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Get Started with Customer Engagement

Customer engagement tools are available to all Square sellers for free.

Customer Management Features

All Square sellers have access to the following tools:

  • Feedback: Private messaging with customers when customers leave feedback from their digital receipts.

  • Customer Directory: Create, import, and manage customer profiles. Save payment cards on file, 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 Insights: Statistics on customer satisfaction, new vs. returning customers, and customer visit frequency.

  • Customer Directory: Premium Profiles with Smart Groups, customer purchase history. 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.

  • Premium Profiles: Customer profiles via the Square app and online Square Dashboard that include a full activity list with transaction history, average purchase size, details and statistics.

Square Marketing Features

A Square Marketing subscription starts at $20 a month. With Square Marketing, you can engage your customers via email.

  • Email Marketing: Send unlimited marketing emails with customizable 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. Use the Email Subscribers and Text Subscribers smart groups and 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.

Customers in your directory will be considered subscribed if they have a public email address (i.e. the email address was manually entered into the customer’s profile) that has not bounced or been manually unsubscribed and the consent field has been checked.

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.

Learn more about Square Marketing pricing.

Note: Square Marketing subscription pricing is based on the number of subscribed contacts stored in your Customer Directory. If you use Square Appointments, your client list will be automatically merged with your Customer Directory, which may cause your subscription pricing to increase.

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: That your customers can sign up for 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: Customer Engagement

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