Featured Articles

• Switch to Marsello from Another Marketing Platform
  Import your customer points balances from your previous marketing app into Marsello.

  When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically sync into Marsello. To update your customers' points, you'll need to prepare for a Points Import.
  
  

  In this article:

  • Convert your current Loyalty Program into Marsello Points
  • Import your customers' existing points into Marsello

  

  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. Paste your copied columns into the space where you can manually enter your data:
  
  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.

  10. Scroll to the bottom of the pop-up and click Continue.
  📝 Note: If your pasted data contains any errors, a pop-up will appear to allow you to Go Back or Continue and discard the errored rows.

  
  11. Click Continue to start importing your data.
  📝 Note: This import may take up to 4 hours, depending on the size of your database.

• Importing your customer database into Marsello

  Import your customers from your previous marketing app into Marsello.
  When you connect your POS and/or eCommerce store to Marsello, your customer database will automatically be synced into Marsello. If you have a customer list that is not in your POS and/or eCommerce store, you will need to get an export of your customer list that includes:

  • First name (required)
  • Last name
  • Email address (required)
  • Mobile (if applicable)
    
    ⚠️ Important:

  • If your customer list is over 1000 customers, it is highly recommended to import this list directly into your POS or eCommerce store instead of into Marsello. Due to API limitations, uploading this list into your POS or eCommerce platform will be a lot faster than uploading this list into Marsello.
  • Please review your customer list to make sure that you are only importing customers who accept marketing from your store.

  In this article:

  • Prepare your customer database CSV file ready to import into Marsello
  • Import your customer database CSV file into Marsello

  📝 Note: If you want to import customers' points balances, please follow the Import your customers' loyalty points balances in Marsello guide from this help center guide

  

  Prepare your CSV file ready to import into Marsello

  To ensure that your customer list is successfully imported into Marsello, it is important to update your CSV file format following the below steps:
  
  1. Open your CSV as a spreadsheet
  2. Delete all columns except the following:

  • First Name (values are required)
  • Last Name
  • Email Address (values are required)
  • Mobile

  ⚠️ Important: The customer's first name and email address are required. If these values are missing, the CSV file cannot be imported into Marsello.
  
  3. Update your column heading text to be the following:

  • First Name Column → Firstname
  • Last Name Column → Lastname
  • Email Address Column → Email
  • Mobile Number Column → Mobile

  

  📝 Note:

  • Email & Mobile: Only import valid email addresses and mobile numbers.

  Mobile: When entering please include the customer's country code with no additional characters. Example: +14165550000. If you don't have the customer's mobile number, please leave this blank.
  
  4. Save your file as a .CSV file

  
  💡Quick Tip: To save a file as a .CSV, in the spreadsheet tool, this can often be found under Export to or Download as in the settings menu.

  

  Import your customer database CSV file into Marsello

  1. In your Marsello admin, go to Customers> Actions
  2. In the drop-down, select Import Customers
  📝 Note: The next settings are optional.
  3. OPTIONAL: Next to Give 'Account Creation' loyalty points for new customers you can select the checkbox to award the 'Create an Account' points set under the Loyalty program to all newly created customers (i.e. customers who are created in Marsello via the CSV import).
  4. OPTIONAL: Under Tag any imported customer(s) with the label, you can enter a custom tag name in the text box.
  This will automatically tag the customers' profiles in Marsello with the tag on import.
  💡Quick Tip: If you are importing a specific list from another platform, adding a custom tag will allow you to create a group of segments.
  5. Click Upload file to start the import
  ⚠️ Important: By importing customers you are confirming that any newly added customers accept marketing. Please remove any customers who don't accept marketing from your CSV. before uploading.
  6. Click Upload data from file, then select the CSV file from your computer
  7. Double check if the first row of your spreadsheet has the Column Headers (titles),

  • If the first row does contain Column Headers, click Yes
  • If the first row doesn't contain your Column Headers, click No
    📝 Please note: You may need to re-format your CSV file and upload it again.

  
  8. Double check your Column headers (titles) match Marsello's customer fields
  📝 Note: This is to ensure your customer's details are populated in the correct field in their Marsello profile i.e. the customer's first name is populated in the 'Firstname' field.
  
  9. Review your CSV File. Click the toggle Only show rows with problems to see the customer row(s) that may not be able to be imported into Marsello.
  Common reasons include:

  • The row is blank and doesn't include any details
  • The first name doesn't start with a letter or includes special characters e.g. #$^&
  • The email must contain a valid email address
  • The mobile must start with a + or numbers e.g. +6127123123 or 027123123
  • The CSV file contains over 100,000 customers (100,000 is the maximum number of customers who can be imported at one time)

  
  10. Fix any rows with problems (you can do this within the table in-app)
  11. Click Complete to start importing your CSV file.
  Your CSV File will automatically start to import into Marsello.

