Omniwallet – Workflows: intelligent automation for your loyalty program
Functionality · Workflows

The intelligent
automation
engine.

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.

No external development
Line-level product logic
16 ready templates
Visual workflow editor
Running
Trigger
Points added
Activates on each transaction
Configured
Condition
Client level = Gold?
field: customer.level = "gold"
Branches
Yes
Multiply × 2
No
Continue without change
Action
Add result points
pts_final = pts_base × factor
Ready
Workflow executed
+240 pts · Gold x2 applied · 12ms
"Outlet" line excluded
Active category rule

Complete business logic,
without a line of code

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.

Event-based

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.

Operates on real data

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.

Visually configurable

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.

Runs in real-time

As soon as the transaction arrives, the workflow launches and returns the result instantly. No batches, no waits, no manual intervention.

Visual Workflow Editor

Visual workflow editor with nodes

Canvas drag-and-drop with triggers, conditions, actions, and calculation tools

What makes Workflows
truly powerful

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.

Capability 1
Line-level product logic, not just order level
Omniwallet breaks down and analyzes the complete detail of each order. The workflow can operate at the full order level or product by product, reading the category, SKU, amount, and attributes of each line to apply different rules.
Exclude categories or products from calculation

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.

Fixed extra points per specific product or SKU

Add 500 fixed points for buying a specific model, regardless of the amount. Ideal for boosting specific references or new launches.

Multipliers for strategic category

x3 points in the highest margin category, x0 in outlet, x2 in the seasonal collection. Each category with its own automatically applied rule.

Order #4821 · processed by workflow
Order #4821 · 3 lines€187.50
New collection
Jacket model A · €120
+2,400 pts
Launch
Sneaker SKU-X · €45
+500 extra pts
Outlet
Discounted T-shirt · €22.50
Total points awarded +2,900 pts
Capability 2
Advanced conditions on client, date, and behavior
In addition to the order content, workflows evaluate conditions on the client — their level, history, frequency, accumulated spending — and on the temporal context, allowing the creation of rules that automatically adapt to each situation.
Conditions on the client's profile

"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.

Temporal and first purchase conditions

"If it's the first purchase → +200 welcome points." "If it's Saturday or Sunday → x2." Dates and purchase order are native conditions.

Points limits and caps

"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.

Conditions evaluated · client: Laura M.
Level = Gold
× 2 active
Month = November (active campaign)
Bonus +50%
First purchase of the month?
+200 extra pts
Exceeds monthly limit 5,000 pts?
No → Continue
All conditions are evaluated in real-time on the client's CDP profile. Configurable AND / OR logic between conditions.
Capability 3
Configurable calculation engine: formulas, variables, and historical queries
Workflows not only add fixed points — they can execute mathematical operations, create intermediate variables, query the client's transaction history, and use that data for the final calculation. A logical capability close to a programmable system, without code.
Mathematical formulas and numerical operations

Addition, subtraction, multiplication, division, modulus, rounding. Calculates the exact result according to the rule, not a predefined fixed value.

Intermediate custom variables

Create variables that store partial results and reuse them later in the same workflow. Allows chained and progressive logic.

History query before deciding

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.

Calculation node · configured formula
var pts_base = transaction.amount × 10 // 1€ = 10 pts
var factor = customer.level_multiplier // e.g.: 2
var history = query(txns_last_30d)
if history.count  3 then factor += 0.5 // streak bonus
return min(pts_base × factormax_pts// applies cap
Calculate
Date Ops
Number Ops
Text Ops
List Ops
Txn Query
Capability 4
16 ready templates, organized by strategic objective
No need to start from scratch. The template catalog covers the most common use cases in loyalty, organized by business objective. Choose, customize the parameters, and activate.
Acquisition: registration and first purchases

Welcome with points, bonus on the first N purchases, bonus period for new clients. Mechanics that accelerate program adoption from day one.

Retention: streaks, milestones, and reactivation

Weekly streak rewards, bonus for the client returning after inactivity, birthday greeting, milestones for accumulated purchases.

Control: caps, filters, and margin protection

Minimum purchase threshold to earn points, maximum cap per transaction, product filter that excludes specific items from calculation.

Template catalog · 16 available
Acquisition
Registration reward
Engagement
Birthday reward
Retention
Streak rewards
Traffic
Weekday bonus
Control
Maximum points cap
Control
Product filter

Choose your objective.
Activate the template. Adjust the parameters.

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.

Acquisition
Registration reward
Awards welcome points upon registration. Encourages initial registrations and grows the database for targeted marketing.
Accelerates program adoption from day 1
Acquisition · Retention
Bonus for first purchases
Rewards the client on their first N purchases after registration. Encourages early habit and consolidates the initial relationship.
Creates habit in the first purchase cycles
Retention · Engagement
Birthday reward
Multiplies points during the client's birthday period. Creates personal connection and guarantees an annual purchase from loyal clients.
Increases recurrence of dormant clients
Retention · Engagement
Streak rewards
Tiered bonuses for consecutive purchase activity. Gamifies the experience and creates habitual purchase behavior.
Increases visit frequency week by week
Retention
Bonus for returning client
Recovery bonus for inactive clients for N days. Reactivates lost clients and incentivizes their return with a relevant offer.
Reduces churn of at-risk clients
Traffic
Limited time reward
Extra points during a specific date range. Creates urgency and boosts sales in promotional periods or low seasons.
Concentrates traffic on strategic dates
Traffic
Weekday bonus
Extra points only on selected weekdays. Boosts traffic on slow days and balances client flow.
Redistributes traffic and reduces peaks
Ticket
Reward for purchase amount
Extra points based on the order amount with configurable ranges. Encourages the client to spend more per transaction to unlock rewards.
Increases average ticket per visit
Ticket · Control
Category multiplier
Multiplies points for products in a category or with a specific condition. Promotes strategic products and moves inventory.
Boosts sales of priority categories
Control
Minimum purchase threshold
Cancels points if the amount is below the configured minimum. Ensures points are only earned on significant purchases.
Protects margins and increases minimum ticket
Control
Maximum points cap
Limits points earned per transaction to a maximum. Protects margins by limiting reward liability on large transactions.
Total control of program cost
Control
Product filter
Only allows points to be added for products that meet a condition. Controls which products generate points and protects margins on low-margin items.
Loyalty aligned with commercial strategy

Visual canvas, connected nodes,
execution logs.

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.

Workflow Editor — visual canvas

Editing canvas with connected nodes

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.

Workflow Templates

Template catalog by strategic category

16 templates organized into six categories: Acquisition, Retention, Ticket, Traffic, Control, and Engagement. Each includes a description of the expected impact to facilitate choice.

What this means
for your business

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.

Profitable and controlled loyalty