> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/release-note/mar-06-2024.md).

# Mar 06, 2024

Hello, dear Omnichat users!

We are excited to announce the official launch of our Receipt Campaign feature 🚀

{% hint style="info" %}
**Note: This feature is currently only supported on LINE and for now only receipts issued in Taiwan are eligible to participate in the receipt campaigns**
{% endhint %}

Are you selling your products through multiple channels?

Expanding channels can boost sales, but it may also make it challenging for your brand to directly engage with customers, not to mention the complexities of using your customers’ consumption and interaction data for precise remarketing activities.

However, the data you need, including consumption channels, purchase amounts, items, and dates, are all available within your customer's receipts. Moreover, with Omnichat's Receipt Campaign feature, we can help you provide a highly interactive experience for your users!

With the Omnichat Receipt Campaign, you can achieve:

* **LINE friends’ list growth:** Attract customers to join LINE and participate in your receipt campaigns to receive rewards or qualify for participating in a lucky draw.
* **Increase Product Sales**: Set conditions such as consumption channels, items, amounts, and quantities to encourage your customers to make specific purchases and upload their receipts.
* **Receipt Data Retargeting:** Precisely retarget customers based on their consumption channels and preferences.

By using Omnichat's Receipt Campaign you can easily plan a fun and sales-boosting marketing campaign!

🙌🏻 **Target Audience:** Currently supported only on LINE.

**Tiers:** Receipt Campaign Module Activated

## The setup process of the receipt campaign

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FApfRYZqCvNtNl40UBR7K%2FScreenshot%202024-03-07%20at%203.10.37%E2%80%AFPM.png?alt=media&amp;token=094b38c8-70cb-432b-a651-a30a00760b2f" alt=""><figcaption></figcaption></figure>

### Receipt Upload Methods and Customer Interface

Customers can click on the receipt upload message card and upload their receipts through the following methods:

* Upload a photo (must be uploaded within 30 minutes after the receipt campaign’s upload message is sent; uploading later than 30 minutes will not receive a response)
* Manual input
* Invoice Carrier Binding

### Supported Types of Receipts

Supported Receipt Types: Electronic Receipt, Mobile barcode Unsupported Receipt Types: Traditional receipts, receipts saved to member carriers, and Business Tax ID receipts.

## Receipt Campaign Record

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FAkD65h4WF4dzCKOwzqWo%2FScreenshot%202024-03-07%20at%202.03.02%E2%80%AFPM.png?alt=media&amp;token=ce4b2c92-f8ed-4716-a28f-5a11bb1f257d" alt=""><figcaption></figcaption></figure>

Navigate to this feature from the sidebar menu 'Receipt Campaign', and you will see the Receipt Campaign List.

This page includes the following functions:

* Search for a specific campaign
* Add or duplicate a receipt campaign
* View various receipt campaign summaries, including:
  * Campaign name
  * Campaign dates
  * Channel
  * Number of uploaded receipts
  * Campaign status

## Receipt Campaign Settings

Click on "Add New Campaign" in the upper-right corner of the campaign record page to start setting up a new receipt campaign.

### Requirements

Please ensure that the Endpoint URL in your LINE LIFF settings is in the following format:

<https://pages.omnichat.ai/liff-bind.html?liffId=>{Your LIFF ID}

### Step 1: General Settings

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FhMCZCGLNs5PeAJH8L7Bw%2FScreenshot%202024-03-07%20at%202.04.33%E2%80%AFPM.png?alt=media&amp;token=b83163e8-a845-4b36-bc00-4652d1a42dea" alt=""><figcaption></figcaption></figure>

### Step 2: Campaign Conditions

Next, you can set the upload limit, receipt conditions, and prize details.。

#### Campaign Conditions

**number of successfully verified receipts** for a single account:

* Unlimited: There is no limit on the number of successfully verified receipts.
* Maximum receipt uploads per person are xx times:
  * If the number of successfully verified receipts is equal to or higher than the upload limit, the customer will be notified that they have reached the upload limit, and the receipt upload will fail.
* **Within the same Omnichat team account, each receipt can only participate once**

#### Receipt Issuance date

* To facilitate receipt verification, you can set a maximum of “9 months ago” as the receipt issuance date limit for odd-numbered months and “8 months ago” for even-numbered months.
* When specifying a time range, the end date must be later than the start date.

#### Receipt Source

Select one:

* No Restriction: All sources meet the conditions.
* Specify Company Name: Enter the **registered company name** (multiple branch ID names may exist for the same brand). Subsequent receipt verification adopts partial matching (when the source name contains the keyword you set here, it meets the conditions).

