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Heartland POS integration common questions
Heartland POS integration common questions

Frequently asked questions about customer engagement with your Heartland POS store's loyalty program, data syncing, and more!

Updated this week

Customers

Q. Will the birth date field in Heartland POS sync over into the customer profile in Marsello?

A. Currently there isn't a feature that will syn the birth date field in Heartland POS into the customer profile in Marsello. If this is something that is of interest to your store, please let our support team know and the team will be able to submit a feature request on your behalf.


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. When a merchant merges customer accounts in Heartland, what happens to their accounts in Marsello? Do they remain as two separate accounts?

A. When the accounts are merged in the integration, the "merged" file is essentially deleted from the integration. This will sync across to Marsello and the "merged" file will also be removed there.


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. If the customer has unsubscribed via the link at the bottom of a Marsello email, they will not automatically be re-subscribed in Marsello by opting in via the integration. The unsubscribe link only impacts internal Marsello data not data at the integration. You will however, be able to manually re-subscribe the customer via their profile in the Marsello app.


Loyalty

Q. Is there a Physical or Electronic Loyalty/Customer Card that has the ability to 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?

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.


Rewards

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 a feature you are interested in, please let our support team know of your interest.


Q. What type of rewards can be created/redeemed within Heartland POS?

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 a feature you would be interested in, please let our support team know of your interest.


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

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


Heartland POS and eCommerce Integrations

Shopify

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 Hypersypace 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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