Step 1: Run your first automated campaign in Square
Log into your Square Dashboard.
From the left sidebar, go to Customers→ Marketing → Automations .
3. Click Automations
The Automations tab shows you prebuilt automation templates like:
Welcome emails for new customers
Birthday or anniversary messages
Win-back emails for lapsed customers
Loyalty reward notifications
You can start from one of these templates or create your own custom automation.
This feature is more than just a basic email tool. It’s a full suite of marketing automation that helps you stay top-of-mind and bring customers back, without doing the heavy lifting every day. Whether you're running promotions, celebrating milestones, or simply reminding people you exist, Square Email Marketing has everything you need to improve customer retention and drive repeat visits, automatically.
For more guidance on how to create your email marketing automations, use this Square Help Guide.