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Loyalty Program Training: Lightspeed Restaurant (K-Series) POS
Loyalty Program Training: Lightspeed Restaurant (K-Series) POS

Lightspeed Restaurant K-Series POS: Add customers, award points for purchases, and redeem rewards seamlessly within the sales screen.

Updated over a week ago

For Lightspeed Restaurant K-Series POS merchants
Formerly known as iKentoo

This integration is currently in Beta πŸ‘Ύ

If you're interested in joining the Beta, please let our support team know.

Easily add new customers in-store using your Lightspeed Restaurant (K-Series) 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 get started

Here are some key details to note about Lightspeed Restaurant K-Series POS:

  • Ensure your POS sites are enabled under the Integrations page

  • Ensure the Lightspeed K-Series support team has enabled the order webhooks connection for your Marsello account

  • Ensure you have added the Marsello web extension as a menu item on your point-of-sale sales screen


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 Restaurant (K-Series) POS.


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


2. Click Assign 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

Loyalty Program Training: Lightspeed Restaurant K-Series POS

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. Under Customer Profile, next to Email notifications 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.

2. Click Select, the customer will then be added to the sale


3. Complete the sale
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After completion of the next order with this customer attached, the information will sync into your Marsello customer database. This sync process will either create a new customer or update the existing customer's details, including their marketing preference and order data.
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When the account is "Closed" and the order's payment status is "Sale", the customer will automatically receive their loyalty points.


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 Restaurant (K-Series) POS.
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1. Add the customer's products that they want to buy to the sale


2. Click Assign customer

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

4. Next to the customer, click View and then Select to add them to the current sale

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
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When the account is "Closed" and the order's payment status is "Sale", 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. Click Assign customer


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

4. Next to the customer, click View and then Select to add them to the current sale

5. Click your menu 'Loyalty' button

6. In the 'Loyalty' menu options, click 'Marsello Loyalty'

πŸ“ Note:
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β†’ 'Loyalty' button: The name and the color of the 'Loyalty' button in your menu can be customized by the K-Series admin user during creation, so it may have a different label.

β†’ 'Marsello Loyalty' option: The name and color of the 'Marsello Loyalty' button in the 'Loyalty' options can be customized by the K-Series admin user when creating the web extension, so it may have a different label.

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

⚠️ Important: 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 to be able to display the correct customer & their rewards.

7. 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.

OR

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

8. Complete the sale


When the account is "Closed" and the order's payment status is "Sale", the customer 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.

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