Loyalty program training for staff: Lightspeed Retail (X-Series) POS using desktop

Lightspeed (X-Series) Desktop POS: Add customers, award points for purchases, and redeem rewards seamlessly within the sales screen.

Updated over a week ago

For Lightspeed Retail (X-Series) POS merchants
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(Formerly known as Vend POS)

Easily add new customers in-store using your Lightspeed Retail (X-Series) POS sale screen on Desktop. Ensure seamless point earning for every purchase made by your in-store customers and empower your staff to efficiently redeem customers' loyalty rewards or email discounts at checkout.

⚠️ Important: This Chrome extension experience is now a legacy process. To enhance the experience for both staff and customers, contact the Marsello team to start using POS prompts to create an embedded and seamless solution.


Before you start

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 Lightspeed Retail (X-Series) POS

  • You have installed the Marsello Chrome Extension on every desktop you use to access the Lightspeed Retail (X-Series) POS in-store.


Add a new customer to your customer database

To add a new customer to your Marsello customer database, all you need to do is add the new customer to the sale in Lightspeed Retail (X-Series) App on your desktop.


1. Add the customer's products that they want to buy to the sale.


2. Click Add a customer, then click + Add a new customer

3. Add your new customer's details:

  • First Name

  • Last Name

  • Email Address (required)

πŸ“ Note: Only First Name, Last Name, and Email are required for adding customers to your Marsello database. Email address is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce etc.

You can also collect:

  • Mobile Number

  • Birthday (Under 'Show more fields')

Your customers can also add these additional details via the Complete Profile earn option.

πŸ“ Note: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.

Capture customer's marketing opt-in preference

When a new customer makes an in-store purchase, it's important that staff ask if they want to join their database and receive marketing via email and SMS.

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

4. 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

5. Click Create new customer, the customer will then be added to the sale


6. Complete the sale


The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, and sales data.


Award loyalty points for in-store purchases

For customers to earn loyalty points for their purchase, simply add the customer to the sale in Lightspeed Retail POS (X-Series).
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1. Add the customer's products that they want to buy to the sale


2. Add your customer to the sale by searching for them by name, email address or mobile number

πŸ“ Note: If the customer is not part of your database yet, tap + Add a new customer to create their customer profile. Follow these steps.

4. Complete the sale
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When the sales is complete, the customer will automatically receive their loyalty points.


Redeem rewards during the sale

You can redeem available loyalty rewards and email discounts easily from the sales screen.

1. Add the customer's products that they want to buy to the sale


2. Add your customer to the sale by searching for them by name, email address or mobile number

3. Click the customer's name to open their Lightspeed customer profile

4. Under their profile, click the Check Rewards button

This will open the customer's loyalty profile, here you can view the loyalty reward(s) or email discount(s) they have available.

πŸ“ Note: To open the loyalty profile and access the Check Rewards button, the customer profile must contain a valid email address. Marsello uses the email address as a unique identifier for this purpose.

5. Click Redeem next to the discount title to add it to the sale.

The discount will then automatically be added to the sale.

When a customer redeems a discount as part of their order:

  • If they used a loyalty reward: the reward's loyalty points cost will be deducted from their points balance, and the discount will be applied to the sale. The customer's unique discount code will be shown in the discount details.

OR

  • If they used an email discount: the discount code will be removed from their account to prevent further use. The customer's unique discount code will also be displayed in the discount details.

6. Complete the sale. Upon completing the sale, customers will earn loyalty points based on their new order total, excluding the discount amount.


Your customers' experience

New Customers

When you complete the sale, the customer is added to your loyalty program and Marsello customer database. Along with their purchase, they automatically earn loyalty points, and if you have the "Earned Points" email notification enabled, they will receive an email notifying them about the points they've earned, their updated loyalty points balance, and the number of points required to reach their next reward.

Plus, if the customer accepts marketing, they become eligible to receive your upcoming marketing campaigns and automation, providing a better engagement experience.
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Existing Customers

When you complete the sale, they automatically earn loyalty points, and if you have the "Earned Points" the "Earned Points Email" feature turned on, they will automatically receive an email notifying them of the points they've earned for their recent purchase and the number of points required to reach their next reward.

Encouraging your staff to prompt customers to use their rewards at the point of sale creates a positive and delightful experience for customers, leaving them pleasantly surprised and fostering stronger customer loyalty.

Points earned email example

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