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:

1. General Description

2. How is the participation flow of the user

3. Create the promotion

4. Purchase Ticket Validation System

   • 4.1. Manual Purchase Ticket Validation

   • 4.2. Automatic Purchase Ticket Validation

5. How to manage participants and their purchase receipts

6. Prize configuration system

7. 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:

• Users will see a screen where they can upload the image of their receipt or purchase receipt.
• Additionally, you can enable a field so that the participant can insert a code, for example, the unique code of the invoice or purchase receipt.
• From the back-end user manager, as the administrator of the promotion, you will be able to check at any time and manually validate the images of the purchase receipts uploaded by users to check if they are valid, in order to discard the receipts that are not valid before carrying out the final draw.
• Additionally, for more advanced and automatic validation of purchase tickets, you can enable automatic validation with AI, a system that allows for the automatic verification of the ticket’s validity using artificial intelligence. This option is only available for White Label promotions and is specifically designed for promotions where direct prizes are assigned upon participation, such as a discount coupon or a winner moment prize. More information about automatic validation with AI.
• 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.

Learn in this article how each participation flow works, as well as the different pages that make up a promotion.

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. Next, select the template you want to use based on how you want to validate the purchase tickets. You can choose from:

• Manual Validation: The user participates by uploading a photo, but no automatic validation is performed. The administrator has access to a manual ticket review tool and an email notification system.
• Automatic Validation: The user uploads a photo of a purchase ticket, and AI-powered automatic validation rules are applied to detect fraud attempts and verify compliance with participation conditions. This is the recommended option for:
  • Awarding direct prizes.
  • Fraud control.
  • Applying automatic validation rules.
  • Obtaining structured information from the ticket.
  • Complementing with a manual ticket review system.

4. Purchase Ticket Validation System

The choice of one template or another will determine the next steps to follow:

• 4.1. Manual Validation

• 4.2. Automatic Validation

4.1. Manual Validation

The "Manual Validation" template allows users to participate in the contest by uploading a photo of their purchase ticket or receipt. All uploaded ticket photos will be collected in the Requirements tool, which the promotion administrator can access at any time to review the tickets.

Additionally, the administrator can enable pre-moderation of tickets, meaning purchase tickets will remain pending review. The administrator will have access to a console to review purchase receipts and tools to validate them.

Once you have selected the "Manual Validation" template, click here to learn all the steps to correctly set up the manual purchase ticket validation system according to your campaign's needs.

4.2. Automatic validation

The "AI-Powered Receipt Validation" template allows the administrator to enable ticket validation with AI, a system that 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 ticket 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.

Once you have selected the "Automatic Validation" template, click here to learn all the steps to correctly set up the purchase ticket validation system according to your campaign’s needs.

The AI-powered automatic ticket validation is only available for promotions created with the White Label version.

This system operates with the AI Validation package system, which the administrator must purchase to analyze and validate the tickets 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 Tickets" 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.