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Using Automated Campaigns with Square Marketing

Overview

Once you set up Google Business Profile with your Square account, you can:

  • Setup automated email or text message campaigns to help boost your Google Reviews. Customers in the regulars group (made 3 purchases in the last year) or customers who have provided positive feedback through the receipt survey will be receiving Google Review request campaigns.
  • See how well your Google Reviews and campaigns are doing—a Google Reviews page will appear in your online Square Dashboard once you’ve synced at least one location to Google Business Profile. This dashboard will outline your insights and trends as well as the impact automated invites are having on your increasing reviews.
  • On the Google Reviews statistics page, you will be able to track how many new reviews you’ve received in the past four weeks and how your Google Reviews automations are doing.

Learn how to set up Google Business Profile with Square.

Request Google Reviews

To set up an automated email campaign:

  1. Go to Customers > Marketing > Google Reviews from your online Square Dashboard.
  2. If you haven’t already connected your Google Business Profile, click get started, and sign in. Learn more.
  3. Once you connect your Google Business Profile, you can set up automated campaigns directly from the Google Reviews page under “Recommended automations” > Get more Google reviews.
  4. Design and customize your campaign with text, emojis or hyperlinks. Note: There is a 250-character limit per text. Click Continue.
  5. Select your audience, then click Continue.
  6. Name your campaign, then click Send Now.

Square Marketing allows you to set up automated campaigns. These are emails sent to customers on an ongoing basis following a one-time set-up. They’re only sent to customers that meet the specific criteria for each type of campaign. The emails will continue to be sent until the campaign is turned off.

Automated Campaigns

There are several types of Automated Campaigns available:

  • Welcome: this email is sent to new customers within 24 hours of their first purchase, and encourages them come to back again.

  • Winback: This email is sent to lapsed customers. Your lapsed customers are those who’ve made 3 purchases within a 6-month period, but haven’t returned in the last 6 weeks. This message is meant to bring them back.

  • Birthday Offer: This email automatically sends an email to each customer 7 days before their birthday. By default it includes a voucher to encourage customers to visit, but you have the option of removing this.

  • Birthday Collector: If you’re missing birthdays for some of your customers, this campaign will help you collect them. This email will ask up to 500 customers per day if they want to share their birthday with you, and it will add their birthdays to your Customer Directory when customers opt-in.

  • Build Up Your Facebook Presence: This campaign automatically asks certain customers to visit your Facebook page. It goes to any customers who are regulars at your business or have left you positive feedback through Square receipts.

  • Nearing a Loyalty Reward: These email campaigns go to customers whose Loyalty point balance is currently at least 90% of the first reward tier.

  • Available Loyalty Reward: This email delivers to customers 14 days after they have enough points to redeem a loyalty reward.

  • Celebrate a Loyalty Anniversary: Celebrate your most loyal customers by automatically sending them an announcement each year they’ve been enrolled with your loyalty programme.

Note: To view or change the definition of a regular from your Customer Directory, select the regulars group under All Customers and select Edit Group to make an update.

Enable Follow-Up / Reminder Emails:

Follow-up / reminder emails can be enabled from the Audience & Send step when creating an automated campaign. If the original email is not opened, the same email will be re-sent 5 days after the delivery date of the initial email. Additionally, if there is a voucher / discount included in the campaign, a reminder will be sent 7 days before the voucher expires.

Follow-Up Emails

Set up a Welcome Email:

  1. Visit Marketing in your online Square Dashboard.

  2. Click Create Campaign.

  3. Select Welcome new customers > click Continue.

  4. Customise the email and offer > click Activate.

You can enable your customer to opt in to your Marketing campaigns after a purchase at your POS. These campaigns can be used to promote vouchers, products, services or to grow your subscriber base for future campaigns. To get started:

  1. From the navigation bar on your POS, tap ≡ More > Add-ons.

  2. Tap Email Marketing, then toggle on Collect customer email addresses on this device.

Set up a Winback Email:

  1. Visit Marketing in your online Square Dashboard.

  2. Click Create Campaign.

  3. Select Bring back your lapsed customers > click Continue.

  4. Customise the email and offer > click Activate.

Birthday Campaigns

Set up a Birthday Offer:

  1. Visit Marketing in your online Square Dashboard.

  2. Click Create Campaign.

  3. Select Wish your customers a happy birthday > click Continue.

  4. Customise the email and offer.

  5. Click Activate.

Turn on a Birthday Collector:

  1. Visit Marketing in your online Square Dashboard.

  2. Click Create Campaign.

  3. Select Ask for your customer’s birthday > click Continue.

  4. Customise the email > click Activate.

  5. When you’re collecting your customers’ birthdays, activate your Birthday Offer campaign to start sending automatic birthday emails with rewards.

Note: Once activated, Automated Campaigns must be cancelled to prevent further emails from being sent.

Square Loyalty Campaigns

Engage with customers enrolled in your Square Loyaltyprogramme and drive them to come back to your business with automated marketing campaigns. Remind your customers when they’re nearing a Loyalty reward or have an available reward, or celebrate a customer’s Loyalty anniversary. 

Note: To create Loyalty campaigns, you must be subscribed to both Square Marketing and Square Loyalty.

Set up a nearing a Loyalty reward campaign

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign > Email.

  3. Select Remind about nearing a loyalty reward.

  4. Customise the email and the offer, then click Continue.

  5. Click Activate to turn on this campaign.

Set up an available Loyalty reward campaign

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign > Email.

  3. Select Remind about available loyalty rewards.

  4. Customise the email and the offer, then click Continue.

  5. Click Activate to turn on this campaign.

Set up a Loyalty anniversary campaign

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign > Email.

  3. Select Celebrate customers’ Loyalty anniversary.

  4. Customise the email, then click Continue.

  5. Click Activate to turn on this campaign.

Square Appointments Campaigns 

To create Square Appointments campaigns, you must be subscribed to both Square Marketing and Square Appointments

This campaign targets customers who have come in for at least one appointment by automatically sending them reminders to book another appointment after 3 months.

Set Up a Lapsed Bookers Campaign 

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

  2. Click Create Automation > Email.

  3. Or click the Automations page and create Automation from here.

  4. Select Bring back lapsed bookers, and click Next.

  5. Customise the email and offer, then click Select Audience.

  6. Select your audience and reminder settings, then click Review Campaign.

  7. Click Activate.

Cancelling Automated Campaigns

Once they have been activated, Automated Campaigns must be cancelled to prevent further emails from being sent.

Cancel an automated campaign

  1. Visit your marketing campaign in your online Square Dashboard.

  2. Click on the title of the campaign you’d like to cancel.

  3. Click on the and select Cancel.

  4. If a voucher is part of the campaign, decide whether you want to continue to honour vouchers that customers bring in.

  5. Click Cancel Campaign to confirm.

Reactivate an automated campaign

  1. Visit your marketing campaign in your online Square Dashboard.

  2. Click on the title of the campaign you’d like to reactivate. You can filter by Campaign Status: Cancelled from the dropdown menu.

  3. Click on the and select Reactivate.

Viewing the Results of Your Automated Campaign

You can view the ongoing results of your automated campaigns. You’ll be able to see how many customers received your campaign, as well as open rates, voucher redemptions and attributable sales for each campaign.

To see the results of your automated campaigns:

  1. Visit Marketing in your online Square Dashboard.

  2. Select the campaign > click View Report or click on the campaign name.

Marketing for Multi-Location Businesses

If your business has multiple locations, you can only create automated campaigns that work across all of your locations at this time. Your customers will qualify for different campaigns based on their engagement across all of your business locations, but will only receive one Welcome email, one Birthday offer each year, etc.

Get started with Google Reviews

To help you increase your total and quality of ratings and reviews, you can use Automated Email campaigns to request Google Reviews and stand apart from your local competition and drive new customer acquisition and sales.

Overview

Once you set up Google Business Profile with your Square account, you can:

  • Setup automated email campaigns to help boost your Google Reviews. Customers in the regulars group (made 3 purchases in the last year) or customers who have provided positive feedback through the receipt survey will be receiving Google Review request campaigns.
  • See how well your Google Reviews and campaigns are doing—a Google Reviews page will appear in your online Square Dashboard once you’ve synced at least one location to Google Business Profile. This dashboard will outline your insights and trends as well as the impact automated invites are having on your increasing reviews.
  • On the Google Reviews statistics page, you will be able to track how many new reviews you’ve received in the past four weeks and how your Google Reviews automations are doing.

Learn how to set up Google Business Profile with Square.

Request Google Reviews

To set up an automated email campaign:

  1. Go to Customers > Marketing from your online Square Dashboard.
  2. Click Create Campaign > select Email.
  3. Select Get more Google reviews > Design Campaign.
  4. Design and customize your campaign with text, emojis or hyperlinks. Note: There is a 250-character limit per text. Click Continue.
  5. Select your audience, then click Continue.
  6. Name your campaign, then click Send Now.

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