Set the participation form for a receipt challenge
Collect extra details a receipt can't give you, and decide where the form is set up.
Collect details the receipt itself can't provide, such as store preference, product category, or a follow-up contact field. A participation form is optional in a receipt challenge, and you only add one when you need that extra data.
Like Opt-in and notifications, the participation form is a campaign-wide setting. It can stay off, be shared across the campaign, or be set up just for the receipt challenge.
Keep the receipt for purchase proof only
If the data is already on the receipt, don't ask for it again in the form, unless you need a backup field for manual review.
Add a form when
- You need one or two business questions that reading the receipt text can't answer.
- You want to segment valid receipt submissions later.
- You need details from shoppers even when some receipts go to manual review.
Leave it off when
- The goal is just "submit a qualifying receipt and get rewarded".
- You want the shortest possible path for shoppers.
- The data you need already lives in the landing page, the 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.