Setting Up Purchase Validation Campaigns

💙

Start with the fundamentals

If you haven't aleady, start by checking out our guide on Receipt Validation Fundamentals.

Step-by-Step Guide

Step 1: Get Access

To start, you'll need to have a Taggun API key. Get your free API key here.

You also need to unlock this feature by contacting [email protected].

Step 2: Set-Up Your Campaign Settings

To create a receipt validation campaign, you'll need to define the campaign rules. These include parameters such as the promotional period, participating merchants, and eligible products.

VisitCreate Campaign Settings in our API Reference to set up the following:

Required Parameters

• campaignId: A unique identifier for your campaign.

Optional Parameters

• date: Define the valid date range for purchases.
• merchantNames: List of participating merchants for the campaign.
• productLineItems: Specify eligible product descriptions, quantities, and prices.
• fraudDetection: Set parameters to enable receipt fraud detection.
• productCodes: Include specific product codes relevant to the campaign.
• balanceOwing: Define a price range to validate the total balance on receipts.
• smartValidate: Add a validation question for additional verification.
• skip: Option to skip certain checks, defaulting to false.
• returnFromTheList: If true, returns a matched merchant name from a predefined list.

Basic Settings

👍

Note: Taggun’s Receipt Validation engine includes built-in merchant and product normalisation.

This automatically standardises merchant names and product details across receipts. This ensures more accurate matching, even if merchants or product names appear differently on the receipts.

Special Settings

Step 3: Validate Receipts

Once your campaign settings are configured, validate receipts submitted by customers.

Endpoint

POST https://api.taggun.io/api/validation/v1/campaign/receipt-validation/file

Required Parameters:

• file The receipt or invoice file (max 20MB). Accepted formats: PDF, JPG, PNG, GIF, HEIC.
• campaignId The campaign ID with the settings used to validate the receipt.

Optional Parameters

• referenceId A unique reference for tracking and feedback purposes.

Example Request

curl --request POST \
     --url https://api.taggun.io/api/validation/v1/campaign/receipt-validation/file \
     --header 'accept: application/json' \
     --header 'apikey: YOUR_API_KEY' \ #UPDATE to your API Key 
     --header 'content-type: multipart/form-data' \
     --form 'file=@/path/to/receipt.jpg' \ #UPDATE for your file path
     --form 'campaignId={campaignId}' \ #UPDATE to your campaignId

Handling Validation Results

Taggun will return a response indicating whether the receipt passed validation:

{
  "successful": false,  // Indicates if the receipt passed validation (true/false)
  "failedValidations": [
    // List of validation checks that failed (e.g., "product_line_items_validated")
  ],
  "passedValidations": [
    // List of validation checks that passed (e.g., "merchant_name_validated")
  ],
  "productLineItems": [
    {
      "name": "",          // Name of the product from the receipt
      "totalPrice": 0.0,   // Total price of the product
      "quantity": 0        // Quantity of the product
    }
  ],
  "matchedProductLineItems": [
    // List of product line items that matched validation criteria (if applicable)
  ],
  "date": "",  // The date of the receipt (in ISO 8601 format, e.g., "2024-05-21T15:31:00.000Z")
  "merchantName": "",  // Name of the merchant from the receipt
  "smartValidate": {
    // Contains results of specific validation questions (true/false values)
  },
  "totalAmount": 0.0,  // The total amount from the receipt
  "receiptNumber": "",  // Receipt number (if available)
  "invoiceNumber": "",  // Invoice number (if available)
  "trackingId": "",  // Unique ID for tracking the validation request
  "targetRotation": 0  // Degree of rotation applied to the receipt image for validation (if applicable)
}

Best Practices

• Use a clear, unique campaignIdnames
• Consider using SmartValidate for more complex and creative validation scenarios
• Test with a diverse range of retailer receipts that reflect the expected campaign entries
• Implement error handling for failed validations
• Provide you have a customer support option in place to handle any inquiries related to purchase validation

Advanced Capabilities

Fraud Detection

Enable fraud detection in your campaign settings to automatically flag suspicious receipts.

Learn more about Taggun's fraud detection here.

Multi-language Support

Learn about Taggun's global capabilities here.

Smart Validation

Learn how to use SmartValidate here.

ℹ️

To enable purchase validation, please contact our team at [email protected].

This feature is not enabled by default.