Validation policy: manual vs automatic
Choose whether compliant receipts are approved immediately or sent to an operator first.
1 min read
Decide whether a receipt that passes your checks is approved on the spot or reviewed by a person first. This is the step that runs once a receipt clears the acceptance checks.
Receipt Validation Policy offers two modes:
- Automatic
- Manual
How the two modes differ
| Mode | What happens after the checks pass | Use this when |
|---|---|---|
| Automatic | The submission is approved straight away. | The reward is lower-risk and speed matters most. |
| Manual | The submission waits for an operator to review it. | You run in-store activations, give higher-value rewards, or want tighter fraud control. |
If you just want shoppers rewarded instantly with little risk, pick Automatic. If a person should check receipts first, pick Manual.
Choose the right mode
Pick Automatic when:
- the reward value is low to moderate
- receipts are usually read cleanly
- you want the shortest possible path for shoppers
Pick Manual when:
- staff are present on-site
- rewards are limited or sensitive
- fraud control matters more than speed
- you expect many borderline receipts that need a human to decide
If something's blocked
A few common reasons and how to fix them:
- No validation policy is set up — open the Configuration tab and set the validation policy before publishing.
- No mode is selected — choose either Automatic or Manual.
- Manual mode is incomplete — fill in the required manual-review settings.
- Automatic mode is incomplete — review and complete the automatic settings.
Example
A live event with staff at the prize desk usually fits Manual. A broad national proof-of-purchase coupon offer usually fits Automatic better.