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Documentation Index

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

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A spend-and-get reward is the most common financial incentive — a customer spends a certain amount and automatically earns a reward dollar value to use on a future purchase. For example: spend 100,get100, get 10 back.

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How it works in Omneo

  1. A transaction is recorded against the profile
  2. A Reaction (Trigger) fires on transaction.created
  3. The filter evaluates the transaction total against your threshold
  4. The reward.create action issues the reward to the profile
  5. The customer’s reward balance is updated immediately
The customer receives notification (via email or push if configured) and can redeem the reward on their next visit.

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Designing the rate

The spend-to-reward rate is a business decision. Common approaches:
RateEffect
5% (spend 100,get100, get 5)Standard retention tool
10% (spend 100,get100, get 10)Strong engagement driver
1% (spend 100,get100, get 1)Low-cost loyalty marker
Consider:
  • Your average gross margin — the reward must be sustainable
  • What your competitors offer
  • What rate your customers will notice (if it’s too small, it doesn’t change behaviour)

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Expiry

Rewards expire by default (you set the period in the Reward Definition). Typical expiry windows:
  • 90 days — creates urgency to return
  • 6 months — balances urgency with generosity
  • 12 months — low urgency, higher satisfaction
Expiring rewards should be communicated via email before they expire.

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Reward types in Omneo

Reward Definitions can have types (e.g., birthday, spend, activation, campaign). The type is primarily for reporting and reporting groupings — it does not change the mechanics. Common types:
  • spend — automatically issued based on purchase
  • birthday — issued in the customer’s birthday period
  • welcome — issued on first purchase or profile creation
  • lapse-prevention — issued to re-engage inactive customers
  • manual — issued by staff for customer service gestures

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Configuring in CX Manager

Go to Settings → Reward Definitions and click New Definition. Set:
  • Name and handle
  • Value (dollar amount)
  • Type
  • Period (expiry in days)
  • Earn instructions and descriptions (shown to customers)