For Heartland Retail POS merchants
Customer purchases automatically sync with your Marsello account. If "Making a Purchase Earns Points" is enabled, points are awarded accordingly. For cancellations or returns, Marsello can auto-deduct earned points.
In Settings > Loyalty > Points Program, you can control when points are earned or removed based on ticket payment status.
🤖 By default, customers will:
Earn loyalty points if their ticket's payment status is: Complete.
Remove their loyalty points if their ticket's payment status is: Void.
Choose when customers earn points for making a purchase
1. In your Marsello admin, go to Settings > Loyalty > Points program
🤖 By default: Customers' loyalty points are earned, when their ticket's payment status is updated to: Complete
2. Under Heartland Retail > 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 options
📝 Note: You can choose to add more than one payment status. Your customers will only be rewarded loyalty points for their purchase once.
4. Click Save
Choose when customers' loyalty points are removed
1. In your Marsello admin, go to Settings > Loyalty > Points program
🤖 By default: Customers' loyalty points are removed, when their ticket's payment status is updated to: Voided
2. Under Heartland Retail > Order Rewarding, view Cancel Points when Payment Status is one of:
[Optional]: You can update your settings:
You can remove Void, and this will mean all points earned for the ticket will remain on the customer's account
OR
You can leave the settings as is, and the customer's points will be removed if their ticket's payment status is updated to Void.
3. Click Save
How to check the ticket's payment status in Heartland
1. In your Heartland Retail POS admin, in the top nav, go to Sales
2. Click Tickets
3. Search for the purchase by Customer Name, Ticket ID
3. On the ticket line item, find the ticket's Payment 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 purchase's ticket details and payment status are automatically synced into your Marsello account.
Earn Points
When a ticket's payment status aligns with your Marsello Order Rewarding settings, customers automatically earn points.
If the Earned Points Email notification is enabled, they’ll receive an email with their earned points detail
Removed points
When a customer returns a purchase or cancels a sale, the ticket and its updated payment status sync automatically with your Marsello account.
If the new payment status aligns with your Marsello Order Rewarding settings, the customer's loyalty points are automatically deducted from their profile.
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