Thank you for this video! It was really helpful! I do have a suggestion/ request… can you do a video on how to collect emails from buyers in Square? I know there is a prompt if a customer is buying for the first time but not after that. Another video (or maybe you can integrate the 2) is collecting the emails at point of sale and automatically adding those to your mailchimp. I’ve been looking into this for the last couple of weeks here and there but can’t find enough info or what I’m really looking to do. I’m sure you’re a busy guy so if this isn’t in your interest to do I’ll understand. Again, thank you for your help! I’m definitely going to get my square & mailchimp linked this evening!
Hi Alisha, From the Mailchimp side of things, Square products are sold through a landing page, and yes, emails are collected into your audience you specified when you set up your landing page. If the customer checks the box to receive news and exclusive offers you can email them. Otherwise, I believe, they are entered as transactional only. You can't send emails to the transactional only audience unless you purchase a transactional email plan. However, if you're familiar with Zapier you can skip over the Mailchimp landing page/Square integration and add Square customers to your audience list - zapier.com/apps/mailchimp/integrations/square/24509/add-new-square-customers-to-a-list-in-mailchimp. Just make sure they know they are being added to the list. Any other questions let me know. I may do a video on the Square/Mailchimp Zapier connection.
hey bro! I get this message in mailchimp location setting: We couldn't find any locations to sync from. Please ensure that you have at least one active location with credit card processing enabled. Help!!!
Yeah not sure but maybe sounds like maybe your billing settings don't match between Square and Mailchimp. Read more here - mailchimp.com/help/use-payment-content-block/
Thanks for this. I worked all day yesterday trying to figure this out and watching unnecessary videos. What I still don't know and most people seem to stop at this part, is if my product is a digital product, 1. How do I get notified a sale has taken place? Is Square notifying me, Mailchimp, both? 2. Assuming the customer would get an email from me with links to download the product, how is this happening on auto pilot? I know for a free product I can create an automation email via MailChimp to send immediately after a sign up is complete. How would I send the automated email immediately after a purchase is completed? I did see an option for automation email on Square, but it says I have to upgrade. I don't want to upgrade unless it's absolutely necessary and that's the only or at least correct way to do it. Thank you for your time. Do you have a video or blog post about it?
Hi Bonita - The answer to question 1 is both. The answer to question 2 - there is an option under the e-commerce automation to send a follow-up on a purchase email after a product was purchased. Here you can set the product purchased as the trigger and in the email put a link in to download the digital product.
Hi Larry, i think i have integrated square to mailchimp, i am on the landing page creation. Buy now button , what web address do i have to put? I have tried square/name of my business on square but won’t open. Any suggestions? Thanks
Do you know why I can't see the email address of the person who purchased something? I'd like to reach out to them but there's no way to see their email address, not in mailchimp or in square.
Hmm, if the connection is set properly you should the person in Mailchimp at the very list there should be a record of the transaction in Square with the user's name, address, etc.
Not really. The Payment block should be available for any landing page template. Did you select the audience list that is connected to your store when you created the landing page? I'd double check the connection/integration. Other than that try reaching out to Mailchimp.
@@barbarajacobscolorconsulti4774 I'd like to help in some way. Would you mind sending me a screenshot of your landing page template in edit design mode? I'd like to compare the blocks to what I see. You can send it to lawrence.snow@gmail.com.
I don't think you can. My Square test product has inventory turned on with a stock of 25. If I create a link to the product to share out from Square, it has quantity, no problem. However, when I had the same product to the Mailchimp landing page, no option for quantity. If you find anything out let me know.
HI Larry, what do you do when the follow up integration email, is not triggering. Sale has been made but the trigger is apparently not working. It's set up to send after a purchase.......Thank you
@@maryjomontanye1387 Very strange. Double-Check your Square integration is connected properly with Mailchimp. Also check to make sure the automation is active (aka start sending). Do a self purchase with a test square product for a $1. Does it trigger the automation? Here are Mailchimp's self-help guides for this automation and connecting to square - mailchimp.com/features/first-purchase/, mailchimp.com/help/connect-disconnect-mailchimp-square/#Connect_Mailchimp_for_Square. If nothing seems missing in your set up compared to the guides, reach out to Mailchimp.
