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How does square dynamically create these HTML invoice emails?

This is something I'm interested in doing myself with some form data from a customer.

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Square Champion

@Tropic_salt What HTML invoices are you taking about? To create invoices to your customers, that can be paid with a credit card,  use the Invoices tab in your DashboardOr use the Invoices in the POS App

If these are the invoices you are talking about

René

 

Life is too short to eat boring cheese.
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There is a misunderstanding. I know how to create invoices. I'm interested in using a similar process (taking unique data from a customer and creating an personalized email)  for a different aspect of my business outside of square. I figured that maybe another business owner who already does this in the same way that square does
(and many other companies do as well) could help guide me in the direction I should go for that.

 

square doesn't just do this with invoices, it does it with you daily, weekly and monthly report emails. it takes certain data points from you, plugs those into a beautiful email template, and then sends off to you automatically. 

 

This is not the same thing as email campaigns from a b2b like MailChimp by the way. That is different because, for the most part, there is no individual customer data used in those campaigns. with a service like that you carpet bomb profiles with the same template.

 

thanks for your reply.

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Square Community Moderator

Hi @Tropic_salt - Thanks for reaching out to us here on the Square Seller Community👋😊

 

From what I understand, it sounds like you may be interested in our Email Marketing Campaign feature through Square Marketing


When you subscribe to Square Marketing, your subscription starts at $15 per month and you’ll have access to the following:

 

  • Send unlimited marketing emails, and then review detailed performance statistics for every campaign.
  • Set up recurring blast campaigns to automatically send weekly or monthly coupons, reminders, and invitations.
  • Set up automated email campaigns, to automatically send customers a welcome email, a coupon on their birthday, or reminders to come back in.
  • Create rewards and deals for your customers that can be shared via social media.
  • Message your customers privately from your Customer Directory, in case you need to let them know something important – like they forgot their wallet, or left their shopping bag at the counter.

Please take a look at the Support Article linked out above and let me know if we're on the same page here! I'll keep an eye out for your reply 👀

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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