Functionality · Campaign Automation

The right incentive,
to the right customer,
at the exact moment.

Omniwallet turns behavioral and transactional data into automatic loyalty campaigns. Not manual and generic campaigns — an intelligent orchestration of incentives that reacts in real time to what each customer does.

5 types of automated campaigns
Real-time activation
No technical development
Active Automations · Real Time
247 events today
Acquisition
Welcome Bonus · Laura M.
First registration · 2 min ago
+200 pts
Retention
4-week streak · Carlos P.
Automatic loyalty bonus
×1.5
Ticket
Milestone €500 accumulated · María G.
Purchase €187 · quarterly total
+500 pts
Traffic
Monday Bonus · Javier R.
Weekday rule active
×2
Control
Monthly cap reached · Ana B.
Extra points blocked · limit ok
Limited
Campaign executed in 8ms
4 rules evaluated · 1 applied
Birthday detected
×2 pts active for today

Campaigns that run themselves,
based on real behavior.

Omniwallet's campaign automation is not a scheduled mass mailing — it is a system that evaluates each transaction in real time and automatically decides which incentive to apply, to whom, and in what amount. No manual intervention, no delays, no generic campaigns.

Real-time, on every transaction

The moment an event occurs — a purchase, a registration, detected inactivity — the system evaluates the active rules and applies the corresponding incentive instantly. There are no overnight batches or manual reviews: the response is immediate.

Each customer receives what corresponds to their situation

The system does not send the same offer to the entire base. It evaluates the customer's level, their history, their accumulated points, the date, and the type of purchase — and applies exactly the rule that corresponds to that customer at that moment. The incentive is relevant because it is precise.

Configured visually, no development

Automations are configured in the Omniwallet Workflows editor, dragging and connecting trigger, condition, and action nodes. Ready-to-activate templates or custom combined logic. The marketing team operates without relying on IT.

An automation
for every moment of the cycle.

Omniwallet's automated campaigns cover the five major objectives of the customer lifecycle — from the first registration to margin control in a mature program.

Objective 1 · Acquisition and Activation
Turn the first contact into the start of a shopping habit
The first interactions with the program are critical. Acquisition automations are designed so that the new customer perceives immediate value and has a concrete incentive to return before the inertia of the first purchase cools down.
Registration and Welcome Reward
First positive impact
Bonus on the first N purchases
Creates the initial habit
Bonus period for new customers
Accelerated activation window
Acquisition Sequence · First Month
Program Registration
Automatic Welcome Bonus
+200 pts
First Purchase
×3 pts · New Customer Window Active
×3
Second Purchase (Same Month)
Second Purchase Bonus + ×3 Active
+100+×3
Third Purchase Onwards
Return to Base Level Multiplier
×1 base
Objective 2 · Retention and Recurrence
Keeps the relationship with the customer alive beyond the first purchase
Retention does not happen on its own. It requires incentives at the right moments: when the customer has an active streak (reinforce it), when they have been absent for a while (reactivate them), or when a special date arrives (surprise them).
Weekly Activity Streak Rewards
Creates a shopping habit
Return Bonus After Inactivity
Proactive Reactivation
Birthday Reward
Annual Emotional Connection
Milestones for Total Number of Purchases
Recurring Achievable Goals
Impact on Retention
Reactivated Customers
+34%
after return campaign
Purchase Frequency
×2.3
customers with active streak
12-Month Retention
74%
vs 41% without program
Birthday → Purchase
62%
conversion on bonus day
Customers participating in at least one retention automation have an average CLV 40% higher than those who receive none.
Objective 3 · Increase Ticket and Value
Incentivizes higher spending per visit without discounts
Ticket automations are designed so that the customer finds a reason to spend a little more on each visit — without the brand having to apply direct discounts. Amount ranges and accumulated milestones are the most effective mechanisms to achieve this.
Rewards for Purchase Amount Ranges
Incentivizes spending a bit more
Milestones for Total Accumulated Spend
Rewards long-term value
Bonus Every N-th Purchase
Keeps anticipation active
Example · Scaled by Purchase Amount
Purchase between €0 and €49
Base Conversion: €1 = 10 pts
×1
Purchase between €50 and €99
Multiplier Automatically Activated
×1.5
Purchase of €100 or More
Maximum Program Multiplier
×2
Objective 4 · Traffic Generation
Balances the flow and activates sales at the strategic moment
Some automations are designed to concentrate traffic at specific times — weekdays with fewer visits, promotional campaign windows, or low season periods. The customer receives the incentive just when it is most beneficial for them to appear.
Bonus for Selected Weekday
Redistributes Traffic
Rewards for Limited Time Window
Urgency with Expiration Date
Case · Monday Bonus for a Café
Monday (Before)
38 visits
slowest day
Monday (with ×2)
67 visits
+76% traffic
The automation only runs on Mondays. On other days, no additional rules apply. The temporal logic is part of the workflow condition.
Objective 5 · Margin Control and Protection
The program rewards what is worth rewarding — and protects where it is not
A program without control can quickly erode margins. Control automations ensure that incentives are sustainable: caps, minimum thresholds, product exclusions, and selective multipliers that keep the program profitable and aligned with the commercial strategy.
Minimum Purchase Threshold to Accumulate Points
Increases Minimum Ticket
Maximum Points Cap per Transaction
Protects Margin
Filter for Excluded Products or Categories
Controls Line by Line
Selective Multipliers by Product
Incentivizes the Strategic
Example · Order with Control Rules
Discounted T-shirt · €22
Outlet Category → Excluded from Calculation
0 pts
New Collection Jacket · €120
Normal Category → Standard Points
+1,200
Launch Product · SKU-X
Special Campaign Multiplier
×3 bonus

