Marsello settings best practices

Make sure your automated marketing works perfectly with these recommended settings.

Updated over a week ago

How to check your settings

  • To check your settings in your Marsello admin, go to the Settings icon in the left hand navigation menu

  • Remember to click Save (located at the bottom of the page) after making any changes.


Loyalty program settings

Marsello uses the details you include in your loyalty program settings in your loyalty widget and loyalty emails. Please confirm these are correct so that your loyalty members know that it's you.

πŸ“Note: This is defaulted to the same name as your Shopify store. It's a good idea to keep this recognizable.

πŸ“Note: The points label is displayed as points by default. However,you can change your points label to suit your loyalty program. Some examples are: miles, bucks, zennies, candy cash, beauty bonuses.


Customer email marketing settings

Your Email marketing settings are used for your customer emails. When loyalty members receive your loyalty program emails, they see your sender name in their inbox and if they reply to an email, it will be sent to your reply email address.

This is defaulted to your store name. Check that this is the correct email sender name that you want your members to see in their email inbox.

This is defaulted to your store email address. Check that this is the correct email address that you would members to reply to.

Only Email Customers Who Accept Marketing

πŸ“ Note: In BigCommerce, the email marketing setting is set to OFF by default. This means all members will receive your loyalty program emails, whether they have opted into your marketing emails or not. If you would like to send emails to only those who email members who accept marketing emails, then you will need to change this setting to ON.

πŸ’‘Pro Tip: In your Shopify settings, we suggest defaulting the option to accept marketing to on, so customers must opt-out if they don't want to receive your emails. You can check this under Settings > Checkout > Order processing.

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Order Rewarding settings

Your order rewarding settings control when and for what your members get rewarded when they purchase.

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  • Exclude points for shipping: This is defaulted to Checked.

This means that your members will not earn points for shipping. If you would like to reward your members' points for shipping costs they pay, you will need to change this setting by unchecking this option.

  • Exclude points for Tax: This is defaulted to Unchecked.

This means that your members will earn points for Tax on their orders. If you don't want to reward members' points for tax, you will need to change this setting by checking this option.

  • Do not reward points on discounted orders: This is defaulted to Unchecked.

This means that your members will earn points for orders with discounted products in their carts. If you don't want to reward members points for the entire order that contains a discounted product, you will need to check this option.

  • Do not reward points on gift card purchases: This is defaulted to Unchecked.

This means that your members will earn points for purchases of a gift card. If you don't want to reward members' points for a gift card purchase, you will need to check this option.

πŸ“ Note: Purchases made using a gift card for payment will still receive points.
​Reward Points When Payment Status Is One Of: By default, this is set to Paid, meaning members get their points once you've set the order status to Paid in your Shopify admin. You can change this or add additional options: Pending or Authorized.

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  • And When Fulfillment Status Is One Of:

If you would like members to earn loyalty points based on payment status alone , leave this field empty. When set to Fulfilled, points will only be rewarded once you have fulfilled an order.

  • Cancel Points When Payment Status Is One Of: This is defaulted to Refunded.

When a member's order payment status is marked as Refunded, the points for that purchase will automatically be removed from their points balance. You can change this or add additional options: Partially Refunded or Voided.


Feedback

Measure customer satisfaction automatically. Collect feedback privately from your customers. The feedback survey is sent directly to the earned points email. Learn more about setting up your feedback survey here.

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Sender domains

Improve your email deliverability by sending from your own custom email domain. Click Settings> Sender domains and click Verify domain to start the process. Learn more about setting up your custom domain here.


Multi-user login

Merchants can add additional users to their account, which will give users their own login to your Marsello account.

How to invite a user/staff member

1. Within your account click Settings > Users and click Add user.

2. Add their name, email address and role. Click Send invite.

3. Confirm via email.

πŸ“ Note: If you need to remove a user, click on the trash can icon next to that user's name. If you need to add that user back again, simply complete the above steps with that user's details.

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