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Square Loyalty Overview

With Square Loyalty, you can create a digital loyalty rewards program that will keep your customers coming back again and again – with incentives they earn with each purchase.

How Square Loyalty Works

Your customers earn points for every purchase they make – even when they use cash – from your Square Point of Sale App or through your Square Online site. They don’t need to receive a digital receipt in order to accumulate points – simply have your customer enter their cell phone number after they check out. Your customers will be notified via SMS when they sign up with a link to their status page, each time they reach a new reward tier and when the rewards program changes.

You can customize your loyalty program so you’re incentivizing the best possible customer interactions. Your customers can either earn a point per transaction, per item purchased or every time they spend a certain amount. However, you can only set up one Loyalty rule for earning points per transaction at this time.

Read more about how customers can track their Loyalty status in our Support Centre.

You can customize your loyalty program so you’re incentivizing the best possible customer interactions. Your customers can either earn a point per item purchased, every time they spend a certain amount or per item in a category. However, you can only set up one Loyalty rule for earning points per transaction at this time.

Set a purchase minimum to define how customers can earn rewards:

  • Visit: Reward points based on a per-visit minimum. For example, if your customer spends more than $5, they’ll earn one point per item/visit. This program type also allows you to exclude items from accruing points.

  • Amount Spent*: Reward points based on the total amount spent before tip. For example, one point for every $5 spent on a purchase. 

  • Any Item or Category: Reward points based on purchasing a specific item or category. For example, a drip coffee earns 1 point, a latte earns 2 points and a sandwich earns 3 points.

*Note: The total Amount Spent can be tax inclusive or exclusive (default). To change your settings:

  1. Visit the Loyalty section of your online Square Dashboard > Settings.

  2. Under Earning Points, click Edit next to the rule value.

  3. Choose your tax preference.

  4. Click Save.

Seller Community: “We tell our customers face to face that we’ve switched to the virtual punch card that’s stored by their phone number. Everyone seems really excited about it, and they’re catching on. I let them push their own phone number in too. I think it adds to their experience.” - LSBS

Multi-Tiered Loyalty Program

You can create a Multi-Tiered Loyalty program by adding multiple tiers of rewards in your setup. Customers will accumulate points towards rewards based on different tiers. Customers can choose to redeem their points for a reward once they reach a tier, or continue toward the next tier to receive a larger reward. This allows you to create a loyalty program unique to your business and incentivize your customers to return.

If you are setting up a Loyalty Program for the first time:

  1. Log in to the Loyalty section of your online Square Dashboard.

  2. Follow the steps to create your Loyalty Program.

To add tiers to your Loyalty Program:

  1. Log in to the Loyalty section of your online Square Dashboard.

  2. Click Settings > Create A New Reward.

  3. Select your reward type from the dropdown and choose the reward value.

  4. Enter the discount that will be applied for the reward.

  5. Click Create Reward.

Note: You can only create up to 100 rewards levels for your Loyalty Program.

Redeem Rewards

Points are accumulated until the customer decides they want to redeem a reward.

If the customer is completing their transaction with the payment card that is linked to their loyalty profile, they will automatically be shown any available rewards during checkout. Once rewards are redeemed or skipped, you can proceed to checkout as normal. This is currently available for payments processed on Square Register, Square Terminal, and the Square Point of Sale app for iOS and Android devices.

Apply a Reward to a Current Sale

  1. Open the Square app and tap Checkout.

  2. From the library tab, tap Rewards.

  3. Enter the customer’s name or phone number to search for available rewards.

  4. Redeem a specific reward by tapping Redeem.

  5. Complete sale through Point of Sale. You’ll see the reward applied on the transaction.

Customers are able to apply multiple of the same rewards or multiple of the same rewards to a single transaction. Applying multiple rewards are only available on iOS devices and there is currently not an option to limit a maximum of one reward per transaction.

Apply a Reward to an Online Sale

Points can be earned or redeemed by loyalty program members if they are making a purchase through Square Online. When completing a transaction on your business’s website, your customer will need to enter in their cell phone number, and any rewards they decide to use for their purchase will be automatically applied. The rewards used for the transaction will also appear on their digital receipt.

Learn about managing and promoting your Square Loyalty program.

Customer Check-In

With Square Register, customer are given the option to check in on the customer display during their purchase in order to redeem their rewards. By entering their phone number, they can check in to receive points towards a future reward or redeem available discounts.

You can disable this feature at any time. To do so:

  1. Tap More

  2. Settings > select Loyalty.

  3. Toggle off the Customer check-in on customer display option.

Note: This feature is only available on Point of Sale for Square Register at this time. It is not yet available for Square for Retail or Square for Restaurants on Register.

Enrol Your Customers

After you’ve set up and activated your Loyalty program and subscription, the new Loyalty enrolment screens will appear in your Square app. A screen inviting your customers to enrol in your loyalty program will appear after each transaction regardless of whether their purchase has earned them a point, reward or not.

To enrol your customers in your loyalty program:

  1. Process a sale the same way you normally would.

  2. After the sale has been completed and your customer has passed the receipt screen, they’ll reach the Loyalty Screen.

  3. Your customer enters their 10-digit phone number to opt in to your loyalty program.

  4. They’ll receive an SMS indicating they’ve been enrolled and, if applicable, earned their first point, along with a link to their loyalty program status.

Note: Your customer will receive occasional SMS messages about your loyalty program, such as reward notifications. They can unsubscribe from SMS messages at any time. If they are using Cash App to track their Loyalty status, they can also configure their Loyalty notification settings on their mobile device directly.

Your customer’s loyalty account number is connected to their phone number. They can pay with different cards, cheques, gift cards or cash, and still earn points towards rewards by entering the same phone number.

To walk through what your customers will need to do to enrol in your loyalty program, view the Enrol your Loyalty Customer tutorial:

  1. Open the Square app and tap More.

  2. Tap Support in the sidebar of your Point of Sale App.

  3. Tap Tutorials and Tours and choose Enrol a Loyalty Customer.

  4. Swipe through the slides in the pop-up screen to learn how your customers can enrol in your loyalty program after their transaction.

Pricing for Square Loyalty

Square Loyalty’s subscription cost is based on your customer’s participation with your program. This participation is based on the number of qualifying Loyalty Visits within a given month.

Read more about Square Loyalty Pricing.

Learn more about: Customer Engagement

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