Use Loyalty Program Without Points (Or Give Everyone Infinite Points)

Hello,

 

New Square user here but getting familiar. Signed up for Loyalty trial. In our case, we need anyone with a phone number in the system to get a 10% discount on the entire sale. We will be gathering phone #s outside Square and importing them, so unfortunately, a customer's first visit would result in no loyalty reward because they have not yet earned any points via a sale.

 

Is there any way to accomplish this? Looks like the import CSV fields don't include points.

 

Thanks,

Dan

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Square Champion

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Hi there @DanielAW.. That is currently not possible in any form except manually, at least not in the Square ecosystem.  You could, however, set up a Zapier (or Pabbly, which is better and cheaper) automation that would trigger creating and adding 10 points to a customer loyalty account every time a phone number is added to a spreadsheet.  Hopefully, the tool you are using to collect the phone numbers has Zapier/Pabbly integration and could do this automatically for you.  But one of these is the best way to accomplish your task.

 

Also, if you want, you can submit a feature request asking the Loyalty Team to consider adding this to their product roadmap.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

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Square Champion

Solution

Hi there @DanielAW.. That is currently not possible in any form except manually, at least not in the Square ecosystem.  You could, however, set up a Zapier (or Pabbly, which is better and cheaper) automation that would trigger creating and adding 10 points to a customer loyalty account every time a phone number is added to a spreadsheet.  Hopefully, the tool you are using to collect the phone numbers has Zapier/Pabbly integration and could do this automatically for you.  But one of these is the best way to accomplish your task.

 

Also, if you want, you can submit a feature request asking the Loyalty Team to consider adding this to their product roadmap.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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