Navigating the wallet manager
The Wallet Manager makes it easy to oversee all campaign wallets, providing access to key metrics and detailed wallet information in one place.
How to Find the Wallet Manager:
Navigate to the sidebar and select the Wallet Manager.
In the Wallet Manager, you can oversee all campaign wallets.
Key Functionality:
Filter the view to display a specific wallet. By default, archived wallets are hidden.
Use the Wallet Manager section to view all key wallet details:
Wallet name
External ID: used for external reconciliation/linking.
Available Balance: remaining balance on the wallet.
Daily Limit: the wallet daily budget that has been set.
Projected End Date: estimates when a wallet will run out based on the daily limit set—helping you plan ahead.
Currency: the wallet's set currency.
Status: help you quickly identify which wallets are healthy and which may need attention.
Click the ellipsis next to any wallet to edit settings (like daily budget) or archive it when no longer needed. Editing availability depends on your retailer.
Use the Balance Over Time graph to view a snapshot of budget use and spend trends.
You can adjust the date Range and data grouping, as well as export to CSV on the right.
View the Activity History for a log of wallet credits and debits within a chosen date range for complete transparency.
Take the guided tour below for a step-by-step walk-through:
View more tours on the Demo Hub.
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