Featured Articles

• Switch to Marsello from Another Marketing Platform
  Import your customer points balances from your previous marketing app into Marsello.

  When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically sync into Marsello. To update your customers' points, you'll need to prepare for a Points Import.
  
  

  In this article:

  • Convert your current Loyalty Program into Marsello Points
  • Import your customers' existing points into Marsello

  

  Convert your current Loyalty Program into Marsello Points

  If your existing loyalty settings will match your Marsello earning settings:

  • Here's a couple of examples:
    • IF you have $1 = 1 point
    • THEN in Marsello your Making a purchase earn rule should be set to
      'Earn 1 point for every $1 spend'
      📝 Note: This is the default Making a purchase setting in Marsello
    • IF you have $5 = 1 point
    • THEN in Marsello your Making a purchase earn rule should be set to
      'Earn 1 point for every $5 spend'

  If you have decided to create a new Marsello loyalty program from scratch, then you may need to convert your customers' Vend loyalty balances to match your new earning points rules:

  • For example:
    • IF you have $10 = 1 point, and
    • IN Marsello, your Making a purchase earn rule is 'Earn 1 point for every $1 spend'
    • THEN to convert your customers' existing loyalty amount to Marsello's Loyalty points, you need to multiply the balances by 10 to update their balance to match with your Marsello's points earning rule

  

  Import Your Customer's Existing Points into Marsello

  1. Start a blank spreadsheet with two columns:

  • The First Column should be populated with one of the following identifiers:
    - Email
    - Vend customer ID
    - Shopify customer ID
    - ExportId
    - Mobile
    - VendCustomerCode
  • The Second Column is required to be Points

  2. Enter the unique identifier (for example, the below screenshot is using the Marsello ExportId) of the customers' who you want to tag with your custom tag

  • If you do not wish to add any points, ensure that the points column has 0 next to each identifier.

  

  3. Copy the two columns to your clipboard 

  Import your data into Marsello

  1. In Marsello, go to Customers > All Customers
  2. Click the arrow next to Update customer list
  3. In the drop-down select Import points

  
  4. A pop-up will appear which requires you to select the identifier that you have for each customer, select your unique identifier that you're using to update the tag:

  

  5. Select how you want the points to be added:

  • Add imported points to customers points balance
    • If you have your points column set as 0, no points will be added.
  • Replace customers' current points balances with the imported points balance
    • If you have your points column set as 0, all customers will have their points reset to 0.

  6. Add your custom tag that you wish to include on the customer's profile and for segment purposes:

  
  💡 Quick Tip: Marsello always automatically includes a tag to all imports with the date and time of the import unless you change the text in the box.
  7. Click Upload CSV
  💡 Quick Tip: It's quicker to manually enter your data than it is to use 'Upload data from file'
  8. Drag and drop your CSV file or click Click to upload
  
  9. The importer tool will not import any lines with errors, and will highlight these columns with red:
  
  📝 Note: You can select to only show the rows with problems to make any necessary amendments. Otherwise, the import tool will ignore any columns with errors.

  10. Scroll to the bottom of the pop-up and click Continue.
  📝 Note: If your pasted data contains any errors, a message will appear saying that you have unresolved errors. Click "Prev" to make the adjustments to your CSV file.

  
  11. Click Continue to start importing your data.
  📝 Note: This import may take up to 4 hours, depending on the size of your database.

• Importing your customer database into Marsello

  Import your customers from your previous marketing app into Marsello.
  When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically be synced into Marsello. If you have a customer list that is not in your POS and/or eCommerce store, you will need to get an export of your customer list that includes:

  • First name (required)
  • Last name
  • Email address (required)
  • Mobile (if applicable)
    
    ⚠️ Important:

  • If your customer list is over 1000 customers, it is highly recommended to import this list directly into your POS or eCommerce store instead of into Marsello. Due to API limitations, uploading this list into your POS or eCommerce platform will be a lot faster than uploading this list into Marsello.
  • Please review your customer list to make sure that you are only importing customers who accept marketing from your store.

