thread Re: Filter customers by city in Customer Engagement

Filter customers by city

pondcountry — Sun, 21 Sep 2025 09:46:59 GMT

Previously, I have been able to create a smart group and filter customers by city (in this case, I wanted to send a marketing email to everyone but customers within a specific city). This has been working for the past few years, but I noticed this year that the ability to do this was gone.

Is this a glitch or was this ability to sort customers by address (like city) removed? If removed, is it something that will be coming back?

Thank you.

Re: Filter customers by city

TheRealChipA — Mon, 03 Mar 2025 17:53:51 GMT

Hey there @pondcountry. Intriguing. This is, unfortunately, a question I’m going to have to tag the Square Moderators to investigate for you. @_Violet @MayaP @RobynR @Katie_SQ @Summer2024 Can the development team provide any insight here? Thanks.

Re: Filter customers by city

Summer2024 — Tue, 04 Mar 2025 13:51:59 GMT

Hi @pondcountry !

You're correct that this was previously available. Square recently made some changes to customer filtering options, and while some location-based filtering capabilities have been temporarily limited, there are several workarounds you can use:

Alternative Filtering Methods:
- Use Custom Fields to tag customers by city
- Create groups based on postal/ZIP codes
- Use the Directory feature to organize customers geographically
Temporary Workaround Using Custom Fields:
1. Go to Customers > Settings > Custom Fields
2. Create a new Custom Field for "City"
3. Bulk update your customer profiles with city information
4. Create Smart Groups using this Custom Field
Export-Import Method:
- Export your customer list to CSV
- Filter by city in a spreadsheet
- Create a group from the filtered list
- Import this as a new customer group

I hope this helps!

Re: Filter customers by city

TheRealChipA — Tue, 04 Mar 2025 13:53:45 GMT

Thanks. @Summer2024. Im

adding those to my troubleshooting toolbox. I hope one of them helps @pondcountry.