I had the same problem. I also have a bigger problem. My test user did not appear in my Mailchimp email list. Have you encountered this? I can't send the person what they paid for until they end up in my list. :-)
I am having this same issue now... any luck in figuring it out?? It sends out a "conformation" email but I can't see who it sent to or what product they ordered!
@@soulyft So glad to hear it's not just me. No, I didn't have any luck. I'm now evaluating other tools because I'm really tired of MC not working properly.
A Journey Into Health I discovered that customers would have to opt in to “updates and future news” or whatever the check box by email said for Mailchimp to receive the order information. There is no way that I know of to edit that purchase page and I couldn’t risk people not checking the box so I am pursuing other options also.
Any idea why an order wouldn't show up on my square dashboard? my test orders are showing up as sales in my dashboard but no order data is coming up to allow me to fulfill. Any ideas Larry?
@@jonathanspence7492 did you ever figure this out? same thing for me.. transaction shows but nothing in orders.. not info for where to send the product or anything
Did you mean to say Square not Samcart? Businesses who rely on Square for payment processing have the ability to add customers to their Mailchimp contacts. By doing so, they can keep their customers up to date on future sales. new products, tips, and advice on using products.
Can you do this with digital downloads? so they can add say a bunch of pdfs to the cart and it will auto link them to the products since square mkes you manually email every person each file...
Unfortunately Mailchimp only allows one payment block (i.e. one Square product) per landing page - mailchimp.com/help/use-payment-content-block/. It may work with one digital download. Here's more info on the Square side of digital product processing - squareup.com/help/us/en/article/6876-add-a-digital-item-to-square-online-store.
@@LarrySnow yea i had a feeling about this. i was kinda hoping i could reuse a campaign template so that i just enter the customers emails copy paste and send the files that way but you can only use a camp once and its dead.... so like if i had 2 paintings i was going to have 2 emails set up and i can email them to whoever ordered them but once thats done they cant be reused unles i redo all the info again. like the to and from and what template... any ideas ? square only emails out a notification they will get a email some day with the file lol but if 20 people order 30 dif paintings thats ALOT of emails to write manualy any suggestions?
@@LarrySnow wouldn't they have to buy 1 at a time for that and thank you for your time on this BTW :) im trying to simplify some of this as i sell woodworking patterns and other things but i have been just going crazy lately with orders lol so heres where im at as of last night lol. i added my files to google drive i got shared links put them in a text doc and now when an order comes in i manually copy and paste into my personal email the links and done. id like to do that not from my personal account if i can help it and with a nice layout like mailchimp does. any sugestions on that ? while i look over the automation stuffs :) 1K members buying from me is alot fo copy and paste lol
Yes, they'd be purchasing 1 product at a time. If customers are routinely buying more than one digital product, perhaps you could create a digital product that includes 3 or more patterns at an incentivized price. Create an after purchase Mailchimp automation for that Square combined digital product that will include the links to the patterns for download. I also would recommend you to take a look at Zapier to be the go-between with Square - Mailchimp and anything you're doing manually with Google Drive.
Hey Larry - I'm having a problem with being able to customize receipts - when someone buys the product, I need the receipt to give them the Zoom link for the class they are buying. It seems like since the "receipt" comes from Mailchimp, I should be able to customize receipts there, but I can't figure out how to do it. I also tried changing the item description on my Square account but that information wasn't used to generate the receipt either. HELP!
Hi Clare - the receipt email is located under the Automate tab, then click Email, then click on Enable Order Notifications under the Featured tab. By default, the order receipt should be enabled. Click on Edit Design. You'll only be able to edit the top two paragraphs. However, I believe that is for all purchases.
There is another way - one someone buys from your store/Square product, they get added to the Mailchimp audience list as a transaction subscriber that is connected to the store. So a better way, and more direct the product is to set up an E-commerce automation. To start go to the Automate tab, then click Email, then from the sub navigation click on E-Commerce. From the E-Commerce section select Follow Up on Purchases. On the next Window, at the top links, select Specific Product. Then name your campaign, and select the Audience that is connected to the store/Square payments. Click Begin. On the next page, click the Edit next to the Trigger. On the next window, select the specific product and set the time frame of when to send the email. Once your set, click Update Trigger from the top right of the page. Then back on the Automation setup click Design Email, add in all the information necessary for the Zoom call. After the design is set, click Next, in the final step click Start Sending.
@@LarrySnow that's the problem - you can edit the top two sections of text but for some idiotic reason it doesn't allow URLs. So if the product you are selling is a webinar it won't work.
