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Manage Unsubscribed Customers

Customer Consent Requirements

Canada’s privacy and spam laws typically requires entities that send marketing emails to get customer (recipient) consent to do so and also require that recipients be allowed to opt out of receiving future marketing emails at any point in time. Square Marketing helps sellers comply with privacy laws that apply to their business by providing consent forms which allow your customers to opt in to receiving marketing emails from you. It also allows your customers to opt out from all campaigns being sent. If a customer unsubscribes from further Square Marketing emails, they’ll be automatically opted out.

Export Customer List

If you’ve imported a customer list from a different service like MailChimp or Constant Contact, you’ll need to make sure customers who have opted out are also removed from those services’ lists. In these cases, you can view the subscription status for manually added customers by exporting your directory to a CSV file.

To do so:

  1. Head to the Customers tab of your online Square Dashboard > click Directory.

  2. Click Import / Export > Export Customers.

  3. Click Download.

A .CSV file will download to your computer, which you can open using Excel or other common spreadsheet software. The information available in the spreadsheet is for customers that have been manually assigned to a transaction or who have been manually imported via your dashboard.

If they’ve opted out, you’ll see their email subscription status as True under the Email Unsubscribed column. Please note customer names automatically collected from transactions swiped through the newest version of the Square Reader won’t be included in the spreadsheet. This information will only show on the Transactions tab of your Square Dashboard.

Check out our Support Centre for more information about managing your Customer Directory.

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