Collect customer information
About collecting customer's information
Collecting your customers' information with Square's customer information collection tools enables you to expand your marketing reach.
Email addresses and names shared by customers are saved in your Customer Directory, and can be used with Square Marketing or exported for use with a third-party marketing service. Customers who sign up for your mailing list are reflected in the Collected Emails group of your Customer Directory.
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 in a variety of ways:
POS sign-up screen
Hosted sign-up page
Embedded sign-up form
When a customer provides their email address or phone number directly to you during checkout, it's visible in your Customer Directory and co-controlled by you and Square. However, if a customer provides their email address to another Square seller for automatic receipts and marketing, but not directly to you, we control that data and mask it to protect that individual’s privacy. You can still send them automatic receipts and marketing communications if they have made one or more purchases from your business in the last 12 months.
Option 1: POS sign-up 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 coupons, products, services, or to grow your subscriber base for future campaigns.
To get started:
Sign in to your Square POS app, tap More > Add-ons.
Tap Email Marketing, then toggle on Show Email Marketing sign-up screen during checkout.
Option 2: Hosted sign-up page
For a hosted sign-up page, share your unique URL on social media to send customers to a custom sign-up page.
To get started:
Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
Click Settings > Email Collection.
Under Hosted Sign-up Page, click Customize Page.
Once customized, copy and paste the link anywhere online to invite customers to join your mailing list. After clicking, your customers will be sent to a dedicated landing page to sign up, and collected names and email addresses will be added to your Customer Directory.
Option 3: Embedded sign-up form
For embedded sign-up, add the embeddable widget to your business website and have customers submit their contact information online.
To get started:
Sign in to Square Dashboard, then click Marketing & loyalty > Customer directory.
Click Settings > Email Collection.
Under Embedded Sign-up Form, click Customize Form to select the text and color of your sign-up button and click Save. Then, copy the HTML code and paste it directly into your website.