For Lightspeed Restaurant (O-Series) POS Merchants
Formerly Kounta
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.
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
Here are some key details to know about customer opt-in for marketing messages:
Collecting SMS & Email Subscribers
Staff must ask customers if they would like to receive SMS and/or email marketing from your store.
In Lightspeed Restaurant (O-Series) POS, the “Customer accepts comms and marketing material” setting in the customer profile controls both email and SMS subscriptions.
If this setting is turned on, the customer is consenting to receive promotional messages via both channels.
As outlined in the SMS Marketing Compliance Introduction and GDPR Introduction, you’ll need to update staff training on how to correctly sign up new customers through Lightspeed Restaurant (O-Series) POS.
Age Restrictions
The TCIA prohibits unlawful or inappropriate promotions to individuals under 18 years of age.
Based on your industry and community standards, underage customers should be discouraged from creating accounts or subscribing to marketing communications.
Opt-Out Requirements
Customers must always have a clear way to unsubscribe. Marsello provides this automatically:
Email: all templates include an unsubscribe link.
SMS: all templates include Reply STOP to unsubscribe.
We also still encourage you to consult a legal advisor familiar with GDPR, TCPA, and TCIA before gathering contacts or sending promotional emails or text messages.
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 capture customer marketing opt-in preferences in Lightspeed Restaurant (O-Series)?
⚠️ Important:
To use Marsello on your Lightspeed Restaurant (O-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 to the sale
2. Add your customer to the sale by searching for them by name, email address, or mobile number
3. In the customer details page, under More Details, you can use the Customer accepts comms and marketing material checkbox to indicate the customer's marketing preferences.
If they accept marketing via email and SMS: Select the checkbox to indicate YES
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 checkbox remains empty to indicate NO. 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 can now start collecting customers' consent to receive email and SMS marketing via Marsello and Lightspeed Restaurant O-Series POS.
What is the customer experience with marketing opt-ins?
In-store at POS
During checkout, staff will verbally confirm with the customer what their marketing preferences are. Staff will then update the customer’s account at checkout by selecting the marketing consent option on the POS screen.
In Marsello's Customer portal
After creating a Lightspeed Restaurant O-Series store account, customers can update their marketing preferences at any time through Marsello’s Customer Portal.
To opt in to email, SMS or both, toggle the corresponding switch under Promotional Messages to On.
To opt out of email, SMS, or both, toggle the corresponding switch to Off.
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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