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Loyalty program training: Heartland Retail POS
Loyalty program training: Heartland Retail POS

Heartland Retail POS: Add customers, award points for purchases, and redeem rewards seamlessly within the sales screen.

Updated over a week ago

For Heartland Retail POS merchants

Easily add new customers in-store using your Heartland Retail POS sale screen. 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.

Before you start


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 Heartland Retail POS.


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


2. Click Add customer, then click + Add customer

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3. Add your new customer's details:

  • First Name

  • Last Name

  • Email Address (required)

  • Mobile number

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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.

  • Mobile number: 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.

1. In the customer details page, under Accepts Marketing: you can use the drop-down to indicate the customer's marketing preferences.

  • If they accept marketing via email and SMS: Set the drop-down to 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: Set the drop-down to NO.
    The customer will not receive store emails or SMS marketing via Marsello.

πŸ“ Note: If the staff member leaves this field blank, the customer will also be set to doesn't accept marketing.

2. Click Return to sale, the customer will then be added to the sale
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3. 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 Heartland Retail POS
​

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


2. Click Add customer

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3. Add your customer to the sale by searching for them by name or email address

4. Click the Customer's ID to add them to the current sale

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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.

5. Complete the sale. 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, then click Add customer


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

3. Click the Customer's ID to add them to the current sale

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4. Click the Show Rewards button at the bottom of the sales screen

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.

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

7. 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.

OR

  • If they used an email discount: the discount code will be removed from their account to prevent further use.

8. 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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