Hello Square Community,
We are a non-profit art gallery using Square as our point-of-sale system to sell artworks during exhibitions. Unlike typical retail scenarios, buyers cannot take their purchased artwork home immediately—they must return after the exhibition ends to pick it up.
The Challenge:
Sending timely reminder emails to buyers about artwork pick-up is critical, as many customers forget they’ve purchased art! However, retrieving customer contact information from Square has been incredibly frustrating and time-consuming for the following reasons:
- After an exhibition ends, I generate a detailed transaction CSV for the specific time period. This gives me a list of customer names, but not their email addresses or contact details (even though they entered this information during purchase).
- To gather emails, I must:
- Manually click each individual sold item in Square.
- Open the customer’s profile to retrieve their email address.
- Return to the transactions page, reapply the filters, and repeat the process for each buyer.
- The customer contact page does not open in a new tab, adding extra navigation steps and slowing down the process further.
Our Needs:
We need a more efficient way to:
- Retrieve customer contact details (e.g., email addresses) for all buyers from a specific time period or exhibition.
- Compile this information into a list so we can send out reminder emails and include details about what to expect during the pick-up process.
I understand that Square isn’t specifically designed for scenarios like ours, but surely there’s a better solution to avoid these repetitive manual steps. I’ve briefly looked into Square’s email campaign tools, but they don’t seem to fit our needs.
Has anyone else faced a similar issue? Are there tools, integrations, or workflows within Square that could make this process easier?
Thank you in advance for your advice!
