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How the Customer actions button works in your app admin
How the Customer actions button works in your app admin

Use the "Customer actions" button in your Marsello admin to help manually keep your customers' accounts up-to-date.

Updated over a week ago

What is the Customer actions button?

The Customer actions button can be found in each customer's account under their points balance.

Customer Actions button in a customer's account lets you adjust points, claim rewards, change VIP tiers, add notes, remove customers, and view marketing preferences.

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.

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.Navigate to Customers > All Customers in the app admin, open the customer’s account, click Actions, and 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.

A popup form lets you add or remove points from a customer’s balance. Enter a number to add points or use a minus sign to deduct them.

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.

Optionally send a Points Earned Email. Tick the box to notify the customer and add a message explaining the points update.

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.

Click 'Apply Points Adjustment' to update the balance. The change appears instantly and is logged in 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.

In the app admin, go to Customers > All Customers, open the customer’s account, click Actions, and select 'Spend Points.

2. This will open up the customer's loyalty widget. Go to the rewards tab. Here you will see a listing of all available rewards, select the one the customer needs to claim. Select the points cost of the reward.

3. Select redeem to confirm you wish to claim this reward.

Click 'Redeem' to confirm and claim the reward.

4. A popup will appear with the customer's unique loyalty code ready for use.

A popup displays the customer's unique loyalty code, ready for use.

📝 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

In the app admin, go to Customers > All Customers, open the customer’s account, click Actions, and select 'Marketing Preferences' to manage email and SMS subscriptions.

3. Once updated, select save preferences.


Manually assign a customer to a 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.

"In the app admin, go to Customers > All Customers, open the customer’s account, click Actions, and select 'Assign to VIP Tier.


2. A popup form will open up which will allow you to select the new tier for the customer via the drop-down menu.

A popup form lets you select the customer’s new tier from the drop-down menu.

📝 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.

In the app admin, go to Customers > All Customers, open the customer’s account, click Actions, and select 'Create Note'.

2. A popup will open which will allow you to add notes about your customer. Once finished, select create note.

A popup allows you to add notes about the customer. Click 'Create Note' when finished.

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.

To remove a customer from the Marsello loyalty program, go to Customers > All Customers, open their account, click Actions, and select 'Remove Customer.

2. A popup window will appear asking to confirm the removal of this customer. Select Yes, remove customer!

A popup will appear to confirm the removal. Click 'Yes, remove customer!' to proceed.

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