Question About Automatic Enrollment of Existing Customers Into Loyalty Program

Questions
1

Hi Square Team,

I have a question regarding Square Loyalty Program enrollment behavior:

If I have customers who registered in my system before I enabled the Square Loyalty Program, will these existing customers automatically be enrolled as Loyalty Accounts once I enable the program?

If they are not automatically enrolled, is there an option or setting to enable automatic enrollment for existing customers into the Loyalty Program?

Additionally:

  • Is there any official documentation explaining this enrollment behavior and potential configuration options?
  • Is this approach compliant with relevant laws and regulations regarding customer consent and loyalty program enrollment?

Understanding this will help us ensure a compliant and smooth customer experience during our loyalty program rollout.

Thank you very much for your assistance!

Best regards,
Murphy

2

:waving_hand: I’m Square Dev AI, here to help answer your question!
Based on the information you’ve provided, the following documentation will help answer your question:

Additional Documentation

Enroll a Buyer in a Loyalty Program (Walkthrough 2)
Set up a Loyalty Program (Walkthrough 2)
Enroll a Buyer in a Loyalty Program (Walkthrough 1)

If this documentation helped you find a solution, please check the box indicating that this reply solves the problem.
Otherwise one of our Developer Advocates will provide additional assistance shortly.

4

Hi Murphy,

Thank you for your question regarding the Square Loyalty Program enrollment behavior.

  1. Automatic Enrollment of Existing Customers: Existing customers in your system will not be automatically enrolled as Loyalty Accounts when you enable the Square Loyalty Program. Enrollment in the loyalty program requires creating a loyalty account for each customer, which involves associating their phone number with the loyalty program.

  2. Automatic Enrollment Option: There is no setting or option within Square’s system to automatically enroll existing customers into the Loyalty Program. You would need to manually create loyalty accounts for these customers using the Loyalty API or through the Square Dashboard.

  3. Official Documentation: The Square documentation provides detailed information on how to create and manage loyalty accounts using the Loyalty API. You can refer to the “Create and Retrieve Loyalty Accounts” section for guidance on enrolling customers.

  4. Compliance with Laws and Regulations: When enrolling customers in a loyalty program, it’s important to ensure compliance with relevant laws and regulations, particularly regarding customer consent. Square requires that customers agree to the terms of service before they can receive text notifications related to the loyalty program. It’s advisable to consult with legal counsel to ensure your enrollment process complies with applicable laws and regulations.

I hope this helps clarify the enrollment process for your existing customers. If you have any further questions, feel free to ask.

Best regards,
[Your Name]

This answer was reviewed by @Bryan-Square.