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Get Started with Square Marketing Assistant

With the Square Marketing Assistant you will receive up-to-date campaign reports and pre-designed email campaigns to help you connect with your customers while on-the-go. You’ll receive personalized suggestions on your phone so you can easily keep your business top-of-mind with your customers. Although the Assistant provides suggestions and even campaigns designs, you are always able to review and edit any emails before you send them out.

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Marketing Assistant Pricing

The Marketing Assistant is free with your Square Marketing subscription, although standard messaging rates may apply. Learn more about Square Marketing Pricing.

Set Up Marketing Assistant

  1. Visit Marketing from your online Square Dashboard > select the Assistant tab.
  2. Enter your phone number and select Enabled to receive code sent via SMS.
  3. Enter 6-digit code and select Confirm.

Edit Your Phone Number

  1. Visit Marketing from your online Square Dashboard > select Assistant > Update.
  2. Enter your phone number and select Next to receive code sent via SMS.
  3. Enter 6-digit code and select Next.

Disable Marketing Assistant

  1. Visit Marketing from your online Square Dashboard> select the Assistant tab.
  2. Toggle Marketing Assistant Enabled to enable/disable the feature.

If you disable the Marketing Assistant you’ll need to re-verify your phone number.

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Please note: You can unsubscribe from Marketing Assistant by texting us back with STOP.

Receive On Demand Reports

With the Marketing Assistant you will receive weekly reports about your new and lapsed customers and your active email campaigns. You can also request a report whenever you’d like and the Marketing Assistant will send you a summary of your active campaigns.

To receive a report, text REPORT and we will send you a link to a report with details of your active campaigns.

Marketing Assistant Educational Series

As part of our Marketing Assistant, we offer a series of educational text messages to help you become more knowledgeable on marketing.

You will receive bi-weekly text messages including a link to educational articles on best practices across email marketing, social media, and more, to help you better market your business.

Start receiving educational marketing articles

Enable educational marketing articles directly from your online Square Dashboard:

  1. Visit Marketing from your online Square Dashboard > select Assistant.
  2. Under Enable Educational Marketing Articles, toggle on Educational Articles Enabled.

You will receive the following text message confirming your enrollment in educational marketing articles:

Welcome to our education series from Square’s Marketing Assistant! Every other week, we’ll send you an article to help you better market your business. Text PAUSE at any time to opt out from this series, or EXIT to stop all Marketing Assistant messages. Our first article is an overview of the content you’ll receive, and a quick intro to email marketing—take a look.

Stop receiving educational marketing articles

To stop receiving education marketing articles:

  1. Visit Marketing from your online Square Dashboard > select Assistant.
  2. Under Enable Educational Marketing Articles, toggle off Educational Articles Enabled.

Pause educational marketing articles

You will be able to pause receiving education series texts by texting PAUSE.

You will receive the following message once you confirm pausing educational marketing assistant texts:

We’ve paused sending education series texts. You may still receive one-off holiday-related articles and holiday campaign reminders. To restart the educational content, text RESUME. To end all Marketing Assistant messages, text EXIT.

Resume educational marketing articles

You will be able to resume receiving education series texts by texting RESUME.

You will receive the following message once you confirm resuming educational marketing assistant texts:

We’ll resume sending you educational content shortly. Text PAUSE to suspend the educational messages at any time.

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