Get Started with Customer Information Collection
Customer information collection tools enable you to expand your marketing reach by letting customers sign up for your newsletter 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 be reflected in the Collected Emails group of your Customer Directory.
Note: Email addresses and names shared by customers (i.e. when a customer’s email address is manually entered into their profile or via customer information collection tools) will be saved in your Customer Directory, and can be used with Square Marketing or exported for use with a third-party marketing service.
Import Customer Lists
If you already have an existing customer list from Square Online or a third-party platform, you'll need to update your customer profiles to display the subscribed status before you can send email marketing. Learn more about importing customers online.
To import your customer list:
- Go to Customer Directory in your online Square Dashboard.
- Click Import Customers > Download Template to download a blank CSV file. This will allow you to bulk upload your customer list.
- Open the CSV file using Microsoft Excel or other common spreadsheet software. Enter the customer details, including their name and email address.
- Under the “Email Subscription Status” column, in each row enter subscribed, unsubscribed, or unknown. Click Save. Note: Only customers with ‘subscribed’ in this column will be able to be emailed and count towards your subscriber number.
- Go back to your Customer Directory and select Import Customers.
- Follow the steps to drag and drop your file to upload or click select it from your computer. Ensure you review and tick the checkbox. Click Next.
- Assign applicable field labels. Click Import.
- Your customer’s email status will now appear as “Subscribed”.
- Go to Customer Directory in your online Square Dashboard.
- Select the customers who provided permission to receive marketing emails. If all customers have provided consent, go to step five.
- Click Add to Group.
- Select an existing group or select Create New Group. Then, select Add to Group.
- Once you’ve created a new group, click Export Customers.
- Click Specific Groups and choose the group.
- Click Export.
- Click Download to edit a CSV file containing your customers.
- Open the CSV file using Microsoft Excel or other common spreadsheet software.
- In the Email Subscription Status column, update “unknown” to “subscribed”. Click Save.
- Go back to your Customer Directory and select Import Customers.
- Follow the steps to drag and drop your file to upload or click select it from your computer. Ensure you review and tick the checkbox. Click Next.
- Assign applicable field labels. Click Import.
- Your customer’s email status will now appear as “Subscribed”.
If you’re using Square Loyalty, the customer information collection screen will not be displayed if the purchase is eligible for a point. If you’d like to collect customer emails and use Square Loyalty, you may be interested in using the email collection tools included in the Loyalty program setup process.
Create Smart Groups
Customers who sign up for your mailing list will be reflected in the Email Subscribers group of your Customer Directory.
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 to see Email Subscribers and Text Message Subscribers in your directory.