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How do I award loyalty points for Heartland Retail POS sales?

 

For Heartland Retail POS brands
This guide is specific to the Heartland Retail POS integration.

For Heartland Retail POS brands, customers earn loyalty points for in-store purchases when your staff add the customer to the sale. The points are awarded automatically when the sale is completed. Use the steps below to train your staff to award loyalty points at checkout.

December 12, 2025

To give customers loyalty points for their purchase, add the customer to the sale in Heartland Retail POS.

  1. Add the customer's products that they want to buy to the sale

  2. Click Add customer

  3. Add your customer to the sale by searching for them by name or email address

  4. Click the Customer's ID to add them to the current sale

📝 Note: If the customer isn't in your database yet, tap + Add a new customer to create their customer profile. See How do I add a new customer to my Heartland Retail POS customer database?

  1. Complete the sale.

When the sale is complete, the customer automatically receives their loyalty points. 

Your customers' experience

How new customers earn loyalty points

For Heartland Retail POS brands, when you complete the sale, a new customer is added to your loyalty program and Marsello customer database. They automatically earn loyalty points for their purchase. If you have the "Earned Points" email notification enabled, they also receive an email about the points they've earned, their updated loyalty points balance and the number of points required to reach their next reward.

If the new customer accepts marketing, they also become eligible to receive your upcoming marketing campaigns and automation, which gives them a better engagement experience.

How existing customers earn loyalty points

For Heartland Retail POS brands, when you complete the sale, existing customers automatically earn loyalty points. If you have the "Earned Points Email" feature turned on, they also automatically receive an email about the points they've earned for their recent purchase and the number of points required to reach their next reward.

Encouraging your staff to prompt customers to use their rewards at the point of sale creates a positive and delightful experience for customers, leaving them pleasantly surprised and fostering stronger customer loyalty.

Points earned email example

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