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Cin7 Omni common questions

Frequently asked questions about customer engagement with your Cin7 Omni store's loyalty program, data syncing, and more!

Updated over 2 weeks ago

For Cin7 Omni merchants
(Formerly known as Cin7 POS)

Cin7 integration questions

Q. Can I connect multiple Cin7 Omni accounts to one Marsello account?

A. Yes, you can connect multiple Cin7 Omni accounts to one Marsello account.


Q. Does Marsello integrate with the Cin7 Omni's sales orders feature?

A. Currently, Marsello only integrates with the Omni POS feature. If Cin7 Omni's sales order feature 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 you have more than one Cin7 Omni branch connected to Marsello?

A. Yes, you may connect multiple Cin7 branches (sites) to Marsello. Please note that these branches (sites) need to be under the same umbrella store and will be charged as separate site locations.


Q. I have two brands under one Cin7 Omni account (for back-office purposes). I also have two separate POS within this one Cin7 Omni account. Does that mean it is possible to connect only one brand/Cin7 Omni POS to Marsello?

A. If customers are shared across the account, all of them will sync to Marsello. You can prevent orders from syncing by turning off the relevant site(s), but please note that customer data will still be shared across all synced branches.


Q. Are you integrated with Cin7 Core?

A. Currently, there isn't an integration with Cin7 Core. 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. I would like to email my wholesale customers who are in Cin7 Omni. Do you pull this customer list into Marsello?

A. Yes, all Cin7 customers are synced across to Marsello. Typically, wholesale customers are blacklisted from loyalty however, if they have opted into marketing, they are eligible to receive emails.


Q. My business operates solely through sales orders, and we don’t use a POS system. Is there a way to manually assign points to customers?

A. Yes, you can manually assign loyalty points without needing a connected site or POS system. However, to take full advantage of Marsello’s loyalty features—like automated points earning, reward redemption, and loyalty program visibility—we recommend connecting a Sales Channel.


Customers

Q. Can customers sign up using only their name and mobile number?

A. Customers can sign up for the loyalty program on Cin7 Omni using just their first name and mobile number. However, an email address is still required to redeem loyalty rewards. The email serves as a unique identifier across eCommerce platforms, enabling accurate customer matching for both in-store and online activity.


Q. Which fields from the Cin7 Omni customer profile will sync with Marsello?

A. The fields that will sync from the Cin7 Omni customer profile to Marsello include the customer's first name, last name, email, and mobile.


Q. Can I segment my customers?

A. Absolutely! You can segment your customers in Marsello. Keep in mind that only customers who have given their consent to receive marketing communications will be included in the segmentation. This ensures compliance with privacy regulations and provides a targeted approach to your marketing efforts.


Q. How long does it typically take for data, such as an order, to sync from Cin7 Omni to Marsello?

A. The data sync from Cin7 Omni to Marsello is designed to be as close to real-time as possible, with a maximum delay of approximately 15 minutes. This ensures that the information, including orders, is promptly available in your Marsello account for effective management and analysis.


Q. If a customer is deleted in the Cin7 Omni admin, will they also be deleted from Marsello?

A. Yes, if a customer is deleted in the Cin7 Omni admin, they will be completely removed from your Marsello account as well.


Q. Do Cin7 Omni customer tags sync with Marsello?

A. Cin7 Omni customer tags sync to Marsello for blacklisting purposes in loyalty only. Customer tags do not sync through for segmenting purposes in Marsello. 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 is the best way to update the customer's email address?

A. Please update the customer's email address directly in Cin7 Omni. This will automatically sync to Marsello and update the customer's Marsello profile.


Q. Does it matter if a customer account is added by clicking New or by clicking CRM and then adding a new customer within Cin7 Omni CRM - will this impact anything within Marsello?

Cin7_Customer_Creation.png

A. It does not matter how the customer account is created in Cin7 Omni asthe customer should sync through to Marsello. However, please note that if a customer is created in the CRM and then purchases via the Sales Order screen, order details will not flow through to Marsello.


