Lists Overview

Lists in Omneo allow customers to create personalised product catalogues linked to their profile. Lists bridge the gap between online browsing and in-store shopping, enabling staff to see what a customer has saved and customers to access their lists from any touchpoint.

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What lists are used for

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Key characteristics

• Lists are linked to a known customer profile
• Lists can be viewed and edited from both online (Profile Portal, SDK) and in-store (Clienteling) surfaces
• Lists can be shared: generating a shareable link for gift registries
• Lists support custom fields for brand-specific metadata per list item
• A customer can have multiple lists of different types simultaneously

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List structure

A list contains:

• List metadata: name, type, notes, privacy settings, expiry
• List items: individual product references with quantity, notes, and status
• Custom fields: brand-defined additional data per list or per item
• Reservations: items that have been reserved for purchase

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How lists work in-store

Staff using Clienteling can view a customer’s lists, add items during a consultation, and mark items as purchased. This creates a continuous handoff between what a customer saved online and what happens in store.

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List definitions

List types are configured as List Definitions: templates that define the structure and rules for a particular list type. See List Definitions for details.