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Customer portal: Content settings

Manage your customer portal content settings with ease. Customize preferences for a personalized experience.

Updated over a week ago

Welcome to the Customer Portal—a centralized hub where customers can sign up or log in to access their personalized loyalty profiles. Here, they can earn points, redeem rewards, and access exclusive discount codes delivered through email marketing.

📖 Learn more about the Customer Portal.

⚽️ Heads up: Marsello will be transitioning all retailers from the legacy online widget and in-store portal to the new Customer Portal by March 31, 2025. This change aims to enhance user experience, streamline operations, and provide more robust features for your business. Stay tuned for further updates as we make this exciting shift!

Customer portal: Content settings

Customize your customer portal to match your brand, creating a personalized and inviting space for customers to engage with your loyalty program.

1. In your Marsello admin, go to Customer experience

2. Under Personal device click Customer Portal > Brand > Customer portal content

These settings determine the imagery, voice and tone of your customer portal.

Screenshot of the Marsello admin interface showing customization options for the customer portal. Instructions direct users to "Customer experience," then to "Customer Portal > Brand > Customer portal content" under the "Personal device" section. These settings allow users to adjust the imagery, voice, and tone of their customer portal to align with their brand and create a personalized, engaging experience for customers.

🖌 Any customization or changes you make will automatically update in real-time on the preview, giving you the chance to ensure it aligns with your preferences before finalizing.
🚀 When you're ready, click Save & Publish to update your live customer portal.

Icons

Add a touch of fun and personality to your customer portal by choosing whether to display or hide icons across various pages.
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Here you can choose to display or hide icons.

Screenshot of the customer portal customization settings in Marsello, showing options to display or hide icons across various pages. Users can toggle the visibility of icons to add a personalized touch and enhance the overall personality of the portal.

3. Click the ON/OFF toggle to show or hide the following icon groups:

Visible Pages

Icons ON example

Icons OFF example

Earn icons

  • Earn page: Visitor & Customer

  • Home page: Visitor & Customer

  • Activity page: Customer

Redeem icons

  • Redeem page: Visitor & Customer

  • Home page: Visitor & Customer

  • Activity page

Screenshot showing the icon customization options in Marsello, with icons turned on. Examples include the Redeem page for both Visitor and Customer views, the Home page for both Visitor and Customer views, and the Activity page for the Customer view, where icons are displayed to enhance the user experience.

Screenshot showing the icon customization options in Marsello, with icons turned off. Examples include the Redeem page (Visitor and Customer views), Home page (Visitor and Customer views), and Activity page (Customer view), where icons are hidden for a streamlined appearance.

VIP Tier icons

  • Home page: Visitor & Customer

  • VIP Tier pages: Visitor & Customer

  • Earn page: Visitor & Customer

  • Redeem page: Visitor & Customer

  • Activity page: Customer

Home page: Visitor & Customer VIP Tier pages: Visitor & Customer Earn page: Visitor & Customer Redeem page: Visitor & Customer Activity page: Customer

Launcher icons

  • Launcher: Visitor & Customer

📝 Note: The ability to upload your own icons is currently a feature request. If this is important to you, please let our support team know.

Customer Card

The customer card is a unique QR code acting as a digital membership card. iPhone users can add it to Apple Wallet for easy access. Scan in-store to quickly link customers to sales.


4. Click the ON/OFF toggle to show or hide the customer card:

Visible pages

Card ON example

Card OFF example

Main bottom navigation "Card"

Screenshot showing the "Card" option on the main bottom navigation of the Marsello customer portal. This option provides quick access to the customer’s digital membership card for easy scanning and in-store use.

Reward claim in-store page

Screenshot of the "Reward Claim In-Store" page in the Marsello customer portal, with the digital membership card feature turned on. The "Card" option is visible on the main bottom navigation, allowing customers to access their card and easily claim rewards in-store.


​Without the card this page doesn't exist. Only the 'online' code screen will display.

Home Page Components

Home page components let you create a personalized landing page to inform customers about your loyalty program, drive sign-ups, and boost engagement.

📝Note: All of the text included in the home page components can be customized to suit your voice and tone in the next section: Wording.

How to update your home page:

5. Select the user's state to customize the home page, either Visitor or Customer

Screenshot showing the option to customize the home page in Marsello. Users can select the visitor or customer state to tailor the home page experience according to the user's status.

6. Toggle the card options ON/OFF to personalize your customer portal experience
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7. For 'Visitor > Join' card & 'Customer > Program card' you can also select what card layout you prefer. Choose from a simple layout and a list of benefits layout

Screenshot showing the card customization options in the Marsello customer portal. Users can toggle the Visitor > Join card and Customer > Program card ON/OFF to personalize the experience. Additionally, users can select their preferred card layout, choosing between a simple layout or a list of benefits layout to display on the portal.