#### Prize Distribution Timing

Select one:

* **Immediately send the prize upon successful verification:** Trigger the following prize distribution methods upon successful receipt verification.
* **List collection only**： You can download the participant list from the campaign details and later conduct a lucky draw.

#### Purchase Criteria Settings

In this section, you can make further settings for the conditions of receipt consumption.

Quick feature overview:

1. Choose to recognize the "entire receipt" or "Designated items."
2. Choose the consumption condition as "Total Amount spent" or "Number or items"
3. Setting tiers based on the total amount to provide different prizes.
   1. Applicable to both entire receipts and designated items.
   2. Unable to set tiers based on the total units of specified products.
   3. When choosing designated items and setting multiple conditions, unable to set tiers.
4. Set product combinations: Choose "specified items" and add conditions; you can set requirements for customers to purchase specific combinations of products.

Now, let's delve into the details!

**【Entire Receipt】**

* Total Amount Spent: Use the entire receipt amount ≥ x yuan as the prize condition.
* Number of Items: Use the entire receipt’s quantity of items ≥ x as the prize condition.
* **Tiers:**
  * Only supports conditions where the criteria is "total amount."
  * There is no limit to the number of tiers.
  * The amount set on each tier must be greater than the amount set for the previous tier.
* Select Prizes:
  * Currently, only supports chatbots that include coupon modules

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fklur8EG8v61RE35I2LJK%2FScreenshot%202024-03-07%20at%202.23.51%E2%80%AFPM.png?alt=media&amp;token=bedde2f7-6b63-4f10-bc7c-670e226b94eb" alt=""><figcaption></figcaption></figure>

**【Designated Items】**

* One block of designated items includes the following conditions (all conditions that are connected with 'AND'):
  * Set the product name keywords (contains any keywords, contains all keywords).
  * Designated Items
    * Total Amount of Specified Products: The prize condition is met when the total amount of products matching the keywords is ≥ $ x.
    * Total Units of Specified Products: The prize condition is met when the total quantity of products matching the keywords is ≥ $ x
* Multiple designated item blocks can be set up, with 'OR' or 'AND' between them.
* You can either set up a condition or a tier can, but not both
  * Add Condition: You can add unlimited designated item blocks (no limit).
  * Add Tier: Only supports conditions that include the 'Total Amount of specified Products' (no other conditions are supported).
* Select Prizes
  * Only supports chatbots that include coupon modules

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fipwqeqi9UZdgZIXgjAg7%2FScreenshot%202024-03-07%20at%202.40.01%E2%80%AFPM.png?alt=media&amp;token=95f61e8d-4d0a-4614-9519-f8d28ace5a1d" alt=""><figcaption></figcaption></figure>

### **Step 3: Verification Message**

After customers upload the receipt, the system will verify whether the uploaded receipt meets the conditions set for the campaign and will send a notification to the customer based on the verification result.

Note: If a customer takes a photo and uploads the receipt more than 30 minutes after triggering the receipt campaign upload message, no verification will take place.

**Receipt Verification Process**

* The system will verify the receipt immediately after it is uploaded.
* **The time it takes for merchants to upload the data to the Ministry of Finance varies (must be uploaded within 48 hours), and the verification results may not be immediate.**
* If immediate verification is not possible, **continuous verification will occur within 3 days**, and a notification will be sent after verification is completed.
* **No verification messages will be sent between 00:00-08:00**, and messages from this period will be sent at 08:01.

#### **System Messages (the content cannot be edited)**

The receipt data below is only for illustration purposes and will be replaced with the actual receipt data of the customer.

