Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Why Integrate Loyalty Management With a Receipt Scanner?

Brands that don’t own their sales channels can’t accurately track customer purchases made in on third-party stores or sites. In such scenarios, the brand’s loyalty program needs a receipt-scanning solution that can scan the items from a receipt, identify eligible items, and reward the points to the members.
Available in: all editions that have Loyalty Management enabled

For Loyalty Management’s receipt scanning capabilities, install the Loyalty Management Receipt Scanner Kit package and then integrate the package with any optical character recognition (OCR) and document processing software such as Amazon Textract AnalyzeExpense. The integration helps convert text from receipts into a valid format.

Example

Member shops at a shopping mall for their loyalty products. Then, the Member logs in to the mobile app and submits the receipt to earn points. The receipts are verified and the member is rewarded for the purchase of the eligible items.