@@LarrySnow OK- this is more elaborate, and I WOULD try it, but the problem is that they have to choose to allow you to email them. That's one too many steps for a customer in my opinion. It just needs to be smooth and easy for them - they make a purchase, they get a confirmation with all the info they need, period. I'm using the calendly integration instead cause mailchimp is too complicated.
@@joyfulliving3231 Thanks for your question. It's been a few years since I published this video. Might it have been an additional 30 cents charge fee for invoicing? Not quite sure. Have a look at Square's FAQs on Fees - squareup.com/help/us/en/article/6109-fees-and-payments-faqs
Why do you have to select an audience? Can anyone purchase the product through the landing page or just subscribers on that audience list? Thanks
Anyone can purchase a product. Once they do, they are added to the audience list selected.
Thank you for this video! It was really helpful! I do have a suggestion/ request… can you do a video on how to collect emails from buyers in Square? I know there is a prompt if a customer is buying for the first time but not after that. Another video (or maybe you can integrate the 2) is collecting the emails at point of sale and automatically adding those to your mailchimp. I’ve been looking into this for the last couple of weeks here and there but can’t find enough info or what I’m really looking to do. I’m sure you’re a busy guy so if this isn’t in your interest to do I’ll understand. Again, thank you for your help! I’m definitely going to get my square & mailchimp linked this evening!
Hi Alisha,
From the Mailchimp side of things, Square products are sold through a landing page, and yes, emails are collected into your audience you specified when you set up your landing page. If the customer checks the box to receive news and exclusive offers you can email them. Otherwise, I believe, they are entered as transactional only. You can't send emails to the transactional only audience unless you purchase a transactional email plan. However, if you're familiar with Zapier you can skip over the Mailchimp landing page/Square integration and add Square customers to your audience list - zapier.com/apps/mailchimp/integrations/square/24509/add-new-square-customers-to-a-list-in-mailchimp. Just make sure they know they are being added to the list. Any other questions let me know. I may do a video on the Square/Mailchimp Zapier connection.
hey bro! I get this message in mailchimp location setting: We couldn't find any locations to sync from. Please ensure that you have at least one active location with credit card processing enabled.
Help!!!
Yeah not sure but maybe sounds like maybe your billing settings don't match between Square and Mailchimp. Read more here - mailchimp.com/help/use-payment-content-block/
I have the same problem and cant figure out what to do! Have you fixed it?
Thanks for this. I worked all day yesterday trying to figure this out and watching unnecessary videos. What I still don't know and most people seem to stop at this part, is if my product is a digital product,
1. How do I get notified a sale has taken place? Is Square notifying me, Mailchimp, both?
2. Assuming the customer would get an email from me with links to download the product, how is this happening on auto pilot? I know for a free product I can create an automation email via MailChimp to send immediately after a sign up is complete. How would I send the automated email immediately after a purchase is completed? I did see an option for automation email on Square, but it says I have to upgrade. I don't want to upgrade unless it's absolutely necessary and that's the only or at least correct way to do it.
Thank you for your time. Do you have a video or blog post about it?
Hi Bonita -
The answer to question 1 is both. The answer to question 2 - there is an option under the e-commerce automation to send a follow-up on a purchase email after a product was purchased. Here you can set the product purchased as the trigger and in the email put a link in to download the digital product.
Larry Snow thanks 🙂
Hi Larry, i think i have integrated square to mailchimp, i am on the landing page creation.
Buy now button , what web address do i have to put? I have tried square/name of my business on square but won’t open.
Any suggestions?
Thanks
If you have integrated properly, use the products block (classic builder) to add your Square products into to the landing page.
Can I customize the checkout form? For example, I don't need the mailing address, can do i delete those on mailchimp checkout form?
I don't believe you can customize the checkout form.
Do you know why I can't see the email address of the person who purchased something? I'd like to reach out to them but there's no way to see their email address, not in mailchimp or in square.
Hmm, if the connection is set properly you should the person in Mailchimp at the very list there should be a record of the transaction in Square with the user's name, address, etc.
Grate work.. right time saver
Can i ask something about Google ads and tracking..or you can send link for this.
I have no knowledge on Google Ads.
Is there a way to do a redirect after the payment goes through? ie I would like to take them to a customized thank you page.
I don't think so. You can send them a thank you email using Mailchimp's Follow Up on purchases automation.
