OneLocal directly integrates with Square by securely connecting your account to your OneLocal dashboard! Once the integration is set up and configured, a LocalReviews request will be automatically sent to the customer's phone or email address when one of four actions is completed in Square:
- A new customer is created
- A new transaction is created (e.g. invoice/receipt created, partial or full payment processed)
- An invoice is paid
- A service is completed (appointment completed, task completed)
Connecting Square and Configuring Review Request Workflows
Click "Settings"
Click "Integrations"
Under the Connected Accounts tab, click "Connect" next to Square. Note: You should be logged into your Square account in another browser tab before clicking “Connect”.
5. Follow the prompts to authenticate/sign in and connect your Square account.
Note: Square requires 2 Factor Authentication when trying to connect from an unknown device or location.
You can Disconnect the integration using the corresponding button from the Connected Accounts page.
6. Once connected you will be able to set up Workflows to define which actions in Square will trigger review requests from OneLocal.
Note: You must wait a few moments for your account information to sync before you create Workflows in the next step.
7. Click the "Workflows" tab to choose and configure which triggers will be used to send review requests.
8. Click "Add Workflow"
9. Select "Send LocalReview survey request to a new customer", "Send LocalReview survey request after a new transaction", “Send LocalReview survey request after an invoice is paid” or “Send LocalReview survey request after a service is completed.” and click "Next"
Note: Square offers the option of grouping services by categories or creating variables of existing services. In the OneLocal dashboard, we categorize services based on a specific service and any variable it may have. For example and as in the screenshot below, the services “5's game booking” and “Full ground booking” are under the category “Sports”, while the service “Shampoo Style” has two variations “regular” and “shampoo style variation not for ashwin test location.” In the OneLocal dashboard, the service Shampoo Style will be considered the Category and the variations “Regular” and “Shampoo style variation not for ashwin test location” will be displayed as Services within the Category. This is expected behaviour for now as it would be more complex to be able to offer categorization by both Category and Service Variation. This can potentially be done as an improvement in the future based on customer feedback.
10. Select the integration "Square" and click "Next"
11. Name your workflow (For example: Square New Customer Created to LocalReviews)
12. Select the survey template you would like to use to send to your customers
13. Select the Delivery Method (Email/SMS) and Preferred Delivery Method based on Contact availability.
14. Choose the date and time the review request should be sent (Note: it is set to Weekdays from 9:00am - 5:00pm by default)
15. Optional: You may add a delay for the request (Note: there is a 15-minute delay by default before a review request is sent to prevent accidents. Therefore, the minimum delay cannot be less than 15 minutes)
16. Click "Save" to save and launch your Workflow.
Tracking Review Requests
After a review request has been triggered and sent, its details will be reflected in LocalReviews>Requests section for reference.
If you click on the review request Date Sent, a pop-up will provide details on the review request.
Have any questions about this integration or require help connecting or configuring your any of your workflows? Please contact your marketing specialist, contact us via the Web chat in OneLocal or email support@onelocal.com.