Send Automated Campaigns with Square Marketing
With Square Marketing, you can set up automated campaigns. These are emails sent to subscribed customers on an ongoing basis following a one-time setup. Automated campaigns are only sent to customers that meet the specific criteria for each type of campaign. These emails will continue to go out until you turn off the campaign.
Automated Campaign Types
| Campaign Types | Description |
|---|---|
| Welcome | This email is sent to newly subscribed customers within 24 hours of their first purchase, and encourages them to come back again. |
| Winback | This email is sent to lapsed subscribed customers. The definition of a lapsed customer depends on your business type. You can view our preset definition here, but you can also edit this in the Customer Directory if you want to make it more relevant to you. |
| Birthday Offer | This email automatically sends an email to each customer seven days before their birthday. By default it includes a coupon to encourage customers to visit, but you have the option of removing this. |
| Birthday Collector | If you’re missing birthdays for some of your customers, this campaign will help you collect them. This email will ask up to 500 customers per day if they want to share their birthday with you, and it will add their birthdays to your Customer Directory when customers opt-in. |
| Build Up Your Facebook Presence | This campaign automatically asks certain customers to visit your Facebook page. It goes to any customers who are regulars at your business or have left you positive feedback through Square receipts. |
| Nearing a Loyalty Reward | These email campaigns go to customers whose Loyalty point balance is currently at least 90% of the first reward tier. |
| Available Loyalty Reward | This email delivers to customers 14 days after they have enough points to redeem a loyalty reward. |
| Celebrate a Loyalty Anniversary | Celebrate your most loyal customers by automatically sending them an announcement each year they’ve been enrolled with your loyalty program. |
| Google My Business | Increase discoverability on Google Search and Google Maps, improve your online presence and allow your potential customers to quickly find and contact you by automatically sending them a Google review and rating email marketing. Note: Square cannot control how many reviews are completed. |
| Request Google Reviews | Set up Google Business Profile with your Square account and create automated email campaigns so you can request Google Reviews and drive new customer acquisition and sales. |
Send an Automated Email Campaign
- Go to Marketing in your online Square Dashboard.
- Click Create Campaign.
- Select Welcome new customers > Continue.
- Customise the email and offer, then click Activate.
- Go to Marketing in your online Square Dashboard.
- Click Create Campaign.
- Select Bring back your lapsed customers > Continue.
- Customise the email and offer, then click Activate.
Birthday Campaigns
- Visit Marketing in your online Square Dashboard.
- Click Create Campaign.
- Select Wish your customers a happy birthday > click Continue.
- Customise the email and offer > click Activate.
- Visit Marketing in your online Square Dashboard.
- Click Create Campaign.
- Select Ask for your customer’s birthday > click Continue.
- Customise the email > click Activate.
When you’re collecting your customers’ birthdays, activate your “Birthday Offer” campaign to start sending automatic birthday emails with rewards.
Note: When you start collecting your customers’ birthdays, activate your Birthday Offer campaign to start sending automatic birthday emails with rewards.
Send Follow-Ups and Reminder Emails
You can toggle on follow-ups, or reminder emails, from the "Audience & Send" step when you create an automated campaign. If the original email is unopened, the same email will be sent again five days after the delivery date of the first email. If you have a voucher/coupon or discount included in the campaign, a reminder will be sent seven days before the voucher expires.
Square Loyalty Campaigns
Engage with customers enrolled in your Square Loyaltyprogram and drive them to come back to your business with automated marketing campaigns. Remind your customers when they’re nearing a Loyalty reward or have an available reward, or celebrate a customer’s Loyalty anniversary.
Note: To create Loyalty campaigns, you must be subscribed to both Square Marketing and Square Loyalty.
Set up a nearing a Loyalty reward campaign
Go to Marketing in your online Square Dashboard.
Click Create Campaign > Email.
Select Remind about nearing a loyalty reward.
Customize the email and the offer, then click Continue.
Click Activate to turn on this campaign.
Set up an available Loyalty reward campaign
Go to Marketing in your online Square Dashboard.
Click Create Campaign > Email.
Select Remind about available loyalty rewards.
Customize the email and the offer, then click Continue.
Click Activate to turn on this campaign.
Set up a Loyalty anniversary campaign
Go to Marketing in your online Square Dashboard.
Click Create Campaign > Email.
Select Celebrate customers’ Loyalty anniversary.
Customize the email, then click Continue.
Click Activate to turn on this campaign.
Square Appointments Campaigns
To create Square Appointments campaigns, you must be subscribed to both Square Marketing and Square Appointments
This campaign targets customers who have come in for at least one appointment by automatically sending them reminders to book another appointment after 3 months.
Set Up a Lapsed Bookers Campaign
Go to Customers > Marketing from your online Square Dashboard.
Click Create Automation > Email or Text.
Or click the Automations page, and create Automation from here.
Select Bring back lapsed bookers, and click Next.
Customize the email and offer, then click Select Audience.
Select your audience and reminder settings, then click Review Campaign.
Click Activate.
You can also create a text message marketing version of this campaign.
Cancel and Reactive Automated Campaigns
Once you activate an automated campaign, you have to cancel the campaign to prevent future emails from being sent. You can always turn a cancelled campaign back on if you need it later.
Cancel an automated campaign
Go to Marketing in your online Square Dashboard.
Click the marketing campaign you want to cancel and click the title of the campaign.
Click more options ••• and select Cancel.
If a coupon is part of the campaign, decide whether you want to continue to honour the discount.
Click Cancel Campaign to confirm.
Reactivate an automated campaign
Go to Marketing in your online Square Dashboard.
To find your cancelled campaigns, you can filter by campaign status and select Cancelled. Click on the title of the campaign you want to reactivate.
Click more options ••• and select Reactivate.
View the Results of Your Automated Campaign
You can view the ongoing results of your automated campaigns to see how many customers received your campaign, as well as open rates, coupon redemptions, and attributable sales for each campaign.
To see the results of your automated campaigns:
Go to Marketing in your online Square Dashboard.
Select the campaign you want the results for and click View Report, or click on the campaign name.
Marketing for Multi-Location Businesses
If your business has multiple locations, you can only create automated campaigns that work across all your locations. Your customers will qualify for different campaigns based on their engagement across each of your different locations, but they will only receive one automated email. For instance, they will only receive one birthday offer each year from your business, not one from each of your locations.
Get started with Google Reviews
To help you increase your total and quality of ratings and reviews, you can use Automated Email Marketing campaigns to request Google Reviews and stand apart from your local competition and drive new customer acquisition and sales.
Once you set up Google Business Profile with your Square account, you can:
- Setup automated email campaigns to help boost your Google Reviews. Customers in the regulars group (made 3 purchases in the last year) or customers who have provided positive feedback through the receipt survey will be receiving Google Review request campaigns.
- See how well your Google Reviews and campaigns are doing—a Google Reviews page will appear in your online Square Dashboard once you’ve synced at least one location to Google Business Profile. This dashboard will outline your insights and trends as well as the impact automated invites are having on your increasing reviews.
- On the Google Reviews statistics page, you will be able to track how many new reviews you’ve received in the past four weeks and how your Google Reviews automations are doing.
Learn how to set up Google Business Profile with Square.
To set up an automated email campaign:
- Go to Customers > Marketing from your online Square Dashboard.
- Click Create Campaign > select Email.
- Select Get more Google reviews > Design Campaign.
- Design and customize your campaign with text, emojis or hyperlinks. Note: There is a 250-character limit per text. Click Continue.
- Select your audience, then click Continue.
- Name your campaign, then click Send Now.
