thread Re: Square Marketing Email Flow in Customer Engagement

Questions about Square Marketing setup

BRB1 — Sun, 21 Sep 2025 07:56:06 GMT

The title of this thread has been edited by a Square Moderator from the original: "Square Marketing Email Flow"

HI, Just signed up for Marketing, and am working through setup. Current questions:

Once a customer signs up (POS, Embeded form, etc), what email do they receive from me?
- POS - Do they receive the discount code via email?
- Embeded/hosted forms - Do they receive an email with the discount code?
- Where can I edit these welcome emails?

The testing I've done so far doesn't really show me what happens.

Lastly, is there an advanced article that specifially talks about this? All I see is the getting started articles.....

TIA!

Re: Square Marketing Email Flow

Anthem — Sat, 30 Jul 2022 14:18:09 GMT

Are you referring to the automated campaigns? They work great, have been easy to use and setup.

Not sure what page you’ve been looking at but this link shows all the campaigns available and some info to get going.

https://squareup.com/help/us/en/article/5660-using-automated-campaigns-with-square-marketing

Re: Square Marketing Email Flow

BRB1 — Sat, 30 Jul 2022 18:04:37 GMT

That helps some. I've been able to test the POS signups and FB offer posts. Emails were received with the offers.

I do have some concerns about the hosted/embedded signups.

So far no email was sent to the person signing up.
Do I have to go into the customer list and manually send them a welcome email and/or offer?

Still looking for a roadmap for all of this, it would make the process a lot less confusing. Flowchart maybe?

Re: Square Marketing Email Flow

_Violet — Sat, 30 Jul 2022 22:41:54 GMT

Hi @BRB1 - sorry to see that trouble has brought you to the Seller Community! 😥

If you haven't already, I suggest that you reach out to the Square Marketing Support Team directly by logging into your Square account and heading here.

The fastest way to questions about your specific account and Marketing metrics is by reaching out to our team directly. The best way to reach out is by phone because our team can look at your account with you and help you make adjustments in real-time. You may also find some insight on this thread, "Square Text Messaging vs. Email".

I hope this information is helpful but please do let me know if you have any additional questions.