
Workflows are the rules and automation system of Omniwallet. They are not limited to adding points — they allow building complete business logic that runs automatically on real customer and transaction data, without external development.
A workflow is a chain of conditions and actions that runs automatically when an event occurs. It is visually built in the canvas editor, dragging and connecting nodes — like a flowchart, but with the power of a programmable system.
The workflow activates when something specific happens: points are added, a client is created, a level is reached. Each event triggers the configured node chain.
Reads the full transaction detail, the client's profile, their history, and previous behavior. It does not work on assumptions — it works on what has actually happened.
The canvas editor is visual and intuitive. No code, no SQL, no development. The marketing team can create and modify workflows without relying on IT.
As soon as the transaction arrives, the workflow launches and returns the result instantly. No batches, no waits, no manual intervention.
Most platforms apply the same rule to the entire transaction. Omniwallet goes further: it reads the order line by line, evaluates conditions on the client, executes complex calculations, and works with historical data.
Do not award points to outlet, clearance, tobacco, or any low-margin category products. The rule operates line by line — the rest of the order does score.
Add 500 fixed points for buying a specific model, regardless of the amount. Ideal for boosting specific references or new launches.
x3 points in the highest margin category, x0 in outlet, x2 in the seasonal collection. Each category with its own automatically applied rule.
"If level = Gold AND date in November → x2 points." The workflow evaluates the client's current state at the time of execution, not a static data.
"If it's the first purchase → +200 welcome points." "If it's Saturday or Sunday → x2." Dates and purchase order are native conditions.
"Do not award more than 1,000 points per transaction." "If the client has already accumulated 5,000 pts this month, cancel additional points." Total control of the program cost.
Addition, subtraction, multiplication, division, modulus, rounding. Calculates the exact result according to the rule, not a predefined fixed value.
Create variables that store partial results and reuse them later in the same workflow. Allows chained and progressive logic.
The "Transaction Query" node allows asking the client's history: "How many purchases have been made in the last 30 days?" and use that number as a condition or calculation factor.
Welcome with points, bonus on the first N purchases, bonus period for new clients. Mechanics that accelerate program adoption from day one.
Weekly streak rewards, bonus for the client returning after inactivity, birthday greeting, milestones for accumulated purchases.
Minimum purchase threshold to earn points, maximum cap per transaction, product filter that excludes specific items from calculation.
Each template is designed for a specific strategic objective. They activate in seconds and customize without code — just configure the values that correspond to your business.
The Workflows editor combines visual simplicity with technical power. Each node has its configuration panel, flows can be tested with real data, and logs allow monitoring each execution.
Drag and connect trigger, condition, action, and tool nodes. Each node shows its state (configured / executed) and can be tested with real data imported from an existing transaction.
16 templates organized into six categories: Acquisition, Retention, Ticket, Traffic, Control, and Engagement. Each includes a description of the expected impact to facilitate choice.
Workflows are not just automation. They are the layer that turns the points program into a truly intelligent loyalty system, aligned with your real commercial strategy.