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how to create a marketing automation campaign so that when new customers are add to a certain PoS and make a order:

  • the created loyalty card is rewarded with “X” more points than those acquired from the order
  • send a email to inform about the gift/reward and loyalty card new balance

thanks

BR

Ricardo


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Mejor respuesta

If you're looking to automatically gift loyalty points to new POS customers using Marketing Automation, here’s a clean path you can follow:

Smart Setup Without Custom Code
  1. Enable the Loyalty Module
    • Go to Sales → Configuration → Settings → check Loyalty & Gift Cards, then save.
    • In POS → Configuration → Loyalty Programs, create a rule that grants X points when a purchase is made.
  2. Detect “New Customer” in Automation
    • Use Odoo’s Marketing Automation app.
    • Create a trigger: When a new contact is created, filter these to only those with a POS order (or using similar criteria).
  3. Issue Points via Server Action
    • Add an action: Click Loyalty, choosing “Add Points”.
    • Target the loyalty card linked to the new contact and specify points.
  4. Confirmation Email (Optional)
    • If desired, include an automated email or chatter message to welcome the customer and confirm the points.
Why It Works
  • Odoo handles loyalty operations through its built-in loyalty engine—so no need for heavy customization.
  • Marketing Automation lets you combine triggers (new customer) with loyalty actions smoothly.
  • You can later refine this: target only customers from a specific POS or adjust points per purchase value.
 If You Need More Control
  • Some third-party POS loyalty modules offer referral or signup bonuses built-in (search Odoo Apps Store for “pos loyalty”).
  • For advanced behavior (e.g., bonus only in specific stores), you might add a custom server action with a domain filter.

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