There are several ways to earn points, and they will vary depending on one of the most recent points-earning action the member made before receiving the email. By default, your Points Earned Loyalty Automation will use the merge tag "Points given reason" to automatically fill in what reason a member has earned points for.
Edit your Points given reason in your Points Earned Loyalty Automation
1. In your Marsello admin, go to Loyalty > Automations and click into your new Points Earned (Email) automation and select Edit Automationto begin customizing your email.
2. Confirm you wish to edit this automation by clicking the Edit automation button.
3. Here you will be able to update the following settings:
Trigger: Select the cog icon next to the trigger feature to update or confirm your audience
Additional Steps: Select the "+" icon to open up the additional steps feature. This will allow you to add in a time delay for sending from when the customer enters the automation, additional email steps, additional SMS steps, or a points reward step.
4. Click on the pencil icon to edit any of the settings for individual email messages.
5. This will open a form which will allow you to update the email settings (including subject line). Once you have updated this form, select edit email to begin customizing this message.
6. Edit the contents of your message: To customize the contents of your message, simply click on the pencil icon next to the message to open the email editor. For additional help with using the editor, see our help center guide on creating an email campaign.
⚠️Important: The Earned Points Automation is currently syncing the original merge tag of ##{{shop_name}} from the loyalty notification. You will need to remove the preset ##{{store_name}} merge tag from the automation and replace it with the one from the drop-down menu to ensure the Automation will send as expected.
To access the ##{{store_name}} merge tag:
double-click into the text box where the merge tag will live. This will open up a secondary email editor.
click on the drop-down menu next to Merge Tag and select the ##{{store_name}} merge tag
5. You can remove existing merge tags from the email by deleting the text and add new merge tags by adding them from the drop down list.
6. Once you have updated your email with your selected merge tags, click Save and return. You will then be taken back to the automation builder displaying the triggers, click Enable Automation when you are ready to begin sending your new Points Earned (Email) automation.
How the earned points reasons display in your messages:
Making a purchase
Points earned for general shopping in your store will send a 'Thanks for shopping!' email notification with the points earned from their order.
Creating an account
Points earned for creating a store account with your Shopify store will send a 'Thanks for creating an account' email notification with the points you've specified for this action.
📝 Note: Customers won't always earn points for creating an account.
Completing a profile
When a customer completes their profile by providing their birthday, gender, and phone number, they'll get a 'Thanks for completing your profile email notification.
On a member's birthday
Customers who have provided their birthday information will receive an email notification saying 'Happy Birthday!'
Leaving a product review
When a customer leaves a product review and earns points, they'll receive a 'Thanks for the review' email notification.
Referring a friend
When a customer refers a friend and earns points, they'll receive a 'Thanks for the friend referral' email notification.
Liking on Facebook
When a customer likes your page on Facebook, they'll receive a 'Thanks for liking us on Facebook' email notification.
Following on Twitter
When a customer follows your Twitter account, they'll receive a 'Thanks for following us on Twitter' email notification.
Following on Instagram
When a customer follows your Instagram account, they'll receive a 'Thanks for following on on Instagram' email notification.
Sharing on Facebook
When a customer shares your loyalty program on their Facebook page, they'll receive a 'Thanks for the Facebook share; email notification.
Sharing on Twitter
When a customer shares your loyalty program on their Twitter page, they'll receive a 'Thanks for the Twitter share' email notification.
Manually adding points
When you manually adjust a customer's points, they'll receive an email with a custom message that you can choose to enter.
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