Switch to Marsello from Another Marketing Platform
Convert your current Loyalty Program into Marsello Points
If your existing loyalty settings will match your Marsello earning settings:
- Here's a couple of examples:
- IF you have $1 = 1 point
- THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $1 spend'
📝 Note: This is the default Making a purchase setting in Marsello - IF you have $5 = 1 point
- THEN in Marsello your Making a purchase earn rule should be set to
'Earn 1 point for every $5 spend'
If you have decided to create a new Marsello loyalty program from scratch, then you may need to convert your customers' Vend loyalty balances to match your new earning points rules:
- For example:
- IF you have $10 = 1 point, and
- IN Marsello, your Making a purchase earn rule is 'Earn 1 point for every $1 spend'
- THEN to convert your customers' existing loyalty amount to Marsello's Loyalty points, you need to multiply the balances by 10 to update their balance to match with your Marsello's points earning rule
Import Your Customer's Existing Points into Marsello
1. Start a blank spreadsheet with two columns:
- The First Column should be populated with one of the following identifiers:
- Email
- Vend customer ID
- Shopify customer ID
- ExportId
- Mobile
- VendCustomerCode - The Second Column is required to be Points
2. Enter the unique identifier (for example, the below screenshot is using the Marsello ExportId) of the customers' who you want to tag with your custom tag
- If you do not wish to add any points, ensure that the points column has 0 next to each identifier.
3. Copy the two columns to your clipboard
Import your data into Marsello
1. In Marsello, go to Customers > All Customers
2. Click the arrow next to Update customer list
3. In the drop-down select Import points
4. A pop-up will appear which requires you to select the identifier that you have for each customer, select your unique identifier that you're using to update the tag:
5. Select how you want the points to be added:
- Add imported points to customers points balance
- If you have your points column set as 0, no points will be added.
- Replace customers' current points balances with the imported points balance
- If you have your points column set as 0, all customers will have their points reset to 0.
6. Add your custom tag that you wish to include on the customer's profile and for segment purposes:
💡 Quick Tip: Marsello always automatically includes a tag to all imports with the date and time of the import unless you change the text in the box.
7. Click Upload CSV
💡 Quick Tip: It's quicker to manually enter your data than it is to use 'Upload data from file'
8. Drag and drop your CSV file or click Click to upload
9. The importer tool will not import any lines with errors, and will highlight these columns with red:
📝 Note: You can select to only show the rows with problems to make any necessary amendments. Otherwise, the import tool will ignore any columns with errors.
📝 Note: If your pasted data contains any errors, a message will appear saying that you have unresolved errors. Click "Prev" to make the adjustments to your CSV file.
11. Click Continue to start importing your data.
📝 Note: This import may take up to 4 hours, depending on the size of your database.
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