Create marketing campaigns
About creating marketing campaigns
With Square Marketing, you can easily create marketing campaigns by designing and targeting customized email and social media promotions. Use the intuitive tools to optimize your campaign reach and engagement, making it simple to connect with your customers.
Before you begin
You can create email marketing campaigns in Square Dashboard.
To send a marketing campaign, you need to add customer information to your Customer Directory. Learn how to add new customers to your Customer Directory.
To send a campaign about a loyalty promotion, make sure you're subscribed to Square Loyalty and have a program set up. Learn how to create a loyalty program.
If you choose to send an email campaign, you can choose a one-time blast campaign or set up an ongoing automated campaign.
If your business has multiple locations, you have the option to select one specific location if it isn't relevant for all locations. This will determine which address shows up at the bottom of emails and limit where coupons can be redeemed.
You can choose to target your best customers with different smart groups. Smart groups are recommended customer groups, such as top spenders, frequent visitors, active customers, and loyal subscribers.
With Square Marketing, you have access to a searchable image gallery with over 850,000 free stock photos.
When creating a one-time blast campaign with Square Marketing, the option to send a reminder email to recipients who haven't opened your message is disabled by default. If you want to send reminder emails, this setting can be switched on from the Review & Send step of the campaign creation process.
Reminder emails are sent five days after the original delivery date. Campaigns with coupons or discounts are sent again to those who haven't opened your message seven days before the coupon is set to expire. By default, a coupon expires two months after the campaign is sent, unless you've set it to expire on a different date.
Create an email marketing campaign
Sign in to your Square Dashboard and go to Marketing & loyalty > Marketing.
Click Create campaign and choose Email.
Click Next, and choose your campaign location and objective. Campaign objectives include rewarding customers, offering coupons, sending quick updates, promoting your online store, and more.
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Click Design, and either select a pre-existing template or use the default template to customize your campaign. Choose your default campaign color, layout, font and button size, email header, and more. You can also add images, new text fields, and items from your library, as well as re-order these blocks of content so the email matches exactly what you're looking for.
When working with text, you can select any of the text blocks on your email and click Generate content to generate text with artificial intelligence (AI). Write a short description of what you want the AI to rewrite and the AI will generate an alternate version of your text for you to use. We highly recommend carefully reading through the AI-generated content to make adjustments before sending your campaign.
Click Select Audience, and either choose All Customers or select a Custom set of customers. If you chose a smart group when selecting your campaign objective, you can adjust the group recipients by clicking Modify.
Click Review Campaign to review campaign details and make any additional adjustments.
Click Schedule or Send Now.
Share promotions via digital receipts
Sign in to your Square Dashboard and go to Marketing & loyalty > Marketing.
Click Create campaign and choose Receipt.
Click Next and enter your campaign name. Click Continue.
Customize your campaign theme, edit campaign details, and add content. Click Continue.
Click Review Campaign to review campaign details and make any additional adjustments.
Click Schedule or Send Now.
Share promotions via Facebook
Sign in to your Square Dashboard and go to Marketing & loyalty > Marketing.
Click Create campaign and choose Facebook.
Click Next and choose a campaign.
Click Next, and customize the content and design of your post.
Click Next, then click Connect > Approve on Facebook.
Log in to your Facebook account and accept all permissions to connect Square to Facebook.
Select the Facebook groups you'd like to include in your promotion.
Click Schedule or Send Now.
Create and send vanity code coupons
Unlike regular coupon codes that usually have random letters and numbers, you can create vanity codes that are easy to remember, and match the theme of a promotion or sale (like "SummerSale2025"). Once created, share the code through a marketing campaign, in-store, or on your website.
Sign in to your Square Dashboard and go to Marketing & loyalty > Marketing > Coupons.
Click Create Coupon to complete details such as coupon code, coupon type, when it applies, and expiration.
Click Activate.
Cancel a marketing campaign
Sign in to your Square Dashboard and go to Marketing & loyalty > Marketing.
Select the active campaign you'd like to cancel and click Cancel.
If applicable, select whether you'd like to still honor any unredeemed coupons, or cancel and invalidate them.
Click Cancel Campaign.