  In this article:

  • Prepare your customer database CSV file ready to import into Marsello
  • Import your customer database CSV file into Marsello

  📝 Note: If you want to import customers' points balances, please follow the Import your customers' loyalty points balances in Marsello guide from this help center guide

  

  Prepare your CSV file ready to import into Marsello

  To ensure that your customer list is successfully imported into Marsello, it is important to update your CSV file format following the below steps:
  
  1. Open your CSV as a spreadsheet
  2. Delete all columns except the following:

  • First Name (values are required)
  • Last Name
  • Email Address (values are required)
  • Mobile

  ⚠️ Important: The customer's first name and email address are required. If these values are missing, the CSV file cannot be imported into Marsello.
  
  3. Update your column heading text to be the following:

  • First Name Column → Firstname
  • Last Name Column → Lastname
  • Email Address Column → Email
  • Mobile Number Column → Mobile

  

  📝 Note:

  • Email & Mobile: Only import valid email addresses and mobile numbers.

  Mobile: When entering please include the customer's country code with no additional characters. Example: +14165550000. If you don't have the customer's mobile number, please leave this blank.
  
  4. Save your file as a .CSV file

  
  💡Quick Tip: To save a file as a .CSV, in the spreadsheet tool, this can often be found under Export to or Download as in the settings menu.

  

  Import your customer database CSV file into Marsello

  1. In your Marsello admin, go to Customers> Actions
  2. In the drop-down, select Import Customers
  📝 Note: The next settings are optional.
  3. OPTIONAL: Next to Give 'Account Creation' loyalty points for new customers you can select the checkbox to award the 'Create an Account' points set under the Loyalty program to all newly created customers (i.e. customers who are created in Marsello via the CSV import).
  4. OPTIONAL: Under Tag any imported customer(s) with the label, you can enter a custom tag name in the text box.
  This will automatically tag the customers' profiles in Marsello with the tag on import.
  💡Quick Tip: If you are importing a specific list from another platform, adding a custom tag will allow you to create a group of segments.
  5. Click Upload file to start the import
  ⚠️ Important: By importing customers you are confirming that any newly added customers accept marketing. Please remove any customers who don't accept marketing from your CSV. before uploading.
  6. Click Upload data from file, then select the CSV file from your computer
  7. Double check if the first row of your spreadsheet has the Column Headers (titles),

  • If the first row does contain Column Headers, click Yes
  • If the first row doesn't contain your Column Headers, click No
    📝 Please note: You may need to re-format your CSV file and upload it again.

  
  8. Double check your Column headers (titles) match Marsello's customer fields
  📝 Note: This is to ensure your customer's details are populated in the correct field in their Marsello profile i.e. the customer's first name is populated in the 'Firstname' field.
  
  9. Review your CSV File. Click the toggle Only show rows with problems to see the customer row(s) that may not be able to be imported into Marsello.
  Common reasons include:

  • The row is blank and doesn't include any details
  • The first name doesn't start with a letter or includes special characters e.g. #$^&
  • The email must contain a valid email address
  • The mobile must start with a + or numbers e.g. +6127123123 or 027123123
  • The CSV file contains over 100,000 customers (100,000 is the maximum number of customers who can be imported at one time)

  
  10. Fix any rows with problems (you can do this within the table in-app)
  11. Click Complete to start importing your CSV file.
  Your CSV File will automatically start to import into Marsello.

   

   

• Using Marsello's AI suggestions on your Linkin.bio

  Use the power of AI to help generate fresh and fun content for your Linkin.bio

  In this article:

  • Using AI to generate headings on your Linkin.bio
  • Using AI to generate button names on your Linkin.bio 
  • Using AI to generate images on your Linkin.bio 

  

  Using AI to generate headings on your Linkin.bio

  1. From your Marsello app admin, go to the Aquire section > Social > Linkin.bio
  
  2. Once you are in the Linkin.bio editor, drag and drop a heading content block into the desired position of your bio.
  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Headings. 
  
