A new and improved Customer Directory
We recently launched a number of new features to the Customer Directory designed to help you organize, manage, and engage with your customers more easily. Here’s a breakdown of what’s new, and how to use it.
- See more customer data at-a-glance with the new design
- Create custom Smart Groups with new filters
- Send a Direct Message right from a profile
- View & respond to Feedback in the Point of Sale
Tell us what you think in the comments, and let us know how else we can make Square Customer Directory more helpful for your business. Try out all the new features in your online Square Dashboard.
1. A new design provides more customer data at-a-glance
The Directory has been updated to make it easier for you to view and manage your customer profiles. Highlights include:
- A full-width view, showing more customer records on the screen, and more information about each customer.
- Customizable columns: choose which columns to make visible, and sort records by the column of your choice.
- The ability to select multiple customers at once, so sellers can more easily add them to groups or delete them from the directory.
- Group creation and selections now reside in a dedicated group dropdown menu, giving you more screen space to view the members of each group.
2. New filters for creating custom Smart Groups
With the new filter menu, you can identify groups of customers who meet various criteria. For example, customers who visited in the last 30 days, those who’ve left you Feedback, or those participating in your Square Loyalty program.
Filters can be added together to better parse and understand your customers. There’s no limit on how many can be added together, and as filters are added or edited, the Directory indicates how many customers fit the selected criteria.
Once you’ve found the view you want, click “Save Filter” to create a custom Smart Group, which will add and remove customers from the group automatically. So over time, you’ll always have a list of your most recent customers, most frequent customers, and more.
We’ll be adding more filters in the future, so if there are any that would benefit your business, let us know in the comments!
3. Send a Direct Message right from a profile
From within an individual profile, you can now send a private, direct one-on-one email to customers, and keep a record of the conversation in your Directory.
This is a great customer service tool for when you need to follow-up on an order, or let a customer know they left something in your store.
You are able to message any customers that have an email on file, either one that you’ve added to the Directory, or that Square has access to via digital receipts.
*NOTE: These messages should not be used for unsolicited marketing emails. Learn more about Square Marketing and CAN-SPAM act compliance.
4. View & respond to Feedback in the Point of Sale
With the release of Point of Sale version 4.65 (on both Android and iOS - make sure your app is up to date), you can now view and respond to Feedback within the app:
- Feedback appears within the Customers section, under Messages.
- Any new messages are bold and have a blue dot next to them.
- As with the your online Dashboard, you may reply directly to customer feedback, or issue a refund or coupon with your responses.
- A history of Feedback from individual customers appears in their profile, in the Activity List section.
Square Customer Directory helps busy sellers understand each of their customers, so they can provide the best customer service experiences possible. Automated tools collect and organize customer information, providing a 360 degree view of each customer from within the Point of Sale or the online Dashboard.
If you haven't done so already, visit your Directory today and feel free to ask us any questions here in the community!
