Configure merchant rules
Whitelist or block specific retailers and control exact-match behavior in the receipt policy.
Use merchant rules to tie a receipt challenge to the right retailers. They let you say which store names count, which are blocked, and how strict the name match must be. You set them under the Merchant field requirement.
Merchant rules read the store name from the automatic text reading of the receipt (the step we call OCR), so a clearer receipt photo gives a more reliable match.
Set the merchant rules
Open the policy
Go to Configuration then Receipt Acceptance Policy.
Turn on Merchant
Switch on Merchant under Field Requirements.
List the stores that count
Add store names to Allowed Merchants when only named retailers should count.
Block specific stores
Add store names to Restricted Merchants when most retailers are fine but a few must be excluded.
Tighten the match (optional)
Turn on Require Exact Match when near-matches should not be accepted.
When to use this: a premium partner with many similarly named stores, where only the exact name should count. Leave it off when receipt photos vary and a slightly looser match is fine.
Pick one list, not both
For most campaigns, use one approach:
- Allowed Merchants when the challenge is limited to partner stores.
- Restricted Merchants when the challenge is open but a few stores must be excluded.
If you just want to run a partner-only challenge, fill Allowed Merchants and leave Restricted Merchants empty. Using both lists at once is harder to reason about and more likely to cause unexpected results.
If receipts match the wrong stores
A few common reasons and how to fix them:
- The same store is in both lists — a retailer cannot be both allowed and blocked. Remove it from one list.
- Both lists are filled — pick one strategy: an allowed list for a partner-only challenge, or a blocked list for an open one.
- A blank entry is in a list — a store name field was left empty. Remove or fill it.
Example
If the challenge should work only for Target, Walmart, and Kroger, add those names to Allowed Merchants and leave Restricted Merchants empty.