For Lightspeed Retail (X-Series) POS
Formerly known as Vend POS
Capture your customers' marketing opt-in preferences
When a new customer makes an in-store purchase, it’s important that staff ask whether they’d like to join your database and receive marketing via email and SMS. Permission is required by International Law (including GDPR, TCPA, TCIA & CCPA) and our Terms of Use.
As mentioned in the SMS Marketing Compliance Introduction and GDPR Introduction, to collect SMS and Email Marketing opt-in from your customers, there will be some changes that you need to make to your staff training processes for how to sign-up new customers via Lightspeed Retail (X-Series) POS.
Capturing marketing consent (opt-in) means:
If you already use Marketing or SMS add-ons → you can immediately send campaigns and automations to those opted-in customers.
If you don’t yet use Marketing or SMS add-ons → you’ll be building your list now, so when you decide to upgrade, you’ll have a database ready to go from day one.
⚠️ Important: Opt-in is required
By default, customers are not subscribed to marketing. They must provide explicit consent (opt-in) before they can receive campaigns and automations through Marsello. Capturing their preferences early means you won’t miss out on future opportunities to engage them when you’re ready to start marketing.
Before you get started
Lightspeed Settings for SMS & Email Opt-In
To collect mobile numbers for SMS marketing in Marsello, staff must ask customers if they’d like to receive SMS and email marketing from your store.
In Lightspeed Retail (X-Series) POS, the “Opt-In to Receive Marketing and Promotional Emails” setting in the customer profile applies to both SMS and email marketing.
If enabled, this indicates the customer has consented to receive promotional messages across both channels.
👉 Step-by-step instructions are provided below.
Where You Can Capture Opt-Ins
Lightspeed Retail (X-Series) POS: Consent is captured through the customer profile’s opt-in setting.
This single opt-in covers both SMS and email subscriptions.
Compliance and Age Restrictions
TCIA compliance: Marketing messages cannot be sent to individuals under 18.
Depending on your industry and local laws, you may need to discourage underage customers from creating accounts or subscribing.
Unsubscribes (Opting Out)
Customers must always have a clear way to opt out of marketing:
Marsello automatically includes an unsubscribe link in all email templates.
SMS messages include “Reply STOP to unsubscribe.”
Legal Guidance
We strongly recommend consulting a legal advisor who specializes in GDPR, TCPA, and TCIA to confirm your store’s compliance before gathering contacts or sending promotional emails and SMS campaigns.
How do customers opt in to marketing through Marsello sign-up forms?
Marsello has two different types of sign-up forms: pop-up and landing page. These form templates include a text disclaimer that informs the customer that by submitting the form, they are opting in to receive both transactional and promotional emails and SMS messages from your store.
Default text disclaimer:
*I agree to receive transactional and promotional emails and text messages (to the email address and phone number provided). Consent is not a condition to purchase. You can opt out or change your email and SMS preferences anytime.
⚠️ Important: If you are using another app for sign-up forms, you need to update your forms to also include such a disclaimer that informs the customer that by submitting the form, they are opting-in to receive both email and SMS marketing from your store.
📝 Note: Customers are always in control of their marketing preferences and can opt-out at any time. All promotional messages sent through Marsello include an unsubscribe link, allowing customers to opt out whenever they choose. Alternatively, customers can request to opt out in-store at checkout or manage their preferences online through the Marsello Customer Portal.
How do I collect marketing opt-ins in-store with Lightspeed Retail (X-Series) POS?
⚠️ Important:
To use Marsello on your Lightspeed Retail (X-Series) POS, please enable the required sites under the Integrations page.
By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
As outlined in the Marketing Compliance Introduction, customers must give express written consent before receiving marketing emails or SMS.
When processing an in-store purchase, staff should ask if the customer wants to join the store’s database and receive marketing messages. Staff can record the customer’s marketing preferences by following these steps:
1. Add the customer's items to the sale.
2. Add your customer to the sale by searching for them by name, email address, or mobile number
3. Under Contact Information, next to Opt-In to Receive Marketing and Promotional Emails you can indicate the customer's marketing preferences.
If they accept marketing via email and SMS: Set the toggle to ON
The customer will be able to receive store emails and SMS marketing via Marsello.
If they don't accept marketing via email and SMS: Ensure the toggle is set to OFF.
The customer will not receive store emails or SMS marketing via Marsello.
4. Tap Save, the customer will then be added to the sale
5. Complete the sale.
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.
🎉Congratulations, you’re all set!
You can now start collecting customers' consent to receive email and SMS marketing via Marsello and Lightspeed Retail (X-Series) POS.
What's next?
As your subscriber list begins to grow, you can create marketing campaigns to help increase sales and further drive customer loyalty.
Marketing initiatives:
Disclaimer: The information provided here is intended to be educational and should not be construed as legal advice. Marsello encourages all of our users — and all merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.
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