Integrating Square Loyalty lets you sync loyalty events and customer activity data into ActiveCampaign. This enables enhanced marketing automation, personalized communication, and better customer engagement using loyalty program insights.
Take note
- You will need the following to use this integration:
- An active Square Loyalty subscription with access to integration permissions
- Admin access to your ActiveCampaign account
- At least one loyalty program and customer activity in Square
- Access to the Apps section in ActiveCampaign
- If you have multiple Square Loyalty connections, we recommend setting up one sync per location. You can set up multiple locations in your ActiveCampaign account
- This integration is separate from the Square integration, which adds purchase data to your ActiveCampaign account when a customer makes a purchase in Square
Benefits of using this integration
- Automate marketing based on loyalty events (e.g., points earned or rewards redeemed)
- Segment contacts by loyalty behavior and location
- View lifetime and current loyalty point balances within ActiveCampaign
- Trigger automations when specific loyalty milestones are reached
Configure the Square Loyalty integration
From your ActiveCampaign account:
- Click Apps on the left menu.
- Use the search bar to locate the Square Loyalty integration.
- Click the “Add an account” button.
- A modal window will appear. Click the "Connect" button.
- Follow the Square OAuth prompt to grant necessary permissions. When finished, click “Continue.”
- Set up the account:
- Select your store from the Merchant dropdown field. If you only have one location, you can skip this step
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Select your sync type:
- Historical and new records - imports all past and new records to ActiveCampaign. This will pull in all of your Square Loyalty data available
- New records only - Imports new records once the integration setup is complete
- Review your Square Loyalty object fields. This is for your information only. Fields cannot be edited or removed. Click “Continue” to move to the next step.
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Map relevant contact fields in ActiveCampaign to Square Loyalty fields.
- Email is a required field
- If you map all Square-specific fields, a Square Loyalty field group will be added to contact records to organize this data
- Click “Finish” once mapping is complete.
Once the setup is complete, you will be redirected to the Connected Apps > Square Loyalty page in your ActiveCampaign account. Under the “Accounts” tab, you will see the following:
- Historical sync process (if Historical sync was selected during setup)
- Ongoing sync for new records
- A button to view logs
Square Loyalty data on contact records
Square Loyalty custom object
A custom object from Square Loyalty will be added to contact records and include the following data:
- Loyalty event type, which includes Points Accumulated, Points Adjusted, Points Expired, Reward
- Created, Reward Redeemed, Reward Deleted
- Location name
- Reward name
- Date
- Balance update
Clicking the “Details” button opens a window containing further event details, such as IDs related to the reward and the source. If the event was online, the value for Source will show Square. If this occurred at a location, then the location name will appear instead.
Square Loyalty integration tags
As newly created contacts sync from your Square Loyalty account, the following tags will be added to their records:
- square-loyalty-integration
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square-loyalty-integration-Merchant-Location or square-loyalty-integration-Merchant
- The Location version of the tag appears if you select a location to sync during integration setup. If you do not choose a location, then we will sync the Merchant only tag
Existing contacts in ActiveCampaign that sync from Square Loyalty will receive the following tag:
square-loyalty-integration-LOCATIONNAME
Square Loyalty automation triggers
You will have access to two Square Loyalty automation triggers:
- Square Loyalty Event is created
- Square Loyalty Event is updated
You can also segment these triggers to further restrict who can enter your automation based on Square Loyalty data.
Segment contacts with Square Loyalty data
Data from Square Loyalty will be available in all segment builders in ActiveCampaign. Use these segment builders to create list segments and conditions for Wait, Goal, If/Else automation actions, and more.
Personalize emails with Square Loyalty data
Once you configure the Square Loyalty integration, you can use synced Square Loyalty fields (point values and Loyalty event data) to personalize any automation email or email campaign.
You can find these personalization options under the “Custom Objects” section of the “Add a Personalization” modal of the campaign builder.
These fields are not available to use in personal or 1:1 emails.