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Manage contact form submissions with Square Messages

Who is this article for?
  • Sellers with the messages permission to view and send messages to customers. Set permissions in Square Dashboard.
  • Square Messages Free and Plus subscribers.
  • About managing contact form submissions

    The Square Messages Plus plugin allows visitors to message you from your website through an information request form and continue conversations via text on their own time. It helps you to capture inbound leads, build customer relationships, and turn starter conversations into sales.

    Before you begin

    You can manage contact form submissions from your Square Online site in your inbox with Square Messages. Learn to set up and manage Square Messages.

    When a customer replies to a contact form on your website, a new message thread and notification will appear in your Square Messages inbox. If the customer isn't in your Customer Directory, they'll be automatically added when they submit a form.

    Setup Square Messages plugin 

    Square Dashboard

    1. Log in to Square Dashboard, then click More from Square > Messages.
    2. Click the gear icon to open Settings.
    3. Under Messages Plugin, copy the code snippet. 
    4. Depending on which website builder you use, follow the instructions below to embed the code snippet to your site’s HTML after copying it.

    Square Online 

    1. Log in to Square Dashboard, then click Sales Channels > Online.
    2. Click Settings > Tracking Tools.
    3. Under Add custom header code, select Add new code.
    4. Paste the code snippet you copied from the Square Messages settings page.
    5. Select End of body.
    6. Click Save to publish the Square Messages plugin on your site.

    Respond to a contact form submission

    Square Dashboard

    1. Log in to Square Dashboard, then click More from Square > Messages.
    2. Select the conversation > type your message in the field box > select the arrow to send your reply.
    3. Open your email inbox associated with your contact form and click Respond.

    Square POS app 

    1. Tap More > Messages.
    2. Select the conversation > type your message in the field box > select the arrow to send your reply.
    3. Open your email inbox associated with your contact form and tap Respond.

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