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Loyalty Programs: What is the Return on Investment (ROI)?

Here's how to calculate the return on investment of your loyalty program. Calculate the expected ROI of your loyalty program, or your past ROI.

Francesca Nicasio

Content Strategy Manager

Every business owner understands it’s easier to retain an existing customer than to acquire a new one. That’s why many merchants use loyalty programs to incentivize customers to come back and spend more with them. When done right, loyalty rewards, discounts, special early access, etc. can help to drive incremental revenue and maximize your customer lifetime value (CLV).

All that being said, it’s important to remember that loyalty or reward programs are long-term undertakings. Yes, they’re super beneficial to your company, but to reap those advantages, you need to periodically evaluate your loyalty program performance. Some consider loyalty programs to be money pits — and they can be if you don’t keep track of your loyalty program ROI.

So, let’s back up a bit: return on investment (ROI) is a financial metric that evaluates how profitable an investment is. To calculate the ROI, you need to divide the net profit by the cost of the investment, and express it as a percentage. The greater the ROI, the more profitable the investment.

To get a handle on your loyalty program’s success, you need to measure its ROI. The results will help you decide if your loyalty strategy is working or not. If it’s working, you can continue what you’re doing and double-down on your initiatives. On the flip side, you can rejuvenate poorly performing loyalty programs by optimizing offers, running referral programs, or getting customer feedback.

Listen to this post instead:

 


 

How do I calculate ROI for my loyalty program?

As with any business initiative, the success of a loyalty program can be measured by its ROI. The formula to calculate it is pretty straightforward.

Return on Investment = (Total Revenue - Total Cost of Running the Loyalty Program) / Total Cost

download free loyalty program roi calculator

Loyalty program ROI calculation: A real-life example


Here's an example from a merchant we have been working closely with. I'm not going to share their name, but I can share their anonymized results so you can see how we assess the impact of their loyalty program.

Real life example (1)

Challenges in measuring loyalty program ROI

The formula for calculating your loyalty program ROI is simple enough to understand. However, there are a few challenges that can make it more difficult to accurately measure your ROI.

Attributing revenue to the right sources

One of the biggest challenges lies in capturing key metrics and pulling the necessary data from various sources — such as your marketing, sales, finance, tech teams, etc. You need to make sure that you’re attributing your revenue gains to the right sources.

For example, your regular customers are your most valuable ones, with or without a rewards program. How can you be sure their value is attributed to your loyalty program?

It can also be tricky to figure out if a purchase was triggered by loyalty program benefits or if it’s just a customer’s normal buying behavior. You need to have the right tracking mechanisms in place to be able to accurately calculate a loyalty program’s ROI. 

Some of the ways to do this include using robust loyalty apps (like Marsello), discount codes, coupons, etc. to track customer behavior that can only be attributed to loyalty programs.

With Marsello, you can track the metrics like change in repeat purchase rate and increase in turnover from loyalty members, as we've done above. This will get you a much more accurate picture of your return.

It takes time to see results

Not only will you need considerable time to gather the data required to calculate the ROI, but it may also take time for your points programs to show results. Customers must first be aware of such programs, engage with them, and rack up enough points on their loyalty cards. It may take months (or more) for your loyalty program to start paying off, so you won’t know your true ROI right away. 

💡 Pro tip: Rather than committing to a 3 month trial across all your sites, commit to one site for at least 1 year (expanding to other sites if you see results earlier). Starting with fewer sites but allowing for a longer time period will give you a much better indication of the impact of the program for your business.

Metrics to consider when measuring the impact of your loyalty programs

Beyond the ROI calculation above, there are many ways you can measure the impact of loyalty programs. You can look at how they affect your revenue, customer base growth, and engagement, among other things.  

You could choose to measure success purely based on financial returns or through KPIs such as engagement rate, brand awareness, etc. Here are some of the data points you may need to track.

  • Transaction volume
  • Average order value
  • Total revenue
  • Cost of loyalty program memberships
  • Marketing cost
  • Purchase frequency of members and non-members

The key is to track these over time. Remember, it takes time to build loyalty, so running a successful rewards program is a marathon, not a sprint. 

And before you calculate the ROI of your loyalty program, make sure you’re clear about your business objectives. What are your specific goals? Do you want to increase revenue by a certain percentage? Reduce your marketing expenditure while boosting sales? Grow your repeat customer base?

This will be essential for setting targets for your loyalty program and understanding its impact on your bottom line.

download free loyalty program roi calculator

Direct ROI of loyalty programs

Direct loyalty program ROI can come in several forms, including:

Increased sales and revenue from repeat purchases

A loyalty program can significantly contribute to a business' goal of increasing revenue and profit. According to a 2023 report by Gitnux, the likelihood of selling to a new customer is less than 20%. Conversely, this probability rises to nearly 70% for an existing customer.

By enhancing customer satisfaction, fostering brand loyalty, attracting new customers, and gathering important customer data, your loyalty program can lead to tangible financial gains. You can also make informed decisions about product development and marketing strategies, further amplifying revenue.

Ultimately, loyalty programs serve as strategic tools for driving sales, revenue growth, and long-term profitability in any business endeavor.

Just ask Scotty’s Makeup & Beauty, which was looking for an email marketing solutions provider when it came across Marsello. Very quickly, the business realized the full potential of Marsello’s tools and decided to also set up loyalty programs. This resulted in Scotty’s Makeup & Beauty unlocking new audiences, increasing its customer engagement, and doubling its revenue.

scottys-makeup-and-beauty-discount

Reduced marketing costs through targeted promotions

Acquiring new customers through marketing efforts and sales outreach can be resource-intensive, consuming both time and funds. Customer acquisition costs pile up especially when leads opt for competitors.

Since loyalty programs help drive sales from existing customers, they enable your brand to mitigate the expenses linked with customer acquisition.You spend less to drive sales, which leads to a higher bottom line.

Indirect ROI of loyalty programs

Now that we’ve covered the direct ways to measure ROI, here’s a look at the indirect metrics that you may want to track.

Improved customer retention

When customers feel valued and content, they are more inclined to remain loyal and make repeat purchases. Implementing a loyalty program can significantly contribute to this effect.

For instance, imagine being a long-term participant in a supermarket’s loyalty program, accumulating rewards for discounts or free items. Such incentives foster loyalty, encouraging folks to continue supporting your brand despite alternative options.

Enhanced brand loyalty and customer satisfaction

Loyalty programs enhance customer appreciation by rewarding purchases with discounts or complimentary items, fostering a sense of value. Tailoring rewards based on individual preferences demonstrates care and enhances the shopping experience.

This helps to elevate customer satisfaction levels. Satisfied customers are more likely to return, which just goes to show the role of customer loyalty programs in enhancing overall satisfaction and fostering repeat business.

Positive word-of-mouth and referrals

Referral marketing, aka word-of-mouth marketing is a highly effective and sought-after strategy for customer acquisition. Recommendations from friends and family, along with good reviews on social media carry more weight than brand messages.

This is one of the most significant gains from loyalty programs — devoted customers become brand advocates, sharing their positive experiences and benefits received from your business. Through their advocacy, your company can gain new customers organically, without incurring any additional costs.

Data collection and insights for better business decisions

Understanding customers is crucial for business success. Rewards programs offer valuable insights into loyal customers, including their personal details and preferences. This enables businesses to enhance customer experiences and satisfaction by tailoring their services to meet individual preferences.

Bonus points if your loyalty program works across multiple channels. Going omnichannel with your loyalty efforts means you can collect data from all customer touchpoints, while providing a seamless experience no matter where or how they’re shopping.

Fashion label ALPHA60 was looking to improve its customer-first marketing efforts by providing all its customers with the same great experience. ALPHA60 brought in in-store and online sales data into Klaviyo, allowing the brand to display points balances, segment customers, and send personalized emails, no matter how customers shop.

Alpha60 earn options

By using Marsello for loyalty and marketing, ALPHA60 was able to attain a repeat purchase rate of 70%, wildly surpassing what is considered to be a good repeat purchase rate in the industry (between 20% and 40%).

Tools to track your metrics

Loyalty program solutions like Marsello give you a whole host of tools required to track metrics related to loyalty programs. 

The platform's built in marketing analytics capabilities can shed light on which channels and strategies yield the best results. Plus, you can track your loyalty program performance overtime, so you can improve both in the short- and long-term. 

Final words

Loyalty programs can offer substantial returns on investment for your business. The right program can enhance customer satisfaction, drive repeat purchases, and boost retention rates. It also provides valuable data and insights for informed decision-making and optimized marketing strategies. 

That’s why it’s so important to invest in the right solution AND track your return on that investment. Measuring your loyalty program ROI helps you improve, so you can continue to delight customers and keep them coming back.

Need help doing just that? Check out our ROI Calculator to see how your loyalty programs are performing or talk to an expert to discuss opportunities for revenue growth.

Frame 6 (4)download free loyalty program roi calculator


 

Get advice from a loyalty expert and start driving repeat sales.

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Read more: 7 Steps To Building A Profitable Loyalty & Rewards Program

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    How to create customized automated campaigns to drive sales

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    Custom automations are perfect for requesting reviews, offering a post-purchase service or a timely cross-sell. Read more to learn how to use this feature.

    Retailer using Custom Automations to trigger an automated email to all their customers in 2 days time.

     

    Custom Automations are here! Now, you can easily design and enable your own custom email and SMS automations, giving you full flexibility with your automated marketing campaigns. By pairing this new feature with Marsello’s other tools, such as RFM Segmentation and your loyalty program, you’ll be able to create the perfect email flow or SMS Campaign that stands out and sees results.

    With Custom Automations, the options are endless. Automate campaigns that send to specific customer segments or trigger when a customer makes a purchase. Automated flows are perfect for requesting reviews, creating a referral email series, offering a post-purchase follow-up service or a timely cross-sell, just to name a few ideas.

