Why isn't the first name of my referring customers pulling through to my Referral Incentive Automation?

Merchants who signed up for a Marsello account prior to August 3, 2022, and are moving their earned points notification email from loyalty notifications to automation will need to resave their Shop Name merge tag.

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.

In this article:

• Create your Referral Incentive Notification in Automation
• Customizing your Referral Incentive Automation
• How to update the Advocate Customer First Name merge tag

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 can 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 a time delay for sending from when the customer enters the automation, additional email steps, 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.

How to Update the Advocate Customer First Name Merge Tag

The Referral Incentive Automation original merge tag of {{member_firstname}} from the loyalty notification. This is stopping the referring customer's first name from automatically appearing in the customer's email. To ensure your customer's name appears correctly, you will need to remove the preset {{advocate_customer_firstname}} 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 {{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.

Save and enable your Automation.