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 Email 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:
Navigate to the Marketing page of your online Square Dashboard.
Click Create Campaign and select Text Message.
Select your campaign objective.
Add a customized message and coupon.
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.
Campaign Criteria Definitions
Nearing a Loyalty reward
You have the option to send your customers a text campaign when they are nearing a Loyalty reward. These text campaigns will be sent to customers who have had transactions at your business in the past year, but not in the past 2 weeks, and whose Loyalty point balance is within 10% of the first reward tier threshold. For example, if your first reward tier requires 100 points, the campaign will be sent to customers with a point balance between 90 and 99.
Available Loyalty reward
If choosing to send your customers a text campaign when they have an available Loyalty reward, it will be sent to those who have had transactions at your business in the past year, but not in the past 2 weeks, and who have enough points to claim a reward.
Edit an Automated Text Message Campaign
You are able to edit your text message campaign from your online Square Dashboard.
To do so:
Visit the Marketing page of your online Square Dashboard.
Select the Campaign tab and select Automated Text Message.
Click on the campaign you’d like to edit > make edits to the text message and to the coupon.
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.
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:
Visit the Marketing page of your online Square Dashboard.
Select the Campaign tab and select Automated Text Message.
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.
Navigate to the Marketing page of your online Square Dashboard.
Select Campaigns from the navigation menu and scroll to Automated Text Message.
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.