Square Marketing FAQ

Setting up a Square Marketing campaign is easy.

1. Go to Marketingfrom 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 ongoing automated campaign. Click Next.
4. Choose your theme, brand and style, tweak the content.
5. Choose your audience.
6. Review and send.

Visit Get started with Square Marketing for detailed information.

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 receiving marketing emails from your business, or
• Your customer has used one of Square’s customer information collection tools.

Square Marketing comes with a 30-day free trial. After the trial, pricing is based on the number of subscribed customers (the customers you could reach via email) in your Customer Directory. Review our Square Marketing pricing for more information.

Yes! From your online 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

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 fee is based on the number of subscribed customers you have in your Customer Directory.

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.

Learn how to get started with customer information collection.

Yes! On the Checkout page, your customers can tick the I want this business to use the data I provided to send me marketing communications until I unsubscribe box which will automatically subscribe them to your Customer Directory.

Your customer can visit Square’s privacy policy or ask you for more information about your privacy practices.

Note: The customer’s contact information is not visible to any other Square sellers unless they provide it directly to other sellers at checkout.

From your Square dashboard:

1. Select Marketing > Campaigns.
2. Click Create Campaign, then select the type of campaign you want to send
3. Customize your campaign, then save it for later or send it to your customers right away.

You can cancel any automated marketing campaigns and blast campaigns with a coupon at any time. Update, Event Invitation, and Product Announcement blast campaigns can’t be cancelled.

To cancel a campaign:

1. Visit Marketing in your online Square Dashboard.
2. Select the Active campaign you’d like to cancel > click Cancel.
3. Select whether you’d like to still honor unredeemed coupons, or cancel and invalidate them.
4. Click Cancel Campaign.

You can duplicate a previously completed campaign. To do so:

1. Visit Customers > Marketing in your online Square Dashboard.
2. Click Completed and select the campaign you’d like to duplicate.
3. Click Duplicate in the upper-right corner.
4. Complete, review, and send or schedule your campaign.

If you don’t see the option to search for rewards in-app, please be sure you are using an updated version of Square Point of Sale.

For the first campaign you send, Square Marketing will take the business name and address from your Business Settings. To update your business name after sending a campaign, you can do so from the campaign header under Business Name.

Please note: Changing the business name from Business Settings won’t affect what’s displayed in your campaigns. To modify the address that appears on a campaign, you’ll update it from the last campaign sent.

Once you choose a campaign objective and template you can easily customize your audience and hand pick which customers you want to send the campaign to. To get started:

1. Go Customers > Marketing in your Square Dashboard
2. Under “Choose a campaign,” select either a One-time or Automated campaign.
3. Select your campaign objective, and choose the template you want to use. Here, you can choose to target your best customers with different smart groups. These are recommended customer groups, such as top spenders, frequent visitors, active customers, and loyal subscribers.
4. Customize your Square Marketing template default campaign colors, layout, global styles, font size, button size, email header styles, and more. Then click Next.
5. Select your recipients. Choose all customers or select a custom set of customers. If you chose a smart group when selecting your campaign objective, you can adjust the group recipients by clicking Modify.
6. Click Review Campaign.

Yes. With Square Marketing, you can create coupons for your Square Online site and share them with customers in multiple ways. Learn more about creating discounts and coupons for Square Online items.

There are two ways your customers can redeem their rewards:

• Rewards need to be applied manually to a sale by looking up the customer’s associated receipt email address or six-digit reward code. Your customer can locate the email address or six-digit code associated with their reward in the email they received. They’ll need to present this information to you at checkout so you can locate and apply the reward.
• Your customer can elect to tie the reward directly to the payment card they last used at your business. The reward will be automatically applied when they use that same payment card during their next visit. If you have trouble, ask the customer for their six-digit reward code or email address to apply the reward manually.

Learn more about applying rewards.

When a reward is redeemed, Square will authorize a payment card for the full sale amount before the reward is applied. Some banks reflect this activity as a pending charge. These are not actual charges, but simply Square verifying that funds are available. Your customer will see the discounted sale amount posted to their account in the next few days.

Not at this time. Rewards are no longer valid, and are considered used, if they were added to a sale that was voided. You can manually
apply a discount to the customer’s next sale.

Yes, with the custom coupon builder, you can create coupons to promote your existing social media channels without subscribing to Square Marketing.

To get started:

1. From your online Square Dashboard, go to Customers > Marketing.
2. Click Coupons > Create Coupon.
3. From the design screen, you can create a custom code, choose a coupon type, choose when the coupon applies and add a description and expiration date.
4. Click Activate.

You can view all of the custom coupons you created in the coupon builder from your online Square Dashboard by going to Marketing > Coupons. There, you can see the runtime, total discounts, total redeemed coupons and the custom coupon status.

Note: If you created a coupon from the email builder, it won’t display in the list of all coupons in the custom coupon builder.

To share your promo code across social media and other places online:

1. From your online Square Dashboard, go to Customers > Marketing > Coupons.
2. Select the coupon and click ••• > Preview.
3. Click Copy Code.

Unfortunately, since Outlook doesn’t support the same formatting standards as most other email clients, images from your campaigns may not populate correctly for customers using their services.

Most popular email clients do support our standard formatting, so the majority of your customers are able to see your campaign’s images.