Cin7 Omni: Capture customer email and SMS marketing consent at POS

How staff record a customer's email and SMS marketing consent at Cin7 Omni POS using the Accepts Marketing toggle in the Marsello Chrome extension, for new and existing customers.

Updated: September 29, 2026

Applies to: Cin7 Omni
This guide is specific to the Cin7 Omni POS integration.

Capture your customers' marketing opt-in preferences

When a new customer makes an in-store purchase, it’s important that staff ask whether they’d like to join your database and receive marketing via email and SMS. Permission is required by International Law (including GDPR, TCPA, TCIA & CCPA) and our Terms of Use.

Capturing marketing consent (opt-in) means:

If you already use Marketing or SMS add-ons → you can immediately send campaigns and automations to those opted-in customers.
If you don’t yet use Marketing or SMS add-ons → you’ll be building your list now, so when you decide to upgrade, you’ll have a database ready to go from day one.

⚠️ Important: Opt-in is required

Customers are not subscribed to marketing by default. Staff must ask each customer and record their answer with the Accepts Marketing toggle. One toggle covers both email and SMS.

Marsello stores this preference. It is not written back to the customer in Cin7 Omni.

Before you get started

Here are some key details to know about customer opt-in for marketing messages:

Collecting SMS & Email Subscribers

Staff record consent with the Accepts Marketing toggle in the Marsello Chrome extension. One toggle covers both email and SMS. If staff turn it on, the customer agrees to receive promotional messages through both channels.
Marsello stores the customer's marketing preference. It is not written back to the customer in Cin7 Omni.

Age Restrictions

The TCIA prohibits any unlawful or inappropriate promotions to individuals under 18 years of age.
Based on your industry and community standards, you must discourage underage visitors from creating accounts or subscribing to your marketing programs.

Opt-Out Options

Customers must always be able to opt out of marketing. Marsello provides this by default:
- Email: an unsubscribe link is included in every template.
- SMS: customers can reply STOP to unsubscribe.

Customers must always be able to opt out of marketing. Marsello provides this by default:

Email: an unsubscribe link is included in every template.
SMS: customers can reply STOP to unsubscribe.

Legal Compliance

Marketing laws vary by region. We recommend consulting a legal advisor familiar with GDPR, TCPA, and TCIA before collecting customer data or sending promotional messages.

Staff Training Requirements

As covered in the SMS Marketing Compliance Introduction and GDPR Introduction, your team will need updated training on how to correctly sign up new customers via Cin7 Omni while ensuring proper consent collection.

We also still encourage you to consult a legal advisor familiar with GDPR, TCPA and TCIA before gathering contacts or sending promotional emails or text messages.

How do customers opt in to marketing through Marsello sign-up forms?

Marsello has two different types of sign-up forms: pop-up and landing page. These form templates include a text disclaimer that informs the customer that by submitting the form, they are opting in to receive both transactional and promotional emails and SMS messages from your store.

Default text disclaimer:

*I agree to receive transactional and promotional emails and text messages (to the email address and phone number provided). Consent is not a condition to purchase. You can opt out or change your email and SMS preferences anytime.

⚠️ Important: If you are using another app for sign-up forms, you need to update your forms to also include such a disclaimer that informs the customer that by submitting the form, they are opting-in to receive both email and SMS marketing from your store.

📝 Note: Customers are always in control of their marketing preferences and can opt-out at any time. All promotional messages sent through Marsello include an unsubscribe link, allowing customers to opt out whenever they choose. Alternatively, customers can request to opt out in-store at checkout or manage their preferences online through the Marsello Customer Portal.

How do I capture customer marketing opt-in preferences in Cin7 Omni?

⚠️ Important: Ensure that the following installation has been completed:

Your POS sites are enabled under the Integrations page
You are using Google Chrome browser to access Cin7 Omni POS
You have installed the Marsello Chrome Extension on every desktop you use to access the Cin7 Omni POS in-store.
By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.

As outlined in the Marketing Compliance Introduction, customers must give express written consent before receiving marketing emails or SMS.

When processing an in-store purchase, staff should ask if the customer wants to join the store’s database and receive marketing via email and SMS. Staff can record the customer’s marketing preferences by following these steps:

For new customers

1. In the sale screen's Customer section, click New.

2. On the New Customer page, set the Accepts Marketing toggle (top of the page, next to Save & Enter to POS):

- On: the customer has agreed to receive email and SMS marketing.
- Off: the customer has not agreed. They will not receive marketing emails or SMS.

3. Click Save & Enter to POS. The customer is added to the sale.

If they don't accept marketing via email and SMS: Ensure the toggle is set to OFF.
The customer will not receive store emails or SMS marketing via Marsello

4. Add the products to the sale, then complete the sale. The customer's details, marketing preference and sale sync to Marsello.

For existing customers

1. Add the customer to the sale

2. Click the Check Rewards button

3. At the top of the customer's loyalty profile, you can use the Accepts Marketing toggle to indicate the customer's marketing preferences.

If they accept marketing via email and SMS: Set the toggle to ON
The customer will be able to receive store emails and SMS marketing via Marsello.

If they don't accept marketing via email and SMS: Ensure the toggle is set to OFF.
The customer will not receive store emails or SMS marketing via Marsello

4. Click Return to sale, the customer will then be added to the sale

5. Complete the sale. The customer will be automatically synced to your Marsello customer database, including their details, accepts marketing preference, and sales data.

What is the customer experience with marketing opt-ins?

In-store at POS

During checkout, staff will verbally confirm with the customer what their marketing preferences are. Staff will then update the customer’s account at checkout by selecting the marketing consent option on the POS screen.

The customer's details and marketing preference appear in Marsello within about 10 minutes. Marsello matches customers by email address, so always capture an email. For SMS, also capture a mobile number.

In Marsello's Customer portal

After creating a Cin7 Omni store account, customers can update their marketing preferences at any time through Marsello’s Customer Portal.

To opt in to email, SMS or both, toggle the corresponding switch under Promotional Messages to On.

To opt out of email, SMS, or both, toggle the corresponding switch to Off.

What's next?

As your subscriber list begins to grow, you can create marketing campaigns to help increase sales and further drive customer loyalty.

Marketing initiatives:

Disclaimer: The information provided here is intended to be educational and should not be construed as legal advice. Marsello encourages all of our users — and all brands – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.