Square Rewards

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In this video, you learn how to Integrate DRC with Square Rewards. #

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Once logged in to your DRC Dashboard, click on the settings icon. #

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Now navigate to the Integration screen. #

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Once on the Integrations screen, scroll down to Square option and click the connect button. #

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You’ll be prompted to login to Square. Add your existing email or phone number, then click the continue button. #

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If you’re creating an account, complete the form and click the continue button. #

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You’ll see a list of permissions. #

Simply click the allow button.

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You’ll now see Square is connected to DRC under Active Integrations. #

You’ll also notice the Status is showing inactive. You will need to active the rewards program on Square and configure your reward levels.

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Once your reward levels are configured in Square, click the configure button. #

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Now, choose which card to integrate with Square Rewards. #

Choose your Data Priority, check the box