Validation policy: manual vs automatic
Choose whether compliant receipts are approved immediately or sent to an operator first.
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.
Manual mode options
When you choose Manual, you also see Manual Validation Configuration.
The option there is Allow Force Unlock, which lets administrators release a reward even when one time slot is used up, as long as a later slot still has stock.
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.