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.|
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 GDPR and/or Canadian 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.
Subscribe from Square Online
On the Checkout page of your Square Online website, your customers can check 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.
Note: The customer’s contact information is not visible to any other Square sellers unless they provide it directly to other sellers at checkout.
Set up Opt-in Coupons
If you are subscribed to Square Marketing, you will have the option to offer and configure coupons. To choose your ‘Opt-in coupon’ option:
Go to Marketing > Settings.
Under Collect Email Addresses, select Print, Save or Copy Link.
You can also customize 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 customize.
Note: If you are not subscribed to Square Marketing, coupon options will not appear. To access these features, sign up for a free 30-day Square Marketing trial by creating your first campaign.
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 numbers to join your Square Loyalty program.
Note: Square’s unique QR code and sign-up URL form help you comply with Canada’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:
Create 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.