    Let’s check out an example of a retailer who’s seen success using Custom Automations. 

     

    Home Goods Hardware encourages window shoppers to complete a purchase

    Window Shoppers can be notoriously tricky to convert to loyal customers. This hasn’t dissuaded Home Goods Hardware, though. The beautifully branded homewares store, based out of Australia, was one of the first to create a Custom Automation and we love their ingenuity.

     

    Email that welcomes customers by saying, “Thanks for joining the family” and offers them a 15% off discount on their first purchase.”

     

    The campaign features just one simple email that welcomes customers within the Window Shoppers (those who’ve created an account with the store but not completed a purchase) segment and encourages them to make a purchase with a 15% off discount code. With a 49% open rate and 7.5x ROI, Home Goods Hardware are reaping the rewards of automated marketing and we love that they’re doing so by targeting smaller customer groups. There are only 512 customers within their segment and with a 4.2% conversion rate, they’re really making the most of a potentially forgotten customer group.

     

    Read more about Home Goods Hardware’s success with Custom Automations.

     

    To create a similar style of Welcome Newsletter to Home Goods Hardware, try customizing and enabling the “Welcome Newsletter Sign-ups” template found at the bottom of your Automations admin. This easy-to-use template is set up to target customers who’ve only just signed up (1 hour after they’ve created an account), and encourages them to make a purchase by offering a 10% discount. Customers then exit the flow when they have made an order or the flow ends. 

    Let’s take a look at how you could use Custom Automations.

     

    Integrating customized automations into your marketing

    First thing’s first, the Custom Automations feature isn’t restricted to email campaigns! With the incredible open rates of SMS marketing (as much as 5x that of email marketing), they’re a powerful tool to add to your marketing campaigns. 

    This isn’t to say that email marketing is anything to be sniffed at! With a drag-and-drop email builder, customizing your emails to showcase your brand and products is as easy as selecting what content you’d like to include. 

    As we mentioned, Custom Automations are perfect for asking customers to leave reviews, incentivizing referrals, following up with customers after they’ve shopped, welcoming customers who’ve shopped recently, and more. Let’s break down some of these ideas

    • Requesting Reviews – The ins-and-outs of requesting reviews and customer referrals are quite similar when it comes to defining an audience; you’ll want to target customers who are loyal and have shopped recently. Add a delay to your automation that targets customers 5-7 days after their purchase, giving them time to receive the product (if bought online) and use it. Make sure to be clear where you would like them to leave a review too! If you use social media most often, add your Social Icons with the email drag-and-drop builder. 

    • Incentivizing Referrals – Much the same as requesting reviews, target loyal customers! Try setting up your automation to target customers who have shopped recently (last 5-7 days), and shopped more than three times. Remind them that this is an easy way to earn loyalty points and that their friend will also receive a gift too (ensure you’ve enabled your referral program within your Loyalty Program settings).

    • Post-purchase Follow-ups – If you’ve got a product that needs to be replaced regularly (subscription-based beauty products would be one example), you could create an automation flow that reminds customers to refill their order after three or so months. 

    • Welcoming Customers – Welcome new customers who’ve not yet made a purchase. Similar to Home Goods Hardware’s campaign, you could target customers who have signed up within the last day but not yet made a purchase, Each message within your flow could incrementally offer your customers a slightly higher discount, encouraging them to make a purchase. Alternatively, you could simply customize and enable the Welcome Newsletter Sign-ups automation which is found within the Automations tab of your Marsello admin.

    Let’s delve into the actual set-up of automated flows to help you understand these ideas a little better.

     

    Setting up your Custom Automations

    You’ll find Custom Automations under the ‘Automation’ section of ‘Marketing’ within your Marsello admin. Once you’ve elected to create a Custom Automation, you’ll have a range of options that that help you set up your automation flow.

     

    The creation of an Automated Campaign which requires the selection of Email, SMS, Points or Time Delay.
     
    1. Name your automation. While your customers won’t see this, it will help you to find the automation within your admin and adjust or track its results.

    2. Choose your trigger. Depending on what trigger you select, this will dictate how your customers enter the automation’s funnel. This essentially means that your customers must complete a specific action to receive your automation. Your trigger options include:

      • When an order is completed – When a customer makes a purchase, they will enter the funnel for your automation.

      • When a customer enters a segment – When a customer has been added to the segment because they have met the segment conditions. This is where your Custom Segments come in useful and allow you a lot of flexibility with marketing to specific customer groups.

      • When a customer signs up – When a customer has signed up via the POS, eCommerce, or an email collection features. 

    3. Choose your audience. Select which Customer Segment(s) you want to target with your automated campaign. Not only can you opt to use the pre-existing RFM segments found in Marsello, but you can also create your own segments. For example, if you wanted to create a campaign to say, “thank you for your first purchase” that’s specific to just your online customers, you could create a segment that specifically excludes customers who shop in-store. The beauty of custom segments is that you can really drill down into specific sets of customers and create targeted marketing that not only sees results but really engages those customers and helps to foster their loyalty to your brand.

    4. Choose your ‘exit conditions’. These are the conditions which specify when a customer will leave the flow. There are two options, which include: 

      • ‘When a customer makes an order or completes the automation flow’ – This is the default setting and ensures that the customer will leave the flow when they complete a purchase, or (if they do not complete a purchase) they will receive the entire automation flow. This condition is best used when the goal of your campaign is to incentivize customers to make another purchase.

      • ‘When a customer completes the automation flow’ – Automations with this exit condition will deliver all messages within the flow to the customers, regardless of if they make a purchase or not. This condition is best used when the goal of your campaign is to build a relationship with your customers, encourage loyalty or provide education.

    The options don’t end there when it comes to customizing your Custom Automation. Let’s take a look at the finer details of setting up your automation flow.

     

    How to customize your automated flow

    As we mentioned, with Custom Automations, you aren’t just restricted to email marketing. Why not follow up an email with an SMS to really make use of those powerful open rates? Perhaps a time delay could help improve your open rates by positioning your messaging at a better time for all customers? 

    For clear instructions on how to add-to and customize your automation flow, we’ve created an in-depth help article.

     

    In-app window showing that retailers must set their custom automation settings.

     

    This part of the customization process will allow you to add time delays, emails and/or SMS to your automation flow, as well as making it simple for you to award loyalty points. Details of each of these additions are as follows:

    • Time Delays – Adding time delays to your flow will enforce a delay between the end of the previous step (usually when the first message is delivered), and the next is due to send. It’s best to ensure a decent delay time to give your customers time to view your first message; we recommend around 48 hours.

    • Emails   Add an email as a step in your flow. It’s common to add a time delay before adding a new email to your flow. Once it’s added, customize your email to suit your messaging, branding and goal.   

    • SMS – Add an SMS as a step in your flow. As with email, it’s common to add a time delay before adding an SMS to your flow. Remember, SMS customization is more restricted than email and there are some content requirements that you’ll need to ensure you take note of. Check out the Custom Automation help centre article to help you craft an undeniable SMS addition to your campaign

    • Loyalty Points – Adding loyalty points as a step will automatically add a specified amount of points to your customers’ accounts. Simply input the number of points you’d like to award and select how you would like to let your customers know that they’ve accumulated points. 

    Let’s check out an example of a retailer who’s seen success using Custom Automations.

     

    Final words:

    Looking forward to creating your first Custom Automation? Check out our Custom Automation help centre article to help you create powerful automation flows that your customers will love.

    We’d love to see what Custom Automations you come up with – if you have an automation flow that you’re proud of, feel free to let us know by contacting us in our website chat window. 

    This feature is now available for all MarselloPro users. Not a MarselloPro user? Upgrade or sign up today to access Custom Automations and many more exciting features.

     

    Create Custom Automation

    How Points Campaigns Can Help You Increase Customer Loyalty

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    Learn how to encourage your customers to shop by sending a points promotion campaign that offers extra points for purchases during a set timeframe.
     

    Points Campaigns are the perfect tool to have up your sleeve to help drive sales on those quieter days or celebrate a special event (like a holiday).

    With Points Campaigns, you will not only have the ability to run campaigns that offer extra-points-per-purchase (set over specific timeframes) – you’ll also easily be able to market these promotions to loyalty program members and track the success of your campaign with real-time reporting. Your customers will be compelled to not only shop at your store, but they will also be tempted to spend more, especially with extra bonuses like the ability to add minimum spend requirements. 

    Let’s take a closer look.

    How points campaigns work alongside promotional campaigns in Marsello


    The Points Campaigns feature will give you the ability to run Points Multiplier or ‘Fixed-points Amount’ campaigns during set timeframes. This new campaign type is found under the Campaigns dashboard in your Marsello admin.

    And the options are endless! 

    Double points promotions are a common go-to (as you’ll see in the following email examples), however they’re not the only option! Points Campaigns are a powerful tool for encouraging a positive change in shopping behavior. We’ve put together just a few examples:

      1. Why not encourage customers back to your brick-and-mortar store with in-store only points promotions (when you can re-open your store if you were forced to close as a result of COVID-19, or if you’re finding traffic slow). With the new Points Campaigns feature, advanced options will allow you to decide which of your sites a customer must shop at to earn bonus points.

      2. Do you find your store has a midweek quiet patch? Offer bonus points that delight your customers and incentivize them to shop on those quiet days e.g. offer shoppers an extra 50 points exclusively on Tuesdays. This is called a ‘Fixed Points Amount’ campaign.

      3. Do you celebrate your store’s birthday? Why not promote the event with a points promotion and campaign that encourages your customers to celebrate with you and receive bonus points for a limited time. Encourage your customers to spend more by setting a minimum spend amount per order.

      4. Are you just about to launch a loyalty program? Add even more excitement and incentive for your customers to join by offering bonus points for your loyalty program’s first month! Simply specify the start and end dates of your campaign.

