Customer Email Collection

[wangjueliang]

Dear Community,

I have a new store and there is not really any emails collected from subscription and or contact form. However, I realised there are emails in almost every order details. Is there a quick way I can extract these emails out and turn them into customer profiles so next time, I can use the Square Email tool to communicate?

Thanks!

[Seamus · Accepted solution]

Hey @wangjueliang,

At the moment there's no way to do this with emails collected for the purposes of ordering - there are actually regulations that surround the use of emails being collected for one purposes then used to send marketing, so I'd recommend not doing this.

If you did want to collect customer info for marketing purposes you can build a pop-up - doing it this way ensure you have permission from the customer to do so! Do this from the Online dashboard via Website > Pop ups:

[KD808]

i had a variation on your question- i created 2 places for customers to opt in

1. an email pop up window like below

2. a contact form for questions with an opt in box 

my problem now is knowing where the emails are stored.? i am not seeing an effortless way to access them- besides manually transfer into customer directory 

i am sure i'm doing this 😑 wrong 

have you  or anyone have suggestions 

thank you,

kimberly 

[Seamus]

Hey @KD808,

Thanks for getting in touch!

If you go back into the pop-ups section from your Online dashboard, scroll to the bottom and you'll see a list of the pop-ups you've created - click on your email popup and it will bring up a list of the emails your customers have entered. The same applies for other pop-ups 👍

Hope this helps, let me know if you have any questions!

[KD808]

thank you- ok got that far 

my question:  from here at the top of the page there is a prompt

from square- that the list is automatically imported into the Square Marketing (at this point should i have created a category for them)? My confusion is that

1. pop up goes to square

2. the contact form is weebly???

😂thank you 

[KD808]

... the Customers are supposed to be in  Collected Emails, yet when I check there are no names  

? 

[Seamus]

Hey @KD808,

IF you got to Marketing > Mailing Lists > Select pop-ups > Create Mailing List > Select from Existing Contacts this should allow you to do this - I've included a screenshots below and tested the feature - if you follow these steps you can create a mailing list based on the emails collected in this pop-up!

[KD808]

ok I see exactly where my confusion has been   

There seem to be two separate marketing portals 

1. I signed up for Square Marketing

2. The email list found in the above is promote.weebly.com

??? are these 2 different platforms🙃 

thank you 

[Seamus]

Glad that helped @KD808!

With that said, Square Marketing is a product not currently available in Australia.

Am I able to confirm you're in Australia? This is the Australian Seller Community. If not, let me know where you are and I'll send you a link to the best applicable community forum 🙂

[KD808]

oops😮my apologies- I’m hawaii and stumbled across this  thread  

thank you ✨thank you

you’ve helped a bunch  though-

aloha 

[Seamus]

No problems @KD808, happy to help 🙂

For future reference you can find our US Seller Community here!

[L314]

I am selling an online course and need to collect customer emails when they pay for my item. How can I do this? It is not for marketing purposes but for sending Zoom links, etc.

[Seamus]

Hey @L314, thanks for reaching our and welcome to the community!

For online orders your customer's emails can be found in the orders section of your Dashboard - click on the order to bring up more info, including email address. Hope this helps!

[h3ctic]

Hi,

Quick question on the Opt In Marketing check box during Check Out. Is there any way to make this an Opt Out rather than Opt In?

Many major websites have this as Opt Out - and this leads to faster creation of emailing lists for customers.

Mick

[Arie]

I think this is a great idea, @h3ctic! While automatically opting everyone in, with the option to opt out, isn't available currently, I'd be happy to suggest this to our eCom team 🙂

[h3ctic]

Thanks Arie. If you can that would be fantastic. I think people would see significant upticks in their email collection.

cheers

Mick

[sjh2010]

Hey Arie. I didn’t realize there’s an “opt in” option during checkout. Is this automatic or do I need to add it please?

I want to start collecting emails and the “subscribe to my newsletter” option on my home/landing page isn’t working. The only emails I have are from customer orders and I know we’re not allowed to use those because of anti-spam laws.

I also see from this thread there’s a way to use pop-ups. Where can I learn all this stuff please? I have no idea what Square is and isn’t capable of.

Thank you

Sarah

Bohemian Ways

[Seamus]

Hey @sjh2010,

This option should be under Shared Settings (or just Settings) > Checkout > Checkout Experience > Edit Customer Inputs - once enabled this will appear at the bottom of the checkout page:

From there it can be used with marketing features - read more about this here and more about pop-ups here. The Square Online support homepage can be found here 👍

[sjh2010]

Thank you Seamus. If I want to upgrade to use “abandoned cart” and “automated emails” functionality, what plan do I need please? I’m a little confused by whether they are two separate plans and two separate payments or whether there is a plan that let’s me use both

[Seamus]

@sjh2010 The ability to send abandoned cart emails is specifically tied to the Professional Square Online plan.

The ability to send automated emails is tied to a different product called Weebly Promote, which is a seperate marketing suite that can be used in conjunction with your Square Online store.

So to get the features you're looking for you'd need to be on the Professional tier Square Online Plan at $30/month (for abandoned cart emails) and at least the Grow Plan at $30/month for Weebly Promote.

[sjh2010]

Thank you for explaining