Cashback: chatbot template for automated cashback requests
Description
Cashback chatbot: accepts receipt uploads in chat and sends cashback applications straight to your CRM or campaign system.
Highlights
Highlights
- Enter cashback claims quickly and easily directly in the chat
- Receipt upload and automatic data assignment
- Immediate transfer of data to your CRM or campaign tool
This template guides customers through a complete cashback application in chat. The dialogue collects contact data, a promo code and proof of purchase, customers upload the receipt as a photo or PDF, followed by bank details and marketing opt-in. The template passes every submission via API to your CRM, campaign or payout system.
Highlights
- Receipt upload right in the chat: Customers upload their proof of purchase as a photo or PDF, with no separate upload portal.
- Automatic data handoff: Contact data, promo code, receipt and bank details are captured in a structured way and passed via API to your system.
- Immediate downstream processing: The handoff to your CRM, campaign or payout system happens right after the dialogue is completed.
Use cases (examples)
- Retail cashback promotions with receipt proof
- Consumer goods promotions with a promo code and proof of purchase
- Seasonal discount campaigns with a limited promotion period
- Taking load off customer service and email inboxes for application handling
- Collecting marketing opt-ins as part of the application
What is included in the template?
- Guided dialogue through contact data, promo code and proof of purchase
- Upload function for receipts as photo or PDF
- Bank details and marketing opt-in capture
- API connection to your CRM, campaign or payout system
- No-code editor for promotion periods, required fields and confirmation texts
Get started in under 5 minutes
- Install the template: Add the template to your workspace with a single click.
- Connect your system: Connect the template via API to your database, CRM or payout system.
- Set the promotion period and required fields: Adjust the promo code, required fields and confirmation texts in the no-code editor.
- Publish and embed: Offer the chat via QR code on product packaging, in a newsletter or on a landing page.
Frequently asked questions
Directly in the chat, as a photo from the camera or as an uploaded PDF file. No separate upload portal is needed.
Contact data, promo code, receipt and bank details are passed via API to your CRM, campaign or payout system.
Yes. Start and end date of the promotion as well as valid promo codes are set in the no-code editor.
You configure this yourself. Common fields are contact data, promo code, proof of purchase, bank details and marketing opt-in, required fields are adjusted in the no-code editor.
The template captures the uploaded receipt and passes it to your system in a structured way. The content review depends on your connected systems and processes.
Contact and bank details are captured with marketing opt-in in line with GDPR requirements. You remain responsible for required fields, wording and the secure connection of your systems.