   

   

• Choose what your customers can earn loyalty points for
  There are eleven ways for your customers to earn loyalty points at your store with your loyalty program. From simply making a purchase, referring a friend, or performing certain actions across your social media platforms, Marsello allows you to give your customers multiple ways to earn points. See our earn options down below.

   

  In this article:

  • Overview: the ways that your customers can earn loyalty points
  • How to update the ways your customers can earn loyalty points

  Common questions this article will help answer:

  • What actions can my customers earn loyalty points for?
  • Can my customers earn points for liking/following my social media pages?
  • How can I edit the amount of points my customers earn for each action?

  

  Customers see the ways they can earn points on the Earn tab of your loyalty widget. When they perform an action that you reward for, they'll automatically earn the points you set. 

  
  
  

  Overview: The ways that your customers can earn loyalty points

  1. Making a purchase 

  Customers earn points every time they make a purchase at your store, encouraging them to shop with you. Choose how many points you want to reward your customers for every $ they spend. This is the only required point-earning action. 

  > How to update how many loyalty points members earn for making a purchase
  
  

  2. Creating a store account

  Welcome new customers and kick-start their earnings with points when they create a new customer account. Customers can only get rewarded once for this action. 

  > How to set your "Creating an Account" points reward

  📝  Note: Customers who already have a store account with your store will not have the 'Create an account' reward available to them.
  
  

  3. Completing profile

  Reward customers points for giving you their personal details. Build an information-rich customer database, including gender, birthday, and mobile number. This is required if you want to reward customers on their birthday and is a great way to increase your SMS database. Customers can only get rewarded once for this action. 

  > How to set your Completing Profile points reward
  
  

  4. Birthdays

  Build a loyal relationship with your customers and really personalize their point earning. Automatically send them points to say Happy Birthday and delight them on their special day.

  📝 Note: You can set the minimum member enrolment period to ensure that customers must have an account for x amount of months (minimum 1 month) before being able to earn birthday points. This is a fraud prevention measure to prevent customers from creating accounts and claiming birthday points immediately.

  > How to set up your birthday reward
  
  

  5. Liking your store on Facebook

  Grow your Facebook page likes. Reward points to encourage customers to like your store on Facebook. Points are rewarded when the customer successfully likes your Facebook page. They can only get rewarded once for this action. 

  > How to reward points for Facebook page likes
  
  

  6. Following your store on Instagram

  Grow your Instagram following. Reward points to encourage customers to follow your store on Instagram. Points are rewarded when the customer follows your Instagram. They can only get rewarded once for this action. 

  > How to reward points for Instagram follows
  
  

  7. Following your store on Twitter

  Grow your Twitter following. Reward points to encourage customers to follow you on Twitter.  Points are rewarded when the customer follows you on Twitter. They can only get rewarded once for this action. 

  > How to reward points for Twitter follows

   

  8. Sharing your store on Facebook

  Incentivize customers to spread the word about your store. Reward points when customers share your store on Facebook. Unlike other loyalty apps where customers simply need to click on this option and don't have to complete the share, points are rewarded only when the customer successfully shares your link on Facebook. They can only get rewarded once for this action. 

  > How to reward for sharing on Facebook
  
  

  9. Tweeting about your store on Twitter

  Incentivize customers to spread the word about your store. Reward points when customers share your store on Twitter. They can only get rewarded once for this action. 

  > How to reward for sharing on Twitter
  
  

  10. Referring friends

  Create a referral program. Reward customers points when they refer a friend who becomes a customer and makes their first purchase. Existing customers can get rewarded for every time they make a successful friend referral. 

  > How to set up your referral program
  
  

  11. Product reviews

  Reward points to customers when they leave product reviews and choose how often customers can get rewarded for leaving reviews.

  For Shopify: Shopify's free Product Reviews App is required for this reward and needs to be enabled.

  > How to reward points for product reviews with Shopify
  For BigCommerce: BigCommerce product reviews feature needs to be enabled.
  > How to reward points for product reviews with BigCommerce

  📝 Note: This feature allows you to set a maximum number of reviews per day/week/month as well as set a minimum character amount.
  
  

  12.  Manually add or remove points 

  Sometimes those situations pop up where you think a customer might need a little extra loving. You can adjust their points manually and send them an optional email to let them know why.

  > How to manually adjust members' points balances

  > How to manually adjust a group of members' points balances
  
  

  13. Custom actions

  Have something else in mind? Use Marsello's API to create a customer reward action. This requires you to have development knowledge or that you hire a third-party developer. 

  If you'd like to learn more about Marsello API, please email api@marsello.com

  

  How to update the ways your customers can earn loyalty points

  In your Marsello admin, under Earning Points

  1. Simply toggle ON / OFF on each of the ways customers can earn loyalty points
  2. Then update the points amount you want to reward for each action via the Edit button.
• Types of loyalty rewards you can create with Marsello

  Encourage customers to come back in-store with loyalty rewards. Marsello's loyalty allows for ten different types of rewards - allowing you to create a custom user experience. Choose from dollar off storewide, percentage off storewide, free shipping, free products, dollar off a specific product, percentage off a specific product, dollar off a product collection/category, percentage off a product collection/category, dollar off spend threshold orders or percentage off spend threshold orders.

