thread Re: Best way to collect Customer Emails on Square Register? in Customer Engagement

Best way to collect Customer Emails on Square Register?

niederberger — Sun, 21 Sep 2025 09:47:58 GMT

The title of this thread has been edited by a Square Moderator from the original: "Collect Emails, Legal Compliant"

Hi. I just got a Square Register for some upcoming Trade Shows. I was wondering what is the smartest way to collect Email addresses and to be legally compliant. If I'm at the checkout and show the customer the option to add his customer data, that is probably the best way? Or what options do I have. Is it possible to build an App that loads up before the checkout starts?

Thank You, Thomas.

Re: Collect Emails, Legal Compliant

maxpete — Mon, 30 Dec 2024 01:48:43 GMT

Hey Thomas, welcome to Square!

Here's a helpful article on how to collect email addresses of your customers. Let us know if you have any more questions on this and good luck at your upcoming trade shows!

Re: Collect Emails, Legal Compliant

niederberger — Mon, 30 Dec 2024 16:04:45 GMT

Hi. Thank You. Could it be, that it's a little different on the Register then on the iPad version? I can show the Customer a form on that little screen but as I can see I can not edit the fields there, is that possible? Cheers, Thomas.

Re: Collect Emails, Legal Compliant

maxpete — Mon, 30 Dec 2024 17:12:46 GMT

@niederberger does this help in terms of finding out how to edit the fields? https://squareup.com/help/us/en/article/5860-creating-custom-fields-in-your-customer-directory

Re: Collect Emails, Legal Compliant

Candlestore — Mon, 30 Dec 2024 17:33:11 GMT

@niederberger ;

Since you ask about a form before checkout, I have a Google Form. Then at the Trade show you have a QR code that can take customers to the Form to fill out and sign up at anytime.

Here are the steps:

Create a Form in Google Sheets
After Form is created copy the URL of the form
Use a Free QR generator like QRmonkey
Paste the Copied URL into the QR generator
Generate and save the QR code
Test the QR code
Print one or more out for the Trade show

Then after the Trade show you should have a Google sheet that has all the answers from the Form listed in the csv sheet.

If you name these column similar to the ones in Customers CSV from Square, upload the customers information to Square.

While creating the Form Questions you can have the answers Required or Optional. Like Date of Birth.... some people my not like that because its too much information, but can be useful to send out Birthday discounts or coupons.

Re: Collect Emails, Legal Compliant

Candlestore — Wed, 01 Jan 2025 00:27:27 GMT

@niederberger ;

Since I have Square Stands at my store, we use the Ipad versions and have no idea how the form looks or acts on a Register with the customer facing display. I just know on the Ipad version I tap the add Customer text, which pops up another screen to search for a Current customer or there is a '+' button to get the fields for a customer or employee to enter. We would have to swing the Stand around for the customer to see it and type in their information.

Now after watching @maxpete video on How to collect email addresses I like his version better for the Hosted version. Once you have the URL of where it is Hosted you could create a QR code to that url and keep it by your register or on business cards etc.

Re: Best way to collect Customer Emails on Square Register?

WoodCandleCo — Thu, 20 Mar 2025 20:13:19 GMT

@niederberger

I have the Register. If you have Loyalty, it will prompt them to 'check in' on the customer display. They'll enter their phone number, and then they're enrolled in text marketing and loyalty. If you have bonus points for email sharing enabled (within your loyalty settings), I believe they'll then get a text shortly after encouraging them to share their email.

If you don't have Loyalty, I can try playing with the Register and see how it functions without it!

Re: Best way to collect Customer Emails on Square Register?

Sammie_C — Thu, 27 Mar 2025 21:07:32 GMT

Thank you for looking into this @Candlestore and @WoodCandleCo. If you, @WoodCandleCo, find out anything about if there is a function without being signed up for Loyalty, feel free to let me know. In the meantime though, the Square Loyalty program would be a great way to get this information from sellers in a legally compliant way.

@niederberger, please let us know if you end up having any questions about this or anything else Square.