Incentive options for Marsello sign-up forms:
Loyalty points incentive
You can use the earn option, Create an Account, to automatically award bonus loyalty points when they sign up and create an account. This is a great way to encourage new signups for marketing and to get them engaged with your loyalty program.
Discount incentive
Provide new signups with a discount incentive for signing up to your marketing by:
Add discount code to your success screen
Creating the discount code in your POS or eCommerce platform and display this on your form's sign up success screen.
ORSend your discount code via an email automation
Create a Welcome Automation (in Marsello or Klaviyo) that includes your incentive discount for signing up.
💡 Tip: The most common sign-up incentive discount 10% off. Used by brands like H&M, Country Road, Urban Outfitters and more.
Add discount code or loyalty points to your form success screen
1. In the Marsello admin, go to Loyalty > Forms
2. Click Create Form
3. Click the Form type you want to create (landing page, pop-up or linkin.bio page)
Customize your form
4. In the Form customization, click the text content block
5. Add your incentive details:
Add the number of loyalty points the customer will receive for creating an account.
Add the title of your discount e.g. 10% OFF
6. Format your Form text toolbar (optional)
You can adjust the following settings to better suit your brand:
Font
Text size
Text formatting – Bold, Italics and underline
Text alignment – Left, center and right
List options – Bullet points or numbered list
Text color
Text background color
Indent options
Link – Add a hyperlink to your text
Unlink – Unlink your text
7. Once you are happy with your Form design, click Save switch to design your success page.
Customize your success page
8. Drag-and-drop a text block
9. Click into the text content block
10. Add incentive success message:
Thank customers, and let them know they've received X points for creating an account.
ORAdd the discount code that you created in your POS or eCommerce platform.
💡Tip: If you create a discount with specific requirements of use and an expiry date, make sure to display these to the customer to make sure they know how to use your discount code.
10. Review your form & success page
11. Click Save, then Next Step
12. Click Confirm & Launch your Form
Your customers' experience
Once you've enabled your Form, it will begin to display to your visitors. They will be able to see your discount incentive or account creation loyalty points bonus and join your mailing list by completing the sign-up form.
Form Screen:
The visitors must enter their Name and Email address, and then opt-in to your mailing list by clicking the Subscribe button at the bottom of the form.
📝 Note: If the visitor doesn't submit their details, they will not be able to access your unique discount code or get your account creation loyalty points.
The visitor will then be added as a customer on your eCommerce (and POS) and into your Marsello list ready to receive your marketing.
Success Screen:
The visitor will then see your Success screen with their discount code or points earned celebration that they can use on their next purchase.
Send your discount code via an email automation
Create a Welcome Automation (in Marsello or Klaviyo) that includes your incentive discount for signing up.
1. In the Marsello admin, go to Loyalty > Forms
2. Click Create Form
3. Click the Form type you want to create (landing page, pop-up or linkin.bio page)
Customize your form
4. In the Form customization, click the text content block
5. Add the title of your discount e.g. 10% OFF
6. Format your Form text toolbar (optional)
You can adjust the following settings:
Font
Text size
Text formatting – Bold, Italics and underline
Text alignment – Left, center and right
List options – Bullet points or numbered list
Text color
Text background color
Indent options
Link – Add a hyperlink to your text
Unlink – Unlink your text
7. Click Save
8. Complete the form and success page design
9. Enable your form
Customize your email automation
Create an automation using the trigger Customer Created. Any customer who is added to your Marsello customer base will then receive your email.
📝 Note: You can create this automation in Marsello Automations or using Klaviyo.
Customize your email automation in Marsello
In the Marsello admin, go to Marketing > Automations
Click Create automation > Automation Library
Search for Welcome automation or create an automation from scratch
Click the Trigger settings
Automation name: Enter/update your automation name
This automation name is internal only and is to help you identify your automation in the Automation admin.Trigger – When a customer is created: You can choose to send to all customers who meet this trigger, choose to send to selected segment(s), or create a new segment. The customer can sign up for your marketing via the POS order, eCommerce order, or a form.
Exit condition: Exit conditions determine when the customer leaves the automation flow. Select When a customer makes an order or completes the automation flow.
5. Customize your automation flow
6. Add a new step to your automation flow by clicking the + symbol
7. Click Email step
8. Click the pencil icon to customize your email template
9. Customize your email template by using the drag-and-drop content blocks on the right-hand side to customize the design of the email template.
🎨 There are lots of drag-and-drop content blocks to help design your email.
→ See all email blocks you can add and AI assistance options.
10. Drag-and-drop a Text block, then click the text block
11. Add the title of your discount e.g. 10% OFF
12. Drag-and-drop a Discount block, then click the discount block
13. Content settings, customize your discount button, you can adjust the following settings:
Container Padding – how much empty space is around the button
Clicking More Options allows you to adjust padding for each side individually.Text size – the button text size
Text Color – the color of the button text linking to the product
Button Text – edit the button text
Background Color – the color of the button linking to the product
14. Scroll to the top-right part of the page, click Click here to set the discount settings
15. Create your email discount settings
⚠️ Important: The types of rewards that you can create, depend on the POS and/or eCommerce that you have connected. Learn more.
Select the type of discount you'd like to create
Enter the discount details:
Title – the name of your discount
Discount amount – the discount amount that you want to offer
Click Advanced options to add extra conditions of use to your discount (optional)
Discount applies to – entire order, selected products, or selected collections.
Discount expiry – how many days the discount code is valid for once the customer has received the email.
Requires a minimum purchase – Select & enter the subtotal amount you want the customer to spend to be able to use the discount code.
Terms: Add any terms you'd like your customers to abide by when using their discount code.
16. Click Create
Your discount will be added to your email template, ready for the customer to receive.
Your customers' experience
When the customer receives the email, they will be able to see your Claim Discount button on your email. Your customers can then easily click through to claim their unique discount code to use on their next purchase.
📝 Note: The discount code is created in your POS and/or eCommerce platform when the customer clicks claim, ready for the customer to use on their next purchase.
Once the customer has received the email, the expiry period on the discount will begin.
