Two types of reactions
Triggers (event-driven reactions)
Triggers fire in response to a specific Omneo event. When the event occurs, the trigger evaluates its conditions and executes its actions. Example: When a transaction is created and the profile’s rolling 12-month spend exceeds 25 reward.Automations (scheduled reactions)
Automations run on a schedule, daily, weekly, on a specific date, or on a recurring interval. They are typically used for time-based logic. Example: Every day, find all profiles whose rewards expire within 14 days and send a reminder via the comms platform Target.Reaction structure
Every reaction consists of:- Trigger event: the event that initiates the reaction (e.g.,
transaction.created,tier.achieved,profile.updated) - Filters: conditions that must be met for the reaction to proceed (JSON Logic conditions evaluated against the event context)
- Actions: what happens when the conditions are met (sorted by
sort_order)
Common action types
| Action | Description |
|---|---|
filter | Conditional gate, stop processing if condition is false |
reward.create | Issue a reward to the profile |
benefit.create | Issue a benefit to the profile |
point.create | Award points to the profile |
tier.assign | Manually assign a tier |
achievement.add | Increment an achievement count |
target.send | Send a formatted payload to a configured Target |
update.highest.status.attribute | Read the profile’s highest status in a status group and write that status handle to a custom attribute. Only updates when the resolved status is higher than the currently stored value |
Event contexts
The data available for use in filters and action arguments comes from the Event Context: the payload Omneo returns for each event type. Contexts include profile data, aggregations, tier information, and the specific data for the triggering object (e.g., the transaction, the tier definition). See Event Contexts for the full context reference.Where reactions are configured
Reactions are configured in CX Manager under Settings → Reactions (or via the Triggers/Automations API). New reactions can also be created via the API, see Creating a Reaction for a walkthrough.The Omneo API uses the term “Triggers” for event-driven reactions and “Automations” for scheduled reactions. The broader term “Reactions” encompasses both.