  In this article:

  • Dollar-off storewide reward
  • Percentage off storewide reward
  • Free shipping reward (Online only)
  • Free product reward (Online only)
  • Percentage off a specific product reward
  • Dollar-off a specific product reward
  • Percentage off a product collection/category reward
  • Dollar-off a product collection/category reward
  • Percentage off a spend threshold reward
  • Dollar-off spend a threshold reward
  • FAQ
  • Top Tips for Creating Loyalty Rewards

  

  Dollar-off storewide reward

  It’s always nice to get a discount, and offering your customers the chance to earn store credit allows them to choose what they spend it on at your store.
  
  To create: 

  • Select type of reward: fixed discount amount
  • Title: Give your reward a title that represents the reward, i.e. $ XYZ off
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title

   

  

  

  Percentage off storewide reward

  Giving your customers a percentage discount allows them to choose what they use it on at your store. And it encourages them to spend more to make the most of the percentage discount.  
  
  To create: 

  • Select type of reward: percentage off
  • Title: Give your reward a title that represents the reward, i.e. X% off
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title

  

  

  Free shipping reward (Online only)

  Encourage your customers to make another purchase to benefit from free shipping. 
  
  

  To create: 

  • Select type of reward: free shipping (online only)
  • Title: Give your reward a title that represents the reward, i.e. Free Shipping
  • Points required to redeem: set how many points a customer must spend to redeem your reward

  

  

  Free product reward (Online only)

  Giving your customers a free product is a great way to thank them for their loyalty. It delights them by creating the same feelings as receiving a gift. It’s also a great way to move idle stock.
  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the item is added to the sale as normal.
  
  

  To create: 

  • Select type of reward: free product reward (online only)
  • Title: Give your reward a title that represents the reward, i.e. free "product name"
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Retail price of the product
  • Terms: it's a good idea to add 'online only'. Please add the item to your cart before checkout. Read more about adding terms to your rewards

  

  Detailed instructions on creating free product rewards

  📝Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until new stock arrives.

  

  Percentage off a specific product reward

  A percentage discount off a specific product is a good way to move idle stock. This discount will apply to the entire product quantity.

  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to split the sale into two sales if the member is making additional purchases. The reward should only be redeemed on a sale that only contains the relevant products.
  
  To create: 
  

  • Select type of reward: % off specific product (online only)
  • Title: Give your reward a title that represents the reward, e.g. XX% off product name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title
  • Under Advanced options: type in the specific products that the reward applies to
  • Terms: it's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  📝Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until you receive more stock.

  

  Dollar-off a specific product reward

  A dollar-off discount on a specific product is a good way to move idle stock. This discount will apply across the entire product quantity.

  📝 Note: This reward type is recommended to be online only.

  To create: 
  

  • Select type of reward: fixed discount amount
  • Title: Give your reward a title that represents the reward, e.g. $XX off product name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title
  • Under Advanced options: type in the specific products that the reward applies to
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  📝  Note: When the stock of this product runs out, you'll need to remember to update or pause this reward until you receive more stock.

  

  Percentage off a product collection/category reward

  A percentage-off discount is a great way to introduce your customers to a specific product line, inspiring them to buy more in the future. This discount will apply to all products within the collection.

  📝 Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to split the sale into two sales if the member is making additional purchases. The reward should only be redeemed on a sale that only contains the relevant products.
  
  

  To create: 

  • Select type of reward: Percentage Off
  • Title: Give your reward a title that represents the reward, i.e. XX% off product collection name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: number percentage of the reward
  • Under Advanced options: select discount applies to selected collections
  • Under Advanced options:
    >BigCommerce users: check the collections that will apply for this reward
    >Shopify users: add the collection name(s) that will apply for this reward.
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  >How to create a % off product collection reward in Shopify
  >How to create a % off product collection reward in BigCommerce

  

  Dollar-off a product collection/category reward 

  A dollar discount is a great way to introduce your customers to a specific product line, inspiring them to buy more in the future. This discount will apply to all products within the collection.

  📝 Note: this reward type is recommended to be online only. 
  
  

  To create: 

  • Select type of reward: $Off
  • Title: Give your reward a title that represents the reward, e.g. $XX off product collection name (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the amount that is reflected in the title
  • Under Advanced options: select discount applies to selected collections
  • Under Advanced options:
    >BigCommerce users: check the collections that will apply for this reward
    >Shopify users: add the collection name(s) that will apply for this reward. 
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  >How to create a $ off product collection reward in Shopify
  >How to create a $ off product collection reward in BigCommerce

  

  Percentage off a spend threshold reward

  A percentage discount that can only be used on orders over a specified value is a great way to encourage customers to spend more to be able to get the discount.
  📝  Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the sale is over the spending threshold.
  
