thread How do I know which customers placed orders on my Online Store? in Archived Discussions (Read Only)

How do I know which customers placed orders on my Online Store?

nabatescdd — Tue, 13 Dec 2016 18:15:20 GMT

We are a non-profit and use the square up heavily twice a year. In May for our Golf Outing and September for our Auction. When a card is swiped we get paid but from the notice/report we do not know who it was that made that payment. We have never had a problem but we like to put into our data base the persons name that donated/golfed/bought items and give them credit and send out thank you notes. We have been struggling with this and there must be a way to figure it out I just don't know what it is.

Re: How do I know which customers placed orders on my Online Store?

EJ_ — Wed, 14 Dec 2016 22:47:55 GMT

Hi there.

I recommend taking advantage of the Customer Directory, which allows you to add customer information at checkout or through your Square Dashboard.

You can then create Email Marketing Campaigns to send your thank you notes to each person who made a purchase or donation at your events.

Here's a few Support Center articles that go into detail about the Customer Directory and Email Marketing:

-Manage Your Customer Directory Online

-Manage Your Customer Directory from the Square App

-Get Started with Square Marketing