  4. Click on the green Get Suggestions button.
  

  
  5. Type in a few keywords around the topic you are thinking to use for a heading. Select the Get Suggestions button when done.
  

  
  6. This will pull up a few suggestions of headings you can use for the header of your Linkin.bio.
  

  📝 Note: you'll have the ability to adjust the tone of these suggestions to better suit your brand.

  
  
  7. Click on the suggestion that best suits your form, this will automatically update your heading in your content block.

  
  

  Using AI to generate button names on your Linkin.bio

  1. From your Marsello app admin, go to the Aquire section > Social > Linkin.bio
  
  2. Once you are in the form editor, drag and drop a heading content block into the desired position of your form.
  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Buttons.
  
  4. Click on the green Get Suggestions button

  

  
  5. Type in a few keywords around the topic you are thinking to use for a button. Select the Get Suggestions button when done.
  
  
  6. This will pull up a few suggestions of button text you can use for your form. 
  

  📝 Note: You'll have the ability to adjust the tone of these suggestions as well to better suit your brand.

  
  
  7. Click on the suggestion that best suits your button (if applicable) and this will automatically update the text in your button block.

  
  📝 Note: To add in any further button customizations such as a specific URL or button color, please double-click into the button block and use the editor form to make those adjustments.

  

  Using AI to generate images on your Linkin.bio 

  1. From your Marsello app admin, go to the Aquire section > Social> Linkin.bio
  
  2. Once you are in the form editor, drag and drop an image content block into the desired position of your bio.
  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Magic Image.
  
  4. Click on the green Generate Images button.
  

  
  5. Type in a few keywords around the topic you are thinking to use for a heading. Select the Generate Images Suggestions button when done. This will pull up a few suggestions of images you can use for your Linkin.bio. 

  
  
  6. Click on the image you wish to use to add it to your Linkin.bio
  
  📝 Note: To add in any further image customizations such as a specific URL or alternative text, please double-click into the image block and use the editor form to make those adjustments.

• Using Marsello's AI suggestions on marketing forms

  Use the power of AI to help generate fresh and fun content for your pop-up and landing page forms

  In this article:

  • Using AI to generate headings on marketing forms 
  • Using AI to generate button names on  marketing forms
  • Using AI to generate images on marketing forms 

  

  Using AI to generate headings in marketing forms

  1. From your Marsello app admin, go to the Aquire section > Forms > Marketing Forms. 
  Open an existing form if you are looking to edit, otherwise, select the Create this Form button and follow the prompts to create either a popup or landing page form.
  2. Once you are in the form editor, drag and drop a heading content block into the desired position of your form.
  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Headings.
  4. Click on the green See the Magic button.
  

  5. Type in a few keywords around the topic you are thinking to use for a heading. Select the Get Suggestions button when done.
  

  6.  This will pull up a few suggestions of headings you can use for the header of your form.
  

  📝 Note: You'll have the ability to adjust the tone of these suggestions as well to better suit your brand.

  
  7. Click on the suggestion that best suits your form and this will automatically update your heading in your content block.

  
  

  Using AI to generate button names on marketing forms

  1. From your Marsello app admin, go to the Aquire section > Forms > Marketing Forms. 
  Open an existing form if you are looking to edit, otherwise, select the Create this Form button and follow the prompts to create either a popup or landing page form.
  
  2. Once you are in the form editor, drag and drop a button content block into the desired position of your form.

  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Buttons.
  
  4. Click on the green See the Magic box.

  

  5. Type in a few keywords around the topic you are thinking to use for button text . Select the Get Suggestions button when done.
  
  6. This will pull up a few suggestions of button text you can use for your form. 
  

  📝 Note: You will have the ability to adjust the tone of these suggestions to better suit your brand.

  
  7. Click on the suggestion that best suits your form (if applicable) and this will automatically update the text in your button block.