    One powerful way to promote your points campaign is through Email and SMS. It’s important to note that these should be scheduled to coincide with the timing of your Points Campaign.

    Read more: 7 Steps To Building A Profitable Loyalty & Rewards Program

    Merchants using points campaigns to drive customer engagement


    Let’s take a look at how some merchants are using points promotion campaigns to attract customers and encourage purchases. 

    Urban Outfitters Offers Double Points

    Urban Outfitters recently made the effort to delight and excite their loyalty program members! The multi-national, powerhouse brand offered double points for all online purchases of homewares for a limited time, helping them to capture customers at a time when many can’t access brick-and-mortar stores (no thanks to Covid-19) and online sales have seen a remarkable increase. 

    In an eye-catching GIF email, Urban Outfitters offer double points on homewares for all loyalty members who shop online.

     

    Urban Outfitters cleverly teamed their promotion with an email campaign that features stand-out design decisions like GIFs and high-quality images. By not specifying exactly when the offer ends, UO also cleverly creates a sense of urgency that the deal won’t last long and that customers should shop soon. Notice that they keep the images simple with minimal text and the focus being on the essential details and then product examples that encourage the customer to shop. Campaigns like this really stand out and help to see high conversion rates and quick returns on investment.

    It’s all about timing too! And we don’t just mean when the emails are sent and received. Urban Outfitters are cleverly offering this deal on homewares at a time when customers are spending a lot of time at home and likely to be intrigued by a refresh of their home decor.

     

    One Love Organics Shares All The Details

    One Love Organics like to keep things simple when it comes to design. Their branding and visuals are always fresh and inviting with stylish design choices and color palettes that pop when paired together. ONO’s recent points promotion campaign was no different.

    One Love Organics uses email marketing to promote a double points campaign that they’re offering for a limited time. They’ve included beautifully brand-complimentary images (green leaves) and text (bold pink).


    They not only encourage their loyal customers to shop with them by offering an undeniable double points promotion to their Love Club loyalty program members, but they also provide the exact time that the deal will end. They then go the extra mile by adding (in a complimentary banner above the core content) that customers who spend more than $49 will receive free shipping!! It’s incentives like these that customers just can’t turn down, and One Love Organics are nailing it!

     

    Final words


    Looking forward to promoting your loyalty program by sending your first Points Campaign? Learn all you need to know from our help center article on creating a points campaign and make sure to check out the pre-built ‘Double Points’ email campaign template.

    We’d love to see what campaign designs you come up with – if you have a Points Campaign that you’re proud of, feel free to let us know in the comments below. 

    To learn how to make the most out of your loyalty marketing, check out The Loyalty Marketing Guide: 8 Strategies for Gaining Customers for Life.

     

    Create points campaignGET MARSELLO

    Boost Your Campaigns and Help Your Retail Marketing Stand Out

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    Re-engage customers who haven’t opened your email campaigns by resending your email with a refreshed subject line. Introducing, Boost Email Campaigns!
    Marsello’s feature, Boost Email Campaigns, allows retailers to resend an email campaign 48 hours after it was originally sent. With a new subject line and a time delay, customers who didn’t open the first email are sure to open the second.

     

    On average, email marketing has the highest ROI of any marketing technique, but with so many emails landing in customers’ inboxes, it can sometimes be tricky to get noticed. Why not give your campaigns a little boost by resending emails with a different subject line to everyone who didn’t open it the first time around?

    Our data shows that boosting a campaign can increase open rates by as much as 30%! With the new Boost Email Campaigns feature, you can easily resend One-off Email Campaigns with a new subject line to capture the attention of customers who may not have noticed your first email. Invite them to shop with your store by boosting your campaigns and take the hard work out of promoting your email campaigns. Let’s dig a little deeper into the feature itself.

     

    Boost Campaigns With Marsello

    The Boost Email Campaigns sub-feature is an addition to the popular Email Campaigns feature that is simple to use no matter whether you’re boosting an already existing campaign or starting from scratch. 

    To boost your campaigns, you have two options:

     

    Option One – Set-up from scratch:

     

    An email boost set-up with the secondary subject line of "Limited Restock: The Darcie Halter Dress"

     

    The first step is to create a new email campaign from the Campaigns Admin. Once you have created the subject line for your new campaign, you will then find the added option to boost your campaign. From here, the process is easy! Select ‘Boost Campaign’ and create a new subject line for your new, boosted campaign; then, save your settings. This second email will only send to those customers who did not open the original email and it will be scheduled to send automatically after 48 hours.

     

    Option Two – After the first campaign is sent: 

     

    Up to 46 hours after a One-off Email Campaign has been sent, you can choose to boost the campaign and re-send it to customer who did not open it within the first 48 hours.

     

    So, you’ve decided to boost a one-off email campaign after you’ve already sent it. Using the Campaigns Admin, you will be able to boost your campaign, although this option is only available for 46 hours after the campaign was first sent. To boost your campaign, simply find the recent campaign you would like to boost in your Campaigns Admin and you will see a ‘Boost Campaign’ button alongside it. Simply select this button, add a subject line for your second campaign, and save your boosted campaign. 

     

    There are some points to note at this stage: 

    • After 46 hours, the ‘Boost Campaign’ button will automatically be greyed out and will no longer be available for that campaign. 

    • As with setting up your boosted campaigns from scratch, your second campaign will automatically copy the content of the original campaign but use the new subject line. 

    • The 48-hour send delay applies to the original campaign’s send date and time – this means that if you scheduled your first campaign to send on Monday at 12 PM, then boosted that campaign 45 hours later, your boosted email would then send on Wednesday at 12 PM. 

    No matter which way you decide to do so, once you have saved your boosted campaign, your email content will then automatically be duplicated for the second email but the new campaign will instead use the second subject line. 

    This new subject line is essential! It’ll differentiate your new email from your original and is crucial to helping your campaign stand out to your customers. Don’t be afraid to get creative but remember there are a few golden rules with email subject lines! Let’s cover the basics, just to be sure:

    1. Keep it simple. No more than 10 words and 60 characters (remember, emoji’s use multiple character spaces so keep them to a minimum) is a pretty standard industry recommendation. 

    2. Avoid special characters and limit your punctuation. Adding too much punctuation can make your emails look like spam. Refer to tip one.

    3. Use emojis sparingly. We touched on this but it’s actually really important. Depending on the operating system your customers use, they could see your emojis differently and this could have a real effect on the success of your campaign. Emojis should support your message, but not replace words or feature too heavily. 

    4. Keep it relevant. Your subject line should indicate why you’re getting in contact and what the customer can expect from your email. 

    5. Be creative. Help your campaigns to stand out with subject lines that are too good to miss! ‘Exclusive Online Sale – Today Only’ is much more informative than, for example, ‘Sale Now On’ and really invites your recipients to open your email and make a purchase before they miss out.

    Let’s break down our previous example from the above images, taken from The Little Atelier.

     

    The same email set-up with the secondary subject line of "Limited Restock: The Darcie Halter Dress"

     

    In their first campaign, the fashion-focused retailer lets their customers know that they’ve re-stocked an item. While their loyal customers would be the most likely to open the email, other customers are likely to be excited that a popular item has been restocked. The subject line is informative if a little simple. In the future, the store could choose to add a little more detail or even promote re-stocked items with a deal like an exclusive loyalty program Points Campaign where customers earn extra points for purchases over a set timeframe.

    In the boosted campaign, The Little Atelier uses a subject line that creates a little more urgency. While the item has been restocked, supply is limited. This implies that customers should get in quick to avoid missing out. One option to add a little more power to this boosted campaign could have been to add a phrase like ‘Don’t miss out.’ 

    Note that in both subject lines, the emojis are used sparingly and support the content of both the email and the subject itself. 

     

    Final Words

    Boosted campaigns are shown to have remarkable results – as we’ve mentioned. With a 30% increase in open rates alone, it’s no wonder why so many retailers have asked us for this feature. Combine those results with the already astounding power of email marketing and you’re using proven, long-lasting, tried and true tools of the trade to engage your audiences, while also ensuring that no customer is left behind.

    Looking forward to using the Boost Campaign feature? Learn all you need to know from our help center article on how to boost your email campaigns.

    We can’t wait to see what results you see too and we’d love to hear about your success. Let us know how your boosted email campaigns do in the comments section below!

     

    Boost CampaignGET MARSELLO

    Differentiating Your eCommerce Store From the Competition

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    Written by our friends at BigCommerce, read on to learn our 10 strategies for helping your online store stand out!

    eCommerce stores that stand out from the crowd have a few things in common and can be crucial sources of insight into how to differentiate your store from your competitors’. 

    Using your unique twist to build on what others have done can make a big impression on your customers. As Jack Ma, Executive Chairman of Alibaba, says, “You should learn from your competitor, but never copy.”

    The eCommerce industry is growing at a rapid rate, making it even more important for merchants to be creative and differentiate themselves from competitors. With approximately 1.8 million online retailers in the U.S. and 7.1 million worldwide, shoppers are shifting from in-store purchases to online buying. 

    In 2019, 14.1% of all retail sales worldwide were from eCommerce sites, and this is expected to grow to 22% by 2023. Differentiating yourself is crucial if you want to reach those customers — so let’s dive into some strategies for ensuring that you stand out against your competitors time and time again.

     

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    Make Each Shopping Experience Unique


    Providing a quality product and a smooth selling experience make for a great start, but that isn’t enough to make a lasting impression. Creating a unique and memorable shopping experience is what will make you stand out from the pack – by making a personal connection, for instance.

    Consider adding live chat to your online store for customers who have questions during the buying process, or take outreach a step further with video chats that facilitate technical support or help customers choose great accessories for their purchased items. 

