If you previously used Vend's Loyalty feature, you can use similar earn settings in Marsello and also convert the loyalty dollar balances that your customers' had into Loyalty points, ready to be imported into Marsello.  

In this article:

  • Customize your Marsello settings to match your Vend Loyalty settings (optional)
  • Prepare your Vend Loyalty CSV file ready to import into Marsello
  • Import your customer database CSV file into Marsello
  • Turn off Vend Loyalty 

Customize your Marsello settings to match your Vend Loyalty settings (optional)

Marsello's loyalty program is a points based system in comparison Vend's loyalty program is a cash back system. To ensure a smooth transition, there are two settings we recommend updating to match your current Vend settings.

📝 Please note: This is an optional step. If you want to start your new loyalty program from scratch and just migrate customers' points please skip ahead to the next section "Prepare your Vend Loyalty CSV file ready to import into Marsello". 

Set the Making a Purchase earning rule

1. In your Vend admin, click Set-up

2. Click Loyalty to open your Vend loyalty settings

3. Check the rate that your customers earn Vend Loyalty $

4. Convert your Vend earning rule to Marsello's points earn rule: 

  • Vend's $1 Loyalty is the equivalent to 1 Loyalty Point in Marsello. 
  • The $ (Spend) is the equivalent to the amount the customer must spend to earn 1 Loyalty Point in Marsello.

    Here's a couple of examples:
    > IF you have $1 = $1 Loyalty in Vend
    > THEN in Marsello your Making a purchase earn rule should be set to
    'Earn 1 point for every $1 spend'  

    > IF you have $5 = $1 Loyalty in Vend
    > THEN in Marsello your Making a purchase earn rule should be set to
    'Earn 1 point for every $5 spend'

5. In your Marsello admin, Click Loyalty

6. Under Loyalty, click Earning Points & Referrals.

7. Next to Making a purchase, click Edit

8. Enter the number of points per $ spend you want to customers to earn according to your Vend Loyalty settings. 

9. Click Save

📖 Learn more: Setting the Making a purchase earn option.

Set the Complete Profile earning rule

Marsello's Complete profile earn option encourages your customers' to give you additional information about themselves, including Birthday, Gender & Mobile. To convert your Vend Loyalty Bonus, into Marsello's Complete Profile earn, please follow the below steps: 

1. In your Vend admin, click Set-up

2. Click Loyalty to open your Vend loyalty settings

3. Check the Loyalty Bonus amount

4. Convert your Vend Bonus Loyalty to Marsello's Complete Profile points earn option

📝 Note: You will also need to use your new Marsello earning points amount to convert the Vend Loyalty Bonus to the points earn amount.

Here's a couple of examples:

> IF you have 10 Loyalty in Vend and 'Earn 1 point for every $1 spend' in Marsello
> THEN you should set the Complete Profile earn option to 10 points

>  IF you have 10 Loyalty in Vend and 'Earn 1 point for every $5 spend' in Marsello
> THEN you should set the Complete Profile earn option to 50 points

5. In your Marsello admin, Click Loyalty

6. Under Loyalty, click Earning Points & Referrals.

7. Next to Complete Profile, click Edit

8. Enter the number of points you want to customers to earn when they complete their profile according to your Vend Loyalty bonus settings. 

9. Click Save

📖 Learn more: Setting the Complete Profile earn option

Prepare your Vend Loyalty CSV file ready to import into Marsello

To ensure that your Vend Loyalty CSV is successfully imported into Marsello, it is important to update your CSV file format following the below steps.

1. Get a CSV export of your Customer Loyalty from your Vend Customer Dashboard

📝Note: The Export List feature is only available on a Desktop or Laptop

2. Open your CSV as a spreadsheet

3. Delete all columns except the following:

  • First Name (values are required)
  • Last Name 
  • Email Address (values are required)
  • Points Balance (values are required, please include a 0 if not applicable)
  • Mobile

⚠️ Important: The customer's first name and email address are required. If these values are missing, the CSV. file cannot be imported into Marsello. 

4. Check & update your column heading text to be the following:

  • first_name Column → Firstname 
  • last_name Column → Lastname
  • email Column → Email
  • balance Column → Points
  • mobile Column → Mobile

For example: 

5. Check your Points column amounts
Marsello's loyalty program is a points based system, in comparison, Vend's Loyalty program is a cash back based system.

  • IF you have decided to convert your Vend Loyalty Settings into your new Marsello Loyalty program i.e. Updated your Making a purchase earn option, then you will not need to do anything extra and you can proceed to step 6 (save & export).
  • IF you have decided to create a new Marsello loyalty program from scratch, then you may need to convert your customers' Vend loyalty balances to be in line with your new earning points rules. To do this you will need to:

    1. Look at your Vend earning rule & convert your customers' loyalty balances based on your new Marsello earning rule.
    For example:
    > IF you have $10 = $1 Loyalty in Vend and
    > IN Marsello your Making a purchase earn rule is 'Earn 1 point for every $1 spend'
    > THEN to convert your customers' Vend Loyalty $ to Marsello's Loyalty points, you need to multiply your customers' Vend loyalty balances by
    10 to update their balance to be in line with your Marsello's points earning rule.

    2. In your spreadsheet, add a column to the right of your Points column and also call this column
    Points

    3. In the new column add a formula to multiply the customer's points amount by the earning rule. For example: =D2*10 (using the amount from the above scenario

     4. Copy that formula to the last entry of the spreadsheet.  

     5. Copy your new Points column and then
paste values only on top of the original        points column.

     6. Delete the 'new' Points column so that you only have the original points column        with the new points balances. Your spreadsheet should look similar to this: 

6. Save and export your Vend Loyalty list file a as a .CSV file

💡Quick Tip: To save a file as a .CSV, in the spreadsheet tool, this can often be found under Export to or Download as in the settings menu.

Import your customer database CSV file into Marsello

1. In your Marsello Admin, go to Customers

2. Under Customers, click Actions

3. In the drop-down, select Import Customers

4. Select your points import option: 

  • Add points to customers' existing points balance (recommended)
    This will add the points column value to the customers' profile. E.g. if the points value is 0, it will add 0 point to the customers' account. 
  • Replace customers' current balance with points amount in CSV
    This will replace the points column value to the customers' profile. E.g. if the points value is 10, it will replace the customers' current points balance with the new points balance, 10, from the CSV import.

5. Under Tag any imported customer(s) with the label: You can enter a custom tag name (optional).  
This will automatically tag the customer's profile in Marsello with the custom tag when imported. For example, adding the tag "Vend Loyalty Customer" could help you identify customers who have been migrated from your Vend Loyalty program.  

💡Quick Tip: Adding a custom tag will allow you to create this as a group under Segments. Learn more.  

6. Click Upload file to start import

⚠️ Important: By importing customers you are confirming that any newly added customers' accept marketing. Please remove any customers who don't accept marketing from your CSV. before uploading.

7.  Click Upload data from file, then select the CSV file from your computer

8. Double check if the first row of your spreadsheet is the Column Name (titles), 

  • If the first row does contain your Column Names, click Yes 
  • If the first row doesn't contain your Column Names, click No📝 Please note: You may need to re-format your CSV file and the upload again.  

9. Double check your Column names (titles) match Marsello's customer fields

📝 Note: This is to ensure your customer's details are populated in the correct field in their Marsello profile i.e. the customer's first name is populated in the 'Firstname' field. 

10. Review your CSV File. Click the toggle Only show rows with problems to see the customer row(s) that may not be able to be imported into Marsello.

Common reasons include:

  • The row is blank and doesn't include any details
  • The Points column has cells cannot be black, if the customer doesn't have a points balance please enter 0 as a value. 
  • The first name doesn't start with a letter or includes special characters e.g. #$^&
  • The email must contain a valid email address 
  • The mobile must start with a + or numbers e.g. +6127123123 or 027123123
  • The CSV file contains over 100,000 customers (100,000 is the maximum number of customers who can be imported at one time)

11. Fix any rows with problems

12. Click Complete to start importing your CSV file.  

Your CSV File will automatically start to import into Marsello. 

📝 Note: This import may take 10-20 minutes, depending on the size of your database.

Turn off Vend Loyalty

When you are ready to make the switch and use Marsello's loyalty program. Remember to disable your Vend Loyalty Program, otherwise you may end up reward your customers' for their purchase twice.

Have questions?

If you need a hand, please let us know via the chat icon on the bottom-right or send us an email to help@marsello.com.

Did this answer your question?