System updates

We’re experiencing issues that may affect your Square services. We’ll continue to update our status page with more information.

Home>Overview

Get Started with Square Marketing

Square Marketing helps you connect with your customers with customised emails that promote your business. Targeted email marketing is an effective way to reach your customers and drive sales both in-person or online.

Using this guide, you can design custom emails, set up automated campaigns, and see how your marketing efforts affect your bottom line — right from your Square Dashboard. Read more about email marketing best practices.

Overview

From your Square Dashboard, Square Marketing offers free email templates to:

  • Promote eGift Cards

  • Collect a Payment or Donation

  • Share a COVID-19 Update

  • Drive online orders

Pricing

If you would like access to our premium email templates, sign up for a 30-day free trial for Square Marketing to start sending newsletters, announcements, event invitations, coupons, and more. Once the free trial ends, the subscription is based on the number of subscribed customers you have in your Customer Directory.

Square Marketing pricing is based on the number of subscribed customers you have in your Customer Directory.

Number of Subscribed Customers Monthly Cost
Up to 500 $20
501 - 1,000 $35
1,001 - 2,000 $50
2,001 - 4,000 $60
4,001 - 9,000 $100
9,001 - 15,000 $170
15,001 - 30,000 $270
30,001 - 50,000 $400
50,001 - 75,000 $570
Greater than 75,000 Contact Us

Subscribed Customers

A subscribed customer is a customer that has provided explicit consent to receive marketing emails from your business. 

If you’ve collected customer email addresses through Square from (but not limited to) sending digital receipts, Invoices, Appointments or Loyalty — the customer cannot receive Square Marketing email campaigns unless:

  • You’ve separately collected and recorded the customer's explicit consent,

  • You’ve manually imported an existing database of customers who have consented to receive marketing emails from your business, or

  • Your customer has used one of Square’s customer information collection tools.

Import Subscribed Customer List

Before you get started, ensure your customer has provided consent to receive marketing emails from your business. Next, you'll need to update your customer profiles to display the subscribed status. Learn more about importing customers online.

To import your customer list:

New Customer List

  1. Go to Customer Directory in your online Square Dashboard.
  2. Click Import Customers > Download Template to download a blank CSV file. This will allow you to bulk upload your customer list.
  3. Open the CSV file using Microsoft Excel or other common spreadsheet software. Enter the customer details, including their name and email address.
  4. Under the “Email Subscription Status” column, in each row enter subscribed, unsubscribed, or unknown. Click Save. Note: Only customers with ‘subscribed’ in this column will be able to be emailed and count towards your subscriber number.
  5. Go back to your Customer Directory and select Import Customers.
  6. Follow the steps to drag and drop your file to upload or click select it from your computer. Ensure you review and tick the checkbox. Click Next.
  7. Assign applicable field labels. Click Import.
  8. Your customer’s email status will now appear as “Subscribed”.

Existing Square Customer Directory List

  1. Go to Customer Directory in your online Square Dashboard.
  2. Select the customers who provided permission to receive marketing emails. If all customers have provided consent, go to step five.
  3. Click Add to Group.
  4. Select an existing group or select Create New Group. Then, select Add to Group.
  5. Once you’ve created a new group, click Export Customers.
  6. Click Specific Groups and choose the group.
  7. Click Export.
  8. Click Download to edit a CSV file containing your customers.
  9. Open the CSV file using Microsoft Excel or other common spreadsheet software.
  10. In the Email Subscription Status column, update “unknown” to “subscribed”. Click Save.
  11. Go back to your Customer Directory and select Import Customers.
  12. Follow the steps to drag and drop your file to upload or click select it from your computer. Ensure you review and tick the checkbox. Click Next.
  13. Assign applicable field labels. Click Import.
  14. Your customer’s email status will now appear as “Subscribed”.
📌 When importing email addresses via CSV upload, you should set an opt-in status for each email you’re importing by having a separate status column, titled Email Subscription Status. Note: If you download and use the Customer Import CSV Template from your Square Dashboard, then this column will already be present.
📌 You can set the status of the email address to Subscribed, Unsubscribed or Unknown. Emails marked as Subscribed will show as available to receive Square Marketing communications from you.
📌 You are responsible for ensuring the customers on your list have given explicit permission to contact them and for compliance with all applicable laws. Please always consult a knowledgeable professional advisor to ensure you are adhering to Australian guidelines.

Create an Email Marketing Campaign

You can easily set up and customise an email campaign that targets your best subscribed customers, such as top spenders or frequent visitors, and promotes sales and visits.

To get started:

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign > Email.

  3. Under "Choose a campaign," select your campaign objective. You can choose a one-time blast campaign or set up an automated campaign. Click Next.

    • If your business has multiple locations, you can select the specific location address you want to show up at the bottom of your emails. Choosing a location will also limit where customers can redeem the coupon. Note: Leave the default "All Locations" selection if you want your coupon to be redeemable at all locations.

