Lightspeed Advanced Marketing integrates a points-based loyalty program with SMS and email marketing to create tailored loyalty options for your customers. Lightspeed Advanced Marketing syncs seamlessly with Retail POS, allowing you to manage your customers and redeem rewards directly in Retail POS.

Setting up Lightspeed Advanced Marketing

You can connect Lightspeed Advanced Marketing during sign-up or after creating a Marsello account. Refer to the Lightspeed-specific instructions on the Marsello help center to set up using either option.

Transferring existing loyalty to Lightspeed Advanced Marketing

When you connect Lightspeed Advanced Loyalty to Retail POS it becomes active immediately. If you’re switching from Lightspeed Loyalty, you’ll need to turn off Loyalty (Setup > Loyalty > Disable loyalty) to prevent your customers from earning loyalty in both systems.

You can also transfer customers’ existing loyalty balance to Lightspeed Advanced Marketing.

Exporting and converting loyalty balances from Retail POS

1. In Retail POS, navigate to Customers > Customers.

2. Click Export list. A CSV file will download to your computer.

   

   You can only export 1000 customers at a time. If your customer database is very large, you may need to export in batches.

3. Open the CSV in your spreadsheet software.

4. Delete all columns except first_name, last_name, loyalty_balance, and email.

   Note: Lightspeed Advanced Marketing uses first name and email to identify customers. These fields must be filled out for customers to be able to earn rewards.

5. Rename the column headers to Firstname, Lastname, Points, and Email.
6. Depending on your earning rules in Lightspeed Advanced Marketing, you may have to convert loyalty balances from currency amounts to points. For example:
   1. If you have $10 = $1 Loyalty in Retail POS and your earning rule in Lightspeed Advanced Marketing is 1 point for every $1 spent, then you would multiply your customers’ loyalty balances by 10 to award them the corresponding amount of points.
7. Update the Points column for customers as required.
8. Save the file as a .csv file type.

Importing loyalty balances into Lightspeed Advanced Marketing

1. In Lightspeed Advanced Marketing, navigate to Customers > All customers.

2. Click the dropdown arrow beside Update customer list and select Import points.

   

3. Select the identifier and choose how you want the points to be added.

4. Click Upload CSV and drag and drop the file.

   

5. Select the header row and click Next.
6. Ensure the template fields and the columns in your files are mapped correctly and click Next.
7. Verify the data and remove or fix any invalid entries.

8. Click Submit.

   

The upload could take several hours if your customer list is large. If you exported your customer list as more than one CSV, repeat the steps to upload the remaining customers’ balances.

Understanding Lightspeed Advanced Marketing billing and support

Your subscription to Lightspeed Advanced Marketing is an add-on and will be billed alongside your Retail POS subscription in Retail POS. For all billing queries, please email billing@lightspeedhq.com.

You can view and manage your Lightspeed Advanced Marketing subscription in Retail POS by navigating to Setup > Billing > App subscriptions.

To learn more about setting up and managing Lightspeed Advanced Marketing campaigns, visit the Lightspeed Retail (X-Series) section on the Marsello help center.

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