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Troubleshooting: Why aren't my customers earning points?

If customers aren’t earning loyalty points, these common issues may help you identify and fix the problem.

Updated over a week ago

Customers may sometimes not earn loyalty points as expected. This can happen for several reasons, including configuration settings, exclusions, or integration issues.

This guide outlines the most common causes and provides steps to help you identify and resolve the issue quickly.


Before you get started

Before proceeding, review the following checks. If any of these are disabled, you may experience:

  • Orders not syncing to Marsello

  • Points not being awarded

  • Customers being unable to redeem rewards


✅Your sales platform is connected

  • In Marsello, go to Settings > Integrations > Sales Platforms.

  • Review each store location connected to your loyalty program.

  • Ensure the toggle is switched on.

  • If it’s off, turn it on and save your changes.

Marsello admin interface showing navigation to Settings > Integrations > Sales Platforms, with the toggle button highlighted and turned on for each location participating in loyalty.

If the integration is disabled, orders will not sync and points will not be awarded.


✅Your loyalty program is active

If your loyalty program is paused, customers will not earn points.

  • Go to Loyalty in your Marsello dashboard.

  • Confirm the program status is set to Active.

  • If it is paused or disabled, turn it back on.


✅Your customer portal is enabled

The customer portal allows customers to log in, view points, and redeem rewards.

  1. Go to Loyalty > Customer Portal.

  2. Confirm the toggle is switched on.

If the portal is disabled, customers will not be able to access their points or rewards.

A common reason customers aren’t earning points is that one of these settings is turned off. If your sales platform, loyalty program, or customer portal is disabled, orders won’t sync and customers won’t be able to earn or redeem rewards.


Confirm the customer is a loyalty program member

📝 Note:

  • Only active customers in your Marsello database can earn points and redeem rewards. Follow the steps below to confirm the customer’s status.

  • Guest customers can earn points from their orders unless you have disabled guest earning in your loyalty settings. However, they cannot view or redeem points until they create an account or log in through your Customer Portal.

Step 1: Search for the customer

  1. In your Marsello Admin, go to Customers > All Customers

  2. Select Including removed from the filter dropdown

    Marsello admin interface displaying a search box where users can enter a customer's name or email address, with the search icon highlighted to initiate the search
  3. Enter the customer’s name or email address

  4. Click the search icon


Step 2: Check the customer’s status

Review the search results:

  • No label: Customer is an active loyalty member

  • ⚠️ (uncontactable): Customer is not an active loyalty member.

📝 Note: Customers who are not active may not be able to earn or redeem rewards.

Marsello admin interface showing customer search results. Customers who are members of the loyalty program appear without any additional tags, while non-members have '(uncontactable)' displayed next to their name.

Marsello can automatically award signup points to customers when they join your loyalty program.

If customers are not receiving these points, it is usually due to account type or loyalty settings.

This guide explains the most common causes and how to resolve them.


Check the customer’s account type and loyalty settings

Only active customers in your Marsello database can earn signup points and redeem rewards.

If a customer is created as a guest account, they may not receive signup points depending on your loyalty settings.


Step 1: Confirm the customer’s account type

In your connected sales platform (e.g. Shopify or POS):

  • Check if the customer is listed as a guest

  • Guest profiles (e.g. Shopify customers with profile state = disabled) may not qualify for points

If guest earning is disabled:

  • Customers will not receive signup points

  • Points will only be awarded once:

    • The customer creates an account, or

    • Their profile is completed (for example, via POS)


Step 2: Review your points program settings

  1. In Marsello, go to Loyalty > Points Program > Earning

  2. Locate the Creating an account earn option

  3. Find the checkbox:
    “New customers who are added as guests can earn points”

  4. Ensure this setting is configured correctly


What this setting does

  • Enabled: Guest customers can earn signup points

  • Disabled: Only customers with full accounts can earn signup points

If customers are checking out as guests and this setting is turned off, they will not receive points.


Why are some customers not receiving signup reward points in Marsello, and how can this be resolved?

Marsello's loyalty program allows businesses to reward customers with signup points automatically. However, there are specific conditions and scenarios where customers may not receive these points. This section explains the reasons behind such issues and provides solutions to ensure customers receive their signup reward points.

Only active customers in your Marsello database can earn points and redeem loyalty rewards. If a customer is set up as a guest account in your sales platform, they may not earn points depending on your loyalty settings. Follow the steps below to confirm your configuration.

Step 1: Confirm the customer’s account type

In your connected sales platform (e.g. Shopify or POS):

  • Check whether the customer is listed as a guest.

  • Guest accounts may not qualify for points if guest earning is disabled in Marsello.

  • Customers syncing from platforms like Shopify as guest profiles (profile state = disabled) are not awarded points if the "award guest customers" setting is disabled in Marsello. Points will only be awarded once the customer is no longer considered a guest or their profile is completed through another source, such as a POS system.


Step 2: Review your points program settings in Marsello

  • In your Marsello dashboard, go to Loyalty > Points Program > Earning.

  • Locate the Creating an account earn option.

  • Find the checkbox for:
    “New customers who are added as guests can earn points.”