  

  To create: 

  • Select type of reward: % Off
  • Title: Give your reward a title that represents the reward, e.g. XX% off orders over $XX (online only)
  • Points required to redeem: set how many points a customer must spend to redeem your reward
  • Discount amount: the % amount that is reflected in the title
  • Under Advanced options:
    > Check the This discount requires a minimum purchase checkbox
    > Type the $ amount required for the minimum order total
  • Terms: It's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  Detailed instructions on creating % off spend threshold rewards

  

  Dollar-off a spend threshold reward

  A dollar-off discount that can only be used on orders over a specified value is a great way to encourage customers to spend more to be able to get the discount.

  📝Note: This reward type is recommended to be online only. If you want to have it available in-store as well, it requires strict staff training to ensure the sale is over the spending threshold.
  
  

  To create: 

  • Select type of reward: Fixed discount amount
  • Title: Give your reward a title that represents the reward, e.g. $XX off orders over $XX (online only)
  • Points required to redeem: set how many points customers must spend to redeem your reward
  • Discount amount: type the amount that is reflected in the title
  • Under Advanced options:
    > Check the This discount requires a minimum purchase checkbox
    > Type the $ amount required for the minimum order total
  • Terms: it's a good idea to add 'online only'. Read more about adding terms to your rewards

  

  Detailed instructions on creating $ off spend threshold rewards

  

   

   

• Create a VIP Program
  Creating a VIP Program can help strengthen your store's customer loyalty. VIP tiers are a great way to incentivize your best customers to keep coming back. VIP tier members can enjoy faster ways to earn points to unlock rewards as well as exclusive tier discounts.
  
  

  In this article:

  • How to create a VIP Program
  • Turn on the VIP tier entry email (optional)
  • How to turn on your VIP Program
  • How it works – Your customers' experience

  

  How to create VIP Program

  1. In the Marsello admin, go to Loyalty > VIP Program

  

  2. Under Member, click Add a Tier

  

  📝 Note: You can create multiple tiers, and customize each tiers' entry requirements and earning point rates.
  3. Give your VIP Tier a title 

  

  💡Quick tip: This is a great opportunity to create tier names that are an extension of your store's brand as this title is visible to customers on your loyalty widget and email notifications.
  4. Enter how many points the customer must earn to enter the VIP tier

  

  5. Choose how many points customers earn for making a purchase on this VIP tier
  

  6. Click Save
  Your VIP tier will be added to your VIP Program. Repeat this step if you would like to add an additional tier. 
  💡 Quick Tip: Create tier exclusive rewards to incentivize customers to come back again and again and move up the VIP tiers. Tier rewards are inclusive by default (allowing customers access to the rewards on their current tier and the tiers below them). However, tier rewards can be set as tier exclusive (allowing customers access to the rewards on their current tier only).

  

  How to turn on the VIP tier entry email (optional)

  When the customer earns enough points to enter a higher loyalty tier, you can automatically notify them by email.
  1. Click on the loyalty tier tab

  

  2. Select the tick box Send customers an email notification when they enter the tier

  This will turn on the VIP Tier entry notification ready to send to customers as they enter your VIP tier. 

  📝 Note: You can customize the content and design of each tier entry email by clicking Preview and edit email or on the Loyalty > Email Notifications page.  

  

  How to turn on your VIP Program 

  When you are finished customizing your VIP tiers, simply turn on your VIP Program to start displaying it to your customers.
  1. In the Marsello admin, go to Loyalty, click VIP Program

  

  2. Click the ON/OFF toggle to turn on your VIP Program

  

  The toggle will then switch to ON and your VIP Program will now be visible to your customers on the loyalty widget. 

  

  How it works – your customers' experience

  When the customer has earned enough points to enter a higher loyalty tier they will automatically be notified by email (if enabled).

  

  The next time they make a purchase in-store or online, they will earn points using the VIP tier's earning points rules e.g. 2 points for every $1 spent.
  The customer's VIP status will be displayed on your loyalty widget earn tab. Here they can identify how many points they've ever earned and how many points they can earn with each purchase. 

  

• Loyalty widget customization

  Add your store's brand to your loyalty widget to make your loyalty program your own. A loyalty widget is a place for your customers to interact with your loyalty program and also access any discount codes sent via marketing emails. Here they can sign-up, check their points balance, earn more points and claim rewards.

  In this article:

  • How to customize the loyalty widget
    • How to select a theme color
    • Choose a layout (and add a header image)
    • Customize the widget font
    • Customize or translate your loyalty widget text
  • How it works – Your customers' experience

   

  

  How to customize the loyalty widget 

  1. In your Marsello admin, go to Loyalty > Loyalty Widget
  📝 Note: Marsello is currently in the process of transitioning to the new loyalty widget design screens. If you are still seeing the old design options, please click on this link to upgrade.
  2. Click on the Widget tab. Here, you can customize the design of your loyalty widget. 
  

  How to select a theme color

  1. Click Theme Color
  2. Add your store's brand color by entering your hex color code or simply click on the color picker to select your color. 