    Cross-channel marketing is another way to make the customer experience unique. Tools such as shareable wish lists, social media promotions, and on-site product reviews help create a community of frequent customers that interact with each other and build enthusiasm for your brand.

     

    Understand Your Competitor’s Approach


    It’s important to study and understand what your competitors are doing to allow you to create a unique experience for your customers. Analyze your direct competition to figure out the similarities and differences between their approaches and yours and use that information to your advantage.

    Before you start researching your competitors, have a goal in mind for what you need to find out. You might be interested in comparing product offerings, website design, or pricing strategies. You might also want to understand how competitors use social media and where they advertise.

    Some information about your competitors can be gained simply by perusing their websites and signing up for any newsletters or text message promotions they offer. For more in-depth competitive research, use online SEO tools that track keyword usage, web traffic rankings, and backlinks.

     

    9 Ways to Differentiate Your eCommerce Store


    Differentiating your eCommerce store might seem overwhelming, but you can break the process down and tackle specific aspects of your site one at a time. Focus on methods that first highlight the strengths of your brand, then branch out to make your online store excel in these nine areas:

    1. Great customer service

    Product selection and pricing might be what gets customers to check out your eCommerce store, but stellar customer service is what keeps them coming back. Here are some ways to make your customer service the best in the business:

        • Make your policies crystal clear. From returns to shipping and fulfillment charges, let customers know what to expect upfront, which prevents any issues that might damage your reputation.

        • Offer multiple communication options. Some customers might prefer email or phone contact, while others might prefer online chat through on-site chatbots or social media. Keep someone on staff who can respond to these different forms of communication, so customers always feel like you’re listening to their concerns.

        • Ask for customer feedback, and listen to what customers tell you. Track online reviews about your business and be open to changes based on what consumers are saying about you.

    One element of customer service is personalized attention. When shopping in-store, customers may get that personal attention in person – but online, you can personalize your marketing so that it feels like it’s designed just for them. Marsello offers features that help eCommerce store owners implement the below strategies. 

        • Use SMS marketing tools to send exclusive coupons or offers for birthdays and anniversaries.

        • Create a loyalty program and offer exclusive sales for customers who join, making sure that your most loyal customers are always the first ones to know about new products or deals.

    Collect data about a customer, such as date of birth, when they register on for your loyalty program or site; this not only makes personalizing offers easier but also allows you to incentivize customers’ actions with rewards. Fashion retailer, T.C. Elli’s, has done a great job of incorporating data collection and a referral program into their Marsello-powered loyalty program, as shown in the example below.

     

    T.C. Elli's online loyalty widget with VIP tiers
     

    2. A unique brand

    Your brand is your calling card – it’s what makes your store memorable long after the sale is complete. Developing your unique brand can help you stand out in the crowded marketplace and lead to big rewards. Some things to think about when you build your brand:

        • Your brand’s voice: think of this as your brand’s personality. It should be consistent across all of your marketing materials and so distinct from your close competitors that, even without seeing the brand name, consumers recognize it as yours. Your brand voice might be edgy, playful, refined, or practical – just make sure it fits your target market and that it’s consistent.

        • Your brand’s value proposition: show consumers what they’ll get from your store, and your store alone. This should communicate your brand’s value and why you’re a better choice over the competition. Figure out what problem your store solves for customers and how you meet their needs in a way that others don’t.

        • Your brand’s story: a story gets customers emotionally invested in your brand. It may include the reasons you started your business or the progress you made over the years to become the company you are today. A captivating narrative helps customers feel like they know your brand well, which makes them more likely to choose you over a less familiar company.

    Singapore-based lingerie retailer, Our Bralette Club, offers an excellent example of a brand story that speaks directly to its target market and simultaneously offers outstanding customer service.

    Our Bralette Club's powerful store and motive on their online store gives customers insight into what motivates the team behind the brand.

    3. One-of-a-kind products with compelling product pages

    Offering unique products that aren’t available elsewhere gives customers a reason to shop from your eCommerce store instead of exploring another company. And how you present those products matters, too. Compelling product details and visuals help consumers come to a buying decision, giving them the confidence to finalize their purchase.

    Having one-of-a-kind products doesn’t necessarily mean inventing something completely new. In some cases, it might simply mean changing the look of a product to cater to your particular customer base. If everyone else is offering an accessory in standard black and white colors, consider adding a hot pink or patterned version to your product selection.

    Your product pages need a few essentials to meet customer expectations. Transparent pricing and details, such as size, color options, and materials, help consumers make an informed selection. To make your product pages more engaging, add descriptive copy that entices the customer and pictures that show the product in a variety of contexts.

    Include fun and personalization in your product pages. Witty copy or creative photos help sell products that aren’t particularly exciting on their own. Showing customization options with a range of features prove that you can meet your buyers’ individual needs. (Remember to use humor only if it’s appropriate for your audience, message, and brand.)

    Avoid bogging down your product pages with too much information. It should be easy for your site visitors to find the information they need. Creating a clear, consistent template across all of your product pages helps customers compare multiple items to make their selection.

    This product page from NaturallyCurly offers an example of clear product information (including ingredients, a description of what customers can expect, and details on how to use the product), a high-quality product image photo that accurately sets customer's expectations, and they even go the extra mile with the addition of customer reviews (take note of the rave review this customer has about NaturallyCurly’s customer service, helping customers to feel confident in the brand):

    Haircare specialists, NaturallyCurly's product listing for Curl Junkie Curls in a Bottle

    It’s worth mentioning that clear product descriptions, high-quality images, proper tagging and categorization of products, and add-ons like customer reviews also help with SEO and will improve the likelihood of acquiring new customers organically.

    4. Competitive price point

    Pricing can make or break a sale, but this doesn’t mean that you need to undercut everyone else to capture market share. If your prices are higher than the competition, showcase the reasons why. 

    This product page from évolis Australia dives into the specific details about this hair product to let customers know what it is that makes it stand out and why they should buy it instead of potentially similar products on the market. By drawing customers' attention to ingredients in the product and reinforcing that it was designed by industry professionals, shoppers will feel more confident that they're purchasing a product that will serve their needs as expected.

    Evolis' online product listing for Promote Activator

    5. Easy-to-navigate site

    Ease of navigation affects how long visitors stay on your page, and the longer a visitor lingers, the more likely they are to buy. Put navigation buttons in an easy-to-find place on every page so customers can quickly access your home page or their checkout cart.

    Watersports supplies store, Splash, has an easily navigable and visually enticing online store. Drop-down navigation menus at the top of each Splash page make it easy for customers to quickly access specific categories based on what specialized equipment they may be shopping for, and a link to the customer’s cart offers quick checkout capability.

    The Featured categories section is another way Splash reinforces its visual aesthetics and easy-to-use navigation. It works as a quick way to get shoppers where they need to go, in a much more visual-forward way than does the main navigation bar.

    Splash's featured categories on their online store

    Page load speed is another aspect of site design you need to consider. When your site takes too long to load, consumers are likely to go elsewhere to find what they need. Set up separate versions for computer users and mobile users to optimize loading and presentation.

    6. Streamlined checkout process

    With an overall cart abandonment rate of 55% to 80% for online merchants, developing a streamlined checkout process is one way to keep customers around until the sale is complete. Here are some ways to ensure that checkout goes as smoothly as possible:

        1. Create a clear, simple way for customers to add items to their cart. A button with the words “Add To Cart” should be displayed prominently on each product page.

        2. Include a button on each page that takes customers immediately to the payment page. A “Buy Now” or “Pay Now” button helps to encourage impulse purchases.

        3. Let customers quickly peruse what they already have in their carts. A drop-down visual enables them to check the contents in their cart without leaving the product page, making it easier for them to add new items. Also, show a summary of all items in the cart whenever a new item is added.

        4. Eliminate barriers to buying. Give customers a way to buy as a guest instead of having to register with your site to make a purchase, and offer multiple payment options to ensure buyers aren’t deterred by not having the right type of payment method.

    For a good example of a simplified checkout, look at the Heirloom Traditions Paint page below. The drop-down cart menu lets customers see everything in the cart without leaving the shopping page.

    Heirloom Tradition's online cart

    7. Run a referral program

    A good referral program can differentiate your eCommerce business by creating a relationship with customers that turns them into brand ambassadors. About 83% of people say they trust recommendations from friends or family members, making word of mouth a valuable way to introduce your unique brand to new customers.

    To create a referral program that stands out from eCommerce competitors, meet your customers where they are. That might mean rewarding customers for referrals on social media or embedding the referral program details on your main page to make sure site visitors know about it. You can integrate your referral program into an overall reward program, as wellness and beauty brand, Switch2Pure, does in the example below:

    Switch 2 Pure's loyalty program.

    Another way to create an attention-getting referral program is to offer a bonus that’s more than just a small discount. Consumers are used to seeing referral programs that provide 10% to 25% off for each referral, but a program that gives them a free item or exclusive access to specific products will make them eager to refer someone to your store.

    8. Implement a cohesive content strategy

    Making your content strategy cohesive and consistent helps establish your identity in a crowded eCommerce marketplace. Treat content creation as a thoughtful process, and consider how each piece you create fits into your overall brand.

    Understanding your brand and precisely identifying your target market helps you maintain this kind of consistency. Figure out exactly what your customers want and need, and show them how your products provide it. Kate Quinn’s Little One of the Week blog features real children wearing the store’s products. This user-generated content is actively targeted to customers and encourages them to share their own content with the brand as well.