  
  📝 Note: To add in any further button customizations such as a specific URL or button color, please double-click into the button block and use the editor form to make those adjustments.

  

  Using AI to generate images on marketing forms 

  1. From your Marsello app admin, go to the Aquire section > Forms > Marketing Forms. 
  Open an existing form if you are looking to edit, otherwise, select the Create this Form button and follow the prompts to create either a popup or landing page form.
  
  2. Once you are in the form editor, drag and drop an image content block into the desired position of your form.
  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Magic Image.
  
  4. Click on the green Generate Images button.

  
  5. Type in a few keywords around the topic you are thinking to use for images. Select the Generate Images button when done. This will pull up a few suggestions of images you can use for your email campaign. 

  

  6. Click on the image you wish to use to add it to your form.
  📝 Note: To add in any further image customizations such as a specific URL or alternative text, please double-click into the image block and use the editor form to make those adjustments.

   

• Types of loyalty rewards you can create with Marsello

  Encourage customers to come back in-store with loyalty rewards. Marsello's loyalty allows for ten different types of rewards - allowing you to create a custom user experience. Choose from dollar off storewide, percentage off storewide, free shipping, free products, dollar off a specific product, percentage off a specific product, dollar off a product collection/category, percentage off a product collection/category, dollar off spend threshold orders or percentage off spend threshold orders.

  In this article:

  • Dollar-off storewide reward
  • Percentage off storewide reward
  • Free shipping reward (Online only)
  • Free product reward (Online only)
  • Percentage off a specific product reward
  • Dollar-off a specific product reward
  • Percentage off a product collection/category reward
  • Dollar-off a product collection/category reward
  • Percentage off a spend threshold reward
  • Dollar-off spend a threshold reward
  • FAQ
  • Top Tips for Creating Loyalty Rewards

  

  Dollar-off storewide reward

  It’s always nice to get a discount, and offering your customers the chance to earn store credit allows them to choose what they spend it on at your store.
  
  To create: 

  • Select type of reward: fixed discount amount
  • Title: Give your reward a title that represents the reward, i.e. $ XYZ off
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title

   

  

  

  Percentage off storewide reward

  Giving your customers a percentage discount allows them to choose what they use it on at your store. And it encourages them to spend more to make the most of the percentage discount.  
  
  To create: 

  • Select type of reward: percentage off
  • Title: Give your reward a title that represents the reward, i.e. X% off
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title

  

  

  Free shipping reward (Online only)

  Encourage your customers to make another purchase to benefit from free shipping. 
  
  

  To create: 

  • Select type of reward: free shipping (online only)
  • Title: Give your reward a title that represents the reward, i.e. Free Shipping
  • Points required to redeem: set how many points a customer must spend to redeem your reward

  

  

  Free product reward (Online only)

  Giving your customers a free product is a great way to thank them for their loyalty. It delights them by creating the same feelings as receiving a gift. It’s also a great way to move idle stock.
  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the item is added to the sale as normal.
  
  

  To create: 

  • Select type of reward: free product reward (online only)
  • Title: Give your reward a title that represents the reward, i.e. free "product name"
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Retail price of the product
  • Terms: it's a good idea to add 'online only'. Please add the item to your cart before checkout. Read more about adding terms to your rewards

  

  Detailed instructions on creating free product rewards

  📝Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until new stock arrives.

  

  Percentage off a specific product reward

  A percentage discount off a specific product is a good way to move idle stock. This discount will apply to the entire product quantity.

  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to split the sale into two sales if the member is making additional purchases. The reward should only be redeemed on a sale that only contains the relevant products.
  
  To create: 
  

  • Select type of reward: % off specific product (online only)
  • Title: Give your reward a title that represents the reward, e.g. XX% off product name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title
  • Under Advanced options: type in the specific products that the reward applies to
  • Terms: it's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  📝Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until you receive more stock.

