Get Started With Customer Information Collection
Customer information collection tools help you expand your marketing reach by letting customers sign up for your emails right from your website and social media accounts. 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 show in the Collected Emails group of your Customer Directory.
Collect Customer Information Online
Customers can submit their contact information through a unique QR code that you can place anywhere. Square Online users can also collect email addresses with the email collection widget, but these email addresses will not automatically populate for use in Square Marketing; you can download those email addresses as a CSV and then upload the list into Square Marketing.
| 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: The Square unique QR code and embedded signup form help you comply with GDPR consent requirements by requesting explicit permission from customers to provide their email address. Please be aware that if you are uploading customer information from a CSV file, 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 go to an information collection page where they can provide their email address and 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:
Go to the Marketing tab of your Dashboard.
Select Collect Email Opt-Ins.
Customise your email collection poster with your company logo, colour scheme and messaging, and choose if you’d like to offer a promotional discount to your customers in exchange for signing up.
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 in your directory.
Add Customer Profile from the Square Point of Sale App
When creating a customer profile in the Customer Directory, you can opt new customers into email marketing for iOS and SPOS.
To do so:
From the checkout screen on your Point of Sale app, tap Add a Customer.
Tap + to create a new customer.
Enter the customer’s information.
If the customer wants to receive your emails, toggle on Subscribe to Email Marketing.
Verbally confirm the customer’s consent to marketing emails and tap Confirm.
Tap Save.
Edit Customer Email Marketing Preferences
From the checkout screen on your Point of Sale app, tap Add a Customer.
In the search bar, search for the customer by name or existing contact information and select the customer you want to edit.
From the customer’s profile, tap Edit.
Make any edits to the customer’s information. You can also opt an existing customer into or out of email marketing by toggling Subscribe to Email Marketing.
If subscribing to the customer, verbally confirm their consent to emails and tap Confirm.
Tap Save.
FAQs
You have the ability to opt a customer in or out of marketing when creating a new customer or editing an existing customer on Square Point of Sale, Square for Restaurants, Square for Retail, Square for Appointments, and Invoices.
Your customer’s express consent is required to enable this feature and to ensure that any consents you obtain are valid, you must take the following steps:
The Marketing Subscription toggle will be switched to “Off” by default. Once the customer confirms that they wish to receive marketing, you will need to take the active step of turning the toggle “On,” and then you’ll be prompted to “Confirm” that you have your customer’s express consent. You need to make sure that your customer is agreeing to receive email marketing messages from your business and that these messages may include information about discounts, sales, specials, new offerings and other promotional content. The customer’s engagement activity, including email opens, clicks and voucher usage, will also be tracked to provide you with marketing analytics. You must provide this information to your customer before toggling on the marketing opt-in.
Yes, you need to let your customer know that they can opt out at any time. There are two ways your customer can unsubscribe to marketing:
- Your customer can unsubscribe via an opt-out link when an email is sent from your business.
- You can go to the customer’s profile, click “Edit,” and turn off the toggle - this will opt the customer out of marketing. If a customer’s marketing subscription toggle is “Off,” the customer is opted out of marketing.
Yes, if your customer provides express consent to receive email marketing messages, their most recent consent will apply and your customer can be subscribed to receive email marketing messages.
You can start an email marketing campaign immediately after using this feature. You should also turn on your “Welcome Email” marketing automated campaign in order for your customers to receive an email as soon as they make their first purchase. This will help avoid confusion and enable your customer to opt-out if desired.