"Instructions showing how to confirm if guest customers can earn and redeem loyalty points in Marsello. It explains that only active customers can earn points by default. The steps include: 1) Checking if the customer has a guest account in the sales integration, as guest accounts may not earn points. 2) Reviewing the Points Program settings in the Marsello dashboard under Loyalty > Points Program > Earning, and selecting 'Creating an account earn'. To allow guests to earn points, the option 'New customers who are added as guests can earn points' must be checked.
  • Make sure this checkbox is selected.


What this setting does

  • ✔ If selected: Guest customers can earn points at checkout.

  • ✖ If not selected: Customers without a full account will not earn points.

If customers are checking out as guests and this setting is turned off, they will not receive points for their purchase.

If you find that the order meets these settings and is still not earning points, please contact the Marsello support team.

📝 Note: If customers do not receive signup points automatically, you can manually award these points to ensure they are properly incentivized. For example:

  1. Identify the affected customers by reviewing their profile states or import settings.

  2. Manually add the signup points to their accounts through the Marsello admin dashboard.

  3. Regularly review your settings, such as the "award guest customers" option, to ensure they align with your loyalty program goals.


Confirm the order meets your loyalty program's points settings

In your loyalty settings, certain conditions can prevent customers from earning points on an order. If points are not being awarded, check whether the order meets your current settings.


Step 1: Review your points settings

  1. In your Marsello Admin, go to Loyalty > Points Program

  2. Scroll down to Points Settings

Here, you can see which order conditions may exclude customers from earning points.

Common Exclusion Settings

Check if any of the following settings are enabled:

  • Exclude points for shipping

  • Exclude points for tax

  • Do not award points on discounted orders

  • Do not award points on gift card purchases (Shopify and Lightspeed only)

  • Exclude guest customers from loyalty (eCommerce only)

  • Exclude points for unverified or unpublished reviews (third-party integrations only)

Marsello admin interface showing navigation to Settings > Loyalty > Points Program, with the 'Points Settings' section displayed. Various conditions are listed, including options to exclude points for shipping, tax, discounted orders, gift card purchases (Shopify and Lightspeed merchants only), and guest customers (eCommerce merchants only).

Confirm the product is not excluded from loyalty

If a product is excluded from your loyalty program, customers will not earn points when purchasing it.

Step 1: Check Product Exclusions in Marsello

  1. In your Marsello Admin, go to Loyalty > Points Program

  2. Scroll down to Store Settings

Step 2: Review Exclusion Rules

Check if the product is included in any of the following:

  • Do not award points on products that are tagged with one of

  • Do not award points on products that belong to one of these collections


What to look for

If the product has a matching tag or belongs to an excluded collection, it will not earn points.

For example:

  • Products tagged as “sale” may be excluded

  • Products in a specific collection (e.g. “Clearance”) may not earn points


Next Steps

Marsello admin interface showing navigation to Settings > Loyalty > Points Program, with the store settings displayed. The 'Do not award points on products that are tagged with one of' and 'Do not award points on products that belong to one of these collections' sections are visible, listing items excluded from earning loyalty points.

Confirm the customer hasn't been excluded from loyalty

If a customer has previously been blacklisted in your system, the customer will not be eligible to earn points for purchases.

📝 Note: Customers excluded from loyalty (blacklisted) may still be eligible to receive marketing messages.

1. Confirm a customer's status in Marsello, go to Settings > Loyalty > Points program and scroll down to your store settings. Here you will see tagged category of customers who are blacklisted under Exclude customers who are tagged with one of.

Marsello admin interface showing navigation to Settings > Loyalty > Points Program, with the store settings displayed. The 'Exclude customers who are tagged with one of' section is visible, listing the tagged categories of customers who are blacklisted from earning loyalty points.

Confirm the customer doesn't have multiple accounts in Marsello

If a customer has multiple loyalty accounts, points may have been awarded to a different account.

1. Confirm the number of accounts for this specific customer in your Marsello dashboard, go to Customers > All customers and select Including removed from the drop down window.

2. Enter your customer's name or email address in the search box and click on the search icon.

Marsello admin interface showing a search box where users can enter a customer's name or email address, with the search icon highlighted to initiate the search.

3. This will pull up each of the Marsello accounts for your customer in your Marsello dashboard. Click into each one to confirm if points have been awarded.

📝 Note: If you do not need multiple loyalty accounts for this customer, please ensure the customer has the same email address on each account. (If the customer does not, you can update the email address in your Integration and allow that to sync across to Marsello). Next, you will need to move any points across from the account to be merged into the main account. Once the points adjustment is made, you will need to remove the old account from Marsello.'

This scenario can sometimes happen for Lightspeed merchants if the customer created a store account and provided an email. Then came back in store later on and created an account with a mobile number. The customer comes back in store a third time and adds an email to the account with the mobile number.


Loyalty points showing in my Marsello dashboard but not appearing in the Customer Portal

Sometimes, a customer's loyalty points may appear correct in your Marsello dashboard but are not reflect accurately in the customer-facing portal. This can be due to synchronization issues.

To resolve, ask the customer to refresh their account by logging out of the Marsello Customer Portalaccount and then logging back in. This action often resolves sync issues and displays the correct points balance.

📝 Note: While outages may occasionally delay point updates, the backend typically maintains an accurate record. If the issue persists after refreshing the app, please let our support team know.


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