This glossary describes the key concepts and terminology used throughout the Omneo suite and documentation.
An Achievement is used as a counter to track and aggregate a type of event. Often used in presenting "badges" such as "Number of Transactions over $100".
A system admin user that has access to the Omneo CX Manager to create/edit/delete records.
Authentication Roles define the scope of an tokens access the Omneo API.
Benefits are a mechanic similar to a coupon or promotion that has some type of conditional logic associated such as "25% off Pants".
A Benefits Definition contains the attribute values (properties) that are assigned to a Benefit when created. A Benefit Definition can be created by an Administrator in the Omneo CX Manager. Developer documentation can be found at Benefits Definition endpoint.
A Benefit Redemption is the process of electronically 'claiming' a Benefit. This process is generally performed by a POS or Website
From Omneo’s point of view, a Customer is a person who has created a profile with the brand, is known by name, can be contacted, and has the capability to purchase products. You may be calling them ‘members’, ‘account holder’, ‘VIPs’, ‘subscribers’ - Omneo calls them Customers
Customer Attributes and Preferences
Customer Product Lists
Content Delivery Network CDN
Previously "action portal"
Customer Satisfaction CSAT
CX - Customer Experience
In Omneo a Definition is a set of properties that are applied when an object record such as an Achievement, Benefit or Reward is created.
Extended Attributes & Preferences
The customers who we don’t know by name, have chosen to purchase anonymously, and are not tracking transactions, are called Guests. These people may exist on a separate subscriber database, but they are choosing to not track their transactions or interactions with the brand.
Identities (or Profiler Identities) are utilised to store a Profiles identifier (ID) in a 3rd party system such as Instagram Handle.
In Omneo a known customer is a profile populated with at least a first name & last name to which transactions & interactions can be attributed to.
Known Customer Asset Value
A collection of embeddable 'widgets' that allow a web developer to embed customer profile information, transaction/interaction history, and active forms to allow a customer to interact with elements of their data in the context of a logged in web visit.
Net Promoter Score
New To You
Omneo Admin Dash
Omneo CX Manager
The Omneo CX Manager is a web browser graphical user interface that enable an Administrator to manage the Omneo CX Suite.
A Profile is the data record Omneo creates to store and relate information about Customers (sometimes also referred to as Members, Contacts or Persons). This group of endpoints allow you to browse, read, edit, add and delete Profiles.
Profile Additional Data
Profile Attributes are attributes specific to a Profiles appearance, including attributes that are distinctly user defined as opposed to predicted.
Profile Identities are utilised to store a Profiles identifier (ID) in a 3rd party system such as Instagram Handle.
Referral & Invites
A Reward is a monetary offer issued to a Profile that
A collection of embeddable 'widgets' that allow a web developer to embed customer profile information, transaction/interaction history, and active forms to allow a customer to interact with elements of their data in the context of a logged in web visit. View the shape gallery for the full list of currently available shapes and for the shape developer guide to make your own.
Scheduled events that work like reactions