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Customer engagement

Set up, manage and integrate tools to connect with customers and grow relationships – in-person and online.

Customer directory

Directory setup

  • Add new customers to your Customer Directory
  • Create custom fields in your Customer Directory
  • Collect customer information
  • Create customer groups and filters
  • Set up customer feedback collection

Profile management

  • Add file attachments and notes to customer profiles
  • Edit, merge or delete customer profiles
  • Export card on file data to third party payment processors
  • Scan QR and barcodes to identify customers

Profile management for customers

  • Provide feedback on your purchases
  • Manage Square Profile for Square customers

Marketing

  • Create marketing campaigns
  • Schedule marketing campaigns
  • Unsubscribe from Square Marketing emails for customers

Loyalty

Programme setup

  • Create a loyalty programme
  • Enrol customers in your loyalty programme
  • Create loyalty promotions
  • Set up a loyalty status page

Programme and rewards management

  • Edit loyalty programmes
  • Update customer loyalty profiles
  • View and void loyalty rewards and coupons
  • Apply loyalty rewards to a sale

Loyalty for customers

  • Enrol in a Square seller's loyalty programme

Gift cards

Gift card setup

  • Set up and order gift cards
  • Sell and send gift cards
  • Promote eGift cards

Gift card transaction management

  • Accept gift cards
  • Check gift card balances
  • Reload eGift cards
  • Issue refunds to gift cards
  • View transaction or transfer history of gift cards

Gift card use for customers

  • Customers send eGift cards

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