For Shopify POS merchants
Easily add new customers in-store using your Shopify POS sale screen. Ensure seamless point earning for every purchase made by your in-store customers and empower your staff to efficiently redeem customers' loyalty rewards or email discounts at checkout.
Before you start
Ensure that the following installation has been completed:
Your POS sites are enabled under the Integrations page
You have installed the Marsello: Scan, redeem loyalty rewards app on every iPad you use to access Shopify POS in-store.
Add a new customer to your customer database
To add a new customer to your Marsello customer database, all you need to do is add the new customer to the sale in Shopify POS app on iPad.
1. Add the customer's products that they want to buy to the sale
2. Tap the Add customer tile, then, tap Add new customer
3. Add your new customer's details:
First Name
Last Name
Email Address (required)
📝 Note: Only First Name and Email are required for adding customers to your Marsello database. Email address is the unique identifier that is used to match customer profiles with any other sales channels you have connected.
You can also collect:
Mobile Number
Address
Your customers can also add these additional details via the Complete Profile earn option.
📝 Note: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.
Capture customer's marketing opt-in preference
When a new customer makes an in-store purchase, it's important that staff ask if they want to join their database and receive marketing via email and SMS.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
4. Scroll to Customer Options, next to Accepts marketing you can indicate the customer's marketing preferences.
If they accept marketing via email and SMS: Set the toggle to ON
The customer will be able to receive store emails and SMS marketing via Marsello.
If they don't accept marketing via email and SMS: Ensure the toggle is set to OFF.
The customer will not receive store emails or SMS marketing via Marsello.
5. Tap Save (scroll to the top-right-hand corner), the customer will then be added to the current sale.
6. Complete the sale
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.
Award loyalty points for in-store purchases
For customers to earn loyalty points for their purchase, simply add the customer to the sale in Shopify POS.
1. Add the customer's products that they want to buy to the sale
2. Tap Add customer, then search for them by name, email address, or mobile number
3. Tap View details to add them to the sale
📝 Note: If the customer is not part of your database yet, tap Add new customer to create their customer profile. Follow these steps.
4. Complete the sale
When the sales is complete, the customer will automatically receive their loyalty points.
🎁 Coming soon: New Customer Portal & Apple Wallet integration.
With these new features, you'll be able to tap "Scan loyalty card" ready to scan the customer's unique digital membership cards to add them to the sale.
📽 Watch this demo for a sneak peek:
Redeem rewards during the sale
You can redeem available loyalty rewards and email discounts easily from the sales screen.
1. Add the customer's products that they want to buy to the sale
2. Tap Add customer, then search for them by name, email address, or mobile number
3. Tap View details to add them to the sale
⚽️ Heads up: When the customer is added to the sale, the Marsello: Scan, redeem loyalty rewards tile, automatically updates from "Scan loyalty card" to "Show loyalty rewards"
4. Tap the Show loyalty rewards tile
This will open the customer's loyalty profile, here you can view the loyalty reward(s) or email discount(s) they have available.
📝 Note: To open the loyalty profile the customer profile must contain a valid email address. Marsello uses the email address as a unique identifier for this purpose.
5. Tap Apply next to the discount title to add it to the sale.
The discount will then automatically be added to the sale.
When a customer redeems a discount as part of their order:
If they used a loyalty reward: the reward's loyalty points cost will be deducted from their points balance, and the discount will be applied to the sale. The customer's unique discount code will be shown in the discount details.
OR
If they used an email discount: the discount code will be removed from their account to prevent further use. The customer's unique discount code will also be displayed in the discount details.
6. Complete the sale. Upon completing the sale, customers will earn loyalty points based on their new order total, excluding the discount amount.
Your customers' experience
New Customers
When you complete the sale, the customer is added to your loyalty program and Marsello customer database. Along with their purchase, they automatically earn loyalty points, and if you have the "Earned Points" email notification enabled, they will receive an email notifying them about the points they've earned, their updated loyalty points balance, and the number of points required to reach their next reward.
Plus, if the customer accepts marketing, they become eligible to receive your upcoming marketing campaigns and automation, providing a better engagement experience.
Existing Customers
When you complete the sale, they automatically earn loyalty points, and if you have the "Earned Points" the "Earned Points Email" feature turned on, they will automatically receive an email notifying them of the points they've earned for their recent purchase and the number of points required to reach their next reward.
Encouraging your staff to prompt customers to use their rewards at the point of sale creates a positive and delightful experience for customers, leaving them pleasantly surprised and fostering stronger customer loyalty.
Points earned email example