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Receiving email & SMS marketing opt-in with Bopple
Receiving email & SMS marketing opt-in with Bopple

Best practice to collect SMS and Email Marketing opt-in from your customers via Bopple (Lightspeed Ordering) or via Marsello sign-up forms

Updated over a week ago

For Bopple users

Also known as Lightspeed Ordering Powered by Bopple

To build a successful customer list that you can send campaigns to, it's mandatory to get the customer's permission before they can receive marketing emails and/or SMS from your store. 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 may be some changes that you need to make to online ordering page/app to sign-up new customers via Bopple.

Before you get started

Here are some things to know:

  • For Marsello to collect mobile numbers as subscribers for SMS messages, you will need to make a change to your Bopple settings, including and your online checkout settings and language. Step-by-step instructions on how to do this below.

  • Bopple's opt-in "Stay up to date on news and exclusive offers via email and SMS” consent on the customer profile has separate email and SMS opt-ins. This means that if the customer accepts marketing and the staff member needs to indicate which communications channel the customer is agreeing to receive marketing from, email and/or SMS from your store.

  • TCIA prohibits any illegal or improper promotion to persons under 18 years of age. Based on the practices and standards of your industry and community, you will need to discourage visitors under a certain age from having an account at your store.

  • In addition to that we advise you to always include the ability for customers to opt out from receiving marketing. By default, Marsello automatically includes an 'unsubscribe' link on all email templates and 'Reply STOP to unsubscribe' on all SMS templates.

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 customers opt-in to marketing via Marsello's sign-up forms

Marsello's landing page form template comes with a text disclaimer that lets the customer know that by submitting the form, they are opting in to receive both transactional and promotional email 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.

Capture customers' marketing opt-in preference in-store via Bopple

⚠️ Important: To use Marsello & Bopple integration, ensure the integration is active under the Integrations page.

As mentioned in the Marketing Compliance Introduction, consumers have to provide “express written consent” before they can receive marketing via email or SMS.

⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.

Bopple’s “Email marketing & SMS” consent at the checkout has already been enabled by Bopple and will impact both email and SMS subscriptions.

Your customers' experience

Under checkout, the customer will now be able to opt-in to receive marketing emails and SMS from your store by selecting the checkbox.

⚠️ Important: Leave the Preselect the sign-up option to disabled.
This is important to ensure that your customers opt-in themselves.

This will automatically update the customers' accepts marketing preferences in both Bopple and Marsello.

🎉 Congratulations

You can now start collecting customers' consent to receive email and SMS marketing via Marsello and Bopple (Lightspeed Ordering).

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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