What is the Customer actions button?
The Customer actions button can be found in each customer's account under their points balance.
This button will allow you to make some manual adjustments to the customer's points balance, allow you to claim a reward from the customer's loyalty widget, re-assign a customer to a VIP tier, add a note about the customer, remove the customer from Marsello and view their marketing preferences.
How to adjust points balances
You can use the Customer actions button to make a manual points adjustment on a customer's account.
1. From your app admin, go to Customers > All Customers and click into the customer's account you need to update and from the drop-down button of the Actions button select adjust points balance.
2. A popup form will appear allowing you to add or remove points from the customer's points balance.
To increase the customer's points, enter the number of points you would like to add to their balance e.g. 100
To decrease the customer's points, enter a minus sign before the number of points you would like to remove from their balance, e.g.-100.
3. Choose to send the customer a Points Earned Email (Optional).
If you would like to notify the customer of their updated points balance:
Select the tick-box next to Send points notification email to the customer?
Add a short message in the text box to notify the customer why their points balance was updated.
4. Click Apply points adjustment to confirm the points adjustment. The customer's points balance will automatically be updated. The manual points adjustment will display as a new line on the customer's activity feed.
If you choose to send a Points Earned Email, the customer will be notified of their new points balance.
How the spend points button works
Use the spend points button when you need to claim a loyalty code on behalf of the customer.
1. From your app admin, go to Customers > All Customers and click into the customer's account you need to update and from the drop-down button of the Actions button select spend points.
2. This will open up the Customer Portal. Select the Redeem tab. Here you will see a listing of all available rewards. Select the one the customer needs to claim.
3. Your customer's unique loyalty code will appear in the Customer Portal ready for use.
š Note: If the customer does not need to use the code now, no problem. The code will sit in the loyalty widget until ready for use or expiration, whichever comes first.
Adjust the customer's marketing preferences
You can unsubscribe the customer from loyalty emails, email marketing and/or SMS marketing at any time via the marketing preferences button.
1. From your app admin, go to Customers > All Customers and click into the customer's account you need to update, and from the drop-down button of the Actions button select marketing preferences.
2. This will open a popup that will give you the option to unsubscribe the customer from:
loyalty program emails
email marketing
SMS marketing
3. Once updated, select save preferences.
Manually assign a customer to a VIP tier
Use the Actions button to manually assign customers to a new VIP tier.
1. From your app admin, go to Customers > All Customers and click into the customer's account you need to update, and from the drop-down button of the Actions button select Assign to VIP tier.
2. A pop-up form will open up, which will allow you to select the new tier for the customer via the drop-down menu.
š Note: You will have the option to lock a customer to their new tier. Once a customer is locked to a tier they will not change tiers automatically regardless of their points earned or any tier expiry rule.
Create a note about a customer
Save notes about your customer's preferences in the customer's notes section of their account.
1. From your app admin, go to Customers > All Customers and click into the customer's account you need to update and from the drop-down button of the Actions button select Create Note.
2. A popup will open which will allow you to add notes about your customer. Once finished, select create note.
Remove Customer
If you need to remove a customer from your Marsello loyalty program altogether, you can do that on an as-needed basis via the Actions button.
1. From your app admin, go to Customers > All Customers and click on the customer's account you need to update and from the drop-down button of the Actions button select Remove Customer.
2. A popup window will appear asking to confirm the removal of this customer. Select Yes, remove customer!
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