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Get Started with Customer Engagement

Customer Relationship Management (CRM) tools are available to all Square merchants. We also offer a set of advanced tools at a monthly rate with Square Marketing and Square Loyalty.

Free CRM Features

All Square merchants have access to the following tools:

Tool Description
Feedback Private message your customers when they leave feedback or send your customers in-message coupons.
Customer Directory Create, import, and manage customer profiles. Save payment cards on file, view Loyalty and Square Marketing activity, view and respond to Feedback from customers, and create groups to keep your customer profiles organised. You can also apply filters to view detailed customer information such as items purchased, payment amounts, locations visited, and others over a specific time frame.
Customer Sign Ups Grow your marketing audience with tools that let customers sign up and subscribe to your mailing list.
Customer Insights Statistics on customer satisfaction, new vs. returning customers, and customer visit frequency.
Premium Profiles Customer profiles that include a full activity list with transaction history, average purchase size, details and statistics. When this feature is enabled, you are responsible for complying with applicable privacy laws, including maintaining a customer-facing privacy notice regarding the collection and use of your customers’ data. You may elect to turn this feature on or off at any time. When processing customer data, please make sure that you follow all applicable privacy laws.

Square Marketing Features

With Square Marketing, you can engage your subscribed customers via free or paid email marketing campaigns.

  • Email Marketing: Send unlimited email marketing campaigns with customisable templates.

  • Automated Email Campaigns: After a one-time setup, automatically send your customers a welcome email, a coupon on their birthday, or reminders to come back in.

  • Target your customers with automatic smart groups, so that the right people get the right message to maximise your sales. Filter your Marketing Subscribers through your Customer Directory.

  • View your results and sales: See in-depth reporting for every single campaign.

  • Celebrate Birthdays: Collect customer birthdays, and send automatic coupons to delight them on their special day.

  • Send Google My Business Campaigns: Promote your products and services online by increasing visibility and improving your chances of showing up in Google search results.

  • 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. Learn more about Google Review automation campaigns.

Note: Customers in your directory will be only considered as “subscribed” if they have explicitly provided consent to receive email marketing from your business. When a customer’s email address is unsubscribed or bounces, the email address will not be removed from your directory, but it will no longer be included in your Marketing filters and smart groups.

Square Marketing Pricing

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

  • Announce Afterpay acceptance

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 Email Marketing pricing is based on the number of subscribed customers you have in your Customer Directory. A subscribed customer is a customer that has provided consent to receive marketing emails from your business. This can be via an import of an existing database or through one of our customer information collection tools. Learn more about Square Marketing pricing.

Square Loyalty Features

Square Loyalty keeps your customers coming back again and again with quick, simple digital rewards. A Square Loyalty subscription includes the following features:

  • A Digital Rewards Program: Your customers can sign up right when they make a purchase.

  • Simple Ways to Earn Rewards: Your customers can earn points and rewards for every single purchase, even when they pay with cash.

  • Flexible Rewards: Reward your customers with complimentary items or discounts.

  • Incentivise Repeat Visits: Watch your business grow as your best customers come back again and again.

  • Details are in One Place: Customer loyalty details are stored right in your Customer Directory.

  • Administrative Tools: Tools allow you to manage team member access to view or edit Loyalty details in your Customer Directory from your online Square Dashboard or right from the Square app.

  • Loyalty Insights: See who’s using your Loyalty program and the impact on your bottom line.

Learn more about Square Loyalty pricing.

Learn more about: Customer Engagement

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