thread Re: Wanting to try Loyalty, but with select customers only in Archived Discussions (Read Only)

Wanting to try Loyalty, but with select customers only

Maggies_lunch — Wed, 13 Jan 2021 09:40:11 GMT

When you sign up for Square loyalty, does every digital receipt show that we have the program available? Basically I am looking to do a trial run on this, but using a select few of our regulars so we can learn the ins and outs-- but I wouldn't want everyone else knowing about it until we decide for sure if it will work out for us or not.

Re: Wanting to try Loyalty, but with select customers only

Goldneye — Wed, 13 Jan 2021 15:32:18 GMT

HI, hopefully these Square Support pages will help.

https://squareup.com/help/us/en/article/5744-overview-of-square-loyalty

https://squareup.com/help/us/en/article/3952-create-a-loyalty-program-with-square

https://squareup.com/help/us/en/article/6130-manage-your-square-loyalty-program

Re: Wanting to try Loyalty, but with select customers only

Maggies_lunch — Wed, 13 Jan 2021 21:38:42 GMT

Lot of great info there! However, none of that answers the question I was asking-- unless I am missing something. Will other customers know if I have a loyalty program going on while we are just doing a trial? Will there be some sort of link from Square that is automatically on digital receipts-- advertising a loyalty program? My goal is to do a trial without my customers knowing at the moment. Thanks.

Re: Wanting to try Loyalty, but with select customers only

JustinC — Thu, 14 Jan 2021 17:30:39 GMT

Hi @Maggies_lunch

Loyalty won't be advertised on digital receipts, but the option to opt in will appear at the very end of the checkout flow on your POS device.

Unfortunately, there isn't a way to allow only certain customers to participate. Once your program is configured on your account, it will be available for any customer.

Re: Wanting to try Loyalty, but with select customers only

Maggies_lunch — Fri, 15 Jan 2021 14:09:47 GMT

Customers aren't physically touching the POS/Square stand at the moment as we are behind plexiglass- so they wouldn't see the option to opt in right now. So, I would assume I'd be able to run this test without any issues then-- ya think?

Re: Wanting to try Loyalty, but with select customers only

JustinC — Fri, 15 Jan 2021 15:01:31 GMT

Ah yea! Well then, in that case, you're good !! @Maggies_lunch