Referrals

What is the Omniwallet Referral System?

The Referrals module allows you to activate and manage a program through which an existing customer (referrer) can invite new customers (referrals) and earn rewards in the form of points, provided that certain predefined conditions are met.

The entire system is configurable, controlled, and traceable from this section.

1. Activation and basic rules of the program

From the Configuration block, the base behavior of the system is defined:

• Enabled Referrals
  Allows you to activate or deactivate the entire program with a single switch, without losing the existing configuration.

• Points for the Referrer
  Number of points that the inviting customer will receive when the referral meets the established conditions.

• Points for the Referral
  Incentive in points that the new customer receives for registering through a valid referral link.

• Maximum Referrals per Customer
  Limit of referrals that a single user can generate.

  • Value 0 ⇒ no limit (open viral model).

  • Value > 0 ⇒ volume and cost control of the program.

This allows defining from very aggressive acquisition programs to much more controlled and qualified models.

2. Referral Link Flow

In the Referral Flow block, it is decided what experience the referred user has when clicking on the link:

• Catalog Registration
  The link takes you directly to the standard registration of the Omniwallet catalog.
  It is the most direct and simple flow, designed for maximum conversion.

• Intermediate Page
  The link first redirects to an intermediate landing page of Omniwallet, and then to the final destination (website, ecommerce, etc.).
  This flow allows:

  • Explain the benefit of the referral

  • Contextualize the invitation

  • Improve conversion and lead quality

3. Conditions to Validate the Reward

The Referral Conditions block defines what the referred customer must do for the points to be actually awarded (to the referrer and/or the referral).

The conditions are accumulative and can be activated independently:

• Complete the Profile
  The referral must complete basic information such as name, email, and phone number.

• Earn Their First Points
  Requires the referral to perform at least one real action within the ecosystem (not just register).

• Make Their First Purchase
  Most demanding condition, designed for programs focused on real sales and not just acquisition.

This makes the system much more powerful than a simple “invite and earn,” as the rewards are linked to real and measurable behavior.

4. Control and Traceability

At the bottom appears the Referral History, which acts as an operational control panel:

• Identification of the referral

• Email of the referrer and the referral

• Status of the referral (pending, validated, blocked, etc.)

• Points awarded to each party

• Option to manually block referrals in case of fraud or misuse

This allows:

• Audit the program

• Detect abuses

• Have complete traceability of the origin of each customer

In Summary

The Omniwallet Referral functionality allows:

• Create fully configurable referral programs

• Incentivize both the inviter and the invitee

• Control when and why rewards are given

• Adapt the flow to different objectives (registration, engagement, or sales)

• Maintain operational and anti-fraud control from the history

It is a system designed not only to grow in volume, but also to grow in quality, aligning acquisition, activation, and real business.