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Get Started With Customer Information Collection

With Square's free customer information collection tools, you can expand your marketing reach by letting customers subscribe to your e-newsletter right from your website and social media accounts. Email addresses and names shared by customers save in your Customer Directory and can be used with Square Marketing or exported for use with a third-party marketing service.

If collecting information for use with Square Marketing, 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 for compliance with all applicable laws. Review our terms for additional information.

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.

📌 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.

Collect Customer Information Online

You can collect email addresses anywhere with a QR code for customers to scan to provide consent to receive email marketing messages from your business. When a customer scans the QR code, they will be taken to an information collection page where they can provide their email address and consent to sign up for email marketing communications and enrol in a Loyalty program. You can also share a URL on your social media channels, website, or blog.

Download the QR code and create a printable sign for your shop >

To choose your "Opt-in coupon" option:

  1. Go to Marketing > Settings.

  2. Under Collect Email Addresses, select Print, Save, or Copy Link.

You can also customise your email collection poster with your company’s logo, colour scheme and messaging, and can also choose if you’d like to offer a promotional discount to your customers in exchange for signing up. Simply select Edit to customise.

Once you display the in-store signage or share the link with your customers, they will have the option to enter their email to subscribe and receive a fixed discount or percentage off their next purchase in-person or on your Square Online site. Customers will also have the option to share their phone number to join your Square Loyalty program.

Note: Square's unique QR code and sign-up URL form help you comply with Australia's consent requirements by requesting your customers give explicit permission when providing their email addresses. If you are uploading customer information via CSV, it is your sole responsibility to ensure that you have permission from your customers to email them.

Import Customer Lists

If you already have an existing customer list from Square Online or a third-party platform, you'll need to update your customer profiles to display the "subscribed" status before you can send email marketing. 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”.

Smart Groups

Customers who sign up for your mailing list will be reflected in the Email Subscribers group of your Customer Directory.

If you are using Square Marketing, customer contact information in your Customer Directory, such as email addresses, can be used to send out email marketing campaigns. You can filter your customers by Marketing Subscribers and create smart groups to see Email Subscribers in your directory.

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