Workflows
Workflows are an advanced feature of Omniwallet that allows for the automation of complex behaviors within the loyalty program, reacting to real events and making decisions based on transaction and customer data. They are designed for users with a more technical or strategic profile, and allow for going much further than standard rules, building customized, dynamic, and fully controlled logics.
9 articlesExpert workflow: combination of workflows with campaigns and standard rules
In this article, you will learn how advanced workflows coexist with automated campaigns and the standard rules of Omniwallet, and how to design a cohe...
Introduction to Workflows
A workflow is a sequence of automated steps that is executed when a specific event occurs (trigger)....
Basic workflow: multiply points based on condition
In this article, we will go step by step on how to create a workflow that multiplies the points of a transaction only when a specific condition is met...
Intermediate workflow: multiply points by product category
In this article, we will see how to create a workflow that goes through the products of a transaction and applies different rules according to the cat...
Advanced workflow: total amount bonus with combined conditions
In this article, you will learn how to create a workflow that evaluates the total amount of a transaction and applies tiered bonuses, combining:...
Advanced workflow: date-based campaigns and time-based events
In this article, you will learn how to create workflows that react to time, not just specific events. This allows you to automate campaigns such as:...
Expert workflow: advanced rules by product, category, and lists
In this article, you will learn how to build workflows that analyze in detail the content of a transaction, working with product lists to apply very p...
Expert workflow: variables, accumulators, and flow control
In this article, you will learn how to use custom variables within Omniwallet workflows....
Expert workflow: advanced patterns and real business cases
In this article, we gather reusable workflow patterns and real cases based on common business situations. It is not a "how to configure," but rather h...