  

  Dollar-off a specific product reward

  A dollar-off discount on a specific product is a good way to move idle stock. This discount will apply across the entire product quantity.

  📝 Note: This reward type is recommended to be online only.

  To create: 
  

  • Select type of reward: fixed discount amount
  • Title: Give your reward a title that represents the reward, e.g. $XX off product name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title
  • Under Advanced options: type in the specific products that the reward applies to
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  📝  Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until you receive more stock.

  

  Percentage off a product collection/category reward

  A percentage-off discount is a great way to introduce your customers to a specific product line, inspiring them to buy more in the future. This discount will apply to all products within the collection.

  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to split the sale into two sales if the member is making additional purchases. The reward should only be redeemed on a sale that only contains the relevant products.
  
  

  To create: 

  • Select type of reward: Percentage Off
  • Title: Give your reward a title that represents the reward, i.e. XX% off product collection name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: number percentage of the reward
  • Under Advanced options: select discount applies to selected collections
  • Under Advanced options:
    >BigCommerce users: check the collections that will apply for this reward
    >Shopify users: add the collection name(s) that will apply for this reward.
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  >How to create a % off product collection reward in Shopify
  >How to create a % off product collection reward in BigCommerce

  

  Dollar-off a product collection/category reward 

  A dollar discount is a great way to introduce your customers to a specific product line, inspiring them to buy more in the future. This discount will apply to all products within the collection.

  📝 Note: this reward type is recommended to be online only. 
  
  

  To create: 

  • Select type of reward: $Off
  • Title: Give your reward a title that represents the reward, e.g. $XX off product collection name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title
  • Under Advanced options: select discount applies to selected collections
  • Under Advanced options:
    >BigCommerce users: check the collections that will apply for this reward
    >Shopify users: add the collection name(s) that will apply for this reward. 
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  >How to create a $ off product collection reward in Shopify
  >How to create a $ off product collection reward in BigCommerce

  

  Percentage off a spend threshold reward

  A percentage discount that can only be used on orders over a specified value is a great way to encourage customers to spend more to be able to get the discount.
  📝  Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the sale is over the spending threshold.
  
  

  To create: 

  • Select type of reward: % Off
  • Title: Give your reward a title that represents the reward, e.g. XX% off orders over $XX (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the % amount that is reflected in the title
  • Under Advanced options:
    > Check the This discount requires a minimum purchase checkbox
    > Type the $ amount required for the minimum order total
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  Detailed instructions on creating % off spend threshold rewards

  

  Dollar-off a spend threshold reward

  A dollar-off discount that can only be used on orders over a specified value is a great way to encourage customers to spend more to be able to get the discount.

  📝Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the sale is over the spending threshold.
  
  

  To create: 

  • Select type of reward: Fixed discount amount
  • Title: Give your reward a title that represents the reward, e.g. $XX off orders over $XX (online only)
  • Points required to redeem: set how many points customers must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title
  • Under Advanced options:
    > Check the This discount requires a minimum purchase checkbox
    > Type the $ amount required for the minimum order total
  • Terms: it's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  Detailed instructions on creating $ off spend threshold rewards

  

   

   

• Create a VIP Program
  Creating a VIP Program can help strengthen your store's customer loyalty. VIP tiers are a great way to incentivize your best customers to keep coming back. VIP tier members can enjoy faster ways to earn points to unlock rewards as well as exclusive tier discounts.
  
