For Shopify eCommerce merchants
Effortlessly manage loyalty program and email discounts through Marsello's integration with your Shopify online 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 need to have customer account creation enabled in your Shopify settings.
You have enabled the Loyalty Portal and marketing opt-in on your online store.
Customers can join your loyalty program
Marsello utilizes your Shopify online 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:
Creating a store account
Loyalty portal
Online checkout
💡 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 Widget
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 Shopify's My Account page.
Via the Create an account
The customer can also click 'My Account' icon on your Shopify online store, which leads them to Shopify's My Account page.
The Steps:
The customer can:
Click 'Create account' on the loyalty portal,
OR click 'My Account' via the Shopify online store icon
The customer is directed to the Create Account page
They can enter their details and click Create
The account is created in both Shopify 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 Shopify online store purchases, customers can also create a store account.
The steps:
The customer proceeds to checkout
They can select Create an account
They can enter their details and click Create Account
They will complete their purchase
This will create them a new customer account on Shopify and sync the customer across to Marsello.
📝 Note: Guest customers will be synced to your Marsello account and will be a part of your loyalty program.
If enabled, the guest customer will also receive a points earned email, prompting them to create an account to access their loyalty points and view rewards.
Or if you want to exclude guest customers from your loyalty program, you can update this in your loyalty settings here.
Customer can opt-in to receive marketing
The customer can opt-in to receive marketing emails and SMS from your store by selecting the checkboxes during Checkout.
This will automatically update the customers' accept marketing preferences in both Shopify and Marsello.
📖 Learn more: Receiving email & SMS marketing opt-in with Shopify
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 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 Shopify's log in page
They click Log in which logs them into their Shopify 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 Shopify 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 be displayed 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 Shopify 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 Shopify 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 Discount field at Checkout and then click Apply
The discount will be applied to the sale. The customer will then continue to complete their checkout as normal.
FAQ
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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