I have set up an email pop up screen that comes up as soon as someone clicks on my website.
I have had a few people sign up but when I go into my customer directory, it says they have not opted into receive marketing from me.
Is this a glitch? Am I still alowed to send them marketing emails? As that's the only way I could have got their address, is if they physically put it in themselves.
Website is laylaslittleloves.square.site and I am located in Australia for reference.
Hi @LaylasLittleLov!
Ah yes, there are currently two ways to collect customer email subscriptions through Square Online!
If you're collecting emails through a form or pop-up on your Square Online site, you can view and export those responses by navigating to: Square Online Dashboard > Website > Form Submissions.
From there, you can export the submissions as a CSV file, which can then be imported into your Customer Directory. To do this, you'll follow the steps outlined in our guide for manually importing a subscribed customer list.
Alternatively, you can collect email opt-ins via one of the recommended options below:
At checkout: customers can tick the box to subscribed to marketing emails during the online checkout process (see Option 4: Collect from Square Online for details).
Via sign-up link: you can generate and share a subscription link using Square Email Marketing (see Option 2 in the guide for instructions).
I’ve also seen some Sellers use a pop-up on their website to encourage customers to subscribe before checkout, which can help prompt them to tick the email opt-in box during the checkout process.
That didn't work.
When I try and do the CSV thing, it says there is no customers there.
Is there a way that I can manually add a customer and set the marketing to on?2
@LaylasLittleLovDid you download the correct template before attempting to import your subscribed customer list using the emails collected via your online form?
It’s a little fiddly, but you’ll need to export two files. The first is your online form submissions. The second is the Customer Directory file that you’ll use to import those submissions and upload them into your Customer Directory.
For quick reference, you can find the second file by following these steps.
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