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Customize Marketing Campaigns

With Square Marketing, you can create customizable campaigns that reflect your business’ brand and voice. You can also easily target your best customers to promote sales and visits.

To get started:

  1. Go to Marketing on your online Square Dashboard.

  2. Click Create Campaign and select Email campaign.

  3. Under ‘Choose a campaign’, select your campaign objective. If you’re sending an email, you can choose One-time or Automated.

  4. Within the campaign objectives, you can choose to target your best customers with different smart groups. These are recommended customer groups, such as top spenders, frequent visitors, active customers and loyal subscribers.

  5. If your business has multiple locations, you can select a specific location. This will determine which address shows up at the bottom of your emails, and limit where the coupon can be redeemed. Note: If you want your coupon to be redeemable at all locations, leave the default All Locations selection.

  6. Select a pre-existing template from the theme library, or use the default template to customize your email template. Choose the default campaign colours, layout, global styles, font size, button size and email header styles of your template. You can also add images, new text fields and Items from your library, and re-order these blocks of content so the email matches exactly what you’re looking for. With Square Marketing you have access to a searchable image gallery with over 850,000 free stock photos.

  7. Select your audience by adding your preferred customer group. Choose all customers or select a custom set of customers. If you chose a smart group when selecting your campaign objective, you can adjust the group recipients by clicking Modify.

  8. Select your campaign payment method, and review your campaign.

Customize Themes

You’re able to choose from a selection of seasonal themes for upcoming holidays, or a variety of other themes:
1. Select Themes in the menu on the right of your screen.
2. Choose a theme to see a preview of it on the left.

Customize Header or Business Logo

To customize the logo displayed on the campaign:

  1. Click on the logo displayed.

  2. Select Image on the menu to the right.

  3. Change Image Header to upload from your computer.

  4. You can also choose to Upload Logo.

Customize Layout

You’re able to add, remove and reorder the content included in your campaigns. This includes images, text, hyperlinked buttons, dividers and headlines.

  • Add a content type by selecting one from the blocks toolbar in the menu on the right of your screen.

  • Remove a content type by clicking on the section in the preview > click the red X icon.

  • Reorder the content types by clicking on the section to drag and drop.

Note: For images in the body, we recommend at least 800px in width.

Add a Coupon

It’s easy to add a Square Online coupon to your marketing campaign. Once you have created a coupon for Square Online :

  1. Start a new Marketing Campaign

  2. Select Offer A Coupon > Design Campaign.

  3. Click Paste code on the coupon campaign preview.

  4. Select Online use and paste the coupon code you created earlier under Coupon Code.

  5. Once you’ve finished setting up your coupon campaign, click Select Audience in the top right.

  6. Select your coupon campaign audience.

Duplicate a Campaign

If you want to reuse a campaign you’ve previously created, you can always go back to a completed campaign and duplicate it. To do so:

  1. Visit the Marketing section of your online Square Dashboard.

  2. Click Completed and select the campaign you’d like to duplicate > Duplicate.

  3. Complete, review and send or schedule your campaign.

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