For Lightspeed Retail (X-Series) POS
Formerly known as Vend POS
To build a successful customer list that you can send campaigns to, it's mandatory to get the customer's permission before they can receive marketing emails and/or SMS from your store. Permission is required by International Law (including GDPR, TCPA, TCIA, & CCPA) and our Terms of Use.
As mentioned in the SMS Marketing Compliance Introduction and GDPR Introduction, to collect SMS and Email Marketing opt-in from your customers, there will be some changes that you need to make to your staff training processes for how to sign-up new customers via Lightspeed Retail (X-Series) POS.
Before you get started
Important Information About Collecting Marketing Consent
To collect mobile numbers for SMS marketing in Marsello, staff must ask customers if they’d like to receive SMS and email marketing from your store (see details below).
Lightspeed Retail (X-Series) POS Consent:
The "Opt-In to Receive Marketing and Promotional Emails" setting in the customer profile applies to both email and SMS marketing. If a customer agrees to marketing and this setting is enabled, they are consenting to receive both.Age Restrictions:
Under the TCIA, marketing to individuals under 18 is prohibited. Based on your industry and local standards, you should discourage underage customers from creating accounts or subscribing.Opt-Out Requirements:
Always provide customers with a clear way to opt out. Marsello includes an "unsubscribe" link in all email templates and adds “Reply STOP to unsubscribe” to all SMS messages by default.
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 customers opt-in to marketing via Marsello Sign-Up Forms
Marsello's landing page form template comes with a text disclaimer that lets the customer know that by submitting the form, they are opting in to receive both transactional and promotional email 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.
How to collect marketing opt-ins in-store via Lightspeed Retail (X-Series) POS
⚠️ Important: To use Marsello on your Lightspeed Retail (X-Series) POS, please enable the required sites under the Integrations page.
As mentioned in the Marketing Compliance Introduction, consumers have to provide “express written consent” before they can receive marketing via email or SMS.
When a customer makes an in-store purchase, it's important that staff ask if they want to join their database and receive marketing via email and SMS.
⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.
The staff member can record the customer's accepts marketing preferences by following these steps:
1. Add the customer's items to the sale
2. Add your customer to the sale by searching for them by name, email address, or mobile number
3. Under Contact Information, next to Opt-In to Receive Marketing and Promotional Emails you can 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. Tap Save, the customer will then be added to the sale
5. Complete the sale
The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, and sales data.
🎉 Congratulations
You can now start collecting customers' consent to receive email and SMS marketing via Marsello and Lightspeed Retail (X-Series) POS.
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 merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.
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