Connect Square Loyalty

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Connect Square Loyalty to ActiveCampaign

Introduction

Integrating Square Loyalty with ActiveCampaign allows you to leverage loyalty events and customer activity data to enhance your marketing strategies. This integration is crucial for businesses seeking to automate marketing efforts based on customer loyalty behaviors, thereby improving customer engagement and communication effectiveness. By utilizing insights gained from loyalty programs, businesses can create tailored marketing campaigns that drive engagement and nurture customer relationships.

How to Access This Feature

To access the Square Loyalty integration feature, you need to have administrative access to your ActiveCampaign account. Ensure you have completed the prerequisites, which include having an active Square Loyalty subscription along with access to the necessary integration permissions.

Step-by-Step Instructions

Follow these detailed instructions to set up the Square Loyalty integration in ActiveCampaign:

1. Log in to your ActiveCampaign account. 2. Click on Apps in the left menu. 3. Use the search bar to find the Square Loyalty integration. 4. Click the Add an account button. 5. A modal window will pop up; click the Connect button. 6. Follow the Square OAuth prompt to grant the required permissions. Once completed, click Continue. 7. Set up the account by:

  - Selecting your store from the Merchant dropdown field. If there is only one location, this step can be bypassed.
  - Choosing your sync type:
    - Historical and new records: This option will import all past and new records to ActiveCampaign, gathering all available Square Loyalty data.
    - New records only: This option will only import new records after the integration setup.

8. Review your Square Loyalty object fields. Note that these fields are informational only and cannot be modified or removed. Click Continue to proceed. 9. Map relevant contact fields in ActiveCampaign to Square Loyalty fields. Keep in mind that the Email field is mandatory. If you map all Square-specific fields, a Square Loyalty field group will be created in contact records for better organization. 10. Click Finish once the mapping is completed.

After completing these steps, you will be redirected to the Connected Apps > Square Loyalty page in your ActiveCampaign account. Under the Accounts tab, you will find the following:

- Historical sync process (if the Historical sync option was selected during setup) - Ongoing sync for new records - A button to view logs

Configuration Options and Settings

Within the Square Loyalty integration, several configuration options and settings can enhance its functionality:

- **Sync Type**:

 - **Historical and new records**: This option allows importing all existing and future loyalty data into ActiveCampaign.
 - **New records only**: This option restricts the imports to new records generated after setting up the integration.

- **Mapping Contact Fields**:

 - You have the flexibility to map various fields from Square Loyalty to ActiveCampaign. The essential field is the Email address. 

- **Tags**:

 - Automatically generated tags will be added to syncing contacts, such as square-loyalty-integration and square-loyalty-integration-Merchant-Location. Tags related to specific locations will be assigned based on the selected location during integration.

Best Practices and Tips

- **Setup Per Location**: If you manage multiple Square Loyalty accounts, it is advisable to establish a separate sync for each location to maintain organized data and performance. - **Utilize Automation Triggers**: Leverage the automation triggers available to respond to loyalty events efficiently. - **Use Segmentation**: Employ the data acquired from Square Loyalty to segment your contacts by loyalty behavior, allowing for precise targeting in your marketing campaigns. - **Personalization**: Integrate synced Square Loyalty fields into your email campaigns to tailor communications based on customers' loyalty data.

Common Use Cases with Examples

1. **Automated Marketing Campaigns**: Create campaigns that automatically trigger when customers earn loyalty points or redeem rewards. 2. **Loyalty Behavior Segmentation**: Segment customers based on their loyalty activity, such as how often they earn points, to tailor marketing efforts. 3. **Balance Notifications**: Send automated emails to customers highlighting their current loyalty point balance, encouraging ongoing engagement.

Troubleshooting

1. **Integration Issues**: If you encounter difficulties during the integration process, ensure that you have admin access and that your Square Loyalty subscription is active with integration permissions enabled. 2. **Data Sync Problems**: If records are not syncing, verify that the correct sync type was chosen during the setup and that no errors occurred in mapping fields.

Related Features

- For further insights into how purchase data can be linked with loyalty data, see the Square integration documentation. - Learn more about Automation capabilities to enhance your marketing efficiency.

FAQ

1. **What do I need to get started with the Square Loyalty integration?**

  - You will need an active Square Loyalty subscription, admin access to ActiveCampaign, and at least one loyalty program set up in Square.

2. **Can I sync multiple locations with Square Loyalty?**

  - Yes, it is recommended to set up a separate sync for each location.

3. **What data is synced to ActiveCampaign from Square Loyalty?**

  - You will receive data including loyalty event types, balance updates, and customer location names.

4. **Are there any restrictions on using loyalty data in emails?**

  - Yes, loyalty data can be used to personalize automation campaigns but not in personal or 1:1 emails.

5. **How can I ensure customers are segmented accurately based on loyalty behavior?**

  - Utilize the data from Square Loyalty to create targeted segments in your ActiveCampaign account for precise marketing efforts.

Navigating through the Square Loyalty integration will unlock new capabilities within your marketing automation efforts, fostering better customer engagement and loyalty management. ```