    Kate Quinn's 'Little One of the Week' blog featuring Zy'onna

    9. Personalize, personalize, personalize

    Personalization gives customers the impression that your brand speaks directly to their needs. Some ways to achieve a sense of personalization in your eCommerce store include:

    Personalized product recommendations

    Show items that the customer has previously viewed or complementary products to goods they’ve already purchased. The example below shows how Heirloom Traditions Paint incorporates this concept into their email marketing. By showcasing related products in an automated email flow that thanks first-time customers, the Kentucky-based paint supplier is actively targeting recently acquired customers with data from shoppers just like them, while also offering an astounding discount of 30% off:

    Heirloom Traditions Paint's product recommendations within their emails

    Personalized product recommendations can be a great way to trigger, or at least inspire, the customer’s next purchase. Heirloom Traditions Paint has seen such impressive success that they’ve made over $145,800 in revenue on just their automated email flow which sends to first-time customers. 

    There’s so much value that comes along with email marketing. It’s a channel that gets some of the highest returns on investment as far as conversions, and it can be highly automated. That means, when your system is triggering a ‘thank you’ email or an abandoned cart reminder, your brand is staying in the forefront of your customers’ minds without the time and effort of a manual process on your end.

    Generate a personalized homepage 

    Using cookies and prior data about each customer can help you create a personalized experience for anyone who visits your site more than once. Design your site to display a welcome message with the customer’s name once they’ve input their information during the checkout process or signing up for a reward program. 

     

    10. Run campaigns with email and SMS marketing.


    With so much competition out there, staying top-of-mind with your customers will take some effort. But the good news is that there are plenty of ways and channels to do so. 

    Email marketing can be incredibly valuable because customers need and expect emails from you as updates on the status of their orders, etc. You can cover your bases here with campaigns that touch customers throughout the journey; for example:

        • As a thank-you for first-time customers,

        • To win back lapsed customers, or

        • Recover abandoned carts.

    SMS marketing is a relatively new tactic that brands are using with some success. Information overload is real – and, as everyone’s email inboxes keep filling up, you may get more ROI from showing up in their text message inbox instead. With SMS marketing you can achieve:

        • Higher open rate than emails

        • Higher ROI with spend

        • Ability to target audiences on mobile devices

        • Faster delivery to the recipient after sending.

    The most important things to remember about SMS marketing are to always add value and to use personalization when possible. Value can come in the form of a unique sales offer, time-sensitive deal, information necessary to participate in a specific event, or intros to new products or services. With personalization tactics, you can make sure those value-add messages go directly to the audience members who need or want them the most.

     

    Conclusion

    The eCommerce playing field is increasingly crowded – but as online shopping increases, there are more opportunities than ever to differentiate yourself from your competitors. First, you have to understand your competitors’ approach. Then you can use that information to set yourself apart.

    We went over ten ways to differentiate your store and your business, to name a few: strong branding, a personalized sales experience, unique products, and impressive customer service. By focusing on establishing a strong brand identity first, the rest of the improvements you make to your website are much more likely to align with that vision.  

    Use these tips to develop an emotional connection with consumers and reap the rewards of more sales and increased referrals. Your long-term success depends on it.

     

    This blog was written for Marsello by the talented team at BigCommerce.

     

    Discover Email Campaign Templates Designed for Customer Engagement

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    Create consistent, recognizable, and beautiful emails with previously designed email templates! Learn how to navigate Marsello's Email Templates Library.

    With a variety of options to choose from, Marsello’s Email Campaign Templates Library gives you numerous designs for creating stylish newsletters, announcements (such as sales and promotions), updates on stock, and more using the One-off Email Campaigns feature! Each template is designed so you easily create beautifully on-brand emails that see results, without hours of effort and edits.

    Let’s dig a little deeper and learn about each template type.

     

    Basic Templates

    With full customization available, the basic email templates allow you to edit the design of each email so that it best suits your store’s brand, helping your customers to instantly recognize who they’re receiving mail from. You’ll have the flexibility to create emails that truly embody your store without having to start those email designs from scratch.

     

    Marsello's in-app email template library with 6 templates

     

    Themed Templates

    Created by professional designers with years of experience in email marketing, these templates are ready for you to simply add in your store’s branding and relevant content, review, then send! With everything from color palettes to fonts, themed templates are designed to do the hard yards for you.

     

    Marsello's themed email templates within the app

     

    Custom Templates

    This is where things get really exciting! You can now create your own custom templates, allowing you to save the designs of emails you know your customers love so that you can use those designs again in the future. Either save a previous campaign as a template or start from scratch and create your own email marketing masterpiece. 

     

    Marsello's in-app email templates with custom themes.

     

    Final Words

    Email templates allow you to easily replicate the same style throughout your communications and create a recognizable experience for your customers. In turn, your customers look forward to your emails and the likelihood of them engaging with your communication efforts increases. Increase your email marketing ROI and start exploring and designing emails that excite new shoppers and loyal customers alike.

    Excited to start using email templates? Learn how to navigate Marsello’s Email Template Library and get ready to start using them for yourself.

     

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    Using contact tracing to retain your customers

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    Use contact tracing at your physical store and collect customer data to market directly to those who have opted in – learn how in this blog!

    As retail and hospitality have adjusted to recent times, it’s become increasingly more important for customers and merchants to be able to account for who is visiting their physical business locations. This is why contact tracing has become integral to ensuring a safe space for customers to continue shopping in-store and for those stores to operate – being able to safely (contactless) and securely (protecting personal data) account for everyone’s locations so they can be alerted to any personal health risks is fast becoming commonplace on an international scale.

    But just because this data is private, doesn’t mean that’s the end of the road. Marsello's Contact Tracing Forms also allow your visitors to opt-in to receive your future marketing. This means you can automatically collect the data of those interested visitors and add them to your mailing list automatically.

    Let’s take a look at Marsello’s contact tracing feature and see how one store is already seeing success.

     

    How it works


    Setting up your form is easy! All you need to do is find it in your Marsello admin navigation menu under ‘Marketing’; you’ll see the option ‘COVID-19 Contact Tracing’ and your first form is all set-up and ready to go! Just check out this help article if you'd like to learn more.

    Once you’ve created your form, you’ll need to download your unique QR code flyer and print that for display within your store. This is the flyer that your customers will scan with the cameras on their smartphone, automatically loading the COVID-19 Contact Tracing Form you created. If you added the ability for your customers to opt-in to receiving marketing, you’ll find this at the bottom of your form. 


    COVID-19 contactless visitor check-in form with QR code


    12.6% of Madame Fancy Pants' contact tracing customers have accepted marketing!

    One merchant that has seen a 12.6% increase in customers who accept marketing from the Contact Tracing Forms is Madame Fancy Pants (MFP), a Wellington, New Zealand-based retailer who specializes in high-quality designer clothing. Since enabling the form, MFP has been able to not only track the customers who visit their physical store (allowing them to be compliant with current New Zealand retail practices) but also increase their marketing outreach and customer loyalty with a marketing opt-in at the bottom of their form. We can’t wait to see how they reach out to these customers in the future.

     

    Madame Fancy Pants' COVID-19 Contact Tracing form that also collects customer's details for marketing


    Final words

    We’ve covered the importance of contact tracing, how to set up your forms, and even seen a store that is reaping the rewards. Now it’s up to you to create your own COVID-19 Contact Tracing form and create the opportunity to offer your customers a safe shopping experience to keep them coming back.

     

     

    Go to Contact Tracing FormsGET MARSELLO

     

    Loyalty Program Designs to Increase Customer Loyalty

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    Learn how to showcase your brand with loyalty widget and tab designs that stand out on your online store while complimenting your branding.

    Promotional GIF of Marsello's loyalty widget.

     

    Loyalty programs are one of the best ways to improve retail customer experiences. And the design of your loyalty program matters! To ensure engagement and sign-ups, loyalty program designs need to be simple, eye-catching, and above all show your customers what’s in it for them. From understanding what makes a strong loyalty program, to widget designs that actually convert, this guide will help you design a loyalty program that your customers rave about. 

     

    What makes a strong loyalty program?

     

    The best loyalty programs are win-win; you and your customers should both benefit from the exchange. 

    Improving customer service and experience might actually be making you money. There are a lot of long-term benefits of growing lifetime loyalty and adding extra touchpoints to make sure your customers feel appreciated.

    When designing your loyalty program, there are a few key features that will give you a competitive edge:

     

        • Simplicity for customers - Don’t make them work for it. Using a loyalty program design software like Marsello helps you integrate on-brand widgets and automated marketing campaigns to make it easy for customers to redeem points 
        • Emotional connection with your brand - You need to create customer buy-in. One way is to give your loyalty program a unique name that builds a community around it. For example, Our Bralette Club uses a play on slang to playfully name their program the Peach Party
        • Multiple touchpoints with customers - This includes omnichannel marketing systems like email, SMS, and social media, as well as loyal programs that let customers sign up and redeem points both online and in-store
        • Touchpoints outside of transactions - Successful loyalty programs foster interactions with customers that aren’t just transactional. Create a community that is fun, desirable, and invites them in!

     

    Want to know more? Check out these examples of great loyalty programs.

     

    Benefits of rewarding your loyal customers 

     

    Building retail loyalty is a long-term, sometimes difficult process. So what are the actual benefits of investing in a great loyalty program design? Firstly, it of course builds customer loyalty. 75% of consumers say they favor companies that offer some kind of reward system. 

    Secondly, loyalty programs increase your revenue. Just one of many examples is size-inclusive lingerie brand Our Bralette Club (OBC). By cultivating positive customer experiences with freebies and discounts in their loyalty program, OBC increased their revenue by 278% through their program members alone.

    Next, a good loyalty program design improves customer retention. Loyalty programs give your business an opportunity to improve relationships with customers outside of transactions. Research shows that even a small increase of 5% in retention can boost profits by 25-95%.

    Lastly, it helps to create a community around your brand. With community comes customer buy-in, and with emotional buy-in comes referrals. Referral marketing is invaluable for any scaling business, and it starts with customer-centric strategies like loyalty programs. 

     

    KPIs to Measure Your Customer Loyalty 

     

    It’s not enough to pick a customer loyalty model and wait for it to grow. You need to measure your customer loyalty program over time! How? By measuring the right KPIs and investing in customer relationships long term. 