  

  In this article:

  • How to create a VIP Program
  • Turn on the VIP tier entry email (optional)
  • How to turn on your VIP Program
  • How it works – Your customers' experience

  

  How to create VIP Program

  1. In the Marsello admin, go to Loyalty > VIP Program

  

  2. Under Member, click Add a Tier

  

  📝 Note: You can create multiple tiers, and customize each tiers' entry requirements and earning point rates.
  3. Give your VIP Tier a title 

  

  💡Quick tip: This is a great opportunity to create tier names that are an extension of your store's brand as this title is visible to customers on your loyalty widget and email notifications.
  4. Enter how many points the customer must earn to enter the VIP tier

  

  5. Choose how many points customers earn for making a purchase on this VIP tier
  

  6. Click Save
  Your VIP tier will be added to your VIP Program. Repeat this step if you would like to add an additional tier. 
  💡 Quick Tip: Create tier exclusive rewards to incentivize customers to come back again and again and move up the VIP tiers. Tier rewards are inclusive by default (allowing customers access to the rewards on their current tier and the tiers below them). However, tier rewards can be set as tier exclusive (allowing customers access to the rewards on their current tier only).

  

  How to turn on the VIP tier entry email (optional)

  When the customer earns enough points to enter a higher loyalty tier, you can automatically notify them by email.
  1. Click on the loyalty tier tab

  

  2. Select the tick box Send customers an email notification when they enter the tier

  This will turn on the VIP Tier entry notification ready to send to customers as they enter your VIP tier. 

  📝 Note: You can customize the content and design of each tier entry email by clicking Preview and edit email or on the Loyalty > Email Notifications page.  

  

  How to turn on your VIP Program 

  When you are finished customizing your VIP tiers, simply turn on your VIP Program to start displaying it to your customers.
  1. In the Marsello admin, go to Loyalty, click VIP Program

  

  2. Click the ON/OFF toggle to turn on your VIP Program

  

  The toggle will then switch to ON and your VIP Program will now be visible to your customers on the loyalty widget. 

  

  How it works – your customers' experience

  When the customer has earned enough points to enter a higher loyalty tier they will automatically be notified by email (if enabled).

  

  The next time they make a purchase in-store or online, they will earn points using the VIP tier's earning points rules e.g. 2 points for every $1 spent.
  The customer's VIP status will be displayed on your loyalty widget earn tab. Here they can identify how many points they've ever earned and how many points they can earn with each purchase. 

  

• How the Product Picker Block Works

  Showcasing specific products in email has gotten easier with the product picker block. Add products to your emails with ease by using the product search feature and selecting the ones for use in your campaign or automation.
  
  

  In this article:

  • Add a product block to your email template

  

  Add a product block to your email template

  1. Drag and drop a Product Content block into the desired location of your email template. 
  

  2. Double-click into the product content block and select the Add Product button from the content block menu.

  

  3. Enter the name of the product you wish to add via the search button across the top. 

  

  4. Select add for the product you wish to add from the menu.

  

  This will auto populate the primary product image, product name & product URL. Use the content block editor to make any required updates to the product title, description, etc.
  

  5. Repeat steps 1-4 as necessary for additional product blocks in your email.

   

• Create an SMS campaign
  Learn how to create and send a text message campaign to all customers or a segment of customers. 

  🔓 SMS Campaigns are coming soon as an add-on feature to the Marsello Pro Plan. Learn more about SMS Campaigns feature add-on pricing. 
  ⚠️ Important: In order for customers to receive SMS messages, their mobile number must be formatted with the country code and no additional characters. Example: +14165550000.

   

  In this article:

  • Create an SMS campaign
  • Choose your audience
  • Review and send (or schedule) your SMS campaign
  • Understanding your SMS campaigns dashboard
  • How it works – Your customers' experience

  

  Create an SMS campaign

  1. In the Marsello admin, go to Skills > Campaigns > SMS
  2. Click Create Campaign

  

  ⚠️ Important: If this is your first SMS campaign, you will be prompted to read and confirm that you understand the SMS Marketing Compliance and have made any necessary updates to your store's settings before proceeding. 

