Receiving email & SMS marketing opt-in with Lightspeed Restaurant (O-Series) POS

🔓 SMS Campaigns are an add-on feature to the Marsello Pro Plan.

To build a successful customer list that you can send campaigns to, it's mandatory to get the customer's permission before they can receive marketing emails and/or SMS from your store. Permission is required by International Law (including GDPR, TCPA, TCIA, & CCPA) and our Terms of Use.

As mentioned in the SMS Marketing Compliance Introduction and GDRP Introduction, to collect SMS and Email Marketing opt-in from your customers, there may be some changes that you need to make to your staff training processes for how to sign-up new customers via Lightspeed Restaurant (O-Series) POS.

Here are some things to know:

We also still encourage you to consult a legal advisor familiar with GDPR, TCPA and TCIA before gathering contacts or sending promotional emails or text messages.

Marsello's landing page form template comes with a text disclaimer that lets the customer know that by submitting the form, they are opting-in to receive both transactional and promotional email and SMS messages from your store.

📖 Learn More: How to create sign-up forms in Marsello

⚠️ Important: If you are using another app for sign-up forms, it is very important to update your forms to also include a disclaimer that lets the customer know that by submitting the form, they are opting-in to receive both email and SMS marketing from your store.

When a new customer makes a purchase in-store, the staff member will ask if they would like to create a store account. It is very important that during this process the staff member asks the customer if they want to receive marketing sent via email and SMS.

If the customer accepts marketing via email and SMS:

The staff member will enter their name, email address, mobile number and then select their Customer accepts comms and marketing material setting to ticked.

The customer will then be automatically added to your Lightspeed Restaurant (O-Series) POS and Marsello database, and they will be eligible to receive email and SMS marketing from your store.

If the customer doesn't accept marketing:
The staff member will enter their name, email address, mobile number and make sure their Customer accepts comms and marketing material setting remains un-ticked.

The customer will be automatically added to your Lightspeed Restaurant (O-Series) POS and Marsello database, but will not be eligible to receive email and SMS marketing from your store.

When you have made all of the above updates, in order to get the customer's permission so they can receive marketing emails and SMS from your store, you then need to confirm that you've made the changes in Marsello.
1. In your Marsello admin, under Campaigns > SMS Campaign

⚠️ Important: Please make sure you're also familiar with SMS Marketing Compliance Introduction and Marsello's Terms of Use before confirming the above.
2. Click Create Campaign

🎉 Congratulations you can now start collecting customers' consent to receive email and SMS marketing via Marsello and Lightspeed Restaurant (O-Series) POS.

Disclaimer: The information provided here is intended to be educational and should not be construed as legal advice. Marsello encourages all of our users — and all merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.