Back to Home

Set Up Automated Text Message Campaigns

Automated text message campaigns are another way to engage with customers enrolled to your Square Loyalty program and drive them to come back to your business.

You will be able to send your customers text message campaigns to remind them when they’re nearing a Loyalty reward, when they have an available reward, to celebrate a customer’s Loyalty anniversary, send them a happy birthday text message or bring back your lapsed Loyalty customers.

Campaigns can be sent to customers enrolled in your Loyalty program.

Before you get started, keep in mind to use this feature you must be subscribed to both Square Marketing and Square Loyalty. In case you’re not subscribed already, you can start a 30-day free trial which will allow you to try this feature before you have to pay a monthly rate.

Create an Automated Text Message Campaign

In case you are not already signed up to Square Marketing, you will need to sign up by sending or scheduling an email marketing campaign to your customers. Once you’ve done this, you will be able to create an automated text message campaign from your online Square Dashboard.

Read more about sending email marketing campaigns.

To send an automated text message campaign:

  1. Navigate to the Marketing page of your online Square Dashboard.
  2. Click Create Campaign and select Text Message.
  3. Select your campaign objective.
  4. Add a customized message and coupon.
  5. Review your campaign and select Activate Now to enable this campaign.

These text campaigns will be automatically sent to all customers who meet the campaign criteria.
Note: When you’re sending a text message campaign to inform about a nearing Loyalty reward, the email campaign will be automatically cancelled.

Text Message Campaign

Edit an Automated Text Message Campaign

You are able to edit your text message campaign from your online Square Dashboard.

To do so:

  1. Visit the Marketing page of your online Square Dashboard.
  2. Select the Campaign tab and select Automated Text Message.
  3. Click on the campaign you’d like to edit > make edits to the text message and to the coupon.
  4. Click Continue to review your campaign > Activate Now to enable the campaign.

Note: If you edit the coupon in either Square Loyalty or Square Marketing, the preview text will not reflect the new coupon amount.

Edit Text Message Campaign

Cancel Your Text Message Campaign

You can cancel your text message campaigns at any time from your online Square Dashboard.

To cancel your text message campaign:

  1. Visit the Marketing page of your online Square Dashboard.
  2. Select the Campaign tab and select Automated Text Message.
  3. Click on the campaign you’d like to cancel > click on the three blue dots at the top-right corner > Cancel.

View Campaign Reports

These automated campaigns are quick to configure and you can review each campaign’s metrics within your online Square Dashboard.

  1. Navigate to the Marketing page of your online Square Dashboard.
  2. Select Campaigns from the navigation menu and scroll to Automated Text Message.
  3. Click on the campaign you’d like to view metrics on.

TCPA Compliance

To comply with the TCPA, Square requires prior express written consent from every buyer who enrolls in Loyalty. This is done when a customer enters their phone number and click to join the Loyalty program after reading the SMS and marketing disclosure provided.

Read more about TCPA on the Federal Communications Commission’s website.

How Customers Cancel Text Messages

Your customers can text STOP to the text message at any time to stop receiving marketing text messages.

Still need help? Ask the community

Visit community forum