How to manually add a customer(s) to VIP tier(s) (BETA)

📝 Note: Customers automatically enter the next VIP tier once they meet the tier's entry requirement, either points earned or amount spent, Learn more.

In this article:

1. In the Marsello admin, go to Customers
2. Search for the customer by name, email address or mobile.

3. Click on the customer's name to open their profile.

4. Under their customer profile, click Actions > Assign to VIP tier

5. In the drop-down, select the VIP Tier you’d like to assign them to

First, prepare a CSV file with customers' VIP tier status' ready to import

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 of your customers

2. Delete all columns except the following:

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

⚠️ 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
• VIP status → Tiername

4. Review customers' tiers
Ensure that your spreadsheet 'Tiername' column follows the following guidelines: 

• Customer's 'tiername' value must match the tier name within your VIP Program.
  If the VIP Program's tier name is "Gold Tier" it must match this exactly. e.g. If the tier name in the spreadsheet is "Goldtier" or "Gold-tier" it will not assign the customer to that tier on import. 
• Customer's 'tiername' value is empty or null the importer will automatically check if they are in a VIP tier already, if not they will be assigned to the base tier of your VIP Program.
• Customer's tiername is 'basetier' they will be assigned to the bottom tier of your VIP Program. 

5. Save your spreadsheet 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.

Next, Import your customers & their VIP status to Marsello

1. In the Marsello admin, go to Customers

2. Click Update customer list 

3. Drag-and-drop your CSV file to upload box

4. Select your header row, then click Next
Your header row is the row with the column headings in the spreadsheet. ****

5. Map your Column headings, then click Next
Match the column heading in the template field to the correct heading of your CSV file.

6. Review your import list, then click Submit
Under ‘Show all rows’ you can update this to ‘show invalid rows only’ to view all rows with errors. You can fix these rows directly from the editor to ensure they will be imported successfully.

The next time the customer makes a purchase in-store or online, they will earn points using their new VIP tier's earning points rules.
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. Customers will also be able to see how many points they can earn with each purchase under the tiers tab.