB
    -
    SCB
    Standard Chartered Bank
    SBI
    State Bank of India
    SSFB
    Suryoday Small Finance Bank
    SURYO
    -
    SYNB
    -
    TNSC
    Tamilnadu State Apex Co-Operative Bank
    TMB
    Tamilnadu Mercantile Bank Credit Card
    TBSB
    Thane Bharat Sahakari Bank
    TCCB
    NAIB
    TJSB
    TJSB Bank
    TPSLDUMMY
    UCOB
    UCO Bank
    USFB
    Ujjivan Small Finance Bank
    UBI
    Union Bank of India
    UNIB
    USB
    VCB
    Vietcombank Debit card - American Express
    VJYB
    WFB
    Wells Fargo
    WPB
    -
    YESB
    YES Bank
    YESPAY
    YES PAY mobile wallet
    ZCB
    -

d. Net Banking

  • Purpose: Defines the list of Netbanking instruments eligible for the offer.

    Scroll inside to view more
    Accepted Values
    Description
    DUMMY
    DUMMY
    AXIS
    Axis Bank
    BOI
    Bank of India
    BOM
    Bank of Maharashtra
    CBI
    Central Bank of India
    DCB
    DCB Bank
    FED
    Federal Bank
    HDFC
    HDFC
    ICICI
    ICICI
    IDBI
    IDBI
    INDB
    INDB
    INDUS
    IndusInd Bank
    IOB
    Indian Overseas Bank
    JNK
    Jammu & Kashmir Bank
    KARN
    Karnataka bank
    KVB
    Karur Vysya Bank
    SBI
    State Bank of India
    SOIB
    SOIB
    UBI
    Union Bank of India
    YESB
    Yes Bank Limited
    CUB
    City Union Bank
    CANR
    Canara Bank
    CITI
    Citibank
    DEUT
    Deutsche Bank
    KOTAK
    Kotak Mahindra Bank
    DLS
    DLS
    ING
    ING Group
    CSB
    CSB Bank
    SCB
    Standard Chartered
    TMB
    Tamilnad Mercantile Bank
    SARASB
    Saraswat Co-operative Bank
    JSB
    Janata Sahakari Bank
    LVB
    Lakshmi Vilas Bank
    PNJSB
    PNJSB
    RATN
    RATN
    SVCB
    SVC Bank
    PNBCORP
    PNB Corporate
    PNB
    Punjab National Bank
    UCOB
    UCO Bank
    COSMOS
    Cosmos Co-operative Bank
    IDFC
    IDFC First Bank Limited
    NAIB
    NAIB BANK
    BHARAT
    Bharat Bank
    RBL
    RBL Bank
    KVBCORP
    KVB Corp
    AIRTEL
    Airtel Payment Bank
    UBICORP
    Union Bank Corporate
    ABIRLA
    Aditya Birla Payments Bank
    JANA
    Jana Small Finance Bank
    PAYTM
    PayTM
    DBS
    DBS Bank Limited

e. Wallet Instruments

  • Purpose: Defines the list of wallets eligible for the offer.

    Scroll inside to view more
    Accepted Values
    Description
    PHONEPE
    PHONEPE
    GOOGLEPAY
    GOOGLEPAY
    SIMPL
    SIMPL
    PAYZAPP
    PAYZAPP
    AIRTELMONEY
    AIRTELMONEY
    LAZYPAY
    LAZYPAY
    OLAMONEY
    OLAMONEY
    JIOMONEY
    JIOMONEY
    PAYPAL
    PAYPAL
    LOANTAP
    LOANTAP
    FREECHARGE
    FREECHARGE
    MOBIKWIK
    MOBIKWIK
    AMAZONPAY
    AMAZONPAY
    PAYTM
    PAYTM
    CRED
    CRED
    PAYTM_POSTPAID
    PAYTM_POSTPAID
    PAYUMONEY
    PAYUMONEY
    AMEXEZECLICK
    AMEXEZECLICK
    MPESA
    MPESA
    LIME
    LIME
    ICASH
    ICASH
    MRUPEE
    MRUPEE
    YPAYCASH
    YPAYCASH
    PAYCASH
    PAYCASH
    IDEAMONEY
    IDEAMONEY
    OLAPOSTPAID
    OLAPOSTPAID
    TATAPAY
    TATAPAY
    BAJAJPAY
    BAJAJPAY