  4. Customise your email template. Choose your email elements, theme, or default campaign style, including campaign colours, layout, font size, button size, email header styles, and more. You can also add images, new text fields, and items from your library and arrange them so the email matches what you’re looking for. Click Select Audience.

    • With Square Marketing, you have access to a searchable image gallery with over 850,000 free stock photos, link your Facebook to select photos from your account, or you can upload your own from your computer. Note: For images in the body of your campaign, we recommend images at least 800px in width.

  5. Select your recipients. Choose all customers or select a custom set of customers. If you chose a smart group when you selected your campaign objective, you can adjust the group recipients by clicking Modify. Smart Groups are recommended customer groups — such as top spenders, frequent visitors, active customers and loyal subscribers — so you can target your best customers.

  6. Review your campaign then click Schedule or Send Now. You can also toggle on email reminders if your customer has not opened the email.

Note: Only send marketing communications to customers who have consented to receive marketing emails from your business. You are responsible for ensuring the customers on your list have given explicit permission to contact them and you must comply with all applicable laws, which you can find on the Australian Communications and Media Authority (ACMA) website. Reviewour terms of service for additional information.

Reminder Emails

When creating a one-time (blast) campaign with Square Marketing, the option to send a reminder email to recipients who haven’t opened your email is disabled by default. If you want to send reminder emails, you can toggle on Reminder from the “Review & Send” step of the campaign creation process.

Reminder emails are sent five days after the original delivery date if the email is not opened. Campaigns with coupons or discounts are sent again to those who haven’t opened your message seven days before the coupon expires. By default, a coupon expires two months after the campaign begins unless you set it to expire on a different date.

Note: Reminder emails can’t be disabled once you send the campaign.

Schedule Marketing Campaigns

You can draft your marketing campaigns ahead of time so they’ll send automatically.

To do so, click Schedule at the end of the campaign preparation flow to assign a date and time for your next promotion to be sent.

Schedule Recurring Marketing Campaigns

Set up recurring blast campaigns to automatically send weekly or monthly coupons, reminders, and invitations from your online Square Dashboard.

To do so:

  1. Go to Square Marketing in your online Square Dashboard and select Create Campaign.

  2. Select a blast campaign, create a custom design, and select your audience.

  3. From the Review & Send screen, click Schedule.

  4. Set when you want to start sending the campaign and select Repeat this campaign.

  5. Choose if you want this campaign recurring indefinitely, sent a specific number of times, or sent one last time on a set date.

Note: Recurring campaigns can’t be used with seasonal themes.

If you’re subscribed to Square Marketing, you have access to unlimited monthly emails at no additional cost and will skip the payment entry window.

When a customer receives your marketing email and is ready to make a purchase, you can apply their reward at checkout. Each code is unique and cannot be used more than once. Learn more applying rewards at checkout.

Assign Marketing Permissions

You can assign designated team members to send and manage Square Marketing campaigns. To do so:

  1. Go to Permissions in your online Square Dashboard.

  2. Select Create Permission Set and enter a name for the permission set.

  3. Toggle on Marketing and select Continue.

  4. Select the access points where the team member can use their permissions.

  5. Click Save.

Learn more about assigning permissions to your team members.

Manage Subscribed Customers

To manage the number of subscribed customers in your directory:

  1. Visit your Customer Directory and remove any duplicate contacts that may exist by clicking Resolve Duplicates.

  2. Review your directory for any old, empty or unused customer records and delete them.

When sending marketing campaigns, a customer is “subscribed” if they have a visible email address in your Customer Directory, and they have not manually unsubscribed or their email has not bounced. If a customer unsubscribes or the email bounces, their email address will be removed from your Marketing filters and smart groups, but it will remain in your Customer Directory.

You can use the Marketing Subscribers filter in your Customer Directory to view subscribed customers.

View Campaign Reports

Get real-time reports wherever and whenever you want. Use our email marketing software to see how many people opened your email, how many clicked to learn more, as well as how many made purchases due to your campaign.

To view reports on a marketing campaign:

  1. Go to Marketing in your online Square Dashboard.

  2. Select Campaigns. By default, all your campaigns are visible. To filter by campaign type, click Campaign Type.

  3. Click the campaign to view an individual report.

Email Marketing Insights

Square Marketing provides you with reporting that helps measure the success of each campaign, as well as insights into which sales were associated with a campaign. These insights are broken down into two categories:

  • Attributable Sales: Attributable sales represent the total amount of sales generated from customers who made an in-store purchase within seven days of viewing a campaign or any customers who redeemed a coupon.

  • Attributable Purchases: Attributable purchases represent the number of in-store transactions made by customers who viewed a campaign and made a purchase within seven days.

For answers to common Square Marketing questions, review Square Marketing FAQ.

Can't find what you need?