For Shopify POS and/or eCommerce merchants.
Every time a customer makes a purchase, their order is automatically synced into your Marsello account.
If you have the Making a Purchase earn points option enabled, customers, will also earn points for their purchase.
If the customer wants to cancel or return their order, Marsello can automatically remove the points they earned for their purchase.
In your Loyalty > Settings, you can choose when loyalty points are earned or removed based on order's payment status.
🤖 By default, customers will:
Earn loyalty points if their order's payment status is: Paid
Remove their loyalty points if their order's payment status is: Refunded
⚠️ Important: These settings apply to all Shopify products, no matter how you are using Shopify POS, eCommerce or Plus experiences.
Choose when customers earn points for making a purchase
1. In your Marsello admin, go to Loyalty > Settings
🤖 By default: Customers' loyalty points are earned, when their order's payment status is updated to: Paid
2. Under Shopify > Order Rewarding, click Reward Points when Payment Status is one of:
3. From the drop-down, click to add or remove your preferred Payment Status option(s)
You can update this to suit your business. Your customers will only be rewarded loyalty points for their purchase once.
4. [Optional]: Click And when Fulfilment Status is one of if you also want to check the order's fulfillment status before loyalty points can be earned.
In the drop-down, you can click to add or remove your preferred Fulfilment Status options.
📝 Note: You can leave the fulfillment status blank if you prefer points to be earned on the order's payment status alone.
5. Click Save
Choose when customers' loyalty points are removed
1. In your Marsello admin, go to Loyalty > Settings
🤖 By default: Customers' loyalty points are removed, when their ticket's payment status is updated to: Refunded
2. Under Shopify > Order Rewarding, click Cancel Points when Payment Status is one of:
3. From the drop-down, click to add or remove your preferred Payment Status option(s)
📝 Note: You can choose to add more than one payment status.
If you have selected the Partially Refunded option, points will only be removed for the product value that was refunded.
4. Click Save
How to check the order's payment status in Shopify
1. In your Shopify Admin, go to Orders
2. Search for the order by Customer Name or Order ID
3. On the order line item, find the Payment Status (& Fulfilment Status) to compare with your Marsello loyalty order rewarding settings for earned or removed points.
Your customers' experience
When the customer makes a purchase, their order details (POS & eCommerce) and payment status are automatically synced into your Marsello account.
Earn Points
If the order's payment status matches your Marsello Order Rewarding settings, the customer will automatically earn points for their order.
If you have the Earned Points Email notification turned on, the customer will also receive an email notifying them of how many points they earned for their purchase.
Removed points
When the customer returns their order or the sale is canceled, their order and the order's updated payment status are automatically synced to your Marsello account.
If the order's new payment status matches your Marsello Order Rewarding settings, the customer's loyalty points will automatically be removed from their loyalty profile.
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