Enrol customers in your loyalty program
About enrolling customers in your loyalty program
Enrolling customers in a loyalty program not only strengthens the relationship between your business and your customers but also drives revenue growth and provides valuable insights for strategic decision-making.
Before you begin
Create a Square Loyalty program before inviting customers to your loyalty program.
Once you've set up and activated your loyalty program and subscription, the new loyalty enrolment screens will appear in your point of sale app and you can start signing up your customers to receive rewards.
To earn points, customers must provide the same phone number for each payment method used at your business. A new profile will be created in your Customer Directory if the customer uses a different phone number.
If you're using Android or Square Register, you'll need to disable the Skip Receipt Screen and Automatically Print Receipts settings in order to see the loyalty screen at checkout.
Enable loyalty redemption
Enrol a customer in your loyalty program
Process a sale the same way you normally would. After the sale has been completed and your customer has passed the receipt screen, you'll reach the loyalty screen.
Ask your customer to enter their phone number to enrol or sign in to your loyalty program.
After each transaction, your customer will receive a text message indicating they've been enrolled and, if applicable, earned their first point(s), along with a link to their loyalty program status.
Customise your sign-in screen
You can choose to show non-qualifying purchases and set your preferred post-transaction screen timeout.
Customise your digital loyalty pass design
Buyers may be prompted to add a loyalty pass to Apple Wallet on their iPhone to make checking in, point accrual, and reward redemption easier for future transactions. Once a buyer taps the notification on their iPhone and verifies their personal information, they can add a digital loyalty pass for your business to their device. For future transactions, the buyer can check in and redeem rewards by tapping their iPhone on the customer display or on a contactless card reader during checkout.
Digital loyalty pass details will reflect your business name and logo and the buyer’s name, phone number, point balance, reward status, and start date of their participation in your program.
You can customise the digital Loyalty pass design from the Locations tab of your Square Dashboard, and you can enable the digital pass feature from the Settings under the Loyalty section of Square Dashboard.
