For Cin7 Omni merchants
(Formerly known as Cin7 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.
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
To collect mobile numbers for SMS marketing, your staff must ask customers if they wish to receive SMS and/or email marketing from your store.
In the Marsello Chrome extension, the “Accepts Marketing” consent setting applies to both email and SMS. If staff enable this setting, the customer agrees to receive promotional messages through both channels.
Age Restrictions
The TCIA prohibits any unlawful or inappropriate promotions to individuals under 18 years of age.
Based on your industry and community standards, you must discourage underage visitors from creating accounts or subscribing to your marketing programs.
Opt-Out Options
Customers must always be able to opt out of marketing. Marsello provides this by default:
Email: an unsubscribe link is included in every template.
SMS: customers can reply STOP to unsubscribe.
Legal Compliance
Marketing laws vary by region. We recommend consulting a legal advisor familiar with GDPR, TCPA, and TCIA before collecting customer data or sending promotional messages.
Staff Training Requirements
As covered in the SMS Marketing Compliance Introduction and GDPR Introduction, your team will need updated training on how to correctly sign up new customers via Cin7 Omni while ensuring proper consent collection.
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 Cin7 Omni?
⚠️ Important: Ensure that the following installation has been completed:
Your POS sites are enabled under the Integrations page
You are using Google Chrome browser to access Cin7 Omni POS
You have installed the Marsello Chrome Extension on every desktop you use to access the Cin7 Omni POS in-store.
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 via email and SMS. Staff can record the customer’s marketing preferences by following these steps:
For new customers
1. Add the customer's products that they want to buy to the sale
2. In the sale screen's Customer section, click New
3. At the top of the New Customer page, next the Save and Enter to POS button you can use the Accepts Marketing toggle indicate the customer's marketing preferences. Both opted-in and opted-out customers participating in loyalty programs are considered "active" and count toward Marsello's billing criteria.
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. Click Save & Enter to POS, the customer will then be added to the sale and Complete the sale. The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, and sales data.
For existing customers
1. Add the customer to the sale
2. Click the Check Rewards button
3. At the top of the customer's loyalty profile, you can use the Accepts Marketing toggle to 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. Click Return to sale, the customer will then be added to the sale
5. Complete the sale. The customer will be automatically synced to your Marsello customer database, including their details, accepts marketing preference, and sales data.
🎉 Congratulations
You can now start collecting customers' consent to receive email and SMS marketing via Marsello and Cin7 Omni 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 Cin 7 Omni 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 brands – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.
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