Did this work for you Mike?
I connected them but there is NO PAYMENT BLOCK on my landing page!! Any ideas about that?
Not really. The Payment block should be available for any landing page template. Did you select the audience list that is connected to your store when you created the landing page? I'd double check the connection/integration. Other than that try reaching out to Mailchimp.
@@LarrySnow thanks. I have a free account so no help is available at Mailchimp. I"ll try a different template...thanks!
@@barbarajacobscolorconsulti4774 I'd like to help in some way. Would you mind sending me a screenshot of your landing page template in edit design mode? I'd like to compare the blocks to what I see. You can send it to lawrence.snow@gmail.com.
Are you able to connect a recurring payments for that item (like a subscription) through Square?
I think you may be able to through Square invoicing setup. squareup.com/townsquare/how-to-recurring-payments
Where in Square is who purchased?
Under the Orders section?
@@LarrySnow it doesn't show any email. Or contact.
Thank you, never knew this was possible.
You’re welcome.
How do you add a quantity button to the landing page?
I don't think you can. My Square test product has inventory turned on with a stock of 25. If I create a link to the product to share out from Square, it has quantity, no problem. However, when I had the same product to the Mailchimp landing page, no option for quantity. If you find anything out let me know.
HI Larry, what do you do when the follow up integration email, is not triggering. Sale has been made but the trigger is apparently not working. It's set up to send after a purchase.......Thank you
Which follow up automation are you using - Any product, specific product, or product category? Are there emails in the queue to be sent?
@@LarrySnow E-Commerce- First Time Customer Thank You for a specific product. No customers in the queue.
no customer in the queue for the thank you email, just added to the Audience.
@@maryjomontanye1387 Very strange. Double-Check your Square integration is connected properly with Mailchimp. Also check to make sure the automation is active (aka start sending). Do a self purchase with a test square product for a $1. Does it trigger the automation? Here are Mailchimp's self-help guides for this automation and connecting to square - mailchimp.com/features/first-purchase/, mailchimp.com/help/connect-disconnect-mailchimp-square/#Connect_Mailchimp_for_Square. If nothing seems missing in your set up compared to the guides, reach out to Mailchimp.
@@LarrySnow thank you, off to check these options out now
Not able to add more than one product from my square product lists... there is no browse button..
Hi Mark - You only have one payment product block per landing page - see more here - mailchimp.com/help/use-payment-content-block/
Thanks!
You're welcome.
Done. Thank you!!
You're welcome!
I had the same problem. I also have a bigger problem. My test user did not appear in my Mailchimp email list. Have you encountered this? I can't send the person what they paid for until they end up in my list. :-)
I haven't experienced this issue.
I am having this same issue now... any luck in figuring it out?? It sends out a "conformation" email but I can't see who it sent to or what product they ordered!
@@soulyft So glad to hear it's not just me. No, I didn't have any luck. I'm now evaluating other tools because I'm really tired of MC not working properly.
A Journey Into Health I discovered that customers would have to opt in to “updates and future news” or whatever the check box by email said for Mailchimp to receive the order information. There is no way that I know of to edit that purchase page and I couldn’t risk people not checking the box so I am pursuing other options also.
Soulyft likely the best thing to do. Can’t understand why this supposedly simple process has to be so hard! But that’s life these days I guess 😆
Is it only available for paying clients of Mailchimp?
I think it is available for all plans
Any idea why an order wouldn't show up on my square dashboard? my test orders are showing up as sales in my dashboard but no order data is coming up to allow me to fulfill. Any ideas Larry?
Sorry Jonathan I don't have answer for you. I'd recommend, if you haven't already, to reach out to Square support.
@@LarrySnow currently trying that now Larry. Thanks anyway!
@@jonathanspence7492 did you ever figure this out? same thing for me.. transaction shows but nothing in orders.. not info for where to send the product or anything
When syncing payment in Mailchimp why would you need Samcart?
Did you mean to say Square not Samcart? Businesses who rely on Square for payment processing have the ability to add customers to their Mailchimp contacts. By doing so, they can keep their customers up to date on future sales. new products, tips, and advice on using products.
Can you do this with digital downloads? so they can add say a bunch of pdfs to the cart and it will auto link them to the products since square mkes you manually email every person each file...
