Hi,

In standard Odoo (v18 SaaS, Enterprise), part of this flow can be managed using the default functionalities, but not entirely. On the Point of Sale side, you can configure a loyalty program where customers automatically earn points when they make orders. These points are added to their loyalty card without any manual work. On the marketing side, you can use Marketing Automation to create a campaign that triggers when a new customer is created or when their first Point of Sale order is confirmed. This can be used to send a welcome or gift email.

However, there are two limitations with the default setup. First, Odoo does not natively allow you to add an extra “X” points only for a new customer’s first order. Loyalty rules apply in a general way for all orders and cannot distinguish the first one without customization. Second, while you can send automated emails, they cannot directly display the loyalty card’s updated balance unless the email template is customized to fetch this data dynamically.

This means that with pure Odoo features, you can reward points based on the order rules and send an automated email to new customers or after their first order. But to achieve the exact behavior you describe, granting extra points only on the first order and showing the new balance in the email, you will need a small customization. This could involve extending the loyalty rules and enhancing the email template.

Hope it helps

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.