Managing Your Email Subscribers and Test Campaigns in Square Marketing

[SparkleGlitch]

Hi, I can find the list of people who have replied to the Email Signup in my footer, but I can’t see a way to manage that list (remove duplicate addresses).

I also cannot see a way to automate sending a confirmation email to people who subscribe, I really want to make sure they know they have subscribed or be alerted if another person enters their email address. 

Lastly, when I go to create a test newsletter, I can’t see a way to access the list of addresses.

any help appreciated as I’ve spent hours on it and am hoping to find a solution

[Laurie_]

Hey, @SparkleGlitch!

I’d be happy to shed some light on how to access your subscriber list and set up new campaigns with Square Marketing.

1. Accessing your subscriber list:

To view customers who’ve opted in to receive marketing emails, head to Customers > Customer Directory > Directory. You can then filter your list using the Smart Groups feature and select ‘Email Subscribers’.

Square will also automatically identify potential duplicate entries and suggest actions at the top of the directory page (see screenshot example below). Alternatively, you can export your customer list to manually clean up any duplications.

2. Confirmation emails for new subscribers:

Currently, Square doesn’t send an automatic confirmation email when someone signs up. We’ve shared this feedback with our Product Team, as we know many Sellers would value that extra layer of confirmation. That said, customers do see an on-screen confirmation message once they successfully opt in (screenshot below).

3. Sending test campaigns:

If you’d like to send a campaign to a test group, I recommend creating a custom group in your Customer Directory. You can manually add yourself (and others, if needed) to that group. When setting up your campaign, you’ll be prompted to select your audience, at that step, just choose your test group. I find this really handy for reviewing campaigns before they go live.

I hope this helps clarify things! Let me know if you’d like help walking through any of these steps.

[SparkleGlitch]

Hi Laurie, thanks for the info, but my issue is that when people fill in the newsletter sign up on the website, that info is not added to the customer directory and is instead only in the ‘form submissions’ section. I can’t see any way to link them. The same also happens if people fill in the Contact Us form and check the opt-in to receive emails. 

Does this help clarify my issue?