Customer Data Collection

To Enable

• From your Square Point of Sale application, click on Settings.

• Tap on “Data Collection”

Once you enable this feature, you will see the option to customize the messaging and reward specifically for your business.

Add or Remove Fields

• Tapping on “Add/Remove Data” will let you delete or add any category of information you want to collect from your customers.

  • Examples include: Email, Phone Number, Birthdays, etc.

• You are able to create your own categories by doing the following:

  • Tap on “Configure Profile” located in the settings tab.

  • Tap on “Add custom field”.

  • Type in the new field you would like to include.

Messaging and Coupon

• From here, you will see the option to edit the Headline, Subheadline, or Coupon value.

• Tap “Edit” to adjust.

Coupon

• If Coupon is togged on, you will see the option for
  -Fixed amount off entire sale
  -Percentage off entire sale (You can select preset percentages or enter in your own percantage)
  -Set expiration date.