With Square Marketing, you can 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 email, according to the rules for each kind of email. The emails will continue to be sent until they are turned off.

Automated Campaigns

There are several types of Automated Campaigns available:

  • Welcome: This email is sent to new customers within 24 hours of their first purchase, and encourages them come back again.
  • Winback: This email is sent to lapsed customers. Your lapsed customers are those who’ve made 3 purchases within a 6-month period, but haven’t returned in the last 6 weeks. This message is meant to bring them back.
  • Birthday Offer: This email is automatically sends a coupon to each customer 7 days before their birthday.
  • 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 50 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.
  • Reputation: This campaign automatically sends an email to any customers who visit your store frequently or have left you feedback through Square receipts. This type of email requires a one-time setup and will continue to be sent until you stop the campaign.

Enable Reminder Emails:

Reminder emails can be enabled from the Audience & Send step when creating a campaign. If the original email is not opened, a reminder will be sent 5 days after the delivery date and 7 days before a campaign expires.

Set up a Welcome Email:

  1. Visit Marketing in your online Square Dashboard.
  2. Click Create Campaign.
  3. Select Welcome new customers > click Continue.
  4. Customize the email and offer > 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 > click Continue.
  4. Customize the email and offer > 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 > click Continue.
  4. Customize the email and offer.
  5. 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 > click Continue.
  4. Customize the email > click Activate
  5. Once you’ve collected your customers’ birthdays, activate your Birthday Offer campaign to start sending automatic birthday rewards.

Note: Once activated, Automated Campaigns must be turned off to prevent further emails from being sent.

Turn on a Reputation Campaign:

  1. Visit Marketing within your online Square Dashboard.
  2. Click Create Campaign.
  3. Select “Build up your Yelp presence” > click Continue.
  4. Customize the email > click Activate.

Note: You must have a valid Yelp business page to activate this campaign.

Turning Automated Campaigns Off

Once they have been activated, Automated Campaigns must be turned off to prevent further emails from being sent.

To turn off an automated campaign:

  1. Visit your marketing campaign in your online Square Dashboard.
  2. Select your campaign > click View Report.
  3. Click on the Action button in the upper right, and select Cancel Promotion.
  4. Click Confirm Cancel.

Note: Canceling a promotion campaign will deactivate any customer coupons that have been issued. Only coupons that your customer has activated (by selecting the option to link the coupon to their past payment card) remain active. The ability to honor coupons already issued for a canceled automatic campaign is coming soon.

Viewing the Results of Your Automated Campaign

You can view the ongoing results of your automated campaigns alongside the results of your one-time email campaigns. You’ll be able to see how many customers received your campaign, as well as open rates, coupon redemptions, and net sales for each email.

To see the results of your automated campaigns:

  1. Visit marketing in your online Square Dashboard.
  2. Select the campaign > click View Report.

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 your business locations, and only receive one Welcome email, one Birthday offer each year, etc.

To get started:
1. Sign in to your master account to access your Square Dashboard.
2. Click Marketing > Create Campaign.
3. Under Select Campaign Locations, select All Locations.
4. Select and customize your automated campagin > click Activate.

Note: If you previously created automated campaigns for individual business locations, those campaigns have been stopped. Outstanding coupons issued from these campaigns will remain valid through their expiration dates. Results and data from your past campaigns can all be accessed from the Marketing section of your online Square Dashboard. To continue using automated email campaigns, you must re-create your campaigns after selecting All Locations from the new location selector.

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