  

  💡Quick Tip: Not sure what your store's hex color code is? The HTML Color Code tool can help you find it easily.  
  3. Click Save & Publish
  Choose a layout (and add a header image)
  

  1. Click Layout
  2. Under Layout Type, click Center to open the drop-down

  

  3. Select the Layout type that best suits your store.

  • Slide panel (1st example): This layout has a smaller image option, slides in from the side, sits on the side of the page. 
  • Center (2nd example): This layout has a large image option, rounded corners & opens in the middle of the page.
  • Floating panel (3rd example): This layout has a smaller image option, slides in from the side, has rounded corners & floats on the side of the page. 
  • Basic (4th example & default style): This layout displays in the middle of the screen

  

  4. Click Choose File to upload an image (only available on Center, Slide & Float)

  

  To make sure the images are optimized to the widget layout type please use the suggested size dimensions:

  • Center layout: 500px width by 650px height
  • Floating panel layout:  500px width by 200px height
  • Side panel layout: 500px width by 200px height

  💡 Quick tip: Need help re-sizing your image? Try this free online tool Photoresizer.com.  
  📝 Note: To replace the image with another image, simply click Choose File and select a new image from your device.
  5. Click Save & Publish

  Customize the widget font

  1. Click Font
  2. Click Open Sans to open the drop-down

  

  3. From the font list, select your chosen font
  📝Note: If your brand uses a custom Google Font, click Use Google Font, then follow these instructions on how to add your custom font to the loyalty widget. 

  4. Click Save & Publish

  Customize or translate your loyalty widget text

  1. Click Customize text / Translation
  2. Click Go to the text editor to open the text customization page
  3. Next to Customize text for: click Rewards tab to open the drop-down
  4. Click the name of the widget page you want to edit 

  • Rewards tab: This page lists your rewards that your customer can earn points towards and redeem.
  • Earn tab: This page lists the different ways that your customers can earn points. 
  • View coupon page: This page displays the customer's unique discount code.
  • On your birthday page: This page collects the customer's birthday.   
  • Complete profile page: This page collects the customer's additional details e.g. mobile number, gender & birthday.
  • Claim referral coupon page: This page is where the referred friend enters their details (name and email address) to be able to receive their unique discount code.  
  • Get referral link page: This page is where the customer can access their unique referral link that they can share with their friends and family. 

  5. Edit (or translate) the text to your preferred content
  6. Click Save & Publish

  📖 Learn more: Customizing/translating your loyalty widget text

  

  How it works – Your customers' experience

  How customers access their loyalty profile online:  

  When visitors or customers are on your online store they'll be able to click on your loyalty tab (if enabled) to sign-up or login to their loyalty profile on your loyalty widget.
  Or after they've completed their online order, they will receive your loyalty points earned email (if enabled). On this email, your customers can click through to see their loyalty profile on your loyalty widget.

  
  How customers access their loyalty profile in-store:

  When your customers earn loyalty points for their order, they will receive your loyalty points earned email (if enabled). On this email, your customers can click through to see their loyalty profile on your loyalty widget.

  
  What customers can do on your their loyalty profile:
  Here they'll be able to see the rewards that they can earn points towards and also complete actions like liking on social media or completing their profile to earn more points.
  📝 Note: If you are an omnichannel retailer, any time that the customer clicks to open their loyalty profile it'll automatically open your loyalty widget on your online store. 

• How the Product Picker Block Works

  Showcasing specific products in email has gotten easier with the product picker block. Add products to your emails with ease by using the product search feature and selecting the ones for use in your campaign or automation.
  
  

  In this article:

  • Add a product block to your email template

  

  Add a product block to your email template

  1. Drag and drop a Product Content block into the desired location of your email template. 
  

  2. Double-click into the product content block and select the Add Product button from the content block menu.

  

  3. Enter the name of the product you wish to add via the search button across the top. 

  

  4. Select add for the product you wish to add from the menu.

  

  This will auto populate the primary product image, product name & product URL. Use the content block editor to make any required updates to the product title, description, etc.
  

  5. Repeat steps 1-4 as necessary for additional product blocks in your email.

   

• Create an email campaign
  Create an email marketing campaign to send your customers marketing for newsletters, new product arrivals, current sales, and so much more.

  🔓 Email campaigns are unlocked on the Marsello Pro Plan.

  In this article:

  • Choose your audience and email settings
  • Customize your email template
  • Schedule your email campaign
  • Understanding your email campaigns insights
  • How it works – Your customers' experience

  

  Choose your audience and email settings

  1. In your Marsello admin, go to Skills > Campaigns 

  

  2. Click Email

   

  3. Click Create campaign

  

  4. You can change your template or choose to start from scratch

  

  Learn more about our email template library

  5. Choose your campaign's audience. Select to send to your entire customer database, or specific customer segment(s).

  

  ⚠️ Important: Email campaigns will only be sent to customers who are subscribed to your email marketing channel, have a valid email address and accept your marketing. Learn more. 

