For WooCommerce users
Effortlessly manage loyalty program and email discounts through Marsello's integration with your WooCommerce store. As customers make purchases or create accounts, they're automatically added to your loyalty and marketing database. Customers can easily redeem loyalty rewards or email discounts during the checkout process.
Below is a step-by-step guide to your customers' journey.
Before you start
Ensure that the following installation has been completed:
Your online store site is enabled under the Integrations page
You have installed the Marsello for WooCommerce plugin, to be able to enable the Loyalty Portal and marketing opt-in on your online store.
Customers can join your loyalty program
Marsello utilizes your WooCommerce store accounts, allowing customers to use a single login for both your online store and loyalty program.
Customers can join your loyalty program through your:
Store account creation
Loyalty portal
Online checkout
Marsello signup forms
💡 Pro tip: Entice customers to join your loyalty program by offering initial loyalty points. This jumpstarts their earning journey and fosters active participation.
Through account creation
Via the Loyalty Portal
If your loyalty portal is visible on your online store, customers can effortlessly access your loyalty program by clicking "Check Rewards" launcher. To join, they can simply click "Create a Store Account," which leads them to WooCommerce's My Account page.
Via the Create an account
The customer can also click 'My user account' on your WooCommerce online store account icon, which leads them to WooCommerce's My Account page.
The Steps
The customer can:
Click 'Create account' in the loyalty portal,
OR click 'My Account' via the WooCommerce online store icon
The customer is directed to the My Account page
Under Register, the Customer enters their email address and clicks Register
WooCommerce will automatically register and log them into their new account
An automated email (from WooCommerce) is sent for email verification
The customer must select, Click here to set your new password to complete their account credentials.
The customer can then create a new password, and click Save
The account is created in both WooCommerce and Marsello, enabling a unified one-login experience.
Customers will then be able to log in to their store account & loyalty widget.
Under their customer account, in the Account Details section, the customer can update their name, email & marketing opt-in.
Via online checkout
During WooCommerce online store purchases, customers can also create a store account.
The steps:
The customer proceeds to checkout and completes their customer details
They can select Create an account
An automated email (from WooCommerce) is sent for email verification
The customer must select Click here to set your new password to complete their account credentials.
They can complete their purchase
This will create a new customer account on WooCommerce and sync the customer across to Marsello.
⚠️ Important: Guest checkouts do not sync to your Marsello account.
When a new shopper proceeds to checkout without opting to create an account, they will not have a customer account in WooCommerce and therefore can't be created in Marsello.
📝 Note: This means the customer will be enrolled in your loyalty program.
Via a Marsello signup form
To ensure that customers are automatically created in WooCommerce when a customer signs up through any Marsello forms, please complete the following steps
In your WooCommerce account go to the Accounts and Privacy tab. Under the account creation, please ensure the 4 following boxes are ticked
Allow customers to create an account during checkout
Allow customers to create an account on the "my account" page
When creating an account, automatically generate an account username to the customer based on their name, surname or email
When creating an account, send the new user a link to set their password
Customer can opt-in to receive marketing
The customer can opt-in to receive marketing emails and SMS from your store by selecting the checkbox under the My Account page, or during Checkout.
This will automatically update the customers' accept marketing preferences in both WooCommerce and Marsello.
📖 Learn more: Receiving email & SMS marketing opt-in with WooCommerce
Customers can check their loyalty profile
Via the Loyalty Widget
If your loyalty portal is visible on your online store, customers can effortlessly access your loyalty profile by clicking the Check Rewards launcher. Here they can check their points balance, earn points, and access their reward(s) or email discount(s).
The Steps:
The customer clicks log in on the loyalty portal which leads them to WooCommerce's My Account page
They click Sign in which logs them into their WooCommerce my account page
They click the loyalty launcher
They can view and interact with their loyalty profile.
Here they can:
Complete the available earn options
View their rewards and/or email discounts
Customers can claim their loyalty reward
Via the Loyalty Widget
Once the customer has earned enough loyalty points, their reward will be unlocked. They then have the option to use their loyalty points to click redeem to claim their unique reward discount code.
The Steps:
The customer logs in to their WooCommerce My Account page
They click the loyalty launcher to view their loyalty profile
Next to their unlocked reward, they can click the points cost e.g. 500 points and then click Redeem
The customer's unique reward discount code will then display ready for them to use at checkout, and the points cost will be removed from their loyalty points balance.
The customer can use their discount code now or save it for later.
They can view their unused reward discount code at any time in their loyalty widget profile
💡 Pro tip: If you have your Reward Discount email automation enabled, the customer will be sent their discount code via email.
📝 Note: The discount code will be accessible in their loyalty portal for the pre-determined timeframe. Once the expiration period is reached, the discount will automatically be removed.
Customers can claim their email discount code
Via an email campaign or automation
Upon sending the customer an email campaign or if they've received an email automation containing a discount, they can click claim to access their unique email discount code which opens on the loyalty portal.
The Steps:
The customer receives an email containing a discount block
The customer will click the call-to-action but, e.g. Claim Code in the email
This will open the customer's loyalty portal on your WooCommerce online store, displaying their unique email discount code.
The customer can use their discount code now or save it for later.
They can view their unused email discount code at any time in their loyalty profile.
📝 Note: The discount code will be accessible in their loyalty portal for the pre-determined timeframe. Once the expiration period is reached, the discount will automatically be removed.
Customers can redeem their reward or email discount code
When a customer is ready to checkout, they will navigate to their cart. They can then access their loyalty profile, where they can copy their unique loyalty reward or email discount code ready to use at checkout.
The steps:
The customer logs in to their WooCommerce My Account page
They click the loyalty launcher to view their loyalty profile
They claim or view their loyalty reward or email discount
They copy their unique discount code
At checkout, they can paste their unique discount code into the Coupon Code field on the Cart or Checkout and then click Apply Coupon
The discount will be applied to the sale.
The customer will then continue to complete their checkout as normal.
FAQs
Q: Does the points cost get taken away from their balance when they redeem a reward?
A: Yes, as soon as a reward is redeemed, the customer's points balance is adjusted - removing the points cost even if they don't use the coupon code in that order. This protects your store by preventing customers from redeeming rewards they are not entitled to.
Q: Can customers redeem more than one reward at a time?
A: Even if a customer has enough points to redeem multiple rewards, they can only use one discount code at a time.
Q: Can a customer redeem their discount code more than once?
A: No, discount codes are unique and only available for one-time use.
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