When a new customer shops in-store, confirming their marketing preferences is crucial for building a compliant and effective database. Customers must actively opt in before they can receive email or SMS marketing through Marsello, so staff should always ask whether they’d like to join the database. Setting the correct marketing toggles in Shopify POS ensures each customer’s consent is accurately captured, allowing Marsello to send the right communications while maintaining trust and compliance. Properly recording these preferences helps you grow a high-quality subscriber list and deliver targeted, engaging messages that support long-term customer loyalty.

When a new 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.

1. Scroll to Customer Options, next to Accepts marketing you can indicate the customer's marketing preferences.

2. Tap Save (scroll to the top-right-hand corner), and the customer will then be added to the current sale.

3. Complete the sale. The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.