  Customize your email settings 

  1.  Enter your subject line

  

  💡 Quick tip: Have a clear and concise subject line. Tell your customers why they are receiving the email and the value they'll get from opening it. This will encourage customers to open your emails and read what's inside.  

  Under Boost Your Campaign:

  • Select the checkbox to automatically resend your campaign to customers who haven't opened the campaign after 48 hours

  

  • Enter a NEW subject line to re-capture your customers' attention

  

   2. Check your Sender Name 

  

  💡 Quick tip: It's important to let your customers know it's you. Include your store's name as your Sender name to help promote customer trust. 

  3. Check your Sender Email Address

  

  * Set up your custom domain in order to receive your customers' replies.

  4. Enter your Campaign name

  

  This campaign name is internal only and is to help you identify your campaign in the Campaigns dashboard.

  5. Click Next Step to design your email template.  

  

  Customize your email template

  Start with a pre-built email template that already includes your branding; logo and social media links. Then, easily customize your email template by simple drag-and-drop content blocks, styling and more! No digital design knowledge required.  
  📝 Note: If your store logo isn't displayed on your email template, you'll need to update your email brand settings. This will automatically populate your logo and social media links on all your marketing email templates.  

  1. Choose content block to drag-and-drop into your email template

  

  Simple content blocks include:

  • Columns block
  • Button block 
  • Divider block
  • Heading Block – Personalize your email content and include merge tag such as first name, loyalty points, VIP tier and unique referral program link.
  • Text block – Personalize your email content and include merge tag such as first name, loyalty points, VIP tier and unique referral program link. 
  • Image block – Add campaign images or product images to your email content. You can also add effects to your images, e.g. text overlay from the block settings. 

  Advanced content blocks include:

  • HTML Block – use HTML code to build your email from scratch
  • Menu Block – add in your store's menu links for easy shopping with minimal clicks required
  • Store Logo block – Auto add your store's logo from your email settings 
  • Social Icons – Auto add your store's social media links from your email settings
  • Product block – Showcase a specific product from your store to your email content
  • Video block – Add a video URL to embed a hosted video in your email content 
  • Discount block – Add a discount to your campaign to incentivize customers to shop again. This will automatically create discount codes in your store's connections (eCommerce and/or POS) that your customers can use either online or in-store. Please note: Discount codes are unique and can only be used once.  
  • Shop Now (eCommerce only) – Link your customers' directly to the home page of your online store
  • Product recommendations block – Increase order value with recommended products for each customer based on their previous purchases and other customers just like them
  • Timer Block – Create a sense of urgency by adding a countdown to an important date like a sale or amount of time left to redeem a discount

  2. Click Save

  3. Send a test email (optional). If you want to preview your email campaign before you send, simply:

  • Click Send Preview
  • Enter your email address 
  • Click Send Preview

  

  ⚠️ Important: Dynamic email content like discounts and product recommendations will not be displayed in test emails. Test emails are designed to preview the design and proof read the content. If you would like to test the full customer experience, you can follow these instructions.
  This will send a test of your email campaign to your email address.  
  7. Click Next Step
  This will automatically save your email campaign content ready to send to your customers. 

  

  Review & send (or schedule) your email campaign

  1. Review your subject line, Sender name, customers and segments settings

  

  2. Review your email campaign
  Under Preview, Check your email campaign content and look carefully for typos before sending. 

  3. Choose when to send your email campaign

  • Send now – This will queue your email campaign to send right away. 
  • Schedule for later – Choose the date and time that you'd like to send your email campaign. 

  

  4. Click Send Now (or Schedule Campaign)

  This will set-up your email campaign to send at your desired time and date.

  

  Understanding your Email Campaigns Insights

  Marsello Insights dashboards helps you track the performance of your marketing over time! These new insights display the revenue generated from your Marsello marketing, whilst also giving an overview of how your email campaigns are performing.

  Learn more about your Email Campaigns Insights

  

  How it works – Your customers' experience

  When the customer receives the email campaign, they'll be able to open it and engage with your content, such as:  

  • Text block merge tags – This will populate the content specific to the customer e.g. First name = Karen, Points balance = 156, VIP Tier = Gold Star
  • Shop now block – This will lead the customer to the home page of your online store
  • Discount block – The customer will see a Claim Code button which they can click to claim their unique discount code to use on their next purchase. 
  • Product recommendations block – The customer will see unique products based on their purchase history and customers just like them.   

  

  If the customer decides they no longer want to receive email campaigns from your store, they can click the unsubscribe text link at the bottom of your email. They can then choose the types of emails they would like to unsubscribe from. This will then automatically update their Marsello customer profile and remove email as an available channel to contact the customer on. 

• Send emails from your custom email domain
   

  Improve your email deliverability by sending from your own custom email domain. Set Up Custom Domain Authentication: DKIM and SPF.

