On Thursday, February 23, the Square Loyalty team hosted a Q&A (@cspillane, @seiderman, and @lornaz) alongside Square small business evangelist and former Super Seller, @PessoAlumni (former owner of Pesso’s Ices & Ice Cream with 5+ years of experience using Square Loyalty at his business).
We heard what’s working well for your business, as well as ways we can better serve your needs.
Hi Community,
Thank you for taking the time to join the Loyalty Q&A. Corey Seiderman, Lorna Zhang and I enjoyed the interactions and especially appreciated Aylon Pesso (former Super Seller and owner of Pesso’s Ices & Ice Cream) joining in on the conversation. Our #1 goal as the team behind Square Loyalty is to build a product that supports your needs. We’re grateful you took the time to ask questions and share your perspective — so again, thank you!
To close out the event, here’s a recap on recurring themes we saw:
1. How can I get set up with Square Loyalty?
2. Can I structure my loyalty program in tiers?
3. Does Square Loyalty work with Square Invoices?
4. Where can my customers see their loyalty points?
5. Is Square Loyalty integrated with Square Marketing?
For the latest features and functionalities, check out Square’s Product Updates feed.
Until next time,
-Ciara
Hey @JTPets, just want to make sure I understand the request correctly, you’re looking to have multiple programs based on specific categories of items? Right now we don’t have any plans to support this type of functionality. However, we’re always looking for ways to increase the value and feature set of the program so appreciate you sharing this request.
Completely new to the loyalty program so I’m very interested in how to set it up and how it works on square. Thank you for doing this seminar.
Hi @Kramersfarm!
Thanks for joining our online event. To get the ball rolling, check out this Getting Started guide for an overview of how Square Loyalty works + a step-by-step walkthrough of setting up your program. This FAQ page also has some good Q&A in it. Once you get going, we're here to help answer any questions you have along the way. 🙂
I know there has been some talk about loyalty tiers. Where are we with that feature? I use Loyalty to reward customer purchases. I also have a "Rewards Club" for my very best customers. Rewards Club members get invited to special events, special limited releases, etc. Right now I create a mailing list sorted by total dollars spent to select my Rewards Club members. It would be great if we could set up a tier with some criteria. At a minimum it should be based on total dollars spent. Total dollars spent within the last 12 or 24 months would be even better. I'm interested in how to better manage my Rewards Club, even if it's not in Loyalty.
Thanks,
Bob
Flying Otter Winery
Ohhhh this is an interesting idea! I could get on board with this
This feature is actually in Beta. Its a new beta program so probably wont be available for awhile...
Hi @WineCurmudgeon,
Thank you for joining us today! We are working on Status Tiers as I’m writing this message to you, 🙂 and it was recently moved to Beta testing in the US. You have a great use case. Let me know if you’d like to be added to the testing group. If not, stay tuned for the feature launch later this year. We'll be sure to communicate it broadly.
Thank you for hosting this Q&A session. I own an entertainment agency and have been curious about setting up a loyalty program based on referrals. Would the Square Loyalty Program work if past clients were referring new clients or does it only work for repeat clients?
Hi @BrightSetEnt,
Thanks for sharing your feedback. At this time we don’t offer the ability to trade points for customer referrals, but it’s something we’ve heard before and definitely something we’re keeping in mind for the future!
Looking forward to this Q&A. I have a question/feature that I was hoping square could add. We would like to be able to erase all loyalty points from our customers without have to go through each profile one by one. OR have the loyalty point system set up for two different loyalty points. We are a seasonal business so our products change as the seasons change and it would be nice if square loyalty could help us pivot as well.
Hi @abbykslone! Thank you for sharing your feature requests.Right now we do not support the ability to bulk adjust or erase Loyalty points. However, we do allow for point expiration; I know this may not solve your use case entirely but you can set your points to expire after a set amount of time, which may help a little bit with seasonality. Unfortunately we also do not have the ability to allow multiple Loyalty programs per seller. We do not currently have a timeline for when this functionality will be available but if that changes, we’ll be sure to post in Seller Community. Thank you again for your feedback and let us know if you have any additional questions!
I tried a refund to an invoice recently and I do not think the loyalty points deducted from the customer. Can you please confirm if this is working or not?
Hi @bradrsi, thanks for bringing this to our attention. We’re currently investigating with our engineering team. Will follow up when we know more.
Thank you!
Also, this may not fall under this category. When I started using Square, i had over 20,000 existing loyalty customers that I had integrated into our new account. These were already opted in for texting and emailing in our old POS system. I should have immediately had access to email or text them from square without them having to visit our location or sign up again. Square is hurting itself because I am paying other services to reach out to those existing customers instead of square. It makes ZERO sense to me.
At least currently, all customers have to re-opt in through either a Loyalty check-in, or digital receipts (email only) in order to be considered a marketable contact within Square’s Text Message Marketing solution. This is different from email based contact migrations, as they are considered marketable as soon as they’re imported. While restrictive, this is currently the only way we’re able to verify that these contacts have viewed and agreed to the proper legal disclosure and consent. However, we’re aware this can be extremely limiting for businesses switching over to Square, especially if they have a large established list of customers (like yourself). As a result, we’re looking into a number of improvements in the transfer / migration process to ease the process of making these contacts reachable within Square sooner. While I don’t have a specific timeline to share, we’ll definitely reach out as we make progress.
Thank you!
And another thing that may not belong on this thread is that it also makes no sense at all that a coupon with a barcode cannot be on a printed receipt. POS systems were offering that 10 years ago. ALL major retailers use this feature and square doesn't even offer it.
I agree! This would be great to have!
@bradrsi That is a great suggestion, I second having the ability to print a barcode on the receipt.
We'd like to participate to learn more about this! Please send us the link/info!
Thanks in advance!
Square Community