thread Re: Email marketing in Payments Troubleshooting

Email marketing

CiCisBL — Sun, 21 Sep 2025 13:16:12 GMT

We have recently signed up to square marketing. We are using a spreadsheet which we upload onto the dashboard to then send out custom emails to these clients. When a new client wants adding to this is there a way of syncing this client onto the existing spreadsheet? We are currently having to make a new one to update it onto the system. We hope that makes sense!

Thank you

Re: Email marketing

tranguyen — Thu, 18 Mar 2021 12:38:46 GMT

Hey @CiCisBL, thanks for raising this!

After you have upload the customers using the sheet, you should be able to create a customer group to make it easier when sending marketing emails. If there are any new customers who opt in, rather than adding them to the sheet and uploading it, you should be able to create the customer profile directly on the Dashboard and add them to that existing group so they'd receive the email going forward.

To create a new group:

1. Head to your Square Dashboard > Customers

2. Click into All Customers > Create new group

3. Name this group as needed

4. Once the group has been created, you can select all the different customers and add them to the group.

I hope this will help!

Re: Email marketing

IvoryHoward — Fri, 18 Feb 2022 21:10:58 GMT

hello! did you fixed it?

Re: Email marketing

IvoryHoward — Thu, 03 Mar 2022 20:30:14 GMT

ok thanks

Re: Email marketing

Breffni — Fri, 04 Mar 2022 09:33:20 GMT

Hi @IvoryHoward, sorry - not sure how I missed your comment!

Are you having trouble adding new customers to an existing group or is there something else?

I'll keep an eye out for your response.