Receiving email & SMS marketing opt-in with Cin7 Omni

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 GDPR Introduction, to collect SMS and Email Marketing opt-in from your customers, there will be some changes that you need to make to your staff training processes for how to sign-up new customers via Cin7 Omni.

In this article:

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.

*I agree to receive transactional and promotional emails and text messages (to the email address and phone number provided). Consent is not a condition to purchase. You can opt-out or change your email and SMS preferences anytime.

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

⚠️ Important: If you are using another app for sign-up forms, you need to update your forms to also include such a disclaimer that informs customer 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.

To record the customers' accepts marketing preferences, the staff member needs to update the accepts marketing setting in the Marsello Chrome Extension.

If the customer accepts marketing via email and SMS:
The staff member will enter their name, email address, mobile number and then click the Check Rewards button to open their Marsello profile. Next, switch the Accepts Marketing toggle to ON.

The customer will then be automatically added to your Cin7 Omni and Marsello database, and they will be eligible to receive email and SMS marketing from your store.

If the customer does not accept marketing:
The staff member will enter their name, email address, mobile number. By default, the customer does not accept marketing, so there is nothing additional that the staff member needs to do.

The customer will be automatically added to your Cin7 Omni and Marsello database and will not be eligible to receive email and SMS marketing from your store.

When you have followed all of the above guidelines, 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, navigate to Campaigns > SMS

⚠️ 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 Cin7 Omni.