How to add a customer to a completed transaction in Lightspeed Retail POS (X-Series) to reward points
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Add a new customer to a completed transaction to reward points
1. In the Lightspeed Retail (X-Series) admin, click on the Customers tab
2. Click Add Customer
3. Add your new customer's First Name, Last Name, Email Address, and Mobile Number*
📝 Please note: Only First Name, Last Name, and Email address are required information for your customers to be added to your Marsello customer database.
- The mobile number is optional. Should you choose to collect mobile numbers, ensure the country code is included and no other formatting such as spaces, brackets, or hyphens.
- You can also collect the customer's birthday by clicking Show more fields and entering their date of birth.
How to update the customer's accepts marketing preference
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.
By default, customers do not accept marketing, they need to opt-in to be able to receive marketing sent via Marsello.
4. Under Contact Information, next to Opt-In to Receive Marketing and Promotional Emails you can easily opt-in your customer to receive marketing or not.
- If they accept marketing via email and SMS, toggle Opt-In to Receive Marketing and Promotional Emails to ON.
The customers who accept marketing preferences will then be synced into their Marsello profile, and they will be eligible to receive email and SMS marketing from your store sent via Marsello.
- If they don't accept marketing via email and SMS, please ensure the Opt-In to Receive Marketing and Promotional Emails toggle remains OFF.
This customer will not receive email or SMS marketing from your store sent via Marsello.
5. Click Create New Customer and the customer will then be added to your Lightspeed Retail (X-Series) customer database
The customer will also be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.
6. Click Sales History
7. Find the customer's order, then click on the down arrow to open the order details
8. Click Edit
9. Under Details, next to the Customer's name, search for them by name or email address and clicking on their profile to add them to the sale.
10. Click Save changes
The customer will now appear in the order's details in Lightspeed Retail (X-Series) and they will earn loyalty points for the sale.
Please note this can take up to 15mins to sync across to Marsello.
Add an existing customer to a completed transaction to reward points
1. In the Lightspeed Retail (X-Series) admin, click Sales History
2. Find the customer's order, then click on the down arrow to open the order details
3. Click Edit Sale
4. Under Details, next to the Customer name, search for them by name or email address and clicking on their profile to add them to the sale.
5. Click Save
The customer will now appear in the order's details in Lightspeed Retail (X-Series) and they will earn loyalty points for the sale.
Please note this can take up to 15mins to sync across to Marsello.
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