  

  3. Enter your SMS Campaign content.
  When creating your SMS campaign, there are a few important things to remember: 

  • Keep it short – SMS Campaigns providers has a strict 160-character limit, so make sure your content is clear and concise, written in plain language. It's also recommended to avoid abbreviations, emoticons, and all caps.
    📝 Note: Your store name, any URLs, and opt-out method are counted towards your 160-character limit.
  • Include your store name – It's important to let your customers know it's you. Include your store's name in your SMS content to help promote customer trust. Common ways to do this include "StoreName:" at the beginning of your content.
  • Add a call-to-action URL – With just 160 characters, you may want to include a link that customers can click to learn more, or go through to your online store. To make things easy, Marsello automatically shortens your URL to be SMS optimized.
  • Opt-out method – Marsello automatically adds "Reply STOP to opt-out" to the end of every SMS sent via Marsello. This is required to comply with SMS laws and regulations, such as TCPA & TCIA.
    📝 Note: This "Reply Stop to opt-out" will ONLY unsubscribe the customer from the SMS communications channel, they will still receive the email marketing if they don't unsubscribe from them via the Unsubscribe link in the email. 

  

  4. Enter your SMS Campaign name

  

  This campaign name is internal only and is to help you identify your campaign in the Campaigns dashboard.
  5. Send a test SMS campaign (optional).

  If you want to preview your SMS campaign before you send it, simply:

  • Click Send Preview
  • Enter your mobile number (including your country code)
  • Click Send Preview

  

  This will send a test of your SMS campaign to your mobile number. 
  6. Click Save & Continue to Recipients

  
  This will automatically save your SMS campaign content ready to send to your customers. 

  

  Choose your audience

  1. Select to send to your entire customer database, or specific customer segment(s)

  

  ⚠️ Important: SMS campaigns will only be sent to customers who are subscribed to your SMS marketing channel, have a valid mobile number (example: +14165550000), and accepts your marketing. Learn more.
  2. Click Save & Continue to Review

  

  Review & send (or schedule) your SMS campaign

  1. Review your settings

  

  2. Review the Estimated credits to send
  This is the estimated number of credits that will be used to send this SMS campaign. Credits are determined based on the customer's location. Learn more.
  ⚠️ Important: If you don't have enough SMS credits you may need to upgrade your SMS Subscription before you can send your SMS Campaign.
  3. Review your SMS Campaign content
  Under SMS Preview, check your SMS campaign content and look carefully for typos before sending your SMS campaign. 
  

  

  4. Choose when to send your SMS campaign

  • Send now – This will queue your SMS campaign to send right away
  • Schedule for later – Choose the date and time in the future that you'd like to send your SMS campaign. 

  

  ⚠️ Important: When scheduling an SMS campaign, you can only schedule it between 8:00a.m. to 6:00p.m in the subscriber's local time. Marsello has put in place safeguards to ensure SMS campaigns cannot be sent to your US customers outside of these times (i.e. during quiet hours) to help with TCPA and associated SMS laws and regulation compliance.
  5. Click Send Now (or Schedule Campaign)
  This will set-up your SMS campaign to send at your desired time and date.

  

  Understanding your SMS campaigns dashboard

  The SMS Campaigns dashboard displays everything you need to know about the success of your loyalty program. With these insights, they will be able to make effective changes and iterations to your email campaign and ultimately sales.
  Learn more about the SMS campaigns dashboard

  

  How it works – Your customers' experience

  When the customer receives the SMS campaign, they'll be able to open it and engage with your content.
  If you've included a call-to-action text link, they'll be able to click through and continue their interaction. 

  

  🤖 Data Insight: 90% of SMS messages are read within 3 minutes.
  If the customer decides they no longer want to receive SMS campaigns from your store, they can reply STOP to the SMS campaign. This will automatically update their Marsello customer profile and remove SMS as an available channel to contact them. 

• Using Marsello's AI suggestions in email campaigns and automation

  Use the power of AI to help generate fresh and fun content for your email campaigns.

  In this article:

  • Using AI to generate headings in email campaigns and automation
  • Using AI to generate button names in email campaigns and automation
  • Using AI to generate images for email campaigns and automation

  

  Using AI to generate headings in email campaigns and automation

  1. From your Marsello app admin open the email campaign you wish to use AI-suggested headings for.
  
  2. Drag and drop a heading content block into the desired position of your email campaign.

  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Headings.
  
