For Lightspeed Retail X-Series merchants
(Formerly known as Vend POS)
Easily add new customers in-store using your Lightspeed Retail (X-Series) POS sale screen on any device. 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.
📝 Note: POS Prompts are available for all devices, desktop, tablet & iOS devices.
Before you start
Ensure that the following installation has been completed:
Your Marsello account is billed through your Lightspeed account
You have access to Workflows in your Lightspeed Retail (X-Series) back office admin. To check:
In your Lightspeed Retail (X-Series) POS admin, go to Settings
Under your Settings navigation, check if Workflows is a visible option for your Lightspeed account.
In your Marsello account:
Your POS sites are enabled under the Integrations page
You have enabled the Loyalty Reward Prompt under the POS Prompts settings page
🤔 Unsure? Please contact the support team and they'll be able to help.
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 Lightspeed Retail (X-Series).
1. Add the customer's products that they want to buy to the sale and tap Add a Customer
2. Add your new customer's details:
First Name
Last Name
Email Address (required)
📝 Note: Only First Name, Last 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 e.g. Shopify eCommerce, WooCommerce, etc.
You can also collect:
Mobile Number
Birthday (Under 'Show more fields')
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. An example of what this would look like is +15555555555.
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.
3. Under Contact Information, next to Opt-In to Receive Marketing and Promotional Emails 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.
4. Tap Create new customer, the customer will then be added to the sale
5. Complete the sale.
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, 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 Lightspeed Retail POS (X-Series).
1. Add the customer's products that they want to buy to the sale
2. Add your customer to the sale by searching for them by name, email address or mobile number
📝 Note: If the customer is not part of your database yet, tap + Add a new customer to create their customer profile. Follow these steps.
3. Complete the sale.
When the sale is complete, the customer will automatically receive their loyalty points.
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. Add your customer to the sale by searching for them by name, email address or mobile number
3. This will open the customer's loyalty reward prompt, here you can view the customer's loyalty points balance and rewards reward(s) or email discount(s) they have available.
On the prompt select the reward by clicking on the radio-button next to the reward title.
📝 Note: The points cost of the reward, displayed in brackets, indicates how many points will be deducted from the loyalty balance upon use.
4. Click Continue to apply the reward discount 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.
5. 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.
The Loyalty Reward POS Prompt will encourage your staff to ask customers if they'd like to use their rewards at the point of sale creating a positive and delightful experience for customers, leaving them pleasantly surprised and fostering stronger customer loyalty.
Points earned email example
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