Merchant Portal Guide
Summary: The merchant portal provides an operational workspace for approved business profiles, campaigns, network activity, and performance views.
#Availability
Pilot: Portal modules and labels can vary by configured deployment. This guide describes the intended operating model and does not guarantee that every module is enabled.
#Core areas
- Overview: Review current participation status and priority actions.
- Business profile: Maintain approved public and operational information.
- Campaigns: Draft, submit, and monitor commercial activity.
- Partners: Review permitted network relationships.
- Analytics: Examine available performance measures.
- Team: Manage authorized users within assigned permissions.
#Operating practices
- Keep profile details current.
- Use descriptive campaign names.
- Record approvals.
- Close expired activity.
- Investigate unexpected results before changing targeting or offer terms.
Important: Portal metrics are decision-support information. Reconcile material commercial or financial decisions with the appropriate source systems.
#Help and governance
- For campaign setup, see the campaign builder.
- For access questions, see roles and permissions.
- For definitions, consult the glossary.