Uploading Receipts Process
Allowing customers to upload their receipt brings an entirely new dimension to reward programs. This functionality bypasses POS integration and tablet transaction posting entirely. The upload receipt functionality can be used on a mobile phone or any web device.
When the transaction takes place, and the cashier hands the member a receipt, the member opens their user profile and presses the upload receipts button. There is an upload receipts button that asked the member to take a picture of their receipt, enter their transaction number, the amount of the transaction, and date of purchase. In addition, there is a survey that asked the member about their experience.
The transaction posts inside RoboRewards software as a pending transaction. The business owners staff can view the receipt and verify that data entered is correct. If correct, the transaction status can be changed to an approved status. The points are placed into a holding pending status until the business owner approves the transactions.
Alternatively, POS integration can auto-approve uploaded receipts if the transaction ID matches and the receipt is not already redeemed. In this case, the point automatically issue to the member.
On the view transactions page, the business owner can visually compare the receipt with the data entered. If correct, the business owner approves the transaction. This program works well for White Label Reward Program Resellers.
Points can be released immediately or held in a Pending Approved status for a specified period of time. Once the time expires, points are released and status changes to Approved.
At all times, the member can view their transaction history inside their profile. They can see if transactions are pending or approved.
When reward goal offers and broadcast offers send to the member, the member can show the offer on their mobile phone, and the cashier or member can manually redeem the offer. This type of program works extremely well for VIP reward programs, Cashback reward programs and programs that do not desire POS integration or extra hardware in their business.
Learn about adding customers via web-forms here.