How to move your loyalty notifications into automations

Merchants who have installed Marsello prior to August 3, 2022 will notice that they have access to their loyalty email notifications under both notifications and automations. We highly recommend that you switch over to the new loyalty automations. You’ll gain more customization options as well as important email reporting that are not available with the current loyalty  notifications.

📝Note: Merchants who have installed Marsello from August 3, 2022 onwards, along with those merchants who installed prior to August 3, 2022 and kept the loyalty notifications disabled, will only have access to these notifications under Automations.

In this article:

• Disable your loyalty notifications in Loyalty
• Create your Earned Points Notification in Automation
  • Customize your Earned Points Automation
• Create your Referral Incentive Discount Notification in Automation
  • Customize your Referral Incentive Discount Automation
• Create your loyalty notifications in Automation
  • Customize your loyalty automation
• Enable your new loyalty automation

Disable your loyalty notifications under Loyalty

1. To disable your loyalty notifications, go to Skills > Loyalty > Notifications and toggle the on/off button next to the notification you are working with to off. 

Create your Earned Points Notification in Automation

1. In your Marsello app admin, go to Automation > Automation Library

2. Click on the "Points Earned Notification" so that it can be cloned as an Automation.
3. Select Edit Automation to begin customizing your new "Earned Points Notification"

Customizing your Earned Points Notification Automation

1. Once you have the automation editor open (from the previous step) you will be able to begin customizing your automation. Here you will be able to update the following settings:

• Trigger: Select the cog icon next to the trigger feature to update or confirm your audience
• Additional Steps: Select the "+" icon to open up the additional steps feature. This will allow you to add in a time delay for sending from when the customer enters the automation, additional email steps, additional SMS steps, or a points reward step.

2. Edit the contents of your message: To customize the contents of your message, simply click on the pencil icon next to the message to open the email editor.  For additional help with using the editor, see our help center guide on creating an email campaign.

⚠️ Important: The Earned Points Automation is currently syncing the original merge tag of {{shop_name}} from the loyalty notification. You will need to remove the preset {{store_name}} merge tag from the automation and replace it with the one from the drop-down menu to ensure the Automation will send as expected.
To access the {{store_name}} merge tag:

• double-click into the text box where the merge tag will live. This will open up a secondary email editor.
• click on the drop-down menu next to Merge Tag and select the {{store_name}} merge tag.

3. Save and enable your Automation

Create your Referral Incentive Discount Notification in Automation

1. In your Marsello app admin, go to Automation > Automation Library

2. Click on the "Referral Incentive Discount Notification" so that it can be cloned as an Automation.
3. Select Edit Automation to begin customizing your new "Referral Incentive Discount Notification"

Customizing your Referral Incentive Discount Automation

1. Once you have the automation editor open (from the previous step) you will be able to begin customizing your automation. Here you will be able to update the following settings:

• Trigger: Select the cog icon next to the trigger feature to update or confirm your audience
• Additional Steps: Select the "+" icon to open up the additional steps feature. This will allow you to add in a time delay for sending from when the customer enters the automation, additional email steps, additional SMS steps, or a points reward step.

2. Edit the contents of your message: To customize the contents of your message, simply click on the pencil icon next to the message to open the email editor.  For additional help with using the editor, see our help center guide on creating an email campaign.

⚠️ Important: The Referral Incentive Automation is currently syncing the original merge tag of {{member_firstname}} from the loyalty notification. You will need to remove the present {{advocate_customers_firstname}} merge tag from the automation and replace it with one from the drop-down menu to ensure the Automation will send as expected.
To access the {{Advocate customer's First Name}} merge tag:

• double-click into the text box where the merge tag will live. This will open up a secondary email editor.
• click on the drop-down menu next to Merge Tag and select the Advocate customer's First Name merge tag.

3. Save and enable your Automation

Create your loyalty notifications under Automation

1. In your Marsello app admin, go to Automation > Automation Library

2. Click on the loyalty notification that you wish to clone from the options list. In this example, we will be using the "Loyalty Reward Unlocked" notification. 
3. Select Edit Automation to begin customizing your new automation.

Customize your loyalty automation

4. Once you have the automation editor open (from the previous step) you will be able to begin customizing your automation. Here you will have the following options:

• Trigger: Select the cog icon next to the trigger feature to update or confirm your audience

• Additional Steps: Select the "+" icon to open up the additional steps feature. This will allow you to add in a time delay for sending from when the customer enters the automation, additional email steps, additional SMS steps, or a points reward step.

• Edit the contents of your message: To customize the contents of your message, simply click on the pencil icon next to the message to open the email editor.  For additional help with using the editor, see our help center guide on creating an email campaign.

📝 Note: You will not need to update any of the merge tags for any of the remaining notifications when cloning them as automation.

• Save and review your automation, however, do not enable it just yet.

Enable your new loyalty automation

1. Jump back into the Automation section, by selecting Automation. Your drafted automation will be at the top of the automation list. Click into that automation and then select enable automation.