   

  Internet Service Providers (ISPs), like Google, Yahoo, and Microsoft, use DKIM and SPF authentication as a way to scan incoming emails for spam or spoofed addresses. Emails that fail authentication are more likely to arrive in a spam or junk folder.

  To help ensure your emails reach your customers' inboxes, you can set up custom DKIM authentication for your domain, and add Marsello to your SPF record.

  

  Before you get started

  Here are some things to know before you begin this process: 

  • Custom domain authentication is optional for Marsello retailers
  • To set up authentication, you need to change some account settings with your DNS provider. If you don't know who your DNS provider is, reach out to your hosting service.
  • If you don't have a custom email domain yet, here are some useful resources on how to do this:
    > How to buy a domain name
    > Buying a domain through Shopify

  

  In this article:

  • Verify your custom email domain in Marsello 
  • Authenticate your custom email domain in your Domain Provider
  • How it works – Your customers' experience

  

  Verify your custom email domain in Marsello

  If you have a custom email domain, you can verify your email domain in Marsello.  

  1. In your Marsello admin, navigate to: https://dashboard.marsello.com/manage/settings/SenderDomains

  2. Click Verify A Domain.

  

  3. Under 'Email Address', enter an email address that contains the custom email domain that you want to verify.

  

  You will then be sent an email with a unique verification code.
  
  4. In your email inbox, open your email with the subject line "Verify Your Domain Before Sending".

  

  5. Click Verify Domain Access to automatically verify your email domain or copy the unique verification code from your email.  

  

  If you click through the call-to-action button your custom domain will automatically be verified. Please skip ahead to the next section.
  
  If you copied the unique verification code, please continue following the steps below.

  6. In your Marsello admin, under Domains, your email domain will be listed as Pending. Click Enter Code.

  

  7. Enter your unique verification code.

  

  8. Click Verify Code.

  Your email domain will then be verified in Marsello. 

  

  Authenticate your email domain in your Domain Provider

  To improve your email deliverability rates, authenticate your domain. This will allow you to send your Campaigns, Automations, and Loyalty Notification emails from your own domain. 

  1. Next to your verified domain, click Authenticate. 

  

  2. Enter the name of your domain provider.

  

  3. Select the preferred authentication type of your domain provider:

  • CNAME (most common)
  • MX

  

  📝 Note: If you are unsure of what your domain provider requires, please see the help articles below, or contact their customer support team.

  3. Click Authenticate.

  

  The details that you need to add to your Domain Provider as new records will now display like this: 

  

  Your Domain Provider will then ask for these details to create new DNS records. Each of these rows needs to be added as a new record. 

  • Type: CNAME
  • Host: em8285
  • Data: u8056962.wl213.sendgrid.net

  4. In your Domain Provider, edit your DNS Records.
  
  📝 Note: This step confirms that you are allowing Marsello to send emails from your domain on your behalf.
  
  Here are some instructions for editing DNS records with popular domain providers. If your service isn't listed here, log in to your provider's site and search their help articles, or contact their customer support team.

  • Amazon Web Services: Configuring DNS, Resource Record Types
  • Dreamhost: DNS Overview
  • GoDaddy: Add a CNAME Record
  • Google Domains: DNS Basics
  • Xneelo: Manage DNS records 
  • Hostgator: Manage DNS records
  • Hover: Edit DNS Record
  • Namecheap: SPF & DKIM
  • Shopify: View or edit the DNS settings for a domain
  • Squarespace: Advanced DNS Settings

  5. In your Domain Provider, add/edit your SPF Record.
  
  📝 Note: This process confirms to Marsello's email service provider (SendGrid) can send the email on your behalf.  

  • If you have an SPF record set for your root domain (i.e. yourdomain.com), you must add include:sendgrid.net before all the mechanisms of this record. If you do not have an SPF record for your domain you must create a TXT record with the value:

  v=spf1 include:sendgrid.net ~all

  ⚠️ Important: Do not create more than one SPF record for a given domain.
  If you need more than one SPF record, you will want to merge the additional SPF records into a single SPF record.

  • If you already have an SPF record for your domain. You would just need to add our lookup at the end of the string, before the ~all mechanism, like so:

  v=spf1 a mx include:_spf.google.com include:spf.protection.outlook.com include:sendgrid.net ~all

  
  📖 Keep reading: SPF and sender authentication for SendGrid
  
  6. In Marsello, once you have edited your DNS & SPF records:

  • Select the "I have installed the following records with my domain provider" and click Confirm.

  

  Your domain is being authenticated. This can take up to 48 hours for the records to update.

  

  Once the authenticated process is complete. Your Campaigns, Automations, and Loyalty Notification emails will now be sent from your own email domain. 

  

  

  How it works – Your customers' experience 

  Your customers will now receive emails from your custom email domain. In their inbox, they will still see your Sender's Name.

  

  Within the email, they will be able to see that it was sent from your custom email domain. 

  
• Removing a customer from my Marsello database
  You can manage your database size by choosing to remove an individual or group of customers. This will permanently remove these customers from your Marsello database and they will not be re-added to your program when making their next purchase.