  4. Click on the green Get Suggestions box.

  

  5. Type in a few keywords around the topic you are thinking to use for a heading. Select the Get Suggestions button when done.
  
  6. This will pull up a few suggestions of headings you can use for your email campaign. 
  

  📝 Note: you'll have the ability to adjust the tone of these suggestions as well to better suit your brand.

  
  7. Click on the suggestion that best suits your campaign and this will automatically update your heading in your content block.

  
  📝 Note: To add in any further button customizations such as a specific URL or button color, please double-click into the button block and use the editor form to make those adjustments.
  

  Using AI to generate button names in email campaigns and automation

  1. From your Marsello app admin open the email campaign you wish to use AI-suggested headings for.
  
  2. Drag and drop a button content block into the desired position of your email campaign.

  
  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Smart Headings.
  
  4. Click on the green See the Magic box.

  

  5. Type in a few keywords around the topic you are thinking to use for button text. Select the Get Suggestions button when done.
  
  6. This will pull up a few suggestions of button text you can use for your email. 
  

  📝 Note: You'll have the ability to adjust the tone of these suggestions as well to better suit your brand.

  
  7. Click on the suggestion that best suits your campaign and this will automatically update the text in your button block.

  

  

  Using AI to generate images for email campaigns and automation

  1. From your Marsello app admin open the email campaign you wish to use AI-suggested images for.
  
  2. Drag and drop an image content block into the desired position of your email campaign.

  3. Double-click into the content block you have just dragged and dropped. This will open up the content block editor. Here you should see a field for Magic Image.

  
  4. Click on the green Generate Images button.

  

  5. Type in a few keywords around the topic you are thinking to use for images. Select the Generate Images button when done. This will pull up a few suggestions of headings you can use for your email campaign. 

  

  6. Click on the image you wish to use to add it to your email template.
  
  📝 Note: To add in any further image customizations such as a specific URL or alternative text, please double-click into the image block and use the editor form to make those adjustments.
  
  

   

• How to Connect Lightspeed Retail (R-Series) POS to Marsello
  To use Marsello on Lightspeed Retail (R-Series) POS, you will need to authorize the connection between Marsello and Lightspeed Retail (R-Series). This can be done in a few simple steps.

   

  For Lightspeed Retail (R-Series) Users
  
  

  In this Article:

  • How to Connect Lightspeed Retail (R-Series) POS to Marsello during the signup process
  • How to Connect Lightspeed Retail (R-Series) POS directly from Marsello

  

  How to Connect Lightspeed Retail (R-Series) POS to Marsello during the signup process

  1. From the signup screen, click Connect for R-Series Retail.

  

  
  2. Here you will be prompted to log in to your R-Series account (if you weren't already logged in.)
  

  3. A popup window will appear asking you to authorize the application which will approve the connection between Lightspeed Retail R-Series and Marsello. Select Authorize Application.

  

  4. Lightspeed (R-Series) POS will now show as a connected integration in your Marsello app admin under the Integrations page.

  

  You will see customers sync through to the customers' section and all orders going forward will sync through to Marsello.

  

  How to Connect Lightspeed Retail(R-Series) POS to Marsello during the signup process

  If you already have Marsello installed and need to connect Lightspeed Retail (R-Series) POS, you can do this directly from your Marsello app admin.
  
  1. Go to POS & eCommerce and select the Connect New Integration button.
  

  
  2. This will open up a listing of available integrations to connect. Select Lightspeed R-Series and enter your login details.
  

   

  3. A popup window will appear asking you to authorize the application which will approve the connection between Lightspeed Retail R-Series and Marsello. Select Authorize Application

  

   

  4. Lightspeed (R-Series) will now show as a connected integration in your Marsello app admin under the Integrations page.

  

  You will see customers sync through to the customers sections and all orders going forward will sync through to Marsello.