Square Customer Loyalty Points Automation
Auto-assign loyalty points on purchases and send balance updates to customers.
Nora awards loyalty points automatically after each Square transaction and emails customers their updated balance with redemption options. Drives repeat purchases without manual tracking.
Loyalty programs only work if points are actually tracked, and manual tracking is where they usually die. This automation runs on every Square transaction: Nora calculates points earned (typically 1 point per dollar, configurable), adds them to the customer's loyalty account, and immediately emails them with their updated balance, points earned, and options to redeem (e.g., 'You have 500 points—redeem for a $25 discount'). For customers approaching a redemption threshold, Nora sends a motivational email ('Just 50 more points for a free coffee!'). You can set tiered rewards (e.g., 100 points = $5, 500 points = $30) and birthday bonuses. Nora also tracks top loyalty members and can auto-send VIP offers to high-spenders. For subscription or repeat customers, this drives compounding engagement—customers see they're earning and want to cash in, which brings them back. Points are credited on the transaction, and rewards fire the moment a customer earns them rather than whenever someone runs the report.
Runs real-time on transaction using Square and Gmail, run by your Marketing Manager.
How it works
- Nora detects new Square transaction
- Calculates loyalty points earned (1 point/$, configurable)
- Updates customer loyalty balance in database
- Sends email to customer with updated balance
- Flags high-value purchases for bonus point consideration
- Identifies customers near redemption threshold for motivation
Frequently asked questions
What does "Square Customer Loyalty Points Automation" do?
Nora awards loyalty points automatically after each Square transaction and emails customers their updated balance with redemption options. Drives repeat purchases without manual tracking.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Square and Gmail, run by your Marketing Manager.
How much time does this save?
Saves approximately 2 hours/week, running real-time on transaction.
Connects to
Related automations
- Low Stock Alerts for Top Products — Get alerted when best-selling products drop below 20 units, so you never miss a restock
- Abandoned Cart Recovery Campaign — Automatically email customers who left items in cart, with an optional discount, recovering carts that would otherwise go silent
- Post-Purchase Upsell & Cross-Sell — Send automated recommendations for complementary products 24h after purchase, boost average order value
- Auto-Unsubscribe Bounced & Complaining Emails — Nora removes bounced and complaining addresses from your lists automatically
- Xero Invoice Reminder Automation — Automatically send friendly invoice payment reminders before they become overdue.
- Xero Overdue Invoice Summary Report — Get a daily summary of overdue invoices with aging breakdown and collection priority.
- FreshBooks Invoice Reminder Automation — Send automatic payment reminders when invoices are near due, then escalate if overdue.
- FreshBooks Overdue Invoice Summary — Daily digest of overdue invoices with customer contact info and collection priority.