f. Rewards

  • Purpose: Defines the list of Rewards instruments eligible for the offer

g. Consumer Finance

  • Purpose: Defines the list of Consumer Finance instruments eligible for the offer.

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    Accepted Values
    Description
    CAPITALFLOT
    CAPITALFLOT
    EPAYLATER
    EPAYLATER
    FLEXMONEY
    FLEXMONEY
    FLEXIPAY
    FLEXIPAY
    ICICIPAYLATER
    ICICIPAYLATER
    ZESTMONEY
    ZESTMONEY
    AMAZONPAYLATER
    AMAZONPAYLATER

h. UPI Collect handles

  • Purpose: Defines the list of UPI Collect handles eligible for the offer.

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    Accepted Values
    Description
    ybl
    ybl
    axl
    axl
    okhdfcbank
    okhdfcbank
    okaxis
    okaxis
    okicici
    okicici
    oksbi
    oksbi
    paytm
    paytm
    upi
    upi
    apl
    apl
    axisb
    axisb
    ikwik
    ikwik
    ibl
    ibl
    yapl
    yapl
    rapl
    rapl
    abfspay
    abfspay
    idfcbank
    idfcbank
    icici
    icici
    yesg
    yesg
    jupiteraxis
    jupiteraxis
    goaxb
    goaxb
    NIYOICICI
    NIYOICICI
    indus
    indus
    pingpay
    pingpay
    shriramhdfcbank
    shriramhdfcbank
    sliceaxis
    sliceaxis
    tapicici
    tapicici
    timecosmos
    timecosmos
    yesbank
    yesbank
    idfcbank
    idfcbank
    waicici
    waicici
    waaxis
    waaxis
    wahdfcbank
    wahdfcbank
    wasbi
    wasbi
    zoicici
    zoicici

i. UPI apps

  • Purpose: Defines the list of UPI Intent apps eligible for the offer.

    Scroll inside to view more
    Accepted Values
    Description
    BHIM_IOS
    BHIM iOS app
    PHONEPE_ANDROID
    Phonepe Android app
    PHONEPE_IOS
    Phonepe Android app
    GOOGLE_PAY_ANDROID
    Google pay android app
    GOOGLE_PAY_IOS
    Google pay ios app
    PAYTM_ANDROID
    Paytm android app
    PAYTM_IOS
    Paytm ios app
    WHATSAPP_BUSINESS
    Whatsapp business
    ICICI_IMOBILE
    ICICI mobile
    SBI
    SBI
    AXIS_PAY
    AXIS_PAY
    SAMSUNG_SPAYMINI
    SAMSUNG_SPAYMINI
    SAMSUNG_SPAY
    SAMSUNG_SPAY
    HDFC_SNAPWORK
    HDFC_SNAPWORK
    PNB
    PNB
    ICICI_POCKETS
    ICICI_POCKETS
    BANK_OF_BARODA
    BANK_OF_BARODA
    FREECHARGE
    FREECHARGE
    UNBI
    UNBI
    AXIS_MOBILE
    AXIS_MOBILE
    KVB_MYCOMPANY
    KVB_MYCOMPANY
    VIJAY_ BANK
    VIJAY_ BANK
    DENA
    DENA
    JAMMU_AND_KASHMIR
    JAMMU_AND_KASHMIR
    KOTAK
    KOTAK
    HDFC_WIBMO
    HDFC_WIBMO
    HIKE
    HIKE
    IDFC_PSP
    IDFC_PSP
    YES_BANK
    YES_BANK
    ABIPBL
    ABIPBL
    POLYMER
    POLYMER
    FINO
    FINO
    ORIENTAL_BANK_OF_COM
    ORIENTAL_BANK_OF_COM
    MERCE
    MERCE
    FEDERAL_BANK
    FEDERAL_BANK
    INDUS_BANK
    INDUS_BANK
    WIZELY
    WIZELY
    DCB
    DCB
    YES_MERCHANT
    YES_MERCHANT
    DBS
    DBS
    MOBIKWIK
    MOBIKWIK
    RBL_MOBANK
    RBL_MOBANK
    HILLR
    HILLR
    CITRUSPAY
    CITRUSPAY
    SOUTH_INDIAN_BANK
    SOUTH_INDIAN_BANK
    AMAZON_MSHOP
    AMAZON_MSHOP
    MI_PAY
    MI_PAY
    WHATSAPP
    WHATSAPP
    TRUECALLER
    TRUECALLER
    OLA
    OLA
    MYAIRTEL_APP
    MYAIRTEL_APP
    PAYTM_MALL
    PAYTM_MALL
    GB_WHATSAPP
    GB_WHATSAPP
    ANGEL_MOBILE
    ANGEL_MOBILE
    FUNDS_INDIA
    FUNDS_INDIA
    IMUTHOOT
    IMUTHOOT
    ANGEL_WEALTH
    ANGEL_WEALTH
    CREDPAY_IOS
    CREDPAY_IOS
    CREDPAY_ANDROID
    CREDPAY_ANDROID
    Jupiter_Android
    Jupiter_Android

