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Get Started With Customer Information Collection

Here’s How It Works

Customer information collection tools enable you to expand your marketing reach by letting customers sign up for your newsletter. Email addresses and names shared by customers will be saved in your Customer Directory, and can be used with Square Marketing or exported for use with a third-party marketing service.

Customers who sign up for your mailing list will be reflected in the Collected Emails group of your Customer Directory.

Collect Customer Information Online

Customers can submit their contact information via a unique QR code you can place anywhere.

If collecting information for use with Square Marketing, 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 compliance with all applicable laws. Review our terms for additional information.

Note: Square’s unique QR code and embedded sign-up form help you comply with the GDPR’s consent requirements by requesting your customers give explicit permission when providing their email address. Please be aware that, if you are uploading customer information via CSV, it is your sole responsibility to ensure that you have permission from your customers to email them.

Set Up Email Collection

You can collect email addresses anywhere with a special QR code for customers to scan. When a customer scans the QR code, they will be taken to an information collection page where they can provide their email address and/or phone number to sign up for marketing communications and enrol in a Loyalty programme.

Download the QR code and create a printable sign for your shop >

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

  1. Navigate to the Marketing tab of your Dashboard.

  2. Select Collect Email Opt-Ins

  3. Customise your email collection poster. You can customise the poster with your company’s logo, colour scheme and messaging, and can also choose if you’d like to offer a promotion discount to your customers in exchange for signing up.

Note: Square’s QR code helps you comply with the GDPR’s consent requirements.

Customers who sign up for your mailing list will be reflected in the Collected Emails group of your Customer Directory.

If you are using Square Marketing, customer contact information in your Customer Directory, such as email addresses, can be used to send out email marketing campaigns. You can filter your customers by Marketing Subscribers and create smart groups to see Email Subscribers and Text Message Subscribers in your directory.

Learn more about: Customer Engagement

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