Q. Will the birth date field in Heartland POS sync over into the customer profile in Marsello?
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A. To sync customer birthdays from Heartland POS to Marsello, you must create a custom birthday field in Heartland POS named either "Birthdate - MM/DD/YYYY" or "Birthdate - DD/MM/YYYY". Marsello will recognize and map the birthday correctly based on the date format you choose.

Q. When a merchant merges customer accounts in Heartland, what happens to those accounts in Marsello? Do they remain separate?

A. When customer accounts are merged in Heartland, the merged (duplicate) account is deleted in the integration. This deletion syncs to Marsello, where the merged account will also be removed, leaving only the remaining account active.

Q. If a customer has previously unsubscribed to marketing in Marsello, but later makes the choice to opt-in to marketing at checkout, either in-store (Heartland) or online (Shopify), is that choice to opt-in again reflected in Marsello?

A. No. If a customer unsubscribed via the unsubscribe link in a Marsello email, they will not be automatically re-subscribed by opting in through the integration at checkout. The unsubscribe link controls Marsello’s internal data only, not the external integration data. However, you can manually re-subscribe the customer through their profile in the Marsello app.

Q. I'd like to create a landing page form for my store to collect important details from customers. Will this automatically feed into Heartland POS?

A. Currently, Marsello does not write data back into Heartland POS. The collected details will sit in the customer's Marsello account.

Q. Is there a Physical or Electronic Loyalty/Customer Card that can do things such as add store credit or rewards that fall outside of the automatic ones in the programmed campaigns and customers can scan upon checkout?

A. Currently, there isn't a loyalty/customer card that the customers can scan. However, staff can manually add points to customers accounts through Marsello. To add the customer to the ticket on the Heartland, staff only need to grab the name, email, or mobile number.

Q. Is it possible to blacklist specific product categories from earning points through Heartland POS?
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​A. No, it isn't possible to blacklist specific product categories from earning points through Heartland POS.

Q. When are loyalty points awarded for an order?

A. Loyalty points are awarded only on tickets. Staff members must be sure they click Tender > Mark order as complete for points to be rewarded.

Please note that points will not be automatically reimbursed if a customer claims a reward at the POS and then changes their mind.

Q. Is it possible to stack reward discounts in Heartland POS?

A. Currently, it isn't possible to stack reward discounts in Heartland POS. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!

Q. What type of rewards can be created/redeemed within Heartland POS?
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​A. Dollar-off rewards and percentage-off rewards may be created and redeemed in Heartland POS. Please note that product-specific rewards (including free product rewards) cannot be created at this time. If this is something you'd like to see added, feel free to vote for this feature. Your feedback goes directly to our product team and helps us prioritize what’s most important to you!

Q. Can I set a minimum spend threshold on my rewards?

A. Yes, you can put a minimum spend rule on your rewards.

Q. Does Marsello use webhooks to sync orders from Heartland POS?

A. Yes, Marsello uses available webhooks to sync order information from Heartland POS. On average it takes 1-2 minutes for orders to sync across.

Q. I have both Heartland POS and Shopify eCommerce connected to Marsello. If I change a customer's marketing status in one integration, will that sync across to the other integration and update the marketing status there as well?

A. Any updates to the customer's marketing status will only sync through Heartland.

Q. I have both Heartland POS and Shopify eCommerce connected to Marsello. In addition, I am using Hyperspace to sync customer orders across these sales platforms as are not directly integrated. Is there anything I need to do to prevent the possibility of orders duplicating in Marsello?

A. If you are using Hyperspace to sync customer orders across both Shopify and Heartland POS, it is recommended to create a custom field on the sales order ID in Heartland POS. It is also recommended to call this custom field "Shopify order ID". This will make it easy to identify any potential order duplications.

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