Loyalty Enrollment Page Creates Customer But Doesn't Enroll Into Loyalty Program

[DanielAW]

Hello, I want to use a hosted sign-up page to collect customer info so I'm testing this page:

https://squareup.com/outreach/XXXXXX/subscribe

which DOES create a customer in the directory, but it doesn't enroll them into the loyalty program. After the customer is created, I still have the option to enroll them into loyalty which I think means this form did not automatically enroll them into loyalty.

We want this process to be automatic so a person doesn't have to go in and enroll each new customer. 

Is this possible? Am I doing something wrong?

[Sammie_C]

Hi @DanielAW, I appreciate your post!

First off, when trying to access the link above, nothing does populate. It took me to a "Page Not Found" error page. Is that the correct link?

Secondly, are you referring to your Customer Directory? If so, the Customer Directory is separate from our Loyalty, so customers would not automatically be enrolled. If for example a customer signed up to be a part of Loyalty, then they would be added to your Customer Directory.

Please let me know and I can take another look.

[DanielAW]

Thanks, my link above was just an example, I replaced the actual customer ID with XXXX.

Someone helped me find the loyalty sign up page in another post. I really wish Square would let us collect e-mail AND phone number for loyalty so we can send out e-mail newsletters to our customers and not ask them to sign up twice, once with e-mail and again with phone number.

[Sammie_C · Accepted solution]

I understand what you are saying, @DanielAW. I am glad you were able to get help with the Loyalty sign up page in the meantime.

I do apologize for the slow response on this! I was waiting to hear back from our Operations teams. I escalated your feedback over to them and they are currently looking into this further. I am not too sure of a current timeline on when I may hear back from them, but if I hear any updates on this, I will keep you posted here promptly!

[DanielAW]

Now that I'm looking at this issue again, I do believe there's a bug here... When using the "Join our rewards program" page which can be accessed by going to Customers -> Marketing -> Contact collection and using the link provided there (for example https://squareup.com/customer-programs/enroll/pUk43kgEmJmD?utm_medium=copied-link&utm_source=online)

The page collects email address and phone number. This does create a contact and stores email/phone but it does NOT enroll this person in the loyalty program. I would still have to click the "Enroll" button for Loyalty on each user we collect with this method.

Is there a difference between "rewards" programs and "loyalty" program?

That would be pretty confusing if so... Seems there is no easy way to collect email and phone and automatically enroll into loyalty.