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Get Started with Square Marketing

Square Marketing helps you connect with your customers with customized email and social media campaigns to promote your business.

This guide will help you design custom emails, set up automated campaigns, and see how your marketing efforts affect your bottom line — right from your Square Dashboard.

Targeted email marketing is an effective way to reach your customers and drive sales. Read more about email marketing best practices.

Create, send, and track email marketing campaigns in minutes. Learn more about Square Text Message and Email Marketing in the Seller Community.

Sign up

If you haven’t done so already, sign up for Square Marketing to start sending newsletters, announcements, event invitations, coupons, and more to your customers.

Square Marketing comes with a 30-day free trial. After the free trial, Square Marketing pricing is based on the number of subscribed customers you have in your Customer Directory.

This subscribed customer list combines:

  • Customers you may have imported or added via customer information collection tools.

  • Customers who’ve visited you at least once within the last 12 months, and either paid with a credit or debit card or elected to receive a digital receipt via email.

Number of Subscribed Customers Monthly Cost
Up to 500 $15
501 - 1,000 $25
1,001 - 2,000 $35

Create an Email Marketing Campaign

You can easily set up and customize a campaign that targets your best customers and promotes sales and visits.

To get started:

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign and select whether you’d like to send an Email, Facebook or Receipt campaign.

  3. Under "Choose a campaign," select your campaign objective. If you’re sending an email, you can choose a one-time blast campaign, or set up an ongoing automated campaign. If you choose to send a Facebook campaign, you can choose between different types of one-time campaigns.

  4. Under the campaign objectives, you can also choose to target your best customers with different smart groups. These are recommended customer groups, such as top spenders, frequent visitors, active customers and loyal subscribers.

  5. If your business has multiple locations, you can select a specific location. This will determine which address shows up at the bottom of your emails, and limit where the coupon can be redeemed. Note: If you want your coupon to be redeemable at all locations, leave the default All Locations selection.

  6. Select a pre-existing template from the theme library, or use the default template to customize your email to your marketing goal. Note: If you’re including a coupon, be sure to include an offer amount and expiration date. Coupons can be redeemed in-store or via Square Online.

  7. Customize your Square Marketing template. Choose your default campaign colors, layout, global styles, font size, button size, email header styles, and more. You can also add images, new text fields, and Items from your library, and re-order these blocks of content so the email matches exactly what you’re looking for. With Square Marketing you have access to a searchable image gallery with over 850,000 free stock photos.

  8. Select your recipients. Choose all customers or select a custom set of customers. If you chose a smart group when selecting your campaign objective, you can adjust the group recipients by clicking Modify. Learn more about your customer directory and smart groups.

  9. Select your campaign payment method: Pay-as-you-go (which costs $0.10 per email sent) or the monthly subscription option that allows you to send unlimited emails.

  10. Review your campaign then click Schedule or Send Now. Learn more about scheduling marketing campaigns.

Note: 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 complying with all applicable laws. Review our terms for additional information.

Learn more about customizing your marketing campaign.

Reminder Emails

When creating a one-time (blast) campaign with Square Marketing, the option to send a reminder email to recipients who haven’t opened your message is disabled by default. If you want to send reminder emails, this setting can be switched on from the Review & Send step of the campaign creation process.

Reminder emails are sent five days after the original delivery date. Campaigns with coupons or discounts are sent again to those who haven’t opened your message seven days before the coupon is set to expire. By default, a coupon expires two months after the campaign is sent, unless you’ve set it to expire on a different date.

Note: Reminder emails can’t be disabled once the campaign has been sent.

Schedule Marketing Campaigns

You can draft your marketing campaigns ahead of time, so they’ll be sent automatically.

To do so, click Schedule at the end of the campaign preparation flow to assign a date, and time for your next promotion to be sent.

Schedule Recurring Marketing Campaigns

Set up recurring blast campaigns to automatically send weekly or monthly coupons, reminders, and invitations from your online Square Dashboard.

