Switching your loyalty program over without any hickups is really easy and we're here to help you along the way. To make sure you to get up and running quickly and as seamlessly as possible, here's everything you'll need to do step-by-step.
In this article:
Switching your old loyalty program to Marsello process:
- Set up your new program:
1. Install the app and Pause your account
2. Customize your new loyalty program
3. Check your loyalty program settings
- Make the switch:
4. Get an export of your old program's customers and points
5. Upload your customer database to your new loyalty program
6. Uninstall your old loyalty app
7. Turn on your new loyalty program
Set up your new program
Step 1: Install Marsello and pause your account
If you haven't already, install Marsello and start for frre.
When you install the app, your loyalty program is Active. However, it's not visible to your customers. As a default, all customer facing components (your loyalty widget & emails) are off.
We suggest pausing your account while you set up. This means if you keep your old program running while you're setting up your new program, you'll only have one program running at a time.
You can pause your account in your Status page, by clicking Pause Program.
Step 2: Customize your new loyalty program
Complete your set-up checklist to customize your loyalty program
Customize your widget design and text, choose how customers earn points, and create your rewards. You may like to recreate the rewards and ways to earn you had on your old loyalty program, or start fresh.
📝 Note: While your account is paused, you wont be able to preview your program in your store. You can turn it on to Active in your Status page for a short while to preview your widget in your store.
Step 3: Check your loyalty program settings
Go behind the scenes and check you are happy with your store's loyalty program preferences under your Settings tab.
- Store Details - Update your store name, currency, and name your loyalty 'points' label.
- Email Notifications - Update your sender name and email address so your customers recognize your store's emails.
- Order Rewarding - Choose when customers earn loyalty points for spend, and whether or not customers earn points for shipping, tax, and on orders with discounts. Here, you can also check if there's any products or categories you'd like to prevent customers earning points on and when to cancel points.
We suggest following these Marsello settings best practices.
Make the Switch
Once you're happy with your loyalty program customization and settings, you're ready to make the switch.
Step 4: Get an export of your customers and points from your old program
Get a .CSV export of your current customer database, along with customers' points balance. Sometimes you need to ask your old loyalty program app's support team for this.
This export should include your customers' : First Name, Last Name, Email Address and their Current Points Balance (optional).
📝 Note: Email Address is required
Save this as a .CSV file, formatted like this:
If you have trouble with this, you can send it to us via chat at the bottom right of your screen.
Step 5: Upload your customer database to your new loyalty program
Upload your .CSV from Step 4 in your Customers Tab. To do this:
1. In the Marsello admin, go to Customers
2. Click Import customers/points in the top right corner
3. In the Import customers/points pop-up, click Choose File and select your customer database CSV file
4. Click Start Import
Your customer database will then be imported into your new loyalty program, along with your customers' current points balances.
📝 Note: This import may take a 10-20 minutes, depending on the size of your database.
If you need a hand, please let us know at firstname.lastname@example.org or via the chat icon at the bottom right of your screen.
Step 6: Uninstall your old loyalty app
You're loyalty program is set-up and your customer database is ready to go. Now it's time to make the switch.
In your Shopify Apps Admin, uninstall your old loyalty app, by clicking the trash icon.
Step 7: Turn your program to Active
Now you're ready to make your new loyalty program visible to your customers.
Turn your program from Paused to Active on your Status page.
Once it's active, it should appear like this in your nav:
Now, your new loyalty program is up and running. New customers can sign-up and your current customers can earn points and redeem rewards.
Have any feedback?
We'd love to know how you found switching from your old loyalty program to your new one. We're always looking for ways to make this process easier.