Set the participation form for a receipt challenge
How participation-form scope applies to receipt challenges and where to configure it.
A participation form is optional in a receipt challenge, but it becomes useful when you need extra data that the receipt itself does not provide, such as store preference, product category, or a follow-up contact field.
Like Opt-in and Notifications, Participation Form is a cross-campaign setting. Depending on the campaign setup, it can stay disabled, be shared at campaign level, or be configured specifically for the receipt challenge.
Use the receipt itself only for purchase proof
If the data already appears on the receipt, do not ask for it again in the participation form unless you need a manual fallback field.
Good reasons to add a form
- You need one or two business questions that OCR will never extract.
- You want to segment valid receipt submissions later.
- You need data from participants even when some receipts require manual review.
Good reasons to keep it disabled
- The challenge goal is simply "submit a qualifying receipt and get rewarded".
- You want the shortest possible participant path.
- The required data already lives in landing-page participation, opt-in, or the receipt itself.
Next steps
About participation forms
Understand what participation forms are for before you add one to a receipt challenge.
Enable and choose scope
Turn the feature on and choose Campaign Level or Touchpoint Level.
Configure at campaign level
Use one shared schema across the whole campaign.
Configure at touchpoint level
Give the receipt challenge its own form when needed.