thread Re: Automation - Email/Coupon when SPECIFIC form is filled out. in Online Store

Automation - Email/Coupon when SPECIFIC form is filled out.

BistroSupport — Thu, 04 Aug 2022 17:27:34 GMT

I want to use email marketing through Square Sites/Weebly but the whole thing seems very...disjointed. Through automation, when someone fills out a form on our site (and ends up in the associated Mailing List) - is there a way to then have an email w/ coupon code sent?

Re: Automation - Email/Coupon when SPECIFIC form is filled out.

Gold — Thu, 04 Aug 2022 20:48:53 GMT

HI, hopefully this Square Support page will help. Square Marketing.

https://squareup.com/help/us/en/article/5499-get-started-with-customer-engagement

Re: Automation - Email/Coupon when SPECIFIC form is filled out.

BistroSupport — Mon, 08 Aug 2022 01:29:23 GMT

@Gold - Thanks for the reply. That link, however, is all about the "Square Marketing" but my question is about "Website Marking" though "Square Sites" (see attached).

A common marketing flow is...

Person fills SPECIFIC form on a website --> that form data goes into a SPECIFIC list --> people in that list get SPECIFC email/promotions/drip campaigns.

We just paid for the "premium" features of Square Sites marketing but this common/basic functionality seems to be missing. Hopefully we're just missing it?

Thanks!

Re: Automation - Email/Coupon when SPECIFIC form is filled out.

Gold — Mon, 08 Aug 2022 01:54:03 GMT

HI, upgrading your PLAN is different from purchasing a Square Marketing Plan.

https://squareup.com/help/us/en/article/6150-square-marketing-pricing

Re: Automation - Email/Coupon when SPECIFIC form is filled out.

juicylucybbq — Tue, 20 Dec 2022 22:02:51 GMT

Has there ever been further clarity on this? The marketing module clearly does not allow customized reasons for email. it's based only on a first purchase - I too offer a discount to people who sign up for the mailing list but haven't yet made a purchase.

Re: Automation - Email/Coupon when SPECIFIC form is filled out.

JJ_ — Thu, 22 Dec 2022 23:16:22 GMT

This sounds like a good question for our Marketing team, @juicylucybbq

They can take a look at your account with you to help pinpoint what's the best way to meet your business needs with the service. Please reach out by phone or email when you have a moment by logging into your Square account and heading here.

P.S. Welcome to the Seller Community ✨