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Get Started with Square Loyalty Promotions

With Square Loyalty, you can create a digital reward programmene to offer customers rewards with their purchases. By creating promotions within your Loyalty programmeme, you can incentivize your customers to return to your business to earn extra rewards. 

If you don’t know where to start, here are some ideas you can try to get the most out of your promotion:

  • Slow days: Attract customers to your business on days that aren’t busy by offering 2x points for their visit.

  • Happy hours: Increase sales or clear out excess inventory by letting customers earn additional points when they purchase specific items or categories in a certain time frame.

  • Holidays: Cash in during the busy holiday season and reward your customers with custom points for spending with your business.

Square Loyalty also integrates with Square Email Marketing so you can send campaigns to your customers to drive repeat visits.

Create a Promotion

To create a Loyalty promotion, you’ll need to have an existing Loyalty programme set up. Learn more about setting up your Square Loyalty Programme.

Keep in mind that item and category promotion criteria are only available for visit and spend-based Loyalty programmes at this time.

From Dashboard

To create a promotion from your online Square Dashboard:

  1. Log in to your online Square Dashboard and click Loyalty.

  2. Click Loyalty Promotions > Create promotion.

  3. 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.

  4. Continue to fill in your promotion information, including the promotion date range, and the times and days of the week the promotion is available.

  5. 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).

  6. Indicate the minimum spend amount per transaction. Note: A minimum spend amount is on top of your Loyalty programme’s minimum spend amount. If your promotion does not have a minimum spend amount, any minimum spend requirements for your programme will still apply to the transaction. Minimum spend amounts do not apply to item or category-based Loyalty programmes.

  7. If applicable, indicate the required item(s) per transaction that the promotion will apply to along with the reward type.

  8. Click Launch promotion.

From Point of Sale

To create a promotion from the Square Point of Sale app:

  1. Log in to your app and tap More > Settings > Loyalty.

  2. Scroll to the Loyalty promotions section and select Create a promotion. You can view any current promotions within your programme by tapping Active promotions.

  3. Give your promotion a name and select a promotion type. 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). Note: Promotion names are limited to 50 characters or less.

  4. If you have multiple locations, pick the locations where you want to run your promotion and tap Done.

  5. Continue to fill in your promotion information, including the promotion schedule, start and end date and the times and days of the week the promotion is available.

  6. 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 is on top of your Loyalty programme’s minimum spend amount. If your promotion does not have a minimum spend amount, any minimum spend requirements for your programme will still apply to the transaction. Minimum spend amounts do not apply to item or category-based Loyalty programmes.

  7. 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 programme

Remove a Promotion 

To remove a promotion from your Square Loyalty programme:

  1. Log in to your online Square Dashboard and click Loyalty

  2. Click LoyaltyPromotions and select the promotion you want to delete. 

  3. 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 Email Marketing, you can send 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 programme.

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.

Promotions Reporting

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.

Note: Reporting for loyalty promotion redemptions sent through a Square Marketing campaign does not appear in your campaign reporting, but does show general customer visits. All loyalty promotion information is reflected in your Square Loyalty reporting metrics.

FAQ

Are buyers able to apply rewards earned during a promotion to the initial transaction?

No. Loyalty points that are earned as part of a promotion will be earned during the current transaction but will only contribute to a reward in a follow-up transaction. Keep in mind that Square Loyalty promotions are limited to one transaction per customer per day.

Does a promotion replace my existing Loyalty programme setup?

No. Loyalty promotions are point multipliers or additions that are layered on top of your current Loyalty programme and do not replace your existing programme setup.

For example, if your existing Loyalty programme states that buyers earn 10 points for every visit, and a buyer qualifies for a 3x points during a happy hour promotion as part of a transaction, the buyer will earn 30 points for that transaction.

Buyers will only earn the promotional reward or points if the transaction qualifies for points.

Can I specify a minimum spend amount for my promotion if my Loyalty programme is set up for item or category-based rewards?

No. Minimum-spend amounts only apply to visit-based or amount spent programmes at this time.

Are we able to apply multiple promotional incentives to one transaction?

No. Only one promotion incentive can be earned as part of a transaction. In an instance where two promotions are triggered during a transaction, the most recently created promotion will apply.

Can promotions award a percent amount or monetary amount off of a transaction?

No. Loyalty promotions can either be a point multiplier (like double points earned during happy hour) or a custom point amount earned (like five or ten additional points) per transaction.

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