The Square Deep Data integration is available on the following plans:
The Square Deep Data integration lets you connect Ecommerce activity in your Square account with your marketing and sales processes in ActiveCampaign.
Upon connection, the following information will immediately sync into your ActiveCampaign account:
- Historical payments from the current calendar year that have Square customers added to them
- All current Square customers
In addition, payment data and associated Square customer data will sync into your ActiveCampaign account every time a payment is made in Square. Note that payment data will only sync if it is associated with a Square customer.
You will also have the ability to sync historical Square payment from the current calendar year and customer data on demand.
This integration supports both offline and online payments in Square.
In this article, we’ll discuss:
How to set up the Square Deep Data integration
- Click “Settings” located on the lower left corner of your screen.
- Click “Integrations” in the left-side menu.
- The Connected Integrations page will open. Click the “Add Integration” button.
- Click “Square.”
You will be brought to the Square website. Click the “Allow” button to let ActiveCampaign connect to your Square account.
Once your ActiveCampaign and Square accounts are connected, you’ll be redirected back to ActiveCampaign.
Click the “Done” button.
Once you complete the connection, the following data will sync into your ActiveCampaign account:
- Historical payments from the current calendar year that have Square customers added to them.
- All current Square customers.
Due to limitations imposed by Square, only payments that have had customers added to them in Square will be synced into ActiveCampaign. Payments that have no customers added to them and customers that have not been added to a payment will not be synced into ActiveCampaign.
Adding a customer to a payment in Square can be accomplished through any Square interface. More information on how to do this is available here.
At the end of a Square transaction, the customer has the option to add their email address to be sent a receipt. Whether or not a customer adds their email address at this step has no effect on whether or not the contact will be synced into ActiveCampaign.
Your Square connection will appear on the Settings > Integrations page in your ActiveCampaign account.
Managing your Square integration
Once your Square store is connected, you can manage the connection anytime from the Settings > Integrations page in your ActiveCampaign account.
Clicking the “Disconnect” button will prevent future order and customer data from syncing into your ActiveCampaign account. It will not remove any previously synced customer and payment data.
“Sync Historical Data” button
Clicking the “Sync Historical data” button will sync the following data from Square:
- All customers in your Square account along with any payments that they made.
- All customers in your Square account who have not made any payments.
- All payments made in Square by contacts who already exist in your ActiveCampaign account.
Historical data synced will be from the current calendar year.
In order for this information to sync, the customer must have an email address in your Square account.
Clicking the “Sync historical data” button will not trigger any automations to run that use the “Makes a purchase” trigger for your Square store.
Once you initiate the sync, it will run in the background and you will be able to navigate away from or close the page.
Syncing data from Square into ActiveCampaign
Each contact with payment data synced from Square will have an Ecommerce box on their profile page:
In the top portion of the Ecommerce box, we’ll display a summary of the total revenue, number of orders, and number of products purchased by that contact. Under the summary we’ll display the following data for each order:
- Order number
- Total (order price)
- Order date and time
- Store name
- Products button
Clicking the "Products" button will open the details for that specific order on the right-hand side of your screen.
Here you’ll see the following information for that order:
- Order status
- Order number (this will contain a link that will open the order in Square)
- Order total
- Order date and time
- Discount code and discount price (if used)
- List of products contained in that order:
- Image of product (if available)
- Product name
- Product category (if available)
- Quantity ordered
- Product price
In addition, we’ll display synced order information in the activity stream for each contact.
Fields imported from Square
Below is a list of fields imported from Square, as well as which fields they are mapped to in ActiveCampaign.
|Square fields||ActiveCampaign fields|
|Customer first name||First name|
|Customer last name||Last name|
|Customer email address|
|Payment amount||Total/Order Total|
|Payment URL||Order # URL|
|Item ID||Product ID|
|Item name||Product name; available when "Products" button is clicked for an order.|
|Item price||Price; Available when "Products" button is clicked for an order.|
|Item description||Description; available when "Products" button is clicked for an order. Will appear under.|
|Item quantity||Qty; available when "Products" button is clicked for an order.|
|Item category||Product category|
Use Ecommerce segmenting conditions
Ecommerce segmenting conditions will be available in your account once you enable the integration. You can use these conditions to create "If/Else" forks in automations, conditional content in your campaigns, goal conditions in your automations, set up"Split Test"automations, update a deal score or contact score, send targeted campaigns by creating list segments, and more.
Use Deep Data personalization tags in your campaigns and automation emails. Doing so lets you dynamically display product-specific content in your messaging.
Start an automation when a customer makes a purchase
Add a contact to an automation as soon as they make a purchase with the "Makes a purchase" automation trigger.
View order information in the Conversations Unified Inbox
If you're using Conversations, agents will see an overview of a known visitor's order history. This information will dynamically appear in the Conversations Unified Inbox whenever a conversation is opened with a known visitor. Agents can use this information to gain greater context when interacting with a visitor which will allow for deeper engagement.