For Lightspeed Restaurant O-Series POS merchants
Formerly known as Kounta
Easily add new customers in-store using your Lightspeed Restaurant O-Series 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
Ensure your POS sites are enabled under the Integrations page
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. Tap Add customer, then tap New customer
3. Add your new customer's details:
First Name (required)
Last Name
Email Address
Mobile number
📝 Note:
Only First Name, Email address or Mobile are required for adding customers to your Marsello database. Email address or Mobile number can be used as the unique identifier, which will 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.
4. In the customer details page, under More Details, you can use the Customer accepts comms and marketing material checkbox to indicate the customer's marketing preferences.
If they accept marketing via email and SMS: Select the checkbox to indicate 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: Ensure the checkbox remains empty to indicate NO
The customer will not receive store emails or SMS marketing via Marsello.
5. Tap Save, 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 Restaurant O-Series POS
1. Add the customer's products that they want to buy to the sale
2. Click Add customer
3. Add your customer to the sale by searching for them by name, email address or mobile number
4. Click the Customer's tile and then add them to the current sale
📝 Note: If the customer is not part of your database yet, tap 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
2. Click Add customer
3. Add your customer to the sale by searching for them by name, email address or mobile number
4. Click the Customer's tile to add them to the current sale
This will open their customer profile and their loyalty details, here you can view the loyalty reward(s) or email discount(s) they have available.
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 displayed as part of the discount's 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 be displayed as part of the discount's 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.
Created with a mobile number only:
Along with their purchase, they automatically earn loyalty points, and if you have the "SMS Complete Account" automation enabled, they will receive an SMS encouraging them to complete their account to claim their loyalty points.
This will open the in-store customer portal, where the customer can complete sign-up by clicking through one of the single-sign-on options. This will automatically capture their email address & marketing opt-in status.
OR
Created with an email address:
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.
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: