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Square Loyalty Overview

With Square Loyalty, you can create a digital loyalty rewards programme that will keep your customers coming back again and again – with incentives they earn with each purchase.

How Square Loyalty Works

Your customers earn points for every purchase they make – even when they use cash – from your Square Point of Sale App or through your Square Online site. They don’t need to receive a digital receipt in order to accumulate points – simply have your customer enter their phone number after they checkout. Your customers will be notified via SMS when they sign up with a link to their status page and each time they reach a new reward tier.

You can customise your loyalty programme so you’re incentivising the best possible customer interactions. Your customers can either earn a point per transaction, per item purchased or every time they spend a certain amount. However, you can only set up one Loyalty rule for earning points per transaction at this time.

Set a purchase minimum to define how customers can earn rewards:

  • Per Visit: Reward points based on a per-visit minimum. For example, if your customer spends more than £5, they will earn 1 point per visit.

  • Per Amount Spent: Reward points based on the total amount spent before tip and after VAT. For example, 1 point per every £5 spent on a purchase.

  • Per Item or Category: Reward points based on purchasing a specific item or category. For example, a drip coffee earns 1 point, a latte earns 2 points and a sandwich earns 3 points.

Note: Points accrue based on the post-tax (VAT) amount of the final sale price. 

Multi-Tiered Loyalty Programme

You can create a multi-tiered loyalty programme by adding multiple tiers of rewards in your setup. Customers will accumulate points towards rewards based on different tiers. Customers can choose to redeem their points for a reward once they reach a tier or continue towards the next tier to receive a larger reward. This allows you to create a loyalty programme unique to your business and incentivise your customers to return.

If you are setting up a Loyalty Programme for the first time:

  1. Log in to the Loyalty section of your online Square Dashboard.

  2. Follow the steps to create your Loyalty Programme.

To add tiers to your Loyalty Programme:

  1. Log in to the Loyalty section of your online Square Dashboard.

  2. Click Settings > Create A New Reward.

  3. Select your reward type from the dropdown and choose the reward value.

  4. E the discount that will be applied for the reward.

  5. Click Create Reward.

Note: You can create up to 15 rewards for your Loyalty Programme. If you already have 15 rewards created, you’ll need to delete an existing reward in order to create any new rewards for your programme. Additionally, reward names must be 100 characters or less for ease of use across your Point of Sale and receipts and during enrolment for buyers.

Redeem Rewards

Points are accumulated until the customer decides they want to redeem a reward.

Apply a Reward to a Current Sale

  1. Visit your item library by tapping Library from the Checkout screen.

  2. Tap Rewards.

  3. Enter the customer’s name or phone number to search for available rewards.

  4. Redeem a specific reward by selecting Redeem.

  5. Complete sale through Point of Sale. You will see the reward applied on the transaction.

Customers are able to apply different rewards or multiple of the same rewards to a single transaction. Applying multiple rewards are only available on iOS devices and there is currently not an option to limit a maximum of one reward per transaction.

Apply a Reward to an Online Sale

Points can be earned or redeemed by loyalty programme members if they are making a purchase through Square Online. When completing a transaction on your business’s website, the customer will need to enter in their phone number and any rewards they decide to use for their purchase will be automatically applied. The rewards used for the transaction will also appear on their digital receipt.

Learn about manage your Square Loyalty Programme.

Enrol Your Customers

After you’ve set up and activated your Loyalty programme and subscription, the new Loyalty enrolment screens will appear in your Square app. A screen inviting your customers to enrol in your loyalty programme will appear after each transaction regardless of whether their purchase has earned them a point, reward or not.

To enrol your customers in your loyalty programme:

  1. Process a sale the same way you normally would.

  2. After the sale has been completed and your customer has passed the receipt screen, they’ll reach the Loyalty Screen. Note: If using Square Register, customers can enrol via the buyer-facing display prior to completing a transaction.

  3. Your customer enters their phone number to opt in to your loyalty programme.

  4. They’ll receive a text message indicating they’ve been enrolled and, if applicable, earned their first point, along with a link to their loyalty programme status.

Note: Your customer’s loyalty account number is connected to their phone number. They can pay with different cards, cheques, gift cards or cash and still earn points towards rewards by entering the same phone number.

You can also enrol customers in your Loyalty programme with a special QR code poster at your point of sale for customers to scan. When a customer scans the QR code from their mobile device, they will be taken to an information collection page where they can provide their email address and/or phone number to enrol.

To download your QR code poster from your Square Dashboard. To do so:

  1. Navigate to the Loyalty tab of your online Square Dashboard.

  2. Select Promotions > In-Store Loyalty Enrolment

  3. On the next page, customise your in-store signage > click Print

  4. Place the poster near your point of sale so customers can easily scan the QR during checkout. 

Note: Square's information collection form helps you comply with GDPR.

Your customer will receive occasional text messages about your loyalty programme, such as reward notifications. They can unsubscribe from text messages at any time.

Customer Check-In

With Square Register, customers are given the option to check in on the customer display during their purchase in order to redeem their rewards. By entering their phone number, they can check in to receive points towards a future reward or redeem available discounts.

This feature is available on Point of Sale and Square for Retail for Square Register at this time. It is not yet available for Square for Restaurants on Register.

For sellers on Square for Retail, this feature is always enabled for sellers enrolled in Square Loyalty.

For sellers on Point of Sale, you can enable or disable the feature by:

  1. Navigating to Settings > select Loyalty.

  2. Toggle on the Customer check-in on customer display option.

You can disable this feature anytime by toggling off the Customer check-in on customer display option.

Pricing for Square Loyalty

Square Loyalty’s subscription cost is based on your customer’s participation with your programme. This participation is based on the number of qualifying Loyalty Visits within a given month.

Read more about Square Loyalty Pricing.

Learn more about: Customer Engagement

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