For Heartland Retail POS merchants
Before you get started
Here are a few key details to note about awarding loyalty points for orders with Heartland Retail POS:
When a customer makes a purchase, the order is automatically synced to your Marsello account.
If you have the "Making a Purchase" option enabled in your points-earning settings, the customer will earn loyalty points for their purchase.
By default, customers earn points if payment status is Complete
Under Settings > Loyalty > Points Program, you can configure when points are awarded or removed based on the order’s payment status.
How do I choose when customers earn points for purchases?
1. In your Marsello admin, go to Settings > Loyalty > Points program
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
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.
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