What it changes

Visitors:

  • Join card (required): Encourage sign-ups using an immediate call to action

    • Simple: Card with a brief description and join call-to-action button

    • Benefits: Card with brief description, call-to-action button and list of 3 benefits the customer will receive by signing up for your program

  • Program card: Earn & Redeem buttons to encourage visitors to click through to see the ways they can earn and redeem loyalty points.

  • VIP Tiers card: Inspire sign-ups with enticing tier benefits

  • Referral card: Incentivise sign-ups with additional referral perks

8. For Customer, you can choose to keep the customer's upcoming reward on display and as well as select from a few program card layouts.

Screenshot showing the customization options for the Customer view in the Marsello customer portal. Users can choose to display the customer’s upcoming reward and select from several program card layouts to enhance the portal's appearance and user experience.

What it changes

Customers

  • Upcoming reward card: Increase redemption by highlighting an upcoming reward or the reward discount code they currently have available

  • Program card(s): Drive action with additional loyalty program details

    • Earn & Redeem buttons to encourage visitors to click through to see the ways they can earn and redeem loyalty points.

    • Earn list: List all earn options on the home screen

    • Redeem list: List all available rewards on the home screen

  • VIP tiers card: Highlight tier status and create aspiration to move up

  • Referral card: Incentivise customers to refer their friends​

More page links

The 'More' page is a secondary hub for key links, enhancing engagement and community. Add custom links like store locations, Google reviews, or booking options.
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9. Click the ON/OFF toggle to open the custom link settings

Screenshot showing the ON/OFF toggle in the Marsello settings, which allows users to open and adjust the custom link settings for further customization of the customer portal.


10. Add a 'title' that will display to your visitors & customers

11. Paste your desired URL

Screenshot showing the customization options in Marsello where users can add a 'title' that will display to visitors and customers. Below, users can paste their desired URL to link to a specific page or resource.

12. Repeat the above steps for the number of links you'd like to add

💡 Custom link ideas:

  • Our Stores: Add a link to your Google Maps locations so customers can easily see where your stores are located and get directions.

  • Online Ordering: Add a link to your online ordering page to provide customers with a convenient way to browse and purchase your products.

  • Make a Booking: Add a link to your online booking website to make it easy for customers to schedule an appointment.

  • Upcoming Event: Add a link to your event page to keep customers informed about upcoming events and encourage their participation.

  • Google Reviews or Yelp Reviews: Add a link to your preferred review platform’s survey form, making it easy for customers to leave a rating for your store.

  • Latest News: Add a link to your news or blog page so customers can stay updated on your latest announcements and stories.

  • Contact Support: Add a link to your Contact Us page to simplify customer access to your support team.

Wording

You have the power to customize the content visitors and customers see in your loyalty program. Tailor your text to match your brand's voice and message, and use merge tags to personalize their experience.

How to change

12. Under Page: Click the drop-down menu and select the page you want to update.

Screenshot showing the customization options for tailoring content in the Marsello loyalty program. Users can adjust the text to align with their brand’s voice and use merge tags for personalized experiences. The screenshot highlights the "Page" dropdown menu, where users can select the page they want to update.

13. Under State: Choose the user's state (Visitor or Customer) to customize the home page accordingly.

Screenshot showing the "State" option in the Marsello settings, where users can choose between Visitor or Customer to customize the home page based on the user's status.

14. In the preview of the customer portal: Click on the text you'd like to edit.

  • Click the tick icon to save your changes.

  • Click the cross icon to cancel your changes.

  • Click the merge tag icon to add personalized content.

15. Repeat steps 12–14 to update the different pages of the customer portal for both visitors and customers.

Screenshot showing the process of updating different pages of the customer portal in Marsello. Instructions indicate that users should repeat steps 12–14 to customize the content for both Visitor and Customer views across multiple pages.

📝 Note: Most text is editable. To save you time, any non-editable text is automatically pulled from your existing settings, such as reward titles and VIP tier names.

Up next 👉 Effortless promotion across all channels

Spread the word about your loyalty program across all channels, from social media to online store launcher or banners. Use your loyalty program URL to reach potential customers everywhere;

  • Add it as a button to your email template.

  • Embed it as a link behind a QR code on receipts, business cards, thank you cards, in-store posters, menus, etc.

  • Share it in your social media posts or link it in your bio.

  • Include it in your email signature.

  • And more!

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