Occasionally, you may find multiple customer profiles in your customer database. This can happen if the customer's details have been added incorrectly or if the customer has multiple email addresses. This will create a separate customer profile in Marsello.
⚠️ Important: Before combining this customer's profiles into one. Please reach out to the customer and ask which email address they prefer to continue using.
In this article:
- How to combine the customer's points balances
- How to remove one of the customer's profiles
How to combine the customer's points balances
1. In your Marsello admin, navigate to Customers > All Customers
2. Identify the customer profiles by searching for their name or email address
Open the customer's profile that you want to remove
4. In this profile, click Adjust points balance
5. Under Points adjustment, enter a - (minus sign) and then their total points balance
- For example, natpaisley@gmail.com has 87 points, so you would enter in -87 to change their balance to 0.
6. Click Apply points adjustment
This profile's points balance will now be 0.
Open the customer's profile that you want to keep
7. In this profile, click Adjust points balance
8. Under Points adjustment, add the points that you removed from the other profile
- For example, we need to add the 87 points from the customer's second profile, so we adjust by adding 87 points.
9. Click Apply points adjustment
The customer's profile will now have the total number of points that they've earned at your store.
How to remove one of the customer's profiles
Open the customer's profile that you want to remove
1. In this profile, click Remove
️⚠️ Important: Please double check you have selected the correct customer before proceeding.
5. Click Yes, remove customer to confirm that you want to remove the customer.
The customer will no longer be part of your loyalty program or receive your marketing.
️️⚠️ Important: If you are on the Marsello Pro plan, this will also remove them from your Marsello Subscription and will not be added back into your Marsello database the next time they shop.