Welcome to OmniWallet. This guide will help you get your account ready to start engaging your customers and obtaining valuable data about their behavior.
Step 1: Access your account
Once you have registered, the OmniWallet team will send you your access credentials.
Access the panel from your subdomain:
https://<your-subdomain>.omniwallet.tools/
Step 2: Add payment method and billing information
Before you start, it is essential to set up your billing information to avoid service interruptions.
Access:
https://<your-subdomain>.omniwallet.tools/users/billing
Step 3: Connect your ecommerce
We recommend starting by integrating your online store so that the system can capture events and create cards automatically.
You can do this from:
Help Library: Integration Guides
Or directly from your panel:
https://<your-subdomain>.omniwallet.tools/connections/ecommerce
Step 4: Create and customize your digital card
There is no automatic assistant, but you can follow our step-by-step guide in the library.
Set up from here:
https://<your-subdomain>.omniwallet.tools/configuration
Guide: How to create your digital card
Step 5: Define your loyalty rules
Establish the general formula for point accumulation (for example, 1 point for every €1 spent).
Access:
https://<your-subdomain>.omniwallet.tools/settings/points
Step 6: Set up email sending
Configure your SMTP server for sending emails from OmniWallet.
SMTP settings:
https://<your-subdomain>.omniwallet.tools/settings/email
Step 7: Customize the welcome email
Edit the email that will be sent when a user receives their card.
Access:
https://<your-subdomain>.omniwallet.tools/settings/email
Recommendation: Use your email marketing tool to send this message.
Integrate your CRM/email marketing from:
https://<your-subdomain>.omniwallet.tools/connections/crm
Step 8: Customize push notifications
You can send personalized notifications directly to users' devices.
Access:
https://<your-subdomain>.omniwallet.tools/marketing/notifications
Estimated setup time
The time to get your account ready varies depending on the type of business:
Online business: 1 to 2 weeks
Omnichannel business: 3 to 5 weeks
Physical business: 1 to 2 weeks