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Documentation Index

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

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Profile Portal is a standalone, white-label web application that allows customers to create and manage their brand profile, view their incentive balances, access their transaction history, and manage their communication preferences.
Profile Portal is a fully independent web application. It is not a Shopify embed or plugin for any eCommerce platform. It operates independently of your eCommerce platform while still integrating with connected systems in real time.

What Profile Portal provides

Profile management

  • View and edit core profile details (name, email, mobile, date of birth)
  • Progressive profiling: guided prompts to complete the profile with a progress indicator
  • Communication preference management (opt-ins/outs by channel and category)
  • Address management

Incentive display

  • Reward balance and individual reward details with expiry dates
  • Points balance by definition
  • Benefit entitlements with claim and status information
  • Tier status and progress

Transaction history

  • Full list of attributed transactions with product-level detail
  • eReceipts for transactions made while identified
  • Claim Transaction: submit a receipt to retrospectively attribute an anonymous transaction

Lists and discovery

  • View and manage personal product lists (wishlists, gift registries)
  • New to You: personalised product recommendations based on purchase history

Other features

  • Loyalty card with barcode for in-store identification
  • Google Wallet and Apple Wallet integration via Omneo Pass
  • Frequent flyer program membership display (Qantas, etc.)
  • Appointment booking via Omneo Meet integration
  • Referral and invite mechanics

Authentication

Profile Portal uses passwordless authentication. Customers receive a secure link via email or SMS to access their profile. Sessions are time-limited and tied to the verified contact method.

Access

Profile Portal is typically accessed at https://profile.[brand].com.au or a similar branded domain. See Profile Portal for a conceptual overview and Configuring Profile Portal for setup.