<table><thead><tr><th width="152">Message type</th><th width="208">Triggered when:</th><th width="279">Message content</th><th width="164">Reupload options</th><th>LINE Message Fee</th></tr></thead><tbody><tr><td>Receipt Information</td><td>Successfully Uploaded Receipt via Photo, Manual input, or Invoice Carrier binding</td><td>Your uploaded Electronic Receipt:<br>Receipt Type: Electronic Receipt<br>Receipt Number: AB-12345678<br>Issuance Date: 2024-01-01<br>Verification Code: 1234<br></td><td>-</td><td>No</td></tr><tr><td>Pending verification</td><td>➊Verification is ongoing as the receipt may not have been registered to the Ministry of Finance yet.<br>➋ The system is currently undergoing verification<br></td><td>The receipt information is currently being verified. We will notify you of the verification result within 3 days. Please do not block to avoid losing your prize! Thank you for your patience.</td><td>-</td><td>No</td></tr><tr><td>Duplicate Receipt Submission</td><td>Uploading a receipt that has already been successfully verified</td><td>"This receipt has already been submitted. Please try uploading another receipt or manually enter a different one.<br><br>Here are the details of your uploaded receipt:<br>Receipt Type: Electronic Receipt<br>Receipt Number: AB-12345678<br>Issuance Date: 2024-01-01<br></td><td>- Photo upload<br>- Manual input<br>- Invoice Carrier binding<br></td><td>No</td></tr><tr><td>Reached upload limit</td><td>Customer has uploaded and successfully verified the receipts reaching the campaign’s upload limit</td><td>You have reached the maximum number of receipt uploads for this campaign and cannot participate in this campaign anymore. Thank you for your participation</td><td>-</td><td>＊Message fee for reaching the upload limit: If multiple receipts are uploaded at once, and starting from the second receipt it exceeds the upload limit, a message fee is required for such messages; otherwise, no message fee is applicable</td></tr><tr><td>The campaign has not started yet</td><td>The customer uploaded a receipt for a campaign that has not started yet</td><td>The campaign has not started yet</td><td>-</td><td>No</td></tr><tr><td>The campaign does not exist</td><td>1. The LINE Channel has not set a Liff ID.<br>2. Disconnected from that channel.<br>3. The receipt campaign is paused or deleted.<br>4. The receipt module card is sent to a different channel.<br><br></td><td>We're sorry, but this campaign no longer exists</td><td>-</td><td>No</td></tr><tr><td>Unexpected Error</td><td>In case of any situation other than the scenarios mentioned above/ on previous slides</td><td>Receipt upload failed. Please try again later.</td><td>- Photo upload<br>- Manual input<br>- Invoice Carrier binding<br></td><td>No</td></tr></tbody></table>

#### Custom Messages (the content can be edited by users)

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F2gy7DFK7axE2p8fqFUhA%2FScreenshot%202024-03-07%20at%2012.08.59%E2%80%AFPM.png?alt=media&amp;token=5017055b-45b5-4e38-ad2b-d5f4947c0cfa" alt=""><figcaption></figcaption></figure>

| **Message type**                     | **Triggered when:**                                                                                                                               | **chatbot button**                                                       | **LINE Message fee** |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ | -------------------- |
| Successful Verification Message      | Successful receipt upload and it meets the campaign conditions                                                                                    | -                                                                        | Yes                  |
| Unqualification message              | Successful receipt upload but it does not meet the campaign conditions                                                                            | <p>- Photo upload<br>- Manual input<br>- Invoice Carrier binding<br></p> | Yes                  |
| Duplicate Receipt Submission message | Uploading a receipt that has already been successfully verified                                                                                   | <p>- Photo upload<br>- Manual input<br>- Invoice Carrier binding<br></p> | No                   |
| Unrecognized receipt message         | Unrecognizable receipt image                                                                                                                      | <p>- Photo upload<br>- Manual input<br>- Invoice Carrier binding<br></p> | No                   |
| Late Submission message              | <p>➊ Trigger the chatbot receipt card when the campaign expires<br>➋ Click on the previous chatbot receipt card when the campaign expires<br></p> | -                                                                        | No                   |

## **Receipt Campaign Data Statistics**

After publishing a receipt campaign, click on "Campaign Details" to view the campaign statistics, participants lists, and export data.

### **Data Statistics**

**Explanation of Statistic Tables**

* **Receipts Uploaded:** Number of successfully uploaded receipts (Excluding duplicates and receipts that could not be recognized).
* **Participants**: Number of unique participants (Includes those with unsuccessful receipt uploads and those whose receipts are not yet verified).）
* **Verified**： Number of verified receipts / No. of uploaded receipts（%）
* **Invalid**： receipts with no update from the Ministry of Finance for over 3 days or exceeding the upload limit/ number of uploaded receipts（%）
* **Pending Verification**： Number of receipts pending verification/Number of uploaded receipts（%）
* **Unqualified**： Number of disqualified receipts/ Number of uploaded receipts（%）

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2F823AuQ45tK4QUgzvPY60%2FScreenshot%202024-03-07%20at%201.16.34%E2%80%AFPM.png?alt=media&amp;token=98816a6b-2057-4d88-8e62-e74baa06623d" alt=""><figcaption></figcaption></figure>

