For Lightspeed Restaurant (O-Series) POS Merchants
Formerly Kounta
Customize your in-store portal for Lightspeed Restaurant (O-Series) POS
Add your store's brand to your in-store customer portal to make your loyalty program your own. The in-store customer portal is a place for your customers to interact with your loyalty program and also access any discount codes sent via marketing emails. Here they can sign up, check their points balance, earn more points, and claim rewards.
How to customize the in-store customer portal
1. In your Marsello admin, go to Customer experience > Point of sale > In-store portal (Legacy)
📝 Note: If you are using Lightspeed Ordering / Bopple, you can direct your customers to sign up to your Bopple store accounts to create a seamless in-store and online ordering loyalty experience.
2. Click on the Branding & Settings tab. Here, you can customize the design of your in-store customer portal.
Upload your brand imagery
Logo
1. Go to Imagery > Logo and Choose file to select an image from your computer
Nav logo image: 180px width by 26px height
Banner
2. Under Banner Image, click Choose file to select an image from your computer. To make sure the images are the optimal size for the in-store customer portal please use the suggested size dimensions:
Banner image: 390px width by 182px height
💡 Quick tips
Need help re-sizing your image? Try this free online tool Photoresizer.com.
To replace the image with another image, simply click Choose File and select a new image from your device.
3. Click Save & Publish
Select your theme color
1. Go to the Color drop-down menu
2. Add your store's brand colors by entering your hex color code or simply click on the color picker to select your color.
There are 4 brand color options to update:
Banner background color
Button background color
Selected button background color
Selected button text color
💡Quick Tip: Not sure what your store's hex color code is? The HTML Color Code tool can help you find it easily.
3. Click Save & Publish
Customize the widget font
1. Go to the Font drop-down menu
2. Click Open Sans to open the drop-down menu
3. From the font list, select your chosen font
4. Click Save & Publish
Customize your in-store customer portal domain
1. Go to the Domain drop-donw menu and update the sub-domain to your chosen name.
📝 Note: By default, this will use your business name. Please note that no special characters can be used in the sub-domain.
2. Click Save & Publish
💡 Quick Tip: If you are using Lightspeed Ordering / Bopple, you can direct your customers to sign up to your Bopple store accounts to create a seamless in-store and online ordering loyalty experience.
Customize or translate your in-store portal text
1. Go to the Wording drop-down menu and under the Header Text field, edit the introduction text to your preferred content
💡Quick Tip: Let your customers know about your 'Create Account' earn option bonus to help incentivize customers to create an account.
2. Click Save & Publish
How it works – Your customers' experience
How customers access their loyalty profile in-store
When your customers earn loyalty points for their order, they will receive your loyalty points earned email (if enabled). On this email, your customers can click through to see their loyalty profile on your in-store customer portal.
What customers can do on their loyalty profile
Here they'll be able to see the rewards that they can earn points towards and also complete actions like liking on social media or completing their profile to earn more points.
Update loyalty automation to use the in-store portal Lightspeed Restaurant (O-Series) POS
Existing Lightspeed Restaurant (O-Series) POS merchants can now share their in-store customer portal experience with customers via loyalty automation. The in-store customer portal is a place for your customers to interact with your loyalty program and also access any discount codes sent via marketing emails. Here they can sign up, check their points balance, earn more points and claim rewards.
How to add the in-store portal link to loyalty automation
1. In your Marsello app admin, go to Customer experience > Point of sale > In-store portal > In-store portal brand > Domain and copy your domain name.
2. While in your Marsello app admin, open up a new tab and paste your domain name in the URL address bar and add .marsello.app to the end of it. This will populate your unique domain.
Add the in-store portal signup link to your loyalty email notifications
1. Switch back into your Marsello app admin. Go to Marketing > Automations and click on the Automation you wish to edit. Then select edit automation of the Automation.
📝Note: If the Automation you are looking to edit is enabled, you will have to temporarily disable it.
2. Click on the pencil icon of the email template you will be editing, then Edit Email.
3. Drag and drop a button block into the desired location of your email campaign.
4. Double-click in the button block to edit the text and update to "Show Rewards".
5. Under the Action setting in the button block editor (right-hand side of your screen), go to URL and use control+v to link the button to your unique customer portal.
6. Further customize the look and feel of your button under the button options editor to better suit your brand.
7. Click Save and Enable Automation.
8. Repeat steps 1-7 to update all loyalty automation
How it works - Your customers' experience
When customers receive their loyalty email notifications, they may click on the show rewards button to interact with your loyalty program. The show rewards button will connect them to the in-store portal so that customers can check their loyalty balance, claim rewards, and complete additional earning options.
How Lightspeed Restaurant (O-Series) POS merchants can update Campaigns and Automations to use the in-store portal
Existing Lightspeed Restaurant (O-Series) POS merchants can now share their in-store customer portal experience with customers via campaigns and automations The in-store customer portal is a place for your customers to interact with your loyalty program and also access any discount codes sent via marketing emails. Here they can sign up, check their points balance, earn more points, and claim rewards.
How to create your in-store portal link
1. In your Marsello app admin, go to Customer experience > Point of sale > In-store portal > In-store portal brand > Domain copy your domain name.
2. While in your Marsello app admin, open up a new tab and paste your domain name in the URL address bar and add .marsello.app to the end of it. This will populate your unique domain.
3. While still in the new tab, copy your unique domain name for customizations in campaigns and automations.
Adding the in-store portal link to campaigns and automations
📝 Note: For the purposes of this guide, an email Campaign is used for illustrative purposes. You can use follow the same steps to add merge tags to an Automation. Please be sure to update each email in the flow that hosts the loyalty widget using the steps below.
1. In your Marsello app admin, go to Marketing > Campaigns > Email and select Create Campaign if this will be a new campaign. If you are editing an existing draft campaign, please open the draft for editing.
2. Drag and drop a button block into the desired location of your email campaign
3. Double-click in the button block to edit the text and update to "Show Rewards".
4. Under the Action setting in the button block editor (right-hand side of your screen), go to URL and use control+v to link the button to your unique customer portal.
5. Further customize the look and feel of your button under the button options editor to better suit your brand.
6. Click Save
How it works - Your customers' experience
When customers receive their marketing campaign and/or automation, they may click on the show rewards button to interact with your loyalty program. The show rewards button will connect them to the in-store portal so that customers can check their loyalty balance, claim rewards, and complete additional earning options.
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