Receipt Scanning Module
This article explains how Zinrelo's receipt scanning feature works.
Zinrelo’s receipt scanning feature enables brands to award points to customers for offline purchases. This is particularly useful when the brand doesn’t own the sales channel. Big brands usually sell through a network of distributors. As a result, they don’t have a direct connect with their customers. If they could encourage their customers to sign up for a loyalty program, the brands would be able to establish a direct line of communication with their customers. They could then seek feedback from customers, share updates and send marketing promotions to the customers.
The receipt scanning module is designed to incentivize customers to join a brand’s loyalty program.
End User Experience
The brand should advertise the loyalty program and make customers aware of the points that they can earn for receipts of past purchases. This message can also be printed on the receipt itself or included on the product packaging. The message will contain the URL of the sign-up page for the loyalty program.
After customers sign up for the program, they can access the loyalty dashboard where they will see all the earning opportunities. To claim points for their offline purchase, customers will navigate to the ‘Submit a Receipt’ activity in the dashboard.
Customers will then be presented with an option to upload a receipt.
- Customers can only upload 1 receipt at a time. Max 5 images allowed for longer receipts.
- Maximum permissible receipt image size is 10MB.
- Acceptable file formats for the receipt are : JPG, JPEG, PNG or PDF.
These instructions, along with other necessary information, is displayed to the customers on the dashboard. Once the receipt is successfully uploaded, they will see a success message. Points will be credited to their account after successful verification.
Receipt Scanning and Moderation Process
Receipt scanning is a 3 step process. The content extraction is handled by an OCR reader but manual checks are in place to ensure accuracy.
Step 1: OCR Scanning
Once a receipt has been uploaded by a customer, Zinrelo’s OCR scanner scans and extracts the contents of the receipt. The receipt then shows up in the moderation section in the Zinrelo admin console.
As the volume of receipts scanned increases, the OCR is able to extract information from them more accurately.
These receipts are then run through the product list or SKUs (stock-keeping units) uploaded to the Zinrelo Admin console. The products that are close to the listed products will be checked and will be selected for further business rules like rewards, set-up bonus points, etc.
The product list could have product names, product IDs, and keywords.
Note: It is highly recommended to share two different files, one for exact product names and SKUs and the other for keywords.*
Step 2: Setting up moderation
You can set up automation rules to make the moderator's job more convenient. With these rules, the receipt will be flagged for moderation or auto rejected.
In moderation settings, you can configure:
Auto Rejection Rules: You can set up multiple rules to reject or flag a receipt for moderation automatically. There are various conditions on which the rules can be set-
- Date conditions
- Uniqueness conditions
- Missing information conditions
- Invalid product conditions
- Store conditions
Rejection Reasons: You can configure the message that will be sent to the receipt owner when any receipt is rejected. You can edit the default messages for rejection or configure the new receipt rejection reasons.
Notification Settings: You can notify any of the listed admins of unprocessed receipts.
Step 3: Zinrelo Admin Moderation
An admin from Zinrelo verifies the extracted information. The admin can manually overwrite the fields in case any errors in extracting the information.
Further, the Zinrelo admin will select which products are eligible for loyalty points. A receipt can contain products from multiple brands. So it is important to identify which products qualify for earning points.
Once these steps are completed, the admin can approve or reject the receipt. While approving or rejecting the receipt, the admin can add notes regarding the action. The moderation action, along with the notes, is maintained in an audit log.
Step 4: Moderation by Client Admin
In case the Zinrelo admin doesn’t have sufficient knowledge to take an action on a submitted receipt, the admin can flag it for the client admin. The client admin can then come in and complete the receipt moderation.
Setting up business rules on receipt
The rules frame in receipt scanning functions similarly to other activities. To set up business rules on receipt, you have to go to:
Program Settings >> Activities >> Submit a receipt >> Manage rules.
Here is the list of Activity Attributes that you can use to set-up bonus points for the clients:
- Purchase Date
- Subtotal of selected products
- Store Name
- Store City
- Product Price
- Store State
- Product Name
- Product SKU
- Receipt Submission Date
- Store Postal Code
Note: You cannot set an exclusion rule on activity attributes.
Receipt Scanning is a premium module. If you want enabled for your account, please contact your customer success manager
Updated 28 days ago