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Documentation Index

Fetch the complete documentation index at: https://docs.omneo.io/llms.txt

Use this file to discover all available pages before exploring further.

Points are an abstract currency that customers earn through purchases and actions. They are flexible — points can power tier mechanics, convert to dollar-value rewards, or be used in third-party systems like frequent flyer programs.

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Three types of points

Tier Points — power tier attain and maintain mechanics. Tier Points are NOT redeemable by the customer — they are an internal measure used to calculate tier eligibility. Customers may see their tier progress, but not a “Tier Point balance” they can spend. Reward Points (Purchase Points) — accumulate based on spend and convert to a redeemable dollar value. For example, 1 point per 1spent,where100points=1 spent, where 100 points = 1 in reward value. Action Points (Other Points) — awarded for non-purchase behaviours: signing up, referring a friend, completing a survey. The value of action points is brand-defined.

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Point value design

The key decision is the conversion rate: how many points = $1 in reward value? A common structure:
  • 1 point per $1 spent
  • 500 points = $5 reward (1% return)
  • Birthday bonus: 2x points in the birthday month
Keep the maths simple — customers will not engage with a program they cannot understand.

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Accrue date vs issued date

Points in Omneo have two dates:
  • Issued at — when the transaction was recorded
  • Accrue at — when the points become available for redemption
Setting an accrue delay (e.g., 14 days after purchase) allows time to process returns before points vest.

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Points expiry

By default, points do not expire in Omneo, but expiry can be configured in the Point Definition. If you introduce expiry, communicate it clearly to members.

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Configuring in CX Manager

Go to Settings → Point Definitions to create and manage point types. Each definition specifies:
  • Name and handle
  • Point type (tier, purchase, action)
  • Earn rate (for purchase points)
  • Accrue date delay
  • Expiry settings

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When to use points vs rewards

Use Rewards when you want instant gratification — the customer earns a dollar amount and can spend it on their next purchase. Use Points when you want to:
  • Create a more engaging “earn toward something” narrative
  • Run a tier program using spend-based progression
  • Award non-purchase behaviours in a unified currency
  • Integrate with a third-party reward catalogue