Hi! We have started using text messaging with yโall and I was wondering if there is a way to separate people who sign up with the link from different states or a differnt link to give them updates for sales going on in the stores near them. Without having to go in and manually separate them?
Hey there!
Itโs fantastic that youโre utilizing Square Text Messaging to connect with your customers! Since everything is integrated with your CRM and email marketing platform, here are some streamlined options to manage subscribers based on location without manual sorting:
Create Unique Sign-Up Links: You can generate different sign-up links for each state or location. When customers sign up using a specific link, they will automatically be categorized based on that link, making it easy to send targeted updates for sales and promotions in their area.
Use Location Fields: During the sign-up process, include a field for customers to indicate their location (like state or zip code). This data can be automatically synced with your CRM, allowing you to segment your audience based on location for future messaging.
Leverage Audience Segmentation: Since you're using Square's integrated systems, check if you can set up automatic audience segments based on the location information collected. This will help you send tailored messages to different groups without needing to sort them manually.
Automate Workflows: Explore the automation features within your CRM and Square Text Messaging. You can create workflows that automatically group subscribers by location or other criteria, ensuring that each group receives relevant updates.
Consult Square Support: If you have specific questions about capabilities or features, donโt hesitate to reach out to Square Support. They can provide detailed guidance tailored to your setup and help you optimize your messaging strategy.
By implementing these strategies, youโll be able to efficiently manage your text messaging list and keep your customers updated on sales and promotions relevant to their location. If you have any more questions or need further assistance, feel free to ask! ๐
Hey there!
Itโs fantastic that youโre utilizing Square Text Messaging to connect with your customers! Since everything is integrated with your CRM and email marketing platform, here are some streamlined options to manage subscribers based on location without manual sorting:
Create Unique Sign-Up Links: You can generate different sign-up links for each state or location. When customers sign up using a specific link, they will automatically be categorized based on that link, making it easy to send targeted updates for sales and promotions in their area.
Use Location Fields: During the sign-up process, include a field for customers to indicate their location (like state or zip code). This data can be automatically synced with your CRM, allowing you to segment your audience based on location for future messaging.
Leverage Audience Segmentation: Since you're using Square's integrated systems, check if you can set up automatic audience segments based on the location information collected. This will help you send tailored messages to different groups without needing to sort them manually.
Automate Workflows: Explore the automation features within your CRM and Square Text Messaging. You can create workflows that automatically group subscribers by location or other criteria, ensuring that each group receives relevant updates.
Consult Square Support: If you have specific questions about capabilities or features, donโt hesitate to reach out to Square Support. They can provide detailed guidance tailored to your setup and help you optimize your messaging strategy.
By implementing these strategies, youโll be able to efficiently manage your text messaging list and keep your customers updated on sales and promotions relevant to their location. If you have any more questions or need further assistance, feel free to ask! ๐
Great question โ location-based messaging is one of the biggest challenges (and opportunities) with SMS marketing, especially for multi-state or multi-location businesses.
Squareโs native tools make you rely on unique sign-up links or manual tagging, which gets messy fast at scale. Hereโs what actually works well:
Better ways to handle this:
Unique keyword or link per location/state โ yes, but you still end up managing separate lists.
Pull location data from Square (store location, customer zip code from past orders) and segment automatically.
What we do instead (and recommend): We use ReturnFlowHQ on top of Square.
ReturnFlowHQ connects with one-click to Square and automatically pulls customer + order data, including location history. It then lets you:
Segment campaigns by state, city, or individual store without manual work
Run fully autonomous AI campaigns that send the right offer to the right location (e.g., โStore #3 in Texas has a weekend specialโ only to local customers)
Use the centralized HQ dashboard while keeping every message sounding local per store
Let AI handle timing, personalization, and relevance automatically
Weโre currently running it for our Straws franchise locations across different areas and it removes almost all the manual segmentation hassle.
If youโre growing across states and want true hands-off location targeting, itโs worth checking out: https://www.returnflowhq.com/
Itโs also pay-as-you-go with no monthly minimum, so easy to test.
Anyone else dealing with multi-state SMS segmentation? Whatโs working for you?
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