Unfortunately Mailchimp only allows one payment block (i.e. one Square product) per landing page - mailchimp.com/help/use-payment-content-block/. It may work with one digital download. Here's more info on the Square side of digital product processing - squareup.com/help/us/en/article/6876-add-a-digital-item-to-square-online-store.
@@LarrySnow yea i had a feeling about this. i was kinda hoping i could reuse a campaign template so that i just enter the customers emails copy paste and send the files that way but you can only use a camp once and its dead.... so like if i had 2 paintings i was going to have 2 emails set up and i can email them to whoever ordered them but once thats done they cant be reused unles i redo all the info again. like the to and from and what template... any ideas ? square only emails out a notification they will get a email some day with the file lol but if 20 people order 30 dif paintings thats ALOT of emails to write manualy any suggestions?
@@silverlanswoodworking take a look at setting up automation to send after a digital product is sold.
@@LarrySnow wouldn't they have to buy 1 at a time for that and thank you for your time on this BTW :) im trying to simplify some of this as i sell woodworking patterns and other things but i have been just going crazy lately with orders lol so heres where im at as of last night lol. i added my files to google drive i got shared links put them in a text doc and now when an order comes in i manually copy and paste into my personal email the links and done. id like to do that not from my personal account if i can help it and with a nice layout like mailchimp does. any sugestions on that ? while i look over the automation stuffs :) 1K members buying from me is alot fo copy and paste lol
Yes, they'd be purchasing 1 product at a time. If customers are routinely buying more than one digital product, perhaps you could create a digital product that includes 3 or more patterns at an incentivized price. Create an after purchase Mailchimp automation for that Square combined digital product that will include the links to the patterns for download. I also would recommend you to take a look at Zapier to be the go-between with Square - Mailchimp and anything you're doing manually with Google Drive.
Hey Larry - I'm having a problem with being able to customize receipts - when someone buys the product, I need the receipt to give them the Zoom link for the class they are buying. It seems like since the "receipt" comes from Mailchimp, I should be able to customize receipts there, but I can't figure out how to do it. I also tried changing the item description on my Square account but that information wasn't used to generate the receipt either. HELP!
Hi Clare - the receipt email is located under the Automate tab, then click Email, then click on Enable Order Notifications under the Featured tab. By default, the order receipt should be enabled. Click on Edit Design. You'll only be able to edit the top two paragraphs. However, I believe that is for all purchases.
There is another way - one someone buys from your store/Square product, they get added to the Mailchimp audience list as a transaction subscriber that is connected to the store. So a better way, and more direct the product is to set up an E-commerce automation. To start go to the Automate tab, then click Email, then from the sub navigation click on E-Commerce. From the E-Commerce section select Follow Up on Purchases. On the next Window, at the top links, select Specific Product. Then name your campaign, and select the Audience that is connected to the store/Square payments. Click Begin. On the next page, click the Edit next to the Trigger. On the next window, select the specific product and set the time frame of when to send the email. Once your set, click Update Trigger from the top right of the page. Then back on the Automation setup click Design Email, add in all the information necessary for the Zoom call. After the design is set, click Next, in the final step click Start Sending.
@@LarrySnow that's the problem - you can edit the top two sections of text but for some idiotic reason it doesn't allow URLs. So if the product you are selling is a webinar it won't work.
@@LarrySnow OK- this is more elaborate, and I WOULD try it, but the problem is that they have to choose to allow you to email them. That's one too many steps for a customer in my opinion. It just needs to be smooth and easy for them - they make a purchase, they get a confirmation with all the info they need, period. I'm using the calendly integration instead cause mailchimp is too complicated.
@@EmbodiedLearningSystems Glad you found a work-around. Yes, Mailchimp is too complicated.
What type of square pricing plan is needed to do that?
I'm on the basic plan.
Can this be done with an ebook & set it to send automatically after payment?
Yes, try using the Automated email, under E-Commerce tab, Follow up purchases. mailchimp.com/features/automated-follow-up-emails/
@@LarrySnow This is not working for me, any steps I could use to re-set this process? Purchase has been made but the trigger was not activated.
Why did they charge you $.37? Isn’t that 37%?
@@joyfulliving3231 Thanks for your question. It's been a few years since I published this video. Might it have been an additional 30 cents charge fee for invoicing? Not quite sure. Have a look at Square's FAQs on Fees - squareup.com/help/us/en/article/6109-fees-and-payments-faqs
thank you !
You're welcome!