Heartland Retail POS: Staff training: How do I add a new customer to my Heartland Retail POS customer database? 

How do I add a new customer to my Heartland Retail POS customer database?

Add new customers in Heartland Retail POS and capture their marketing opt-in so they sync to your Marsello database.

For Heartland Retail POS merchants

Register new customers in-store via your Heartland Retail POS sales screen. Ensure seamless point earning for every purchase made by your in-store customers and empower your staff to efficiently redeem customers' loyalty rewards or email discounts at checkout.

Before you start

• Ensure your POS sites are enabled under the Integrations page

Ensure your POS sites are enabled under the Integrations page

Add a new customer to your customer database

To add a new customer to your Marsello customer database, all you need to do is add the new 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, then click + Add customer

3. Add your new customer's details:

• First Name

• Last Name

• Email Address (required)*

• Mobile number

First Name

Last Name

Email Address (required)*

Mobile number

📝 Note:

• Only First Name, Last Name, and Email are required for adding customers to your Marsello database.

• Email address* is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce etc.

• Mobile number: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.

Only First Name, Last Name, and Email are required for adding customers to your Marsello database.

Email address* is the unique identifier that is used to match customer profiles with any other sales channels you have connected e.g. Shopify eCommerce, WooCommerce etc.

Mobile number: When collecting mobile numbers, please include the country code and avoid any additional formatting like spaces, brackets, or hyphens.

Capture customer's marketing opt-in preference

🏷️ SMS automations are unlocked with the SMS add-on.

🏷️ Email campaigns and automations for marketing are unlocked with the Marketing add-on.

When a new 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.

1. On the customer details page, below the email and SMS fields, you can manage the customer's marketing preferences using the checkboxes provided.

• If the customer agrees to receive marketing via email, select "Opt-in to email marketing."

• If they agree to receive marketing via SMS, select "Opt-in to SMS marketing."

• If the customer agrees to both, select both checkboxes.

If the customer agrees to receive marketing via email, select "Opt-in to email marketing."

If they agree to receive marketing via SMS, select "Opt-in to SMS marketing."

If the customer agrees to both, select both checkboxes.

📝 Note: If the staff member leaves this field blank, the customer will also be set to doesn't accept marketing.

2. Click Return to sale, the customer will then be added to the sale.
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3. Complete the sale. The customer will be automatically added to your Marsello customer database, including their details, accepts marketing preference, and sales data.

What's Next?

• How do I award loyalty points for in-store purchases using Heartland Retail POS?

• How do I redeem customer rewards during an in-store sale using Heartland Retail POS?

How do I award loyalty points for in-store purchases using Heartland Retail POS?

How do I redeem customer rewards during an in-store sale using Heartland Retail POS?

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