Setting Up Receipt Upload Earning Rules on Shopify

Goals and Outcomes

The Receipt Upload earning rule is an advanced earning rule that lets you reward customers for uploading receipts from your store or third-party retailers.

It’s a great way to:

• Engage customers and encourage repeat purchases.

• Expand loyalty participation beyond online transactions.

• Encourage omnichannel shopping behavior by rewarding in-store purchases.

For the rule to be a successful part of your loyalty program, you need to promote it to your customers so they are aware of this opportunity to earn rewards.

In this article, you’ll learn how to create and configure Receipt Upload earning rules on Shopify.

Is this article for me?

If you’re not using Shopify or Shopify Plus, follow this Receipt Upload earning rule guide for other e-commerce platforms.

Creating a Receipt Upload Earning Rule on Shopify

To create a Receipt Upload earning rule on Shopify and Shopify Plus, follow these steps:

1. In your Yotpo admin, go to Manage Program > Rewards Program.

2. Under Ways to earn, click Create earning rule.

3. Go to the Advanced section and select Receipt Upload.

4. Click Next.

Configuring a Receipt Upload Earning Rule

General Settings

Earning rule name

By default, the rule is named Receipt Upload. Click the pencil icon if you want to rename it.

Notifications

1. Notifications email address - Enter the email address that will receive notifications for each new receipt upload submission.

2. Escalations email address - If a submission is escalated, this email address will receive a notification.

Rewards history text

Action text – Describes the action the customer completed to earn the reward. It will also appear in their Rewards History.

Advanced Settings

• Target audience

  • From the Apply this rule to dropdown, select which customers the rule will apply to.

  • Optionally, use the Do not apply this rule to dropdown to exclude specific customer segments.

• Schedule rule - configure how long the rule will run for.

What’s Next

Step 1: Add the Rule to Your Rewards Page

Once you've set up your Receipt Upload earning rule, make sure to add it to your Rewards Page so it becomes available to customers:

1. Go to your Rewards page and click Edit.

2. Click Earning Points > Layout.

3. From the dropdown, add the Receipt Upload earning rule and customize the tile.

4. Click Save & Publish to apply the changes.

Step 2: Customers Upload Receipts

Customers can earn rewards by uploading a receipt in the designated section of your Rewards Page after logging into their account.

Redemption process:

1. Customers visit your Rewards page and log in.

2. They click to upload a receipt.

3. They submit the receipt.

4. If successful, they see a submission validation message confirming that they’ll receive an email once their submission is reviewed.

Step 3 (Optional): Customize the Approve/Reject Emails

Yotpo provides predefined email templates that customers receive when their receipt upload has been approved or rejected. However, you can customize these emails to align with your brand’s tone and messaging.

To customize the emails, follow these steps:

1. From the Yotpo admin, go to Communications.

2. Click Loyalty Emails.

3. Click the Customize Email button for the respective email.

There are four types of emails that are triggered during the receipt upload process:

• Receipt Approved: rewarded points (sent to the customer)

• Receipt Approved: rewarded coupons (sent to the customer)

• Receipt rejected (sent to the customer)

• Pending receipts (sent to the moderator)

Currently, the customer-facing emails can only be customized and sent through Yotpo's email system. Learn more about customizing Yotpo Loyalty & Referrals triggered emails.

Step 4: Approving, Rejecting, or Escalating Receipt Uploads

To manage receipt submissions, follow these steps:

1. You will receive an email notification for each new scanned receipt.

2. Click the link in the email to go to the customer page.

3. Navigate to the Receipt History section.

   

4. Review the submitted receipt(s) and click to either approve, reject, or escalate.

5. If you click to approve, enter the total amount from the receipt and confirm your approval.

Once approved, the customer will automatically earn points, which will be reflected in their Rewards History. They’ll also receive an email notification about it with the points they earned. Learn more about receipt scanning moderation.