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Collect customer information

Who is this article for?
Account owners or team members with the customers permission to create, view, and edit customer data. Set permissions in Square Dashboard.

About collecting customer’s information

Customers who sign up for your mailing list are reflected in the Collected Emails group of your Customer Directory, and can be used with Square Marketing or exported for use with a third-party marketing service.

Before you begin

  • Square collects your customers’ email addresses and phone numbers when they elect to receive digital receipts. If customers opt out of receiving digital receipts, you can still collect additional customer information from the POS signup screen.

  • When a customer provides their email address or phone number directly to you during checkout, it’s visible in your Customer Directory.  If a customer provides their email address to another Square seller for automatic receipts but not directly to you, we mask it to protect that individual’s privacy. You can still send them automatic receipts if customers request them during checkout. To collect customer information for marketing communications, you must first obtain the customer’s explicit opt-in through the Collect customer contacts section in your Dashboard.

  • The email marketing add-on is also available on both Square POS and Square for Retail POS. It is not available on Square Register at this time.

POS signup screen

You can enable your customer to opt in to your marketing campaigns after a purchase at your POS. These campaigns can be used to promote vouchers, products, services or to grow your subscriber base for future campaigns.

To get started:

  1. Sign in to your Square POS app, tap More > Add-ons.

  2. Tap Email Marketing, then toggle on Show Email Marketing signup screen during checkout.

You must comply with all applicable laws, including privacy and anti-spam laws specific to your business, in using these services with your customers.

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