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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.

Personalisation in Omneo is about using what you know about a customer to make every interaction feel more relevant — at the register, in email, on your website, and via your app.

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What data drives personalisation

Omneo stores several types of profile data that power personalisation:
Data typeExamplesUsed for
IdentityName, email, phoneGreeting, account lookup
PreferencesAppearance attributes, favourite brandsRecommendations, product suggestions
BehaviourAggregations (spend, frequency, channel)Segmentation, offer relevance
Incentive statusTier, reward balance, active benefitsPersonalised offers, VIP treatment
TagsStaff-applied labelsStaff context in Clienteling

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In-store personalisation via Clienteling

When a customer is identified at POS, Clienteling surfaces:
  • Their tier and balance at a glance
  • Any active benefits or notes
  • Recent purchase history and preferences
  • Style preferences (size, colour, brand)
This allows staff to give a genuinely personalised experience rather than treating every customer the same way.

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Email personalisation via targets

Omneo’s reaction targets use Twig templating to personalise the data sent to your comms platform. Include customer-specific variables in every communication: 
Hi {{ first_name }},

You have ${{ reward_balance }} in rewards expiring soon.
Your favourite store is {{ aggregations.most_transacted_location.name }}.

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Segmentation with reactions

Use aggregation-based conditions in reactions to target specific customer segments:
  • Customers who have spent over $X in the last 12 months
  • Customers who haven’t purchased in 90 days
  • Customers on a specific tier
  • Customers with a birthday this month

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Profile Portal personalisation

Profile Portal automatically personalises the member experience based on their actual incentive data — showing their real balance, tier progress, and available benefits rather than generic content.