To do so:

  1. Go to Marketing in your online Square Dashboard > Create Campaign.

  2. Select a blast campaign, create a custom design, and select your audience.

  3. From the Review & Send screen, click Schedule in the upper-right corner.

  4. Set when you’d like to start sending the campaign > enable Repeat this campaign option.

  5. Select if you’d like this recurring campaign indefinitely, sent a specific number of times, or send it for one last time on a set date.

Note: Recurring campaigns can’t be used with seasonal themes.

Marketing - Design Campaign - Dash - US

Share Promotions via Digital Receipts

When creating a coupon campaign with Square Marketing, you have the option to include the coupon on your digital receipts. By doing this, customers who aren’t subscribed to your mailing list can take advantage of the promotion.

To include your coupon in your digital receipts:

  1. Go to Marketing in your online Square Dashboard > Create Campaign.

  2. Select Receipt and enter your campaign name > Continue.

  3. Customize your campaign’s theme, edit coupon details, and add content > Continue.

  4. Finish reviewing your campaign > Schedule or Send Now.

Marketing -Coupon Campaign

If you’re subscribed to Square Marketing, you have access to unlimited monthly emails at no additional cost and will skip the payment entry window.

When a customer receives your marketing email and is ready to make a purchase, you can apply their reward at checkout. Each code is unique and cannot be used more than once. Learn more applying rewards at checkout.

Marketing Assistant

The Square Marketing Assistant helps you create marketing campaigns right from your phone. You will receive suggestions, designs, campaigns reports, and tips to craft effective campaigns on the go. Once you’ve finalized creating a campaign, you can launch it from your phone.

Marketing - Assistant

To get started:

  1. Go to Marketing in your online Square Dashboard.

  2. Select Assistant and follow the prompts to get started.

Learn more about setting up Marketing assistant.

Text Message Marketing

You can send text message marketing to quickly and effectively reach your customers. 

To set up your text message marketing program, you’ll need a sender name which appears at the beginning of every text to identify your business. Then, you’ll choose what coupon you want to offer your customers when they sign up.

To set up text message marketing:

  1. Go to Marketing in your online Square Dashboard.

  2. Click Create Campaign and select Text Message.

  3. Select Get Started and enter the business name.

  4. Select and save the details of the coupon that customers get when they opt-in.

Note: While text message Marketing can be used within Square Marketing, you will need to subscribe separately to text message Marketing.

Read more about text message marketing.

Assign Marketing Permissions

You are able to assign designated team members to send and manage Square Marketing campaigns. To do so:

  1. Go to Permissions in your online Square Dashboard.

  2. Tap on Create Permission Set > Enter the permission set name.

  3. Toggle on Marketing > Continue.

  4. Select the access points the team member can use their permissions at.

  5. Select Save.

Learn more about assigning permissions to your team members.

Manage Subscribed Customers

To manage the number of subscribed customers in your directory, you can do the following:

  1. Visit your Customer Directory and resolve any duplicate contacts that may exist by clicking Resolve Duplicates.

  2. Review your directory for any old, empty or unused customer records, and delete them.

When sending marketing campaigns, a customer will be considered subscribed to if they have a visible email address in your Customer Directory (i.e. when a customer’s email address is manually entered into their profile) and they have not been manually unsubscribed or their email has not bounced. Email addresses for customers that have expired or bounced will automatically be excluded from your directory groups and filters.

When a customer’s email address is unsubscribed or bounces, the email address will not be removed from your directory, but it will no longer be included in your Marketing filters and smart groups.

You can use the Marketing Subscribers filter in your Directory to view subscribed customers.

View Campaign Reports

Get real-time reports wherever and whenever you want. Use our email marketing software to see how many people opened your email, how many clicked to learn more, as well as how many made purchases as a result of your campaign.

To view reporting on a marketing campaign:

  1. Navigate to the Marketing tab of your online Square Dashboard.

  2. Select Campaigns. By default, all your campaigns will be shown. To filter by campaign type click Campaign Type.

  3. Click the campaign to view an individual report.

For answers to common Square Marketing questions, review Square Marketing FAQ.

Learn more about: Customer Engagement

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