    1. Net Promoter Score 

    A Net Promoter Score (NPS) is a score of how likely a customer is to recommend your brand to a friend or family member. A person with a positive Net Promoter Score (i.,e. they would promote your business to their friends) has a lifetime value of up to 1400% more than someone who wouldn’t promote your business. 

    Measuring NPS as part of your loyalty program KPIs will give you a fairly good indication of whether customers are engaged and loyal to your brand. 

     

    2. Customer Loyalty Index

    A customer loyalty index is similar to an NPS score. It takes customer surveys, their purchase history, and their purchase intent for the future to measure their loyalty to your brand. 

    Tracking loyalty in this way is useful because it combines loyalty with other measurable factors such as retention and churn rate.

     

    3. Repurchase Ratio 

    A repurchase ratio compares the number of repeat customers to the number of one-off customers. Not only will you identify loyal, returning customers, you will also get an idea of which customers are maybe seasonal for marketing purposes. 

    In general, 65% of a company’s revenue comes from existing customers. That is why tracking customers who are repurchasing is so important. Not only does repurchasing show loyalty to your brand, it indicates an effective marketing strategy. Revenue up, cost of new acquisitions down! 



    Examples of great customer loyalty program designs

     

    With loyalty program software like Marsello, you have infinite design options. Whether you want to show off your brand, invite new customers into your community, or increase engagement and retention, Marsello has got you covered. 

    Check out some of our favorite examples of loyalty program widgets below!


    What are loyalty widgets and how can they show off your brand

    Widgets are used in place of loyalty explainer pages and are readily available on retailers’ eCommerce stores or through email updates that brick-and-mortar loyalty customers receive. With widgets being a core representation of your loyalty program, we know how important it is that they embody your store’s brand, and to help you customize widgets that really show off your store.

    Let’s take a look at each of the available design options within Marsello and how some of our favorite retailers have integrated them into their website and branding.

     

    Center panel

    Having your loyalty widget pop up in the center of your screen ensures that it's front-and-center when your customers curiously check out your store’s loyalty options. They can easily navigate through your rewards and how they can earn points, ensuring that they feel informed and that your rewards are easily attainable.

    Check out what Wellington-based retailer, Smack Bang, has done with their outstanding designs and generous loyalty program. With offers such as discounts on orders and free shipping, the team at Smack Bang are ensuring that their customers keep coming back to earn points and redeem rewards, while also offering a referral program that ensures they continue to acquire new customers who fit a similar customer profile to their current customers.

     

    Marsello-Smack-Bang-Success-Story-Loyalty-Program-1

    Floating Panel

    This widget design slides in from the side of the viewer’s screen. With smaller image size options, rounded corners, and a ‘floating’ appearance, this eye-catching display will be sure to inform and entice customers. 


    We love what Good Dog has done with their widget design, opting for a cute dog-bone print as their primary image and including their store name. With a simple set of percentage discounts as their rewards, Good Dog makes it easy for their customers to earn rewards, and to decide which rewards they’d like to redeem.

    Marsello-Loyalty-Widget

     

    Slide Panel

    Similar to the floating panel, this crisp design was created with sharp lines, defined corners, and sitting flush against the side of the page of an online store. You’ll notice that the image option for this widget is also small, creating a compact widget that suits fresh, clean branding. NatureMills, a Californian natural and organic food retailer, is a wonderful example of this widget style with clean, on-brand imagery and colors, generous rewards, and simple design choices. 

     

    NatureMills' Slide Panel loyalty widget on a green background.

     

    Loyalty tabs to encourage customer interaction

    The loyalty tab is also customizable! This great little addition to your store is the initial view that customers have of your loyalty program. It encourages them to explore your loyalty options, shop with you time and time again, and know when they can next redeem a reward or earn points. The tab is like a sign saying, “Welcome, come on in’, to your potential and current loyalty customers.

    Let’s take a quick look at the new design types.

    Resting

    The resting tab is a rectangular shape with rounded upper corners. You can add an icon and/or text to this tab style and design where it will sit on your online store, although its placement is restricted to the edges of the screen, this means that your customer will always be able to see the tab as it’s connected to the edge of your online store.

    Marsello’s ‘Resting’ loyalty tab.

    Circle


    The circular tab is smaller than the other options, designed to be discreet yet eye-catching. It floats on your online store which means that you can place it almost anywhere on your online store and it will ‘float’ down the page as the customer scrolls. Although you can add an icon to this tab, you cannot add text.

    Marsello’s ‘Circle’ loyalty tab at the bottom of Loretta's homepage.


    Floating

    The floating tab design is rectangular and features rounded corners; it’s also ‘floating’. With the ability to add both text and/or icons, this tab is a great way to attract customers to your rewards through a call-to-action such as ‘see our rewards’.

    Marsello’s ‘Floating’ loyalty tab at the bottom right of Good Dog's homepage


    Final words:

    If you haven’t yet had the opportunity, check out the loyalty widget and tab design options and start creating the widget of your dreams! 

    To learn how to make the most out of your loyalty marketing, check out The Loyalty Marketing Guide: 8 Strategies for Gaining Customers for Life.

     

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    Communicating about Coronavirus (COVID-19)

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    Explore examples of retailers communicating with their customers, then discover the tools you need to communicate pandemic-related changes with customers.

    Communicating about Coronavirus (COVID-19)

    Coronavirus (COVID-19) is now a global pandemic, and with the effect this is having on retail, communication with your customers is essential! Lightspeed notes that you, as the retailer, is to adjust how you’re trading (we’ll get into this a little more down the line). But how do you let your customers know you’re making these adjustments? How do you keep your customers up-to-date while still helping them to feel comfortable and confident to shop with you safely?

     

    In this blog, we draw on examples from three retailers to help you craft your own COVID-19 communication strategy. 

     

    Be specific:

    AllBirds communicate about Covid-19 on Instagram

    Now is the time to give your customers as much information as you possibly can. AllBirds do a great job of this through their social media channels. In the following example, pulled from their Instagram account, AllBirds share their empathy, understanding, and, most importantly, critical details about their operations. 

     

    Take note of the second paragraph in which they state, “Our corporate staff are now working from home, and our stores in the US and Europe will be closed from March 15th through the 27th”. They then go the extra mile to support their staff and reassure their customers that by continuing to shop with AllBirds, they support an ethical and socially conscious brand: “All employees will get full pay and benefits during this time.

     

    Following their operation updates, AllBirds also add that as the details surrounding Coronavirus develop, so may their plans. They acknowledge the importance of communication and promise to stay connected through their ‘digital channels’.

     

    AllBirds are careful to keep their customers informed by sharing essential updates while also strengthening their customers’ confidence in AllBird’s company ethics and genuine care for the situation surrounding COVID-19. They do this by updating all of their digital channels, which includes using email marketing. Although tools like social media are a powerful way to reach your customers, it’s also easy for your update to be lost amongst the rest. Make sure you’re sharing your information across all channels, starting with email marketing campaigns

     

    Showcase your brand:

    Iko Iko emails customers about in-store changes during Corona Virus

    Lightspeed retailer, Iko Iko, is known for their eclectic and colorful branding, and they don’t let the chaos of a worldwide pandemic get in the way of their charismatic communications. Take note of the way that they reiterate that they will be taking extra measures to sanitize their brick-and-mortar store’s high-touch zones: “We are taking a few extra hygiene precautions as recommended by the Ministry of Health. The staff are regularly cleaning high contact surfaces including our eftpos machines [point-of-sale card machines] and countertops …”. By assuring their customers that hygiene is at the forefront of their business practice, Iko Iko helps their customers to feel secure in their decision to continue to shop with the store, particularly because the majority of Iko Iko’s sales are generated in-store.

     

    Iko Iko also let their customers know that the coming weeks may be difficult for them as a business, and they reiterate that customer loyalty is the key to their ongoing success. Finally, they end the email with customized links to their social media accounts, clearly giving customers access to more information from Iko Iko as it’s released.

     

    Iko Iko have done a beautiful job of informing their customers while also showcasing their store’s branding. This not only helps their customers to recognize who the email has come from, but also further entices their customers to shop. The additional graphic design is on-brand with colorful patterns and block colors, but still tasteful and respectful. 

     

    Get on top of your COVID-19 communications with campaigns that are easy to create and schedule.

     

    Think outside the box:

    Warby Parker created a landing page and floating banner to communicate about Coronavirus (Covid-19)

    Warby Parker is a household name; known for their standing as a socially conscious eCommerce and physical retailer for prescription glasses, and they’re acutely aware that the products they offer help people each and every day. They want all of their customers, new and loyal, to feel connected and considered. For this reason (among many others), they created an additional landing page on their website dedicated to COVID-19 updates.

     

    They cut right to the chase and let their customers know that they “have decided to temporarily close all of [their] stores through March 27 for the safety of [their] customers, [their] employees, and the general public.

     

    Special mention: notice that they’ve included a floating banner at the top of their website that lets all online customers know that Warby Parker’s brick-and-mortar stores will be closed from March 15 - March 27. Now that’s one way to keep your customers informed! 

     

    Nevertheless, Warby Parker are careful to highlight that they are still open for business with their online stores, accentuating this with bolded text. They offer several stand-out services, including a ‘Home Try-On Program’, which is still in operation. They also list the ways that customers can get in contact with them, should shoppers have any questions, helping customers to feel cared for and catered to. 

     

    Replicating these examples:

    So how can you take the above examples and use the key information for your own COVID-19 communications? 

     

    We’ve whipped up and broken down a quick example that you can build on. Make sure when communicating with customers that you’re careful to include all relevant details affecting your own business and be specific. For example, if your store is solely online, then you don’t need to add a paragraph about increasing the hygiene standards of your store.


