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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.

If a customer has requested to be manually unsubscribed:

  1. Go to Customers > Customers from your online Square Dashboard.

  2. Locate the customer who wants to unsubscribe.

  3. Click ••• then click Unsubscribe Email.

  4. Click Confirm.

Note: Customers can only be unsubscribed using the above method. If a customer wants to resubscribe, refer to the customer information collection tools.

Export Customer List

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

To do so:

  1. Go to Customers > Customers from your online Square Dashboard.

  2. Click Directory.

  3. Click Export Customers and choose to export All Customers or Specific Groups.

  4. Click Export.

A CSV file will download to your computer, which you can open using Excel or another common spreadsheet software. The spreadsheet shows information from customers who were manually assigned to a transaction or who were manually imported via your dashboard. If customers opt out of your emails, their email subscription status will display as Unsubscribed under the ‘Email Subscription Status’ column.

Note: The spreadsheet will not include customer names automatically collected from transactions swiped through the newest version of the Square Reader. This information will only show in the Transactions tab of your online Square Dashboard.

Learn more about how to manage your Customer Directory.

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