Tutorial: Receipt validation application Follow
The "Receipt Validation application" will allow you to reward the loyalty of your customers with an exclusive promotion in which only users who have a valid purchase receipt can register. You will be able to verify the purchase receipts that users upload to the application and decide the type of prize users will receive when registering, such as a direct prize, a discount, or an entry in a final prize draw.
The content of the present tutorial is organized as follow:
General Description
How is the participation flow of the user
Create the promotion
Automatic purchase Receipt Validation System
How to manage participants and their purchase receipts
Prize configuration system
Customize the design and finish the setup of the promotion
1. General Description
The "Receipt Validation application" allows you to organize a promotion with the requirement for all participants to upload a purchase receipt. In this way, you will be able to reward your customers and consumers after making a purchase, which will allow them to participate in an online promotion, and qualify for prizes, gifts, or discounts.
The application provides all the tools for the upload and validation of the purchase receipts to be complete:
- For advanced and automatic purchase receipt validation, the application includes an AI-powered automatic validation system, which allows the validity of the receipt to be checked automatically using artificial intelligence. This option is especially designed for promotions where direct prizes are awarded upon participation, such as discount coupons or winning moment prizes. More information about AI-powered automatic validation.
- Users will see a screen where they can upload an image of their purchase receipt. Additionally, you can enable extra fields if you need to collect more information from the participant (for example, the city where the purchase was made or any other data you may require).
- The administrator also has access to the Manual Receipt Review tool, a console where they can review receipts that, for any reason, were not considered valid by the system.
- You will be able to create several prizes and decide how to assign them: by a random draw among all registered users, by Instant Win, etc.
Note: This tutorial describes the steps to run a promotion where the dynamic will be that users confirm participation by uploading their purchase receipts, and can win direct prizes or enter a giveaway. In any case, it is also possible to establish the participation requirement to validate purchase receipts for other promotion mechanics, such as the “Spin the Wheel” application, where before being able to spin the wheel, the user must have uploaded a valid receipt. In this case, you will need to create a promotion of the "Spin the Wheel" type and configure the purchase receipt validation system, as explained in point 4 of this tutorial.
2. How is the participation flow of the user
What will the user experience be like? The promotion is made up of different pages that the user will find when interacting with the promotion to participate, such as: the initial welcome page, the registration page, where the user will register with their data, the page where the user will upload the receipt, etc. As a whole, the different pages will make up the structure of the promotion and the flow of participation that the user will follow to complete the promotional mechanics of the promotion.
In addition, as an administrator you can select which participation flow you want users to follow. Specifically, there are three different participation flows: Identified Mode, where the user must identify and register before being able to spin the Wheel; Visitor Mode, where the user first spins the Wheel and then identifies and registers in order to claim their prize; and Anonymous Mode, where the user participates without identifying himself or registering. The choice of one modality or another will determine how the user's participation and experience in the promotion will be.
3. Create the promotion
Next, we explain all the steps to create your promotion:
1. Access the Easypromos dashboard and log in with your email and password to manage and create your promotions.
2. Then, click on the "Create New Promotion" button to start creating your promotion.
3. The available products will be displayed. Select "Receipt validation" under the "Instant Prizes" section:
4. Automatic Purchase Receipt Validation System
The "AI-Powered Receipt Validation" system operates using a combination of artificial intelligence and OCR (Optical Character Recognition) technology for text recognition in images. This combination enables the system to read the information contained in the image of the receipt or purchase receipt uploaded by the user, automatically determining its validity.
Thus, the automatic AI-powered receipt validation addresses the three most common scenarios:
- Scenario 1 - Brand / Manufacturer: A brand or manufacturer organizes a campaign to reward customers who buy their products through a raffle. To participate, users must upload a photo of a purchase receipt from any store that contains one of the brand's products. The administrator can configure the rules to validate the receipts, such as a minimum amount or the purchase of a specific item. Once the receipts are validated, prizes will be raffled among all participants who meet the requirements.
- Scenario 2 - Store / Distributor / Retailer: A supermarket organizes a promotional campaign during a specific period for customers who make a purchase over $20. The customer must upload a photo of the purchase receipt showing the store's name, correct dates, and total amount. Additionally, the administrator could specify that for every $20 purchase, the customer earns an additional entry into a raffle or prize wheel.
- Scenario 3 - Shopping Center or business association with a joint promotion: Several stores within a shopping center or group participate in a promotion where customers can win prizes by shopping at any of the participating stores. To participate, the customer must upload a photo of the purchase receipt from any of the stores involved in the campaign. To ensure the validity of the uploaded receipts, rules can be established to validate the stores on the purchase receipts.
This system operates with the AI Validation package system, which the administrator must purchase to analyze and validate the receipts uploaded by users. Click here to see the pricing for the different AI Validation packages available.
5. How to manage participants and their purchase receipts
While the promotion is active, you can monitor and manage participants and the purchase receipts that users are validating from the Requirements screen. All purchase receipts validated by the system will be collected in the Requirements tool, located in the Users section of the promotion.
When you access it, a list will be displayed showing all the receipts that have been validated by the system.
Additionally, the participating user will be able to consult the receipt that has been uploaded from the "My participation" section.
6. Prize configuration system
Easypromos provides a comprehensive Prize and Winner Management System that allows you to create the prize(s) you want to award to users participating in the promotion, as well as configure how you want to assign prizes and select winners.
Specifically, for the "Validate Purchase Receipts" promotion, you have different options for assigning prizes to winners, depending on your preferences.
Check out the tutorial where we explain how the prize assignment system works in Easypromos.
7. Customize the design and finish the setup of the promotion
Once you are done with the setup of the promotion, the next step is to finish the configuration of the other options of the promotion, such as customizing the design template with your own colors and texts, adapting your Terms and Conditions, configuring sharing content, etc.
Follow the tutorial to finish the configuration and customization of your promotion.
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