    Example introduction:

    Here at [Store Name], We’re committed to the safety of our team and our community – you. 

     

    With the rapidly changing developments of Coronavirus (COVID-19), we believe it’s important that you’re kept up to date, and you feel confident that your health and safety is a priority. As we learn how to contain and manage the spread of COVID-19, we are doing everything in our power to ensure the safety of our customers, employees and extended community. 

     

    You should only include key information that is relevant to your customers. Have you increased your hygiene practices for your brick-and-mortar stores? Are your online stores up and running, but seeing delays in shipping? Whatever you have decided is best for your business, make sure you describe this clearly without going into too much detail. And make sure that any information you add to your communications is accurate. Some examples could include the following.

     

    If your eCommerce store is seeing delays in shipping, you could include something like the following paragraph :

     

    Our online store is operating as usual, although we are expecting delays in shipping. We are working to guarantee the safety of our employees while also fulling your orders as quickly as we can. If you have any questions, please don’t hesitate to contact us here: 

     

    Hygiene practice adjustments for brick-and-mortar stores (ensure these practices are in place before you notify customers):

     

    We understand the need for extra precautions and have additional sanitization practices in place, with a particular focus on high-touch zones like door handles and card machines. We will ensure that can maintain the highest possible standard of hygiene by keeping hand hygiene stations stocked throughout our store(s).

     

    Finally, let your customers know that any of this information could change at any time as the conditions surrounding the COVID-19 pandemic develop. This could include a paragraph similar to the following:

     

    As the situation surrounding COVID-19 continues to develop and change, our strategies and practices may too. 

     

    This is an opportunity to add your social media icons and direct customers to follow you if you plan on also updating customers there. And make sure to let your customers know how they can stay up-to-date with your store practices. 

     

    Finally, sign off in a way that includes your store name and add some reassurance – a little positivity can go a long way too! Don’t be afraid to follow Iko iko’s suit and fit your brand into the messaging.

    We appreciate your ongoing support and understanding in these uncertain times. 

     

    Stay safe and healthy,

    [Store Name]. Or [Your name], from [Store Name].

    Adjust how you’re trading

    We touched on this a little in the intro so let's break it down. With many people practicing social-distancing or even self-quarantining, some brick-and-mortar stores may find a reduction in foot-traffic – some countries are even requiring stores to close. Look at this as an opportunity to develop your business and cater to more online customers. If you’re in-store only and you have to shut up shop for a while, now is the perfect time to work on getting an omnichannel operation set up and starting an online store, or giving a little more love to your online store if it already exists. Set up automated email campaigns while you’re at it, and actively retain online customers without any additional manual work.

     

    It’s reported that eCommerce could account for 40% of all retail purchases in the UK as a direct result of COVID-19. Just think about how huge that is on a world-wide scale and get excited to embark on a new frontier of online shopping. Omnichannel stores are not only a strong retention marketing channel, they’re a fantastic way to keep the local economy going without having to be physically present in-store – even some supermarkets offer online shopping! If it’s within your margins, why not offer customers free shipping, even if it’s just locally? This will encourage customers to shop with you. Adding incentives for customers to share your store with their friends (think: discount codes for proven referrals) will help you to acquire new customers. 

     

    Adaptability and resilience is the key; many retailers are revamping their in-store hygiene practices, implementing social-distancing strategies to protect their employees and customers, and putting countless other changes in place to protect their customers and their businesses. Just don’t forget, transparency is your friend. If you’re expecting delays in shipping, add this to your email campaigns and digital channels. If it’s taking a little longer than usual for your new stock to arrive, using tools that allow customers to ‘wishlist’ or save items could be a nice touch too.  

     

    Final words:

    Now is the time to take note of Warby Parker’s example again – do you want to compile this information on a landing page? Perhaps you could instead direct customers to follow you on social media if an additional landing page isn’t quite your speed; or, perhaps now is a great time to try adding SMS campaigns to your toolkit

     

    However you chose to do it, the bottom line is that communicating clearly with your customers is essential. Whether it’s affecting your shipping times, forcing the temporary closure of your brick-and-mortar stores, or just creating added stress, it doesn’t hurt to let your customers know how you’ve been affected and remind them that they are what keeps you trading.

     

    If you’re looking to email your customers to communicate about COVID-19, you can get started with Marsello’s campaigns feature for free. Email marketing is the perfect way to communicate with your customers and set expectations, so when you’re back to trading at full-capacity again, don’t forget to shout it from the rooftops throughout all your communication channels, starting with a one-off email campaign. 

    Use SMS Campaigns to Reach More Customers and Drive Sales

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    Power-up your promotions with SMS reminders, clever campaigns or even ask your customers for feedback. Learn about Marsello's SMS Campaigns feature here.

    SMS campaigns are quickly paving the way in a new era of marketing. With estimated open rates of 99% and read rates of 90% in the first 3 seconds, SMS marketing is the best way to ensure your marketing reaches your customers and is fast becoming a necessary tool in any retailer’s kit. So what does this mean for you and your customers? What do you need to know before you get started, and how can you make sure you’re getting the most out of your SMS campaigns? 

    First thing’s first…

    Introducing Marsello’s SMS Campaigns feature!

    What is Marsello’s SMS Campaigns feature?


    Found in the ‘Campaigns’ section of your Marsello admin, Marsello’s newest feature allows you to send one-off SMS messages to your customers who have given express permission to receive SMS marketing from you (more on this later). If you’re not already a user, you can try Marsello free for 14 days here.

    SMS campaigns are available to Marsello Pro retailers through an add-on subscription. Once you’ve chosen your subscription package, you can start sending SMS campaigns to customers who have opted-in to receiving SMS marketing… although there’s an art to SMS marketing to ensure you’re making the most of it.

    When you consider that SMS marketing has the highest engagement levels of any marketing medium, it’s no wonder why they’re so effective when paired with email marketing campaigns.

    So what’s all this about customers opting into receiving SMS marketing?

     

    TCPA & TCIA Compliance


    As is the same with email, SMS marketing is bound by permissions – your customer must opt-in before you can text them; this means that to send campaigns to any of your customers, they first have to have given express permission for you to do so. The ins and outs of these laws can be found in this Marsello Help Centre article, however, the main things you need to keep in mind are as follows: 

        • You must get express written permission from your customers that they agree to receive both email and SMS from you before you send them any marketing messages. This means that the opt-in must clearly describe exactly what your customers are agreeing to.

        • You must give your customers the option to opt-out of SMS marketing within every SMS message (Marsello does this automatically for you) while also including your store name so that customers know who is contacting them each time.

        • You are bound by your customers’ waking hours. This means that you are only able to message them between the hours of 8 am and 9 pm in your customers' local time.

        • There are several restrictions, which means you cannot market illegal or dangerous goods through your marketing messages.

    While we’re at it, we recommend keeping records of your customers’ permissions. Opt-in and opt-out lists are equally as important as each other. Make sure to read our help articles thoroughly to ensure you’re complying with all messaging laws.

    So you’ve got your customers’ permission, how do you get your SMS marketing underway? What should you be sending to your customers?

    Breaking down SMS marketing


    Although we’ll cover this in more detail in our upcoming blog, ‘SMS Marketing Best Practices’, this is the perfect opportunity to show how some retailers are nailing their SMS marketing campaigns.

    The opportunities for SMS marketing are endless. Whether you’re looking for customer reviews, aiming to retain and engage your customers, or pushing an unmissable promotion to your customers, SMS campaigns are a powerful tool with proven results in customer engagement. Just think about how often you check your phone and read your message – depending on your settings, some phone’s personal assistants will even read them out to you unprompted. 

    Now, just think of the pulling power this has for getting your customers to make a purchase or complete a call-to-action. 

    One of the most effective ways that you can use SMS marketing is to back up your promotions and email marketing campaigns. For example, if you’re planning a one-day-only Black Friday promotion, you want as many of your customers to know about it and shop with you. So why not be inventive and let them know with more than just an email.

    Clothing retailer, Parker Panache nailed this with a memorable Black Friday SMS campaign.

     

    Notice how they cleverly link to their store URL to get customers shopping or browsing right away!

    Marketing guru, Neil Patel recommends creating SMS drip campaigns. The idea is to send customers automated SMS messages based on how long they have been subscribed and to use this to incentivize customer loyalty. The model has great potential, and while Neil recommends the following, there are plenty of ways that you could scale this to suit your business: 5% coupon right after a customer opts-in to your SMS marketing campaigns; 10% off after 3 weeks; 20% off after 2 months. 

    To recreate something similar to this, you could create three separate campaigns. The first would trigger to act as a welcome message when customers first complete a purchase (you’d need to create a segment for this). The second triggers after a customer has been with you for six months (another segment). Then a final message that says ‘Thanks’ to your customers for staying for an entire year (and hopefully offers them an incentive to shop with you).

    Or, why not simply message customers once with a one-off coupon promotion. It’s increasingly common to receive SMS marketing that offers customers a percentage discount when they use a certain code at the checkout, for example:

    Holidays are the perfect time to get in contact with your customers. Good Dog’s adorable Valentine’s campaign is the perfect example of keeping it to the point, and even being a little bit subtle.

    Final words:


    SMS marketing is arguably an unrivaled marketing tool and the perfect companion to your email marketing campaigns and promotions. And with great power comes great responsibility (as they say); by this we mean, you need to ensure your marketing campaigns are compliant with all relevant laws. And compliance isn’t the only thing you need to be thinking about.

    With the 160 character restriction and incredibly high open rates, it’s vital that you’re keeping your messages concise while also convincing your customers to covert (be that shop during your promotions or simply visit your website to join your loyalty program). There are numerous ways you can structure your campaigns and messaging, so keep an eye out for our upcoming blog on SMS Marketing 101. 

    Until then, remember that SMS Campaigns are now available with Marsello as a Marsello Pro add-on feature. Learn more about the Marsello SMS Campaigns pricing.

