Playbook — Increased Sales (OmniLab Transactions)

Drive repeat purchases and higher spend with receipt-based challenges and transaction-triggered rewards.

3 min read

Use this playbook when your goal is to directly increase sales volume or basket size. The core mechanic: reward customers for purchasing — require a receipt or transaction proof, then give them something back for buying more or buying again.

Ingredients kit

Before you start, confirm you have:

  • a clear sales objective (increase average basket, drive a second purchase, promote a specific category)
  • a receipt or transaction verification method (receipt scan, loyalty transaction sync, or manual code)
  • a reward that is meaningful enough to change buying behaviour (cashback, points multiplier, exclusive product, significant discount)
  • legal sign-off on the promotion mechanics and terms

Steps

Plan — Define the purchase challenge

Be specific about what behaviour you are rewarding and what the threshold is.

  • Are you rewarding any purchase, a minimum spend, or a purchase in a specific category?
  • Is this a one-time challenge or a repeat-purchase mechanic ("buy 3 times, earn a bonus reward")?
  • Set a realistic reward value: too small and it is not motivating; too large and the margin does not work.
  • Write the promotion rules and get legal sign-off before building.

Build — Set up the transaction-triggered experience

  1. Create a new Campaign in OmniLab Studio and select a transaction or receipt scan touchpoint type.
  2. Configure the challenge criteria in OmniLab Transactions: minimum spend, required product category, or number of qualifying purchases.
  3. Set up the reward in Rewards: cashback voucher, points award, or a tiered reward for higher spend.
  4. Add the opt-in section if this is also a data collection moment.
  5. Set campaign dates — transaction-based campaigns often run 2–6 weeks for a promotional push, or longer for loyalty-style mechanics.

Launch — Drive traffic to the challenge

  • Communicate via email or push notification to existing customers ("Your challenge is waiting").
  • Display at point of sale: receipt printers, screen messaging, or shelf talkers with the QR code.
  • Promote on social with a clear "buy to enter" message.

Measure — Track purchase intent and reward redemption

  • Challenge participation rate: how many customers started the challenge.
  • Challenge completion rate: how many customers completed the required number of purchases.
  • Reward redemption rate: what percentage of earned rewards were actually used.
  • Average basket uplift: compare average order value during the campaign versus a comparable period without it.

Optimize — Refine the threshold and reward

After the campaign:

  • Review the drop-off point: did most people start but not complete? Lower the threshold or increase the reward.
  • Identify your best-performing segment and run a targeted follow-up to that group.
  • For loyalty mechanics, carry the transaction history forward to inform the next challenge tier.

Which formats fit this goal

Sales campaigns reward a purchase that has already happened, so the proof of purchase is the entry ticket.

Frequently asked questions

How are receipts validated?

Participants photograph the receipt in the campaign flow. The purchase details behind it become part of the participation, so entries tie back to real transactions.

Does this work for both physical stores and e-commerce?

Yes. Anywhere the customer holds a proof of purchase — a printed receipt, an invoice or an order confirmation — the same mechanic applies.

Which rewards drive a second purchase?

Vouchers redeemable on the next visit work best: the reward for buying is a reason to buy again. Match the voucher value to your margin before launch.

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