Marsello settings best practices
In this article:
- How to check your settings
- Store detail settings
- Customer email notification settings
- Order rewarding settings
How to check your settings
To check your settings, in your Marsello admin, open Loyalty > Settings
If you make any changes remember to click Save at the bottom of the page.
Store Detail settings
Your store details are used in your loyalty widget and loyalty emails. Make sure these details are correct so that your loyalty members know it's you.
📝 Note: This is defaulted to the same name as your Shopify store. It's a good idea to keep this recognizable.
This is displayed as points by default. You can change your points label to suit your loyalty program. Some examples are: miles, bucks, zennies, candy cash, beauty bonuses.
Customer Email Notification settings
Your Email Notifications settings are used for your customer emails. When loyalty members receive your loyalty program emails, they see your sender name in their inbox and if they reply to an email, it will be sent to your reply email address.
This is defaulted to your store name. Check that this is the correct email sender name that you want your members to see in their email inbox.
Reply Email Address
This is defaulted to your store email address. Check that this is the correct email address that you would members to reply to.
Only Email Customers Who Accept Marketing
Email marketing setting in Shopify
Email marketing setting in BigCommerce
This is set to OFF by default. This means all members will receive your loyalty program emails, whether they have opted in to your marketing emails or not. If you would like to send emails to only those who email members who accept marketing emails, then you will need to change this setting to ON.
💡Pro Tip: In your Shopify settings, we suggest defaulting the option to accept marketing to on, so customers must opt out if they don't want to receive your emails. You can check this under Settings > Checkout > Order processing.
Order Rewarding settings
Your order rewarding settings control when and for what your members get rewarded when they purchase.
Choose what members earn points for on your Loyalty settings page
Exclude points for shipping: This is defaulted to Checked.
This means that your members will not earn points for shipping. If you would like to reward your members points for shipping costs they pay, you will need to change this setting by unchecking this option.
Exclude points for Tax: This is defaulted to Unchecked.
This means that your members will earn points for Tax on their orders. If you don't want to reward members points for tax, you will need to change this setting by checking this option.
Do not reward points on discounted orders: This is defaulted to Unchecked.
This means that your members will earn points for orders with discounted products in their cart. If you don't want to reward members points for the entire order that contains a discounted product, you will need to check this option.
Do not reward points on gift card purchases: This is defaulted to Unchecked.
This means that your members will earn points for purchases of a gift card. If you don't want to reward members points for a gift card purchase, you will need to check this option.
📝 Note: Purchases made using a gift card for payment will still receive points.
Reward Points When Payment Status Is One Of: By default, this is set to Paid, meaning members get their points once you've set the order status to Paid in your Shopify admin. You can change this or add additional options: Pending or Authorized.
And When Fulfillment Status Is One Of: If you would like members to earn loyalty points based on payment status alone , leave this field empty. When set to Fulfilled, points will only be rewarded once you have fulfilled an order.
Cancel Points When Payment Status Is One Of: This is defaulted to Refunded.
When a member's order payment status is marked as Refunded, the points for that purchase will automatically be removed from their points balance. You can change this or add additional options: Partially Refunded or Voided.
Process Shopify orders: Choose to process orders (and reward points for orders) from Shopify eCommerce, Shopify POS, or both.