Get Started with Square Marketing
Square Marketing helps you connect with your customers with customised email and social media campaigns to promote your business. Targeted email marketing is an effective way to reach your customers and drive sales.
You can easily design custom emails, set up automated campaigns and see how your marketing efforts affect your bottom line – right from your Square Dashboard. Read more about email marketing best practices.
If you haven’t done so already, sign up for a 30-day free trial for Square Marketing to start sending newsletters, announcements, event invitations, vouchers and more to your customers.
Square Marketing pricing is based on the number of subscribed customers you have in your Customer Directory.
This list combines:
Customers who have signed up for your newsletter via customer information collection tools.
Customers whose information you have imported via a CSV upload.
|Number of Subscribed Customers||Monthly Cost|
|Up to 500||£9|
|501 - 1,000||£19|
|1,001 - 2,000||£29|
|2,001 - 4,000||£39|
|4,001 - 9,000||£59|
|9,001 - 15,000||£99|
|15,001 - 30,000||£149|
|30,001 - 50,000||£199|
|50,001 - 75,000||£299|
|Greater than 75,000||Contact Us|
Create an Email Marketing Campaign
You can easily set up and customise a campaign that targets your best customers and promotes sales and visits. To get started:
Go to Customers > Marketing in your online Square Dashboard.
Click Create Campaign and select whether you’d like to send an Email or Receipt campaign.
Under ‘Choose a campaign’, select your campaign objective. If you’re sending an email, you can choose a one-time blast campaign, or set up an ongoing automated campaign.
Under the campaign objectives, you can also 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.
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 voucher can be redeemed. Note: If you want your voucher to be redeemable at all locations, leave the default All Locations selection.
Select a pre-existing template from the theme library, or use the default template to customise your email to your marketing goal. Note: If you’re including a voucher, be sure to include an offer amount and expiration date. Vouchers can be redeemed in-store or via Square Online.
Customise your Square Marketing template. Choose your default campaign colours, layout, global styles, font size, button size, email header styles and more. 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.
Select your recipients. 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. Learn more about your customer directory and smart groups.
Review your campaign then click Schedule or Send Now. Learn more about scheduling marketing campaigns.
Note: 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 complying with all applicable laws. Review our terms for additional information.
Learn more about customising your marketing campaign.
When creating a one-time (blast) campaign with Square Marketing, the option to send a reminder email to recipients who haven’t opened your message is disabled by default. If you want to send reminder emails, this setting can be switched on from the Review & Send step of the campaign creation process.
Reminder emails are sent five days after the original delivery date. Campaigns with vouchers or discounts are sent again to those who haven’t opened your message seven days before the voucher expires. By default, a voucher expires two months after the campaign begins unless you set it to expire on a different date.
Note: Reminder emails can’t be disabled once you send the campaign.
Schedule Marketing Campaigns
You can draft your marketing campaigns ahead of time, so they’ll be sent automatically.
To do so, click Schedule at the end of the campaign preparation flow to assign a date and time for your next promotion to be sent.
Schedule Recurring Marketing Campaigns
Set up recurring blast campaigns to automatically send weekly or monthly vouchers, reminders and invitations from your online Square Dashboard.
To do so:
Go to Customers > Marketing in your online Square Dashboard and select Create Campaign.
Select a blast campaign, create a custom design and select your audience.
From the Review & Send screen, click Schedule.
Set when you’d like to start sending the campaign and select Repeat this campaign.
Choose if you want this campaign recurring indefinitely, sent a specific number of times or sent one last time on a set date.
Note: Recurring campaigns can’t be used with seasonal themes.
Share Promotions via Digital Receipts
When creating a voucher campaign with Square Marketing, you have the option to include the voucher on your digital receipts. By doing this, customers who are subscribed to your mailing list can receive promotions via digital receipt.
To include your voucher in your digital receipts:
Go to Customers > Marketing in your online Square Dashboard > Create Campaign.
Select Receipt and enter your campaign name > Continue.
Customise your campaign’s theme, edit voucher details and add content > Continue.
Finish reviewing your campaign > Schedule or Send Now.
If you’re subscribed to Square Marketing, you have access to unlimited monthly emails at no additional cost, and will skip the payment entry window.
When a customer receives your marketing email and is ready to make a purchase, you can apply their reward at checkout. Learn more applying rewards at checkout.
Assign Marketing Permissions
You are able to assign designated team members to send and manage Square Marketing campaigns. To do so:
Log in to Staff > Team > Permissions in your online Square Dashboard.
Tap on Create Permission Set > Enter the permission set name.
Toggle on Marketing > Continue.
Select the access points the team member can use their permissions at.
Learn more about assigning permissions to your team members.
Manage Subscribed Customers
To manage the number of subscribed customers in your directory, you can do the following:
Visit your Customer Directory and resolve any duplicate contacts that may exist by clicking Resolve Duplicates.
Review your directory for any old, empty or unused customer records and delete them.
When sending marketing campaigns, a customer will be considered subscribed if they have opted in by scanning the QR code you printed, or if you obtained opt-in consent outside of Square and uploaded their information via CSV file. Email addresses for customers that have expired or bounced will automatically be excluded from your directory groups and filters.
📌 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 guidelines.
When a customer’s email address is unsubscribed or bounces, the email address will not be removed from your Customer Directory, but it will no longer be included in your Marketing filters and smart groups. You will need to manually delete the email from your directory.
You can use the Marketing Subscribers filter in your Directory to view subscribed customers.
View Campaign Reports
Get real-time reports wherever and whenever you want. Use our email marketing software to see how many people opened your email, how many clicked to learn more, as well as how many made purchases due to your campaign.
To view reports on a marketing campaign:
Go to Customers > Marketing in your online Square Dashboard.
Select Campaigns. By default, all your campaigns are visible. To filter by campaign type click Campaign Type.
Click the campaign to view an individual report.
For answers to common Square Marketing questions, review Square Marketing FAQ.
Create and Send Vanity Code Vouchers
With the vanity code voucher builder, you can create vouchers to promote your existing social media channels without subscribing to email marketing campaigns. To get started:
From your online Square Dashboard, go to Customers > Marketing.
Click Vouchers > Create Voucher
From the design screen, you can create a custom code, choose a voucher type, choose when the voucher applies and add a description and an expiration date.
You can view all of the vanity code vouchers you created in the voucher builder in your online Square Dashboard by going to Marketing > Vouchers. There, you can see the runtime, total discounts, total redeemed vouchers and the vanity code voucher status.
Note: If you created a voucher from the email builder, it will not display in the list of all vouchers in the vanity code voucher builder.
To share your promo code across social media and other places online:
From your Square Dashboard, go to Customers > Marketing > Vouchers.
Select the voucher and click (···) > Preview .
Click Copy Code.