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Documentation Index

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Benefits are non-monetary entitlements — exclusive access, experiences, and conditional discounts issued to specific customers. Unlike Rewards (which are dollar amounts), Benefits are stand-alone offers attached to the customer’s profile and redeemed individually.

What a benefit can be

Benefits generally fall into three types: Product discount — a percentage off a category or range (e.g., 15% off knitwear for the benefit period, 10% off for a member’s first purchase). Free product — specified products are discounted to $0. Used for gift-with-purchase mechanics or complimentary items. General entitlement — service-based access like free alterations, VIP lounge access, early sale entry, or priority booking.

How benefits differ from rewards

BenefitReward
Value typeNon-monetary or conditionalDollar amount
Can be aggregatedNo — redeemed individuallyYes — balances add up
ExpiresYes (configurable)Yes (configurable)
UsageSet max redemptions (e.g., once, or up to 3 times)Used until balance is zero
PurposeAccess, status, experienceFinancial return on spend

When to issue benefits

Benefits work best when:
  • They feel exclusive and personal (not available to all customers)
  • They are tied to a meaningful behaviour (e.g., first purchase, tier achievement, milestone)
  • The timing is right — issued close to when they are likely to be redeemed
Common benefit triggers:
  • Tier achievement (unlock a tier-exclusive benefit)
  • Milestone purchase (e.g., 5th shop)
  • Birthday (personalised experience benefit)
  • Seasonal campaigns (exclusive early access)

Configuring in CX Manager

Go to Settings → Benefit Definitions to create benefit types. Key settings:
  • Name and handle
  • Description and redeem instructions (store and online)
  • Period (how long the benefit is valid for in days)
  • Max redemptions (per customer instance)
  • Is extendable (whether the period can be extended)
  • Images and terms for customer-facing display
Once a definition exists, benefits are issued to individual profiles either via reaction automation or manually by staff.