Customer portal: Content settings

Manage your customer portal content settings with ease. Customize preferences for a personalized experience.

Updated this week

🏷️ The Customer portal is available on all Marsello pricing plans.

Welcome to the Customer Portal—a centralized hub where customers can sign up or log in to access their personalized loyalty profiles. Here, they can earn points, redeem rewards, and access exclusive discount codes delivered through email marketing.

📖 Learn more about the Customer Portal.

⚽️ Heads up: Marsello will be transitioning all retailers from the legacy online widget and in-store portal to the new Customer Portal by soon. This change aims to enhance user experience, streamline operations, and provide more robust features for your business. Stay tuned for further updates as we make this exciting shift!

Customer portal: Content settings

Customize your customer portal to match your brand, creating a personalized and inviting space for customers to engage with your loyalty program.

1. In your Marsello admin, go to Customer experience

2. Under Personal device click Customer Portal > Brand > Customer portal content

These settings determine the imagery, voice and tone of your customer portal.

🖌 Any customization or changes you make will automatically update in real-time on the preview, giving you the chance to ensure it aligns with your preferences before finalizing.
🚀 When you're ready, click Save & Publish to update your live customer portal.

Icons

Add a touch of fun and personality to your customer portal by choosing whether to display or hide icons across various pages.

Here you can choose to display or hide icons.

3. Click the ON/OFF toggle to show or hide the following icon groups:

Earn icons

Visible on:
- Earn page — Visitor & Customer views
- Home page — Visitor & Customer views
- Activity page — Customer view

Icons ON example

Icons are displayed throughout the loyalty experience to help highlight actions and rewards.

Icons OFF example

Icons are hidden for a cleaner, more minimal appearance.

Redeem icons

Visible on:

Redeem page — Visitor & Customer views
Home page — Visitor & Customer views
Activity page — Customer view

Icons ON Example

Reward and redemption icons are displayed to improve visual navigation and engagement.

Icons OFF Example

Icons are removed for a simplified loyalty portal layout.

VIP tier icons

Visible on:

Home page — Visitor & Customer views
VIP Tier pages — Visitor & Customer views
Earn page — Visitor & Customer views
Redeem page — Visitor & Customer views
Activity page — Customer view

Icons ON Example

VIP tier icons appear throughout the loyalty portal to visually highlight tier status and benefits.

Icons OFF Example

VIP tier icons are hidden while keeping all tier information visible.

Launcher icons

Visible on:

Launcher — Visitor & Customer views

Icons ON example

Launcher icons are displayed to help customers quickly identify loyalty features.

Icons OFF example

Launcher icons are hidden for a more streamlined launcher appearance.

📝 Note: The ability to upload your own icons is currently a feature request. If this is important to you, please let our support team know.

Digital Membership Card

The digital membership card is a unique QR code acting as a digital membership card. iPhone users can add it to Apple Wallet for easy access. Scan in-store to quickly link customers to sales.

4. Click the ON/OFF toggle to show or hide the digital membership card:

Visible pages

Main bottom navigation "Card"

Card ON example

Card OFF example

Reward claim in-store page

Card ON example

Card OFF example

Without the card this page doesn't exist. Only the 'online' code screen will display.

Home Page Components

Home page components let you create a personalized landing page to inform customers about your loyalty program, drive sign-ups, and boost engagement.

📝Note: All of the text included in the home page components can be customized to suit your voice and tone in the next section: Wording.

How to update your home page:

5. Select the user's state to customize the home page, either Visitor or Customer

6. Toggle the card options ON/OFF to personalize your customer portal experience

7. For 'Visitor > Join' card & 'Customer > Program card' you can also select what card layout you prefer. Choose from a simple layout and a list of benefits layout

What it changes

Visitors:

Join card (required): Encourage sign-ups using an immediate call to action
- Simple: Card with a brief description and join call-to-action button
- Benefits: Card with brief description, call-to-action button and list of 3 benefits the customer will receive by signing up for your program
Program card: Earn & Redeem buttons to encourage visitors to click through to see the ways they can earn and redeem loyalty points.
VIP Tiers card: Inspire sign-ups with enticing tier benefits
Referral card: Incentivise sign-ups with additional referral perks

8. For Customer, you can choose to keep the customer's upcoming reward on display and as well as select from a few program card layouts.

What it changes

Customers

Upcoming reward card: Increase redemption by highlighting an upcoming reward or the reward discount code they currently have available
Program card(s): Drive action with additional loyalty program details
- Earn & Redeem buttons to encourage visitors to click through to see the ways they can earn and redeem loyalty points.
- Earn list: List all earn options on the home screen
- Redeem list: List all available rewards on the home screen
VIP tiers card: Highlight tier status and create aspiration to move up
Referral card: Incentivise customers to refer their friends

Wording

You have the power to customize the content visitors and customers see in your loyalty program. Tailor your text to match your brand's voice and message, and use merge tags to personalize their experience.

How to change

12. Under Page: Click the drop-down menu and select the page you want to update.

13. Under State: Choose the user's state (Visitor or Customer) to customize the home page accordingly.

14. In the preview of the customer portal: Click on the text you'd like to edit.

Click the tick icon to save your changes.
Click the cross icon to cancel your changes.
Click the merge tag icon to add personalized content.

15. Repeat steps 12–14 to update the different pages of the customer portal for both visitors and customers.

📝 Note: Most text is editable. To save you time, any non-editable text is automatically pulled from your existing settings, such as reward titles and VIP tier names.

Up next 👉 Effortless promotion across all channels

Spread the word about your loyalty program across all channels, from social media to online store launcher or banners. Use your loyalty program URL to reach potential customers everywhere;

Add it as a button to your email template.
Embed it as a link behind a QR code on receipts, business cards, thank you cards, in-store posters, menus, etc.
Share it in your social media posts or link it in your bio.
Include it in your email signature.
And more!

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Customer portal: Content settings

Customer portal: Content settings

Customer portal: Content settings

Icons

Earn icons

Redeem icons

VIP tier icons

Launcher icons

Digital Membership Card

Reward claim in-store page

Card ON example

Home Page Components

How to update your home page:

What it changes

What it changes

More page links

Wording

How to change

Up next 👉 Effortless promotion across all channels