     

    Create campaign GET MARSELLO

    Mastering Personalized Email Marketing with Custom Segmentation

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    Learn how to segment your customers in groups derived from customers’ shopping data and use those segments to create targeted marketing that converts.

    marsello-miniblog-personalized-email-marketing-01

     

    Did you know that you can use Marsello’s email marketing features to send personalized product recommendation emails? Whether you’re selling t-shirts, soaps, high-end jewelry, or photography services, taking the time to customize your marketing for specific segments will have a huge positive impact on both your customer loyalty, and on your revenue. Just follow these steps to create highly-targeted segmentation marketing that converts happy customers.

     

    Infographic: Product recommendations account for up to 31% of eCommerce site's revenue.

    Fun fact: Product recommendations account for up to 31% of eCommerce site's revenue.

     

    Step 1: Create a custom segment

    Log in to your Marsello app, select the ‘Customers’ section in the navigation menu, and then click on ‘Segments’.

     

    Select ‘Create Segment’ to start building your audience. To use an example, let’s say you want to reach out to VIP customers who bought from your awesome graphic tee collection for men, but haven’t made a purchase in the last 3-6 months.

     

    PRO TIP: Avoid sending emails to your entire customer database. Personalized marketing is much more effective than blanket approaches. Remember – the email that's written for everyone works for no one!

     

    Step 2: Create a Campaign

    Navigate to the ‘Campaigns’ feature in your Marsello app, and click on ‘New Campaign’. Under ‘Choose Your Audience’, click on ‘Selected Customer Segments’, and choose the new segment you just created of graphic tee fans. Write a punchy subject line (don’t be afraid to try emojis!), review your settings, and click ‘Next Step’.

     

    Now it’s time to get creative; here are a few ways you can make this email stand out:

    • Use the ‘Personalize’ tool from your text styling menu to include your customers’ first names, their VIP tier, and their points balance

    • Match your email design to your website to keep branding consistent

    • Use ‘you’ and ‘your’ where possible to make the email feel personal

    • Drag in a video block and share your best content.

    Lemonade's summer stock email campaign using Marsello's drag-and-drop builder

    Step 3: Add the Product Recommendations block

    As you’re personalizing your email, drag and drop the ‘Product Recommendations’ block into your message. The block will show up differently depending on which customer receives it – Marsello’s algorithm runs through a giant database of purchase behaviors to determine what each user is most likely to buy based on how they’ve shopped before. It’s pretty in-depth stuff, and if you want to learn more about the nitty gritty, you can read about it here.

     

    Using ‘Product Recommendations’, along with the personalization options from Step 3, means that every single customer will get a different email, one tailored specifically to them – making them much more likely to convert!

     

    PRO TIP: Send yourself a Test Email to make sure you're happy with the finished product.

     

     

    Step 4: Hit ‘Send’ and watch your conversion rates climb

    Once you’re happy with your message, click ‘Next Step’, review your audience, settings, design, and select if you want to send your email immediately or schedule for the future. Depending on what you choose, click either ‘Send Now’ or ‘Schedule Campaign’, and wait for your results to come in.

     

    With these targeted email campaigns, your customers are 600% more likely to continue shopping with you and help you grow your business, simply due to the fact that you’re only emailing them when it matters. 

     

     

    Export a custom audienceGET MARSELLO

     

    How to Grow Customer Loyalty With Birthday Rewards

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    Learn the essentials about rewarding your customers on their birthdays and discover the benefits of a generous loyalty program.
     

    Did you know that you can use Marsello’s loyalty program feature to reward points to customers for making another journey around the sun? Follow the steps here to drastically improve your customer retention rate by helping shoppers feel special on their birthday.

    Improve your customer retention infographic

     

    Fun fact: a 5% increase in customer loyalty can increase your average profit per customer by 25-95%.

     

    Step 1: Collect Birthday Info

    Before you can celebrate a birthday, you need to know when it is! If your customers sign up for your loyalty program online, they’ll have the option to add their birthday when completing their profile; if they subscribe to your mailing list via a signup form, you’ll have to include the option when designing your form.

     

    Step 2: Set Up Your Loyalty Program

    In your app navigation, go to ‘Loyalty’ and click on ‘Loyalty Widget’. Take your time here to design a really eye-popping widget that matches your branding, and gets your customers excited to sign up. Include your logo, choose photos that showcase your products, and select a layout that will look great on your website. Make sure to also customize the ‘Tab’ section here, as this is the first thing site visitors will see of your new Loyalty Program! Learn how to create a loyalty program with Marsello.

     

    PRO TIP: Try a tabless program and include more details and design.

     

     

     

    Once you’re happy with the design, click ‘Save & Publish’ and check out how the live widget looks on your website.

    For more help setting up your program, check out this section of our Help Center and read our loyalty guide, The Loyalty Marketing Guide: 7 Strategies for Gaining Customers for Life.

     

    Step 3: Turn On Happy Birthday Rewards

    Now that you’ve designed your widget, it’s time to enable your loyalty settings and start rewarding customers. Back in the navigation, go to ‘Loyalty’ and click ‘Earning Points and Referrals’. For the purpose of this article, we’re going to focus on the ‘Member birthday’ option, but read through each possible action and turn on whichever suits your business.

     

    PRO TIP: 'Making a purchase' and 'Referring friends' are two powerful options you should have turned on. 'Making a purchase' rewards customers for shopping with you; 'Referring friends' rewards them for bringing you more customers! Win-win.

     

    Next to the ‘Member birthday’ option, click the toggle to switch from ‘Off’ to ‘On’. Here, you’ll decide how many points to award for this action, and whether or not there’s a minimum enrolment period. Click ‘Save’ when you’re happy with your settings to set it live.

    If you ever want to see how many people have gotten points for their birthday, simply navigate back to this page and click on ‘See Activity’. This will take you to a list of customers who have received birthday points.

     

    Step 4: Loyalty Program Marketing

    Your loyalty program can be a really powerful sales and marketing tool. Loyalty programs are proven to improve customer retention rates, and even a small increase of 5% in retention can boost profits by a whopping 25-95%.

    Now that you’ve built your program, this is where email, content, and social media marketing come in. Here are some of the most effective ways to market your new loyalty program, and let current and future customers know they can expect a truly rewarding experience with your business:

    When you add a new option for collecting points, such as the Happy Birthday reward, don’t be afraid to make a big fuss, and to use your favorite tactics from this list to get the word out. Remember: customers love to know what you and your brand can do for them, and the more opportunities you can create to help them feel special, the better.

     

    Turn on Birthday RewardsGET MARSELLO

    Collecting Feedback To Enhance Your Customer's Experience

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    Fun fact: a 5% increase in customer loyalty can increase your ROI. Learn about rewarding customers & discover the benefits of loyalty marketing. Read more.

    Marsello Feature Mini-Series. Boosting customer loyalty with birthday rewards.

     

    Did you know that you can use Marsello’s Loyalty Program to reward points to customers for making another journey around the sun? Follow the steps here to drastically improve your customer retention rate by helping shoppers feel special on their birthday.

     

    Improve your customer retention infographic

    Fun fact: a 5% increase in customer loyalty can increase your average profit per customer by 25-95%.

     

    Step 1: Collect birthday info.

    Before you can celebrate a birthday, you need to know when it is! If your customers sign up for your loyalty program online, they’ll have the option to add their birthday when completing their profile; if they subscribe to your mailing list via a signup form, you’ll have to include the option when designing your form.

     

    Step 2: Set up your Loyalty Program

    In your app navigation, go to ‘Loyalty’ and click on ‘Loyalty Widget’. Take your time here to design a really eye-popping widget that matches your branding, and gets your customers excited to sign up. Include your logo, choose photos that showcase your products, and select a layout that will look great on your website. Make sure to also customize the ‘Tab’ section here, as this is the first thing site visitors will see of your new Loyalty Program! 

     

    PRO TIP: try a tabless program and include more details and design.


    Learn how to create one here.

     

    Once you’re happy with the design, click ‘Save & Publish’ and check out how the live widget looks on your website.

    For more help setting up your program, check out this section of our Help Center.

     

    Step 3: Turn on Happy Birthday rewards
    Now that you’ve designed your widget, it’s important to decide what actions your customers will be rewarded for. Back in the navigation, go to ‘Loyalty’ and click ‘Earning Points and Referrals’. For the purpose of this article, we’re going to focus on the ‘Member birthday’ option, but read through each possible action and turn on whichever suits your business.

     

    PRO TIP: ‘Making a purchase’ and ‘Referring friends’ are two powerful options you should have turned on. 'Making a purchase' rewards customers for shopping with you; 'Referring friends' rewards them for bringing you more customers! Win-win.

     

    Next to the ‘Member birthday’ option, click the toggle to switch from ‘Off’ to ‘On’. Here, you’ll decide how many points to award for this action, and whether or not there’s a minimum enrolment period. Click ‘Save’ when you’re happy with your settings to set it live.

     

    If you ever want to see how many people have gotten points for their birthday, simply navigate back to this page and click on ‘See Activity’. This will take you to a list of customers who have received birthday points.

     

    Step 4: Market your Loyalty Program

    Your loyalty program can be a really powerful sales and marketing tool. Loyalty programs are proven to improve customer retention rates, and even a small increase of 5% in retention can boost profits by a whopping 25-95%.

     

    Now that you’ve built your program, this is where email, content, and social media marketing come in. Here are some of the most effective ways to market your new loyalty program, and let current and future customers know they can expect a truly rewarding experience with your business:

    When you add a new option for collecting points, such as the Happy Birthday reward, don’t be afraid to make a big fuss, and to use your favorite tactics from this list to get the word out. Remember: customers love to know what you and your brand can do for them, and the more opportunities you can create to help them feel special, the better.

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