Manage Customer Groups and Filters
Use the default filters available in your directory to view select groups of customers. Multiple filters can be selected at once and used to create a Smart Group based on specific customer details. For example, you can select the Loyalty and Hasn’t Visited filters to see which loyalty participants haven’t returned to your business in a certain period of time or filter by Email Subscribers to see which customers will receive email promotions. This group of customers can then be turned into its own Smart Group that you can target with a Square Marketing email campaign.
If you’ve created Toggle or Selection custom fields, they will automatically be added to the list of filters in your directory so you can use them to create Smart Groups.
To view and apply filters:
Log on to your online Square Dashboard > Customers.
Click on the Directory tab and select Filters.
Apply filters for the customer details that you wish to view.
Click View Customers to see which customers fall under the filter criteria you have selected.
Note: You can apply filters through both your online Square Dashboard and your Point of Sale app. However, not all filters are available through your app at this time. A more comprehensive list of customer filters are available through your online Square dashboard.
Create a Manual Group to hand-select a list of customers according to your needs. Manual Groups come in handy when importing customers in bulk or quickly adding a new customer from a sale.
Visit the Customers tab of your online Square Dashboard.
Click All Customers > New Group.
Name the new group > click Save.
Smart Groups can be created by both you and your customer’s interactions with your business.
Examples of Smart Groups include:
Lapsed: Customers who have visited your business 3+ times but have not returned in 6–8 weeks.
Regulars: Customers who have visited your business 2–3 times and have visited within the last 6–8 weeks.
Smart Group rules may also vary depending on your business type. You can view the rule sets for each business type below.
|Charities & Education||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Contractors, Repair, Leisure||2+ visits, last visit < 6 wks ago||3+ visits, last visit >=6 wks ago|
|Food Related||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Health & Beauty||3+ visits, last visit < 6 wks ago||3+ visits, last visit >= 6 wks ago|
|Health Services||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Individuals||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Retail||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Services||3+ visits, last visit < 8 wks ago||3+ visits, last visit >= 8 wks ago|
|Transportation||2+ visits, last visit < 6 wks ago||3+ visits, last visit >= 6 wks ago|
Note: To edit the rules for Lapsed and Regulars, select the group in your directory > click Edit Group > make edits > Save.
Custom Smart Group: Groups created using filters in the directory. More information below.
Email Subscribers: Customers that have provided their consent and email address can be included in email promotions with Square Marketing.
Sort Your Directory Using Groups and Filters
Manage and filter your customers to organise and group them for targeted email marketing campaigns, tracking customer trends, applying discounts or identifying them based on an operational need.
Click Filter and choose the filter you would like to add.
Click on the filter you’ve chosen to view conditions associated with that filter, if applicable.
Choose an option to configure your filter.
Select any additional filters.
Tap Save Filters to save as a Smart Group.
Smart groups can also be used with Square Marketing. While viewing a group in your Customer Directory, select Send Message. You can also select the group during the Audience step when creating a Square Marketing campaign.
Note: To be included in your marketing communications, customers in your directory must be subscribed to email marketing.
When a customer’s email address is unsubscribed or bounces, the email address will remain in your directory, but it will no longer be included in your Marketing filters and smart groups.
You can also use information from your Directory to create automatic discounts for buyers at your business from your Square Point of Sale App or on your online Square Dashboard. Learn how to create discounts for Customer Groups.
Assigning Customer Directory Permissions
With Square’s Team Management subscription, you can assign roles and permissions to your team members so they can take action in your Customer Directory. Actions your team members can take range from creating customer profiles, viewing and updating customer groups and more. You can learn more about getting started with Team Management in our Support Centre.
By default, customer contact info such as email address, physical address and phone number will be viewable for team members with assigned permissions. You can give your team the ability to edit this information by assigning custom permission sets.