Get Started with Square Loyalty Promotions
With Square Loyalty, you can create a digital reward program to offer customers rewards with their purchases. By creating promotions within your Loyalty program, you can incentivize your customers to return to your business to earn extra rewards.
Create a Promotion
To create a Loyalty promotion, you’ll need to have an existing Loyalty program set up. Learn more about setting up your Square Loyalty Program.
Keep in mind that item and category promotion criteria are only available for visit and spend-based Loyalty programs at this time.
To create a promotion from your online Square Dashboard:
Log in to your online Square Dashboard and click Loyalty.
Click Loyalty Promotions > Create promotion.
On the Promotion Setup page, give your promotion a name. If you have multiple locations, pick the locations where you want to run your promotion. Note: Promotion names are limited to 50 characters or less.
Continue to fill out your promotion information, including the promotion date range, and the times and days of the week the promotion is available.
Within Promotion details, choose your promotion type and value. You can select from a point multiplier (like buyers earn double points on a transaction) or custom points (like buyers earning an extra five points on their transaction).
Indicate the minimum spend amount per transaction. Note: A minimum spend amount is on top of your Loyalty program’s minimum spend amount. If your promotion does not have a minimum spend amount, any minimum spend requirements for your program will still apply to the transaction. Minimum spend amounts do not apply to item or category-based Loyalty programs.
If applicable, indicate the required item(s) per transaction that the promotion will apply to along with the reward type.
Click Launch promotion.
From Point of Sale
To create a promotion from the Square Point of Sale app:
Log in to your app and tap More > Settings > Loyalty.
Scroll to the Loyalty promotions section and select Create a promotion. You can view any current promotions within your program by tapping Active promotions.
Give your promotion a name and select a promotion type. Promotion types can be a point multiplier (like buyers earn double points on a transaction) or bonus points (like buyers earning an extra five points on their transaction). Note: Promotion names are limited to 50 characters or less.
If you have multiple locations, pick the locations where you want to run your promotion and tap Done.
Continue to fill out your promotion information, including the promotion schedule, start and end date and the times and days of the week the promotion is available.
Indicate the minimum spend amount per transaction, and if applicable, indicate the required item(s) per transaction the promotion will apply to along with the reward type. Note: A minimum spend amount per transaction is on top of your loyalty program’s minimum spend amount. If your promotion does not have a minimum spend amount, any minimum spend requirements for your program will still apply to the transaction. Minimum spend amounts do not apply to item or category-based loyalty programs.
Tap Save promotion.
Once you create a promotion, you can view and edit your promotion from the Promotions tab in the Loyalty section of your online Square Dashboard. The ability to manage promotions from your Point of Sale app is not available at this time.
No action is required from the business or the customer to apply a promotion to a sale. Promotions will automatically apply to qualifying transactions during the checkout process with your customer, and transactions that do not meet your promotion criteria will not be awarded the additional points. A buyer’s promotional points will also automatically adjust for refunded transactions.
Note: Loyalty promotions are limited to one transaction per customer per day, and are available to all customers enrolled in your Loyalty program.
Remove a Promotion
To remove a promotion from your Square Loyalty program:
Log in to your online Square Dashboard and click Loyalty.
Click LoyaltyPromotions and select the promotion you want to delete.
Click Cancel promotion.
Keep in mind that the ability to edit or remove promotions can only be done through your online Square Dashboard at this time.
Send Promotion Campaigns
If you subscribe to Square Marketing, you can send text message or email marketing campaigns to your customers about your promotion details. Buyers have to provide either their phone number or email address to check in or enrol with your Loyalty program.
You can send a text message (SMS) marketing campaign to buyers who have a phone number saved to their profile when you create a Loyalty promotion from the Promotions tab of your online Square Dashboard.
If sending an email marketing campaign, you’ll need to create the campaign from the Marketing tab of your online Square Dashboard. Email campaigns can only reach customers with an email address on file.
Customers who receive a campaign message from you can see additional details about your promotion through their online buyer status page.
Learn more about getting started with Square Marketing.
If you are using text message marketing to reach your customers, once you’ve created your first promotion your promotion details will be reflected in your Loyalty reporting once you create your first promotion. For any promotion, you can see the following pieces of reporting data:
Customers claimed: The number of buyers who triggered the promotion and the number of times they triggered the promotion.
Attributable transactions: The number of transactions where the promotion incentive was triggered.
Attributable sales: The total amount of sales from transactions where the promotion incentive was triggered.