j. Transaction Type

  • Purpose: Defines the list of transaction mode where the offer is eligible.

  • Options: Order

Counters

a. Budget Velocity Counter

  • Purpose: Number of times an offer can be applied in the given time period

b. Budget Amount Counter

  • Purpose: Maximum amount for which an offer is valid

c. Card Velocity Counter

  • Purpose: Number of times offer is valid for a unique card

d. Card Amount Counter

  • Purpose: Maximum amount per card for which offer is valid

e. Customer Velocity counter

  • Purpose: Number of times offer can be availed by a customer

f. Customer Amount Counter

  • Purpose: Total amount that can be availed by a customer

Customer & additional Filters

1. Customer Level Targeting Filters

a. Customer Email filter:

  • Options: WHITELIST/BLACKLIST

  • Purpose: This is used to target customers using email.

    • Whitelist: Offer will be applicable to uploaded emails.

    • Blacklist: Offer will not be applicable to uploaded emails.

b. Customer Id filter:

  • Options: WHITELIST/BLACKLIST

  • Purpose: This is used to target customers using customer id.

    • Whitelist: Offer will be applicable to uploaded customer id.

    • Blacklist: Offer will not be applicable to uploaded customer id.

c. Customer Mobile filter:

  • Options: WHITELIST/BLACKLIST

  • Purpose: This is used to target customers using mobile numbers.

    • Whitelist: Offer will be applicable to uploaded mobile numbers.

    • Blacklist: Offer will not be applicable to uploaded mobile numbers.

2. Additional Targeting Filters

a. UDF1 - UDF8:

  • Options: WHITELIST/BLACKLIST

  • Purpose: This is used to target by using udf.

    • Whitelist: Offer will be applicable to uploaded udf.

    • Blacklist: Offer will not be applicable to uploaded udf.

b. Gateway_reference_id:

  • Options: WHITELIST/BLACKLIST

  • Purpose: This is used to target by using gateway reference id.

    • Whitelist: Offer will be applicable to uploaded gateway reference id.

    • Blacklist: Offer will not be applicable to uploaded gateway reference id.

Note

Values for above have to be attached in Filters CSV, and the option to whitelist/blacklist those values will be considered here

Additional Configuration

a. Payment Channel

  • Purpose: Used when the offer needs to be displayed only on specific platforms (e.g., Android, iOS, or Web).

Last updated 5 months ago