### **Participant list**

**Successful Receipt Upload Field Explanation:**

* Name / LINE UID
* Phone
* Receipt Number / Issuance Date
* Upload Method: Photo Upload, Manual Input, invoice carrier binding
* Upload Time
* Verification Time (in case of multiple verifications, the latest verification time is displayed)
* Receipt File: Displays the receipt photo uploaded by the customer
* Status
  * Verified: Verified and eligible for the campaign
  * Invalid: No update from the Ministry of Finance after 3 days or exceeding the upload limit
  * Pending Verification: Awaiting verification from the Ministry of Finance
  * Unqualified: Verified but does not meet the campaign conditions

## **Exporting Data**

You can export the following two sets of data:

* **Participant List： including all participants with any status.**
* **Receipt Details**
  * Including only receipts with the "verified" or "unqualified" status
  * Each item is listed in one row, so one receipt may have multiple rows.

## **How to Trigger Receipt Campaigns?**

1. Save or publish the receipt campaign.
2. Add the "receipt campaign block" to the chatbot module in "Bot-Builder" and save the bot.
3. Customers can trigger the chatbot with the receipt block through various methods such as rich menus, bots, keyword auto-replies, keyword auto-reply links, keyword auto-reply QR codes, and more. Then they can upload their receipts.

**Additional Notes:**

Receipt campaigns in draft status can be triggered and tested by uploading receipts. However, once the campaign is officially published, the uploaded data during the draft period will be reset.

## Other Permissions, Status, and corresponding actions

### Receipt Campaign Status

| **Campaign Status** | **Explanation:**                                                                                          | **Editable fields**                                                                                                                      | **Available actions on the campaign setting page** | **Available actions on the campaign list**                                                  |
| ------------------- | --------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------- | ------------------------------------------------------------------------------------------- |
| **Draft**           | Not released yet                                                                                          | <p>- Campaign Name<br>- Campaign Date<br>- Campaign Details and terms<br>- Campaign Image<br>- Receipt Verification Messages<br><br></p> | <p>- Cancel<br>- Save<br>- Publish<br><br></p>     | <p>- Edit<br>- Receipt Campaign Information<br>- Duplicate Campaign<br>- Delete<br><br></p> |
| **In Progress**     | Already been released and is currently within the campaign’s period                                       | <p>- Campaign Name<br>- Campaign Date<br>- Campaign Details and terms<br>- Campaign Image<br>- Receipt Verification Messages<br><br></p> | <p>- Cancel<br>- Pause<br>- Publish<br><br></p>    | <p>- Edit<br>- Receipt Campaign Information<br>- Duplicate Campaign<br><br></p>             |
| **Scheduled**       | Already released but not yet within the campaign’s period (before the campaign's set time)                | <p>- Campaign Name<br>- Campaign Date<br>- Campaign Details and terms<br>- Campaign Image<br>- Receipt Verification Messages<br><br></p> | <p>- Cancel<br>- Pause<br>- Publish<br><br></p>    | <p>- Edit<br>- Receipt Campaign Information<br>- Duplicate Campaign<br><br></p>             |
| **Paused**          | The campaign has already been released and it is temporarily paused by the client's company               | <p>- Campaign Name<br>- Campaign Date<br>- Campaign Details and terms<br>- Campaign Image<br>- Receipt Verification Messages<br><br></p> | <p>- Cancel<br>- Save<br>- Publish<br><br></p>     | <p>- Edit<br>- Receipt Campaign Information<br>- Duplicate Campaign<br><br></p>             |
| **Ended**           | The campaign has already been released and it has exceeded the set time (after the campaign’s set period) | All fields are non-editable after the campaign has ended                                                                                 | - Back                                             | <p>- Edit<br>- Receipt Campaign Information<br>- Duplicate Campaign<br><br></p>             |

### Role Permissions

<table data-header-hidden><thead><tr><th width="131"></th><th width="141"></th><th width="113"></th><th width="114"></th><th width="115"></th><th width="119"></th><th width="126"></th><th></th></tr></thead><tbody><tr><td><strong>Roles</strong></td><td><strong>Administrator</strong></td><td><strong>Manager</strong></td><td><strong>Customer Service Manager</strong></td><td><strong>Customer Service Staff</strong></td><td><strong>Sales Manager</strong></td><td><strong>Salesperson</strong></td><td><strong>Marketing staff</strong></td></tr><tr><td>Permission type</td><td>- Edit<br>- Delete<br></td><td>- Edit<br>- Delete<br></td><td>No Permission</td><td>No Permission</td><td>No Permission</td><td>No Permission</td><td>- Edit<br>- Delete<br></td></tr></tbody></table>