No delays.
The incentive arrives when it matters.

The moment the incentive is applied determines its impact. A bonus that appears on the customer's card instantly upon purchase has a completely different effect than an email that arrives two days later.

Immediate Evaluation on Every Transaction

The moment a transaction reaches the system, all active automations are evaluated simultaneously. The result — points, multipliers, conditions — is applied in milliseconds before confirming the response to the customer.

The Customer Sees the Result in Their Wallet Instantly

The points earned — with the multiplier already applied — appear on the customer's wallet card in real time. The push notification confirms the action. The positive reinforcement is immediate.

Multiple Rules, One Calculated Result

If a customer is Gold and is in a birthday bonus period and the purchase exceeds €100, the system combines all the rules and calculates the correct final result — without conflicts, without manual errors.

All Channels, the Same Logic

It does not matter if the purchase comes from the POS, Shopify, WooCommerce, or the API. The automation evaluates all events equally and applies the same rules regardless of the channel.

Real-time Campaign Automation

Incentive Logic Evaluated in Real Time

Each transaction triggers the process automatically — no waits, no intervention

Templates, Visual Canvas
and Execution Logs.

Automations are configured in the Workflows editor — with ready-to-activate templates or logic built from scratch on the visual canvas. Execution logs record every decision made by the system.

Automation Template Catalog

Catalog of 16 Templates Organized by Strategic Objective

Acquisition · Retention · Ticket · Traffic · Control · Engagement

Ready to Activate
Workflow Editor — Visual Canvas

Visual Editor with Connected Nodes

Drag triggers, conditions, and actions onto the canvas. Each node has its configuration panel. Test the workflow with real data before activating it and monitor each execution in the logs.

Active Workflows Panel

Active Automations Management Panel

List of all workflows with their status (active/inactive), execution priority, and activation metrics. Activate, pause, or edit any automation in real time from this panel.

Manual Campaigns vs.
Automated Campaigns.

The difference is not just operational efficiency — it is real impact on customer behavior.

Manual Campaign Management

"This week double points on social media"

A generic offer launched to the entire base, when someone on the team has time to prepare it, with the same message for the new customer as for the 5-year VIP.

Generic campaigns for the entire base
Delay between event and incentive
Depends on the team to execute
No control over economic impact
Does not scale with base growth
VS
Omniwallet Campaign Automation

"The exact incentive, at the right moment, for that customer"

The Gold customer with a three-week streak receives a streak bonus. The new customer receives the welcome bonus. The inactive one receives the return incentive. Each gets their own, only.

Personalized incentive by behavior
Real-time response to each transaction
Operates alone, without team intervention
Integrated caps and margin controls
Automatically scales with the base

Activate Automations.
The program works on its own.

Set the rules once. The system takes care of evaluating each transaction, applying the correct incentive, and updating the customer's wallet instantly — no manual intervention, no delays.

16 ready templates No technical development Included in Advanced plan