System updates

We’re experiencing issues that may affect your Square services. We’ll continue to update our status page with more information.

Home>Overview

Using Automated Campaigns with Square Marketing

Square Marketing allows you to set up automated campaigns. These are emails sent to customers on an ongoing basis following a one-time setup. 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

  • 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 made three purchases within a six-month period but haven’t returned in the last six weeks. This message is meant to bring them back.

  • Birthday Offer: This email automatically sends an email to each customer seven 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.

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 or reminder emails can be turned on from the Audience & Send step when creating an automated campaign. If the original email is not opened, the same email will be sent again five days after the delivery date of the initial email. Additionally, if there is a voucher or discount included in the campaign, a reminder will be sent seven 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 > Continue.

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

Set up a winback email:

  1. Visit Marketing in your online Square Dashboard.

  2. Click Create Campaign.

  3. Select Bring back your lapsed customers > Continue.

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

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

  4. Customise the email, then click Activate.

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

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 or Text.

  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.

You can also create a text message marketing version of this campaign.

Cancel 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 more options () and select Cancel.

  4. If a voucher is part of the campaign, decide whether you want to continue to honour the vouchers after you cancel the campaign.

  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, and choose Cancelled from the dropdown menu.

  3. Click more options () and select Reactivate.

View the Results of Your Automated Campaign

You can view the ongoing results of your automated campaigns 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 you want to see, then click View Report or click 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. 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 and one of other automated campaigns.

Can’t find what you need?