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Common examples of rewards with advanced terms and conditions

Learn how to set advanced rules for loyalty rewards: restrict discounts, limiting reward use to specific products, and automatic rewards.

Updated this week

This guide explains how to set up popular advanced terms and conditions for your loyalty rewards, including:

  • Limit reward usage to full-priced items only

  • Creating automatically recurring reward for customers

Need help setting up an advanced reward not listed here? Contact our support team for assistance.


Limit reward usage to full-priced items only

πŸ“ Note: Currently, Marsello doesn't offer a feature to automatically prevent loyalty rewards from being used on already discounted items. If this is something you'd like to see added, feel free to vote for the feature. Your feedback goes directly to our product team and helps us prioritize what matters most to you!

In the meantime, follow the steps below to manually prevent loyalty rewards from being applied to discounted items.

In your sales platform integration

1. Create a product collection or category that includes only the items currently on discount.

2. Save the collection once it's set up.

In your Marsello dashboard

1. Go to Loyalty > Points program> Redeeming and click Add Reward

In the Marsello admin panel, navigate to 'Loyalty > Points program > Redeeming' and click on 'Add Reward' to create a new reward.

2. This will open a pop-up form where you can add the details of your reward. Please complete the following:

  • Select the type of reward you'd like to create from the drop-down

Popup form in the Marsello app where you can add reward details. The 'Select type of reward' drop-down is highlighted, showing the option to choose 'Fixed Discount Amount
  • Reward Title: Give your reward a title that lets your customers know which specific product is discounted and get them excited to redeem it.

Field in the Marsello app labeled 'Reward Title' where you enter a title that clearly communicates the discounted product and encourages customers to redeem it.
  • Points required to redeem: Set the number of points a customer needs to spend to redeem your reward

Field in the Marsello app labeled 'Points required to redeem' where you set the number of points a customer must spend to redeem the reward.
  • Discount amount: Enter the discount amount

Field in the Marsello app labeled 'Discount amount' where you enter the value of the discount for the reward.

3. Under Advanced options, scroll to the Applies to section. Select the checkbox "Apply discount to specific products and/or collections. Select the name of the collection of full-priced items you have just created.

Under 'Advanced options' in the Marsello app, scroll to the 'Applies to' section. Select the checkbox 'Apply discount to specific products and/or collections.' Then, use the products/collections drop-down menu to select the product by typing its name in the 'Apply to these products' field, which provides matching options to choose from.

4. Still in the Advanced Options menu, under Expiry, tiers and terms, enter the terms that you want your customers to abide by when using this reward

In the 'Advanced Options' menu of the Marsello app, under 'Expiry, tiers, and terms,' enter the terms and conditions that customers must follow when using the reward.

5. Click Create. Your new reward will now show on the Rewards page of your loyalty widget and is ready for your customers to redeem.

⚠️ Important: Remember to update the product collection when a product returns to full price or when a new product is placed on discount.


Creating automatic rewards for customers

πŸ“ Note: Currently, Marsello doesn't offer a feature to automatically apply a recurring discount to customer orders. If this is something you'd like to see added, feel free to vote for the feature. Your feedback goes directly to our product team and helps us prioritize what matters most to you!

In the meantime, follow the steps below to allow customers to claim a recurring discount at any time. Please note, the customer will still need to have this discount applied at checkout.

In your Marsello dashboard

1. In your Marsello admin, go to Loyalty > Points program > Redeeming and click Add Reward

In the Marsello admin panel, navigate to 'Loyalty > Points program > Redeeming' and click 'Add Reward' to create a new reward for your customers.

2. This will open a popup form where you can add the details of your reward. Please complete the following:

  • Select type of reward: Click Percentage in the drop-down menu

  • Reward Title: Give your reward a title that lets your customers know which specific product is discounted

A popup form in the Marsello app to add reward details. In the 'Select type of reward' drop-down menu, click 'Percentage.' For 'Reward Title,' enter a title that clearly indicates the specific product being discounted.
  • Points required to redeem: Set the number of points a customer needs to spend to redeem your reward

Field in the Marsello app labeled 'Points required to redeem' where you set the number of points a customer must spend to redeem the reward.
  • Discount amount: Enter 0 as the % discount amount

3. Under the Advanced options menu, go to Apply and click the checkbox Apply discount to specific products and/or collections. Select products from the products/collections drop-down menu. Then start typing in the name of the product that the reward refers to in the apply to these products field. The field will provide you with options so you can select the specific product.

In the 'Advanced options' menu, go to 'Apply' and check the box for 'Apply discount to specific products and/or collections.' Select products from the drop-down menu, then type the product name in the 'Apply to these products' field to choose the specific product for the reward.

πŸ“ Note: You can select multiple products for the reward to apply to.

4. Still under the Advanced Options menu, go to Expiry, tiers and terms. Here you can enter the terms that you want your customers to abide by when using this reward. Here are some examples of terms to include with your loyalty rewards

Under the 'Advanced Options' menu, go to 'Expiry, tiers, and terms.' Here, you can enter the terms that customers must follow when using the reward. This section allows you to specify terms for your loyalty rewards.

5. Click Create. Your new reward will now show on the Rewards page of your loyalty widget and is ready for your customers to redeem.

⚠️Important: Customers will be able to claim a 0-point cost reward as often as they like. However, only one discount may be applied per order.

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