thread Re: How do I manually assign customers as email subscribers for marketing campaigns? in Online Store

How do I manually assign customers as email subscribers for marketing campaigns?

herti-gertie — Thu, 30 Dec 2021 18:42:36 GMT

I'm trying to navigate square marketing and can't assign customers to an email subscription list manually and am unable to send marketing emails without customers subscribed for email marketing.

I use square appointments and all my customer information comes from appointments booking app. My customer marketing consent is gathered with client intake forms filled out in person which I need to somehow manually enter as my customers have not subscribed online.

Any help with this would be much appreciated.

Thanks

Re: How do I manually assign customers as email subscribers for marketing campaigns?

HC_Charlie — Fri, 31 Dec 2021 15:38:56 GMT

Hello @herti-gertie and thanks for your post. If you need to manually add an email....first go to your Dashboard >Customers. If the customer is already in your system, find their name and scroll down through their info and see if they are subscribed to Marketing...

If they are not, you may need to edit their information and add their email address. This should automatically do a test and see if this is a valid email. If it is, then it should subscribe them to Marketing. If it is not valid email, it may show up as "bounced".

If you customer is NOT currently in your system, you would Add a New Customer from your Dashboard. When you add their info include their email address, and just as in the above situation, if it is a valid email it will add them to your Marketing.

I hope this helps answer your question. Here is some more info about managing Customers in your directory.

Re: How do I manually assign customers as email subscribers for marketing campaigns?

herti-gertie — Sat, 01 Jan 2022 20:22:08 GMT

Thanks Charlie,

The problem is that I can't set permissions for marketing manually so can't send marketing emails to customers who haven't subscribed online. I called square and there doesn't seem to be a work around for this.

I collected marketing consent with paper intake forms and now need to get my customers to sign up online as well. 😞