Square Ecosystem · Customer & Marketing

Email and SMS powered by your real sales data.

Automatic segmentation from Square — visit frequency, spend tier, last purchase category, birthday, lapsed status. The targeting that takes a week with a generic ESP works on day one with Square Marketing.

Best for

Built for these operators

  • Restaurants and QSR running limited-time offers
  • Salons and spas automating win-back outreach
  • Boutique retail driving repeat purchases on real customer history
  • Any operator with a sales record they're not yet emailing against

What it does

Capabilities that matter on day one

  • Auto-segments from your sales data

    First-time customers, regulars, lapsed, big spenders, category buyers (e.g., "bought wine in last 90 days"). Segments update automatically as customers transact.

  • Email + SMS in one tool

    Same audience builder, same templates, two channels. SMS opt-in is collected at checkout via Smart Receipts.

  • Pre-built automation flows

    Welcome series for new customers, birthday rewards, lapsed-customer win-back, post-visit review request. Switch on with one click; tune the offer.

  • Branded templates that look like you

    Drag-and-drop email composer, brand colors and logo applied automatically. Mobile-rendered by default.

  • Direct revenue attribution

    Square reports the revenue each campaign drove — not opens or clicks, actual transactions tied to the recipient.

  • Loyalty + Gift Card tie-ins

    Send loyalty offers to high-tier members; promote gift cards in November; trigger a redemption nudge for unredeemed-balance customers.

How SugarPay deploys it

From signed contract to working configuration

  1. 01

    Customer data ingest

    Square Marketing pulls from your existing Square Customer Directory automatically — no list import. We turn on Smart Receipts to grow the list at every checkout.

  2. 02

    Branded templates

    We build 3–5 templates against your brand guide — promotional, transactional, win-back, gift-card-push, event/holiday. Reusable.

  3. 03

    Automation switches

    Turn on welcome, birthday, win-back, post-visit review request. Configure timing and offer ("$5 off after 30 days lapsed").

  4. 04

    First campaign

    We help you ship the first manual campaign in week one (LTO, anniversary, seasonal) so you have measurable revenue early.

Pricing

$15/mo to start; pricing scales by audience size

Square's published pricing for Marketing scales tiered by audience size. SMS is metered separately. Most operators see direct revenue attribution exceed the monthly fee within the first cycle.

SugarPay does not mark up Square's software pricing. See the disclaimers for our reseller compensation disclosure.

Industries using Marketing

See the playbook for your business

Stop sitting on your customer list.

Tell us your transaction count and email-on-file rate — we'll model the latent revenue you've been ignoring.

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