🏷️ SMS automations are unlocked with the SMS add-on.
🏷️ Email campaigns and automation for marketing are unlocked with the Marketing add-on.
For Clover POS merchants
👾 The Clover Integration is currently in Beta 👾
If you'd like to join the beta, please contact our support team.
To build a successful customer list that you can send campaigns to, it's mandatory to get the customer's permission before they can receive marketing emails and/or SMS from your store. Permission is required by International Law (including GDPR, TCPA, TCIA, & CCPA) and our Terms of Use.
As mentioned in the SMS Marketing Compliance Introduction and GDPR Introduction, to collect SMS and Email Marketing opt-in from your customers, there will be some changes that you need to make to your staff training processes for how to sign up new customers via Clover POS.
Before you get started
Here are some key details to know about customer opt-in for marketing messages:
For Marsello to collect mobile numbers as subscribers for SMS messages, you will need to make sure that your staff members are asking the customer if they want to receive SMS from your store (more details below).
Collecting SMS Subscribers
For Marsello to collect mobile numbers as SMS subscribers, your staff must verbally confirm consent with each customer.
When serving a customer, ensure your team asks whether the customer would like to receive SMS marketing messages from your store (more details below).
Collecting Email Subscribers
To collect email addresses for email marketing, staff must also ask customers if they want to receive promotional emails.
Only customers who provide clear consent should be added as email subscribers.
Compliance with Age Restrictions (TCIA)
The Telephone Consumer Protection Act (TCPA/TCIA) prohibits improper or illegal marketing to individuals under 18 years of age.
Based on your industry standards and community expectations, you may need to restrict or discourage underage visitors from creating an account or joining your marketing database.
Customer Opt-Out Requirements
Customers must always have a simple way to unsubscribe from marketing communications. Marsello automatically includes:
An “unsubscribe” link in all email templates.
“Reply STOP to unsubscribe” in all SMS templates.
Staff Training and Legal Compliance
As outlined in the SMS Marketing Compliance Introduction and GDPR Introduction, staff training is essential to ensure proper collection of customer consent.
Your team needs to understand how to request and record marketing opt-in in a compliant manner.
We strongly recommend consulting a legal advisor familiar with GDPR, TCPA, and TCIA before collecting customer data or sending promotional emails or SMS messages.
How customers opt-in to marketing via Marsello's sign-up forms?
Marsello's landing page form template comes with a text disclaimer that lets the customer know that by submitting the form, they are opting in to receive both transactional and promotional email and SMS messages from your store.
Default text disclaimer:
*I agree to receive transactional and promotional emails and text messages (to the email address and phone number provided). Consent is not a condition to purchase. You can opt out or change your email and SMS preferences anytime.
⚠️ Important: If you are using another app for sign-up forms, you need to update your forms to also include such a disclaimer that informs the customer that by submitting the form, they are opting-in to receive both email and SMS marketing from your store.
Capture customers' marketing opt-in preference in-store via Clover POS
⚠️ Important: To use Marsello on your Clover POS, please enable the required sites under the Integrations page.
As mentioned in the Marketing Compliance Introduction, consumers have to provide “express written consent” before they can receive marketing via email or SMS.
When a customer makes an in-store purchase, it's important that staff ask if they want to join their database and receive marketing via email and SMS.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
The staff member can record if the customers' accepts marketing preferences by following these steps:
👤 Help your staff confidently promote your loyalty program and provide a great customer experience with our Staff Training Guides.
Each guide can be found in the Marsello Admin and is automatically branded using your Brand guidelines, ensuring a consistent look and feel across your materials.
New customers
1. Add the customer's products that they want to buy to the sale.
2. Add the customer to the sale with three quick steps.
Click
Click Add customer
+ Add a customer
3. Add your new customer's details:
First Name
Last Name
Email Address (required)
Mobile number
📝 Note:
Only First Name, Last Name, and Email are required for adding customers to your Marsello database. Email address is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce etc.
Mobile number: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.
4. Click Save. The customer will then be added to the sale.
5. Click Pay. On the Payment screen, the Marsello Loyalty button will be available.
6. Select the Loyalty banner button. This will launch the customer's loyalty profile.
7. On the customer's loyalty profile, you can use the Marketing Preferences toggles to indicate the customer's marketing preferences.
If the customer agrees to receive marketing via email, set the "Email Marketing" toggle to ON.
If they agree to receive marketing via SMS, set the "SMS Marketing" toggle to ON.
If the customer agrees to both, set both toggles to ON.
Any changes to the toggles will automatically save.
📝 Note: If the staff member leaves this field blank, the customer will also be set to doesn't accept marketing.
8. Return to the sale. The marketing preferences toggles will automatically save.
If the customer has a reward they wish to redeem, select the reward and click Apply Discount.
If the customer does not wish to use a reward, click Cancel. This will save the marketing preferences and return to the sale.
9. Complete the sale. The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, and sales data.
Existing customers
To manage an existing customer's marketing opt-in status going forward, you can do that in the loyalty profile pop-up.
1. Add the customer's products that they want to buy to the sale.
2. Click Pay. On the Payment screen, the Marsello Loyalty button will be available.
3. Select the Loyalty banner button.
4. Search for the customer in one of two ways.
Click Add Customer to search by Email.
Click Scan QR to scan the customer's Digital Membership Card. This will launch the built-in camera.
5. Select the Customer's Name. This will launch the customer's loyalty profile.
6. On the customer's loyalty profile, you can use the Marketing Preferences toggle to indicate the customer's marketing preferences.
If the customer agrees to receive marketing via email, set the "Email Marketing" toggle to ON.
If they agree to receive marketing via SMS, set the "SMS Marketing" toggle to ON.
If the customer agrees to both, set both toggles to ON.
Any changes to the toggles will automatically save.
7. Return to the sale. The marketing preferences toggles will automatically save.
If the customer has a reward they wish to redeem, select the reward and click Apply Discount.
If the customer does not wish to use a reward, click Cancel. This will save the marketing preferences and return to the sale.
8. Complete the sale
🎉 Congratulations
You can now start collecting customers' consent to receive email and SMS marketing via Marsello and Clover Retail POS.
What's next?
As your subscriber list begins to grow, you can create marketing campaigns to help increase sales and further drive customer loyalty.
Marketing initiatives:
Disclaimer: The information provided here is intended to be educational and should not be construed as legal advice. Marsello encourages all of our users — and all merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.
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