Staff Training - How to add customers to your program in-store with Cin7
In this article:
The following are step-by-step instructions on how to add a new customer to your loyalty program & marketing list in-store with Cin7.
How to add a new customer to your Marsello customer database
To add a new customer to your Marsello customer database, all you need to do is add the customer to the sale in Cin7.
1. Add the customer's products that they want to buy to the sale.
2. In the Cin7 Customers section, click New
3. Under the New Customer page, scroll to Contact Details
4. 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. Their 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.
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.
1. At the top of the New Customer page, next the Save and Enter to POS button, you can easily opt-in your customer in to receive marketing or not.
- If they accept marketing via email and SMS, toggle Accepts Marketing? to ON.
The customer's accepts marketing preference 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 Accepts Marketing toggle remains OFF.
This customer will not receive email or SMS marketing from your store sent via Marsello.
2. Click Save & Enter to POS, the customer will then be added to the sale
3. Complete the sale
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preferences, and sales data.
How it works – Your customers' experience
After you have completed the sale, your customer will be added to your Marsello customer database.
- The customer will automatically earn loyalty points for their purchase. They will also receive the Earned Points loyalty notification email (if turned on).
- If the customer accepts marketing, they'll be able to receive your next marketing campaign and automation.
Find the new customer in your Marsello admin
After the sale is completed, the customer will automatically be added to your Cin7 and Marsello customer lists. Please note this can take up to 15 minutes for the sync to complete.
1. In your Marsello admin, go to Customers
2. Search for the customer by name or email address
3. Click the customer's name to open their profile
Under the customer's profile, you can:
- See profile details (name, email, mobile, marketing status synced from Cin7)
- See order details (order number, date, and loyalty points calculation summary)
- Manage their account (adjust their points balance, unsubscribe them from emails, remove them from your customer list, etc)