  📝  Note: If you want to exclude a group of customers (e.g. staff or suppliers) from your loyalty program, but still have them as part of your marketing list, you can use customer blacklisting. 

  In this article:

  • How to remove an individual customer from Marsello
  • How to remove a group of customers from Marsello using their email address
  • How to remove a group of customers from Marsello using their Export Id

  

  How to remove an individual customer from Marsello

  1. In your Marsello admin, go to Customers > All Customers
  2. Search for the customer by name or email address
  
  

  3. Select the customer by clicking on their Name

  

  4. Under their customer profile, click the Actions button, a dropdown menu will appear. Then, select Remove Customer.

  

  ⚠️ Important: Please double-check you have selected the correct customer before proceeding.
  5. Click Yes, remove customer to confirm that you want to remove the customer. 

  

  The customer will no longer be part of your loyalty program or receive your marketing.

  ⚠️  Important: If you are on the Marsello Pro plan, this will also remove them from your Marsello Subscription and will not be added back into your Marsello database the next time they shop. 

  

  How to bulk remove customers from Marsello with an email address

  1. In your Marsello admin, go to Customers > All Customers 
  2. From the Update Customer List drop-down menu select bulk remove customers by email 

  

  3. 4. In the pop-up enter the customers' email addresses that you would like to remove from your Marsello database. Then, click Remove Customers.

  

  📝 Note: You need to enter one email address on each line without any spaces.
  4. Please double-check the email addresses that you've entered and then click Remove customers
  5. Click Yes, remove customers to confirm that you want to remove the group of customers.

  

  The group of customers will no longer be part of your loyalty program or receive your marketing.
  ⚠️ Important: If you are on the Marsello Pro plan, this will also remove them from your Marsello Subscription and will not be added back into your Marsello database the next time they shop.

  

  How to bulk remove customers from Marsello using their Export Id

  📝 Note: Your customers' individual Export Ids are located in the CSV file that automatically downloads when you click the Export icon.

  

  1. In your Marsello admin, go to Customers > All Customers

  2. From the Update Customer List drop-down menu select bulk remove customers by ExportId 

  

  3. In the pop-up enter the customers' Export Ids that you would like to remove from your Marsello database

  

  📝 Note: You need to enter one Export Id per line without any spaces.
  4. Please double-check the export ID's that you've entered and then click Remove customers

  5. Click Yes, remove customers to confirm that you want to remove the group of customers.

   

  The group of customers will no longer be part of your loyalty program or receive your marketing.
  ⚠️ Important: If you are on the Marsello Pro plan, this will also remove them from your Marsello Subscription and will not be added back into your Marsello database the next time they shop.

• How to Connect Google Review Manager to Marsello

  Manage, generate and respond to Google Reviews and attract new customers through your Marsello app admin.

  In this Article:

  • Connect Your Google Reviews Manager
  • Managing Google Reviews
  • How it works - your customers' experience

  📝 Note: An approved Google My Business Account is required to use this feature.

  

  Connect Your Google Reviews Manager

  1. In your Marsello admin, click Google Reviews

  
  2. Select "Manage Program" to connect your ‘Google My Business Page’.
  📝Note: You will be asked to log in & approve the connection. Be sure to use the account the same account that you signed up to Google Business accounts with.

  

  3. ‘Map’ your POS & eCommerce sites in Marsello to the correct Google My Business Page by clicking on the drop down menu next to each location you would prefer to manage reviews.

  

  4. Enable your Google Review Manager by toggling the on/off button to on. Once enabled you will be able to edit and customize the preset Google Review Request flow.
  📝 Note: By default, the Google Review Request trigger is set to 'When an order is made'. This trigger is not customizable.
  💡 Tip: Beta results show including an SMS step in the automated Google Review Request flow results in more reviews. We recommend utilizing and maximizing your SMS marketing for Google Reviews. However, please note that SHAFT retailers will not be permitted to send SMS requests for Google Review. Please refer to this article on SMS compliance for more information.

  

  

  Managing Google Reviews

  In the Google Reviews section, you can see:

  • All reviews since connecting Marsello to their Google My Business Page
  • Review rating of all reviews collected since connecting to Marsello including a breakdown of # per star rating
  • Ability to filter reviews based on timeframe, order info, and review content

  When a customer leaves a review, it will automatically sync into your Marsello admin. Here you can:

  • Respond to the review, which will publish your comment to the Google Business page
  • Give loyalty points as a thank you
  • Message the customer personally via mailto: address
  • See the order details of the customer

  

  How it works - your customers' experience.

  1. When a customer makes an order, they will receive the Google Review Request Automation (once enabled).
  2. This automation has a CTA (call-to-action) button that will ask the customer to leave a review on the Google business site where they made their purchase. e.g. IF the customer made a purchase at the George Street Store, the CTA will lead them to the Google business page for the George Street store. 
  3. The customer will leave their Google Review - Including a star rating & have the option to leave an additional comment & photo.