thread Re: How do you collect emails? in Archived Discussions (Read Only)

How do you collect customer details, including emails?

hairbyjulessalo — Wed, 18 May 2016 21:50:32 GMT

How do you collect customer details, including emails?

Re: How do you collect emails?

George — Wed, 14 Nov 2018 17:48:47 GMT

Great post! We know how important this feature is for sellers, and I'm happy to report that we have this functionality.

By using the Square Customer Directory, you can add customer profiles to sales when ringing out from the Square Point of Sale app. With this feature, you can add a customer's name, email address, phone number, company, address, and birthday.

To add a customer's information to your Customer Directory, review the steps below:

1. Sign in to your online Square Dashboard and click Customers.
2. Click Create Customer.
3. Add your customer's information and click Save.

Also, check out our Support Center to find out all of the other feature included in your Customer Directory!

Re: Notes when Charging a Customers Card

wolcowitz — Wed, 13 Apr 2016 00:27:41 GMT

hey gang, does anyone know if there's a way to record a customers name when charging their card? (this would help me reconcile the square deposits against accounts receivable).

after the sale: how do i SEE detailed info for each transaction, ie, name of person who paid

RTCA2245 — Wed, 18 May 2016 21:50:46 GMT

after the sale: how do i SEE detailed info for each transaction, ie, name of person who paid

How can I tie a a customer's name to a sale?

magicwashndry — Wed, 18 May 2016 22:01:43 GMT

Hi,

we are in laudromat business i am using square reatil for sell soap and some other stuff but we also do Wash n Fold service my question how i add my customer information like name,adress,phone,email, and save so when print out his recipet his info on that also when he come back we can search it by his name or phone number .

How to update my client list

Om — Fri, 22 Jul 2016 16:18:44 GMT

How can I update my client list?

Re: How to update my client list

Kelly — Wed, 27 Jul 2016 22:33:03 GMT

@Om Check out George's answer for information above on how to update your client directory.

Re: How do you collect emails?

OhioSilk — Thu, 13 Oct 2016 14:53:58 GMT

This is very inconvenient! If we collect the email address to send them a receipt, why should we have to re-collect in the square dashboard? I collected a weekend worth of customers only to find out on monday you won't give me access to my customers email addresses. Very disappointed!

Re: How do you collect emails?

Sean — Thu, 13 Oct 2016 17:22:15 GMT

@OhioSilk - It sounds like you may have collected these emails for receipts, as opposed to be saved to your directory. Apologies for the confusion! Please let me know if you have any questions about the process going forward. Also, thanks for taking the time to share your feedback!

Re: How do you collect emails?

Ohiosilk1 — Thu, 13 Oct 2016 18:10:08 GMT

Is there a way to do both without duplicating the effort? It's not easy to ask a customer to stand there extra time and to have them enter their email twice

Re: How do you collect emails?

Jayrosslee — Sat, 03 Dec 2016 08:54:37 GMT

If I've collected emails for receipt instead of saving it to the directory; can I still email them via square for marketing purpose?

Re: How do you collect emails?

mphoto — Sun, 04 Dec 2016 02:17:54 GMT

It appears that I might have experienced this same issue. Just realized that after all the email I collected today to send receipts, I will not have access to anyone of those.

Re: How do you collect emails?

OhioSilk — Sun, 04 Dec 2016 02:46:21 GMT

Yes it's a scam really. Square tries make your business reliant on them in every way. It worked the opposite for us as we have been looking into other more ethical companies that empower small businesses; not attempt to control them and add fees to everything they do... Yes I'm bitter

Re: How do you collect emails?

Sean — Tue, 06 Dec 2016 01:17:55 GMT

@OhioSilk - While I more than happy to channel your feedback to our product team, I can assure you with 100% certainly that we would never try to fraud or control our merchants. I completely understand your frustration with the workflow, and there being extra work - but we build our tools to help our sellers, and then we improve them using their feedback. Just as a follow up to, as this hasn't been mentioned yet, once a customer's email address has been entered once for a receipt, we'll keep that on file, and then automatically send receipts to that address in the future. Hope this helps!

Re: How do you collect emails?

oreoman26 — Sat, 24 Dec 2016 02:26:04 GMT

I need to get in touch with a customer. How do I get one email. If I sign up for marketing, is that possible?

Re: How do you collect emails?

Chad — Mon, 26 Dec 2016 20:13:49 GMT

@oreoman26 Our Support Team can reach out to your customer if they received a digital receipt. Signing up for marketing will not allow you to access emails used for digital receipts.

If you are interested in collecting email addresses we recomend using our Customer Directory feature. This will allow you to create a customer profile and add their contact information.

If you have any other questions please feel free to reply back! 😀

Re: How do you collect emails?

Turnpark — Wed, 28 Dec 2016 17:40:45 GMT

I'm looking at the most efficient way to generate customer email lists for marketing/invitation purposes. Is there a way to do that with Square? Is there a way to collect a person's email when he purchases an item?

Re: How do you collect emails?

Chad — Wed, 28 Dec 2016 19:57:06 GMT

@Turnpark Welcome to the seller community and congratulations on your first post! 🎉

I would recomend our Customer Directory feature. This will allow you to collect a customers email address before or after a sales. The customer will have to enter their email address into your directory. It will not pull this information automatically.

You can learn more about Customer Directory by using the link in my post above. Please let me know if you have any other questions!

Re: How do you collect emails?

nhenn — Wed, 28 Dec 2016 20:02:51 GMT

Chad - That is incredibly inconvenient. Why can't I do this during checkout? I need the customer's phone number and email address in order to send them the item!

Re: How do you collect emails?

DragonStar — Thu, 29 Dec 2016 13:05:06 GMT

This is totally confusing. I have been collecting emails for reciepts and they are all available in my customers list under "Added by You". I can see the emails that were entered and I have never had to go into the Customer Directory to add them. Am I missing something?