Square SMS Automation
Deliver instant "thank you" messages, track responses, and grow customer loyalty through ActiveCampaign + D7 SMS automation.
Why This Workflow Matters
Every in-store payment becomes a personalized moment to thank your customer, encourage repeat visits, and keep your brand top of mind all automatically.
How It Works
When a Square payment event (created or failed) occurs, the automation creates or updates the contact in ActiveCampaign, adds a loyalty tag , and starts a dedicated automation . This workflow then sends an in-store purchase loyalty SMS through D7 SMS. The message says, “Hi {{first_name}}, thanks In-store purchase loyalty SMS. Reply HELP for support.” The system then waits for a reply if the customer responds positively, it creates a deal or task ; if not, the contact continues into a nurture sequence aimed at re-engagement. The Primary KPI tracks engagement and conversion results.
Automation Table
| Step | What happens | Why it matters |
|---|---|---|
| Payment event (created/failed) in Square triggers automation | Ensures every transaction starts a customer touchpoint | |
| Contact is created | updated in ActiveCampaign | Keeps your CRM synced automatically |
| Add relevant loyalty tag | Helps segment and track loyal customers | |
| Start in-store loyalty automation | Delivers timely follow-up messages | |
| Send personalized SMS via D7 | Provides instant customer appreciation | |
| Wait for reply | Gives space for customer engagement | |
| If positive reply | create deal/task | Turns happy customers into repeat buyers |
| Else continue nurture sequence | Keeps the relationship growing |
SMS Variants
- Hi {{first_name}}, thanks for your in-store purchase! We appreciate you. Reply HELP for support.
- Thanks for shopping with us, {{first_name}}! Your loyalty means a lot. Reply HELP for assistance.
- Hi {{first_name}}, we loved seeing you in store today thanks for your purchase! Reply HELP for support.
Who It Helps
Retail stores, cafés, salons, gyms, and any business using Square for in-person payments that wants to build stronger customer relationships through automated loyalty follow-ups.
