Will email address be visible when customer opts-in to join email list?

[AStevenson]

The title of this thread has been edited by a Square Moderator from the original: "When a person opts in via the email pop-up in Square website, is that email still masked by Square?"

We have initiated the request to join email list when someone visits our website. 

Question:

1) If a person does join the mail list "opt-in", is there email address still masked by Square?

2) If a person opts-in via the email collection pop-up, where is that indicated in their customer profile, that they have chosen to opt-in? I'd like to have the date they opted in and that they chose to do that via the website noted in their profile. Do I have to create a field to capture that info?

Thanks in advance for any guidance or help.

[Stacelyn24 · Accepted solution]

Hi there,

Great questions! Let me help clarify these for you:

1. Email Address Masking: When a person joins your email list by opting in, Square does not mask their email address. The email address they provide will be visible to you and can be used for your marketing campaigns.

2. Indication of Opt-In in Customer Profile: When a person opts in via the email collection pop-up on your website, their opt-in status should automatically be recorded in their customer profile within your Square system. You can view this information under the "Marketing Preferences" section of their profile.

   To see the date they opted in and the method (via website), you might need to customize the profile fields. Here's how you can do that:

   • Create a Custom Field: Go to your Square Dashboard, navigate to the Customers section, and find the option to manage your customer directory. You can create custom fields here, such as "Opt-in Date" and "Opt-in Source."
   • Update Customer Profiles: Once the custom fields are created, you can update your customer profiles manually or through an automated process (if available) to include this information.

By creating these fields, you'll have a clear record of when and how each customer opted into your email list.

I hope this helps! 🙂