Customers can join your Marsello database by signing up through your POS and/or eCommerce platform or through one of Marsello's acquisition features.

When the customer is added to you Marsello database they are automatically added to your loyalty program. If the customer accepts email marketing, they'll also be added as an email subscriber.   

📝 Note: When you install Marsello, your POS and/or eCommerce customer database is automatically synced into Marsello customer database. This will sync the customer's name, email address, email marketing preferences and any historical orders. 

In this article:

  • How customers join through your POS or eCommerce
  • How customers join through Marsello's acquisition features

How customers join through your POS or eCommerce

Making a purchase in-store
When a new customer makes a purchase in-store, your staff will ask if they'd like to join your loyalty program and receive your email marketing. If they would, the staff member will enter their name and email address and update their email marketing preferences to ON. The customer will be automatically added to your POS database and your Marsello customer database.

📝 Note: If the customer doesn't want to receive email marketing, the staff member will set their email marketing preferences to OFF. 

Making a purchase online.
When a new customer makes a purchase online, they can choose to create a store account or checkout as a guest. 

  • When the customer creates an account, they enter their name and email address and indicate their email marketing preferences. The customer will be automatically added to your eCommerce database and your Marsello customer database.
  • When the customer checks out as a guest, they enter their email address and indicate their email marketing preferences. The customer will be automatically added to your eCommerce database as a guest and your Marsello customer database. 

Creating a store account (Online only)
When a visitor creates an account on your online store, they are automatically added to your eCommerce database and your Marsello customer database.

How customers join through Marsello

Referral Program
When a customer refers their friend to your store, the friend can join your Marsello database through the referral sign-up link. The friend simply enters their name and email address and click the submit call-to-action button. By entering their details and clicking submit, they are also opting in to receive your email marketing. Once submitted, this will automatically add them to your Marsello database and on your POS and/or eCommerce customer database.

Forms
A visitor can join your Marsello database through a landing page or pop-up sign-up form. They simply enter their name and email address and click the submit call-to-action button. By entering their details and clicking submit, they are also opting in to receive your email marketing. Once submitted, this will automatically add them to your Marsello database and on your POS and/or eCommerce customer database.

📝 Note: Sign-up Forms and the Referral Program will create the visitor/friend as a Guest customer on eCommerce platforms. This will not create the customer a store account online because the customer needs to create a unique password.

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