Q. What happens in the following situation? A staff member processes a sale in Cin7 Omni and forgets to add the end customer to the sale. That staff member goes back in and assigns that customer to the order. Will this update sync across to Marsello and will points be awarded accordingly?

A. Marsello will not receive an automatic message when an order is updated. However, the change should sync across. Please note that there may be a delay due to the way Cin7 Omni data is synced into Marsello.


Q. What is the best way to update the Cin7 Omni marketing status for a customer?

A. The best way to update a customer's marketing status is via the Chrome extension. Marsello doesn't push the customers' marketing status into Cin7 Omni.


Loyalty - Earning Options

Q: Can you exclude specific products from the loyalty program automatically with Cin7?

A: No you can't blacklist individual products from your loyalty program with Cin7. However, you can exclude product categories. Learn more on Product category blacklisting here.


Loyalty - Rewards

Q: What reward types are available for Cin7 Omni?

A: For Cin7, you have access to a variety of loyalty rewards and email discount types. These include:

✅ $ off storewide
✅ % off storewide
✅ VIP assigned rewards and discounts


Q: If a customer returns their order, can Marsello automatically deduct the loyalty points awarded for their order?

A: Currently, when an order is returned or refunded in Cin7 Omni, a credit note is generated separately from the original order. Because of this, Marsello cannot match the credit note to the original transaction, and points awarded for the purchase are not automatically removed.

If Cin7 Omni updates this process in the future to allow for matching, we’ll be sure to let you know.
In the meantime, you can manually adjust the customer's points balance in your Marsello admin.


Q. What type of rewards are available through the Marsello/Cin7 Omni integration?

A. Cin7 Omni retailers can host dollar-off and percentage-off rewards in their loyalty program. If there is a reward type not listed here that will be useful for your business, please reach out to our support team and let them know.


Q. How do customers redeem rewards?

A. To redeem rewards, staff should first add the products the customer wishes to purchase at checkout, then apply the discount code.
Please note: If a reward code is applied and the customer decides not to complete the purchase, the reward will still be marked as redeemed. Currently, there's no way to automatically reverse or refund redeemed rewards.


Q. If a product is on-discount, can customers still use a Marsello loyalty reward on top of that discount?

A. Yes, customers can use a loyalty reward even if the product is already discounted in Cin7 Omni. If you'd like to prevent this, we recommend creating a product collection limited to full-priced items and applying rewards only to that collection.


, customers can use a loyalty reward even if the product is already discounted in Cin7 Omni.
If you'd like to prevent this, we recommend creating a product collection limited to full-priced items and applying rewards only to that collection.


Cin7 Omni and eCommerce Integrations

Shopify

Q. Can Cin7 Omni and Shopify databases sync together?

A. Currently, Cin7 Omni and Shopify do not sync customer databases directly. This means that if a customer creates an account in Shopify, it will not automatically appear in Cin7 Omni.

To provide a seamless omnichannel experience, staff (or the customer) will need to manually create a second customer profile in Cin7 Omni using the same email address as the one used in Shopify.

Here’s a simplified view of the data sync flow:

  • Cin7 ➝ Marsello ➝ Shopify

  • Shopify ➝ Marsello ⇠ Cin7


Q. If I have Cin7 Omni and Shopify connected and our orders from Shopify are also syncing into Cin7 Omni, do I run the risk of duplicate order information in Marsello?

A. No, Marsello is designed to prevent duplicate order data. It will ignore Shopify orders that are already synced into Cin7 Omni.


Q. I have a customer who has previously signed up online through a Marsello pop-up form on Shopify. Will I also need to create the customer in Cin7 Omni POS?

A. Yes, you will need to manually create the customer in Cin7 Omni. Customers created in Shopify do not automatically appear in Cin7 Omni's POS system.
When creating the customer in Cin7 Omni, be sure to use the same email address they used to sign up in Shopify. This ensures the profiles are matched in Marsello.

⚠️ Important: If a customer signs up in Cin7 Omni first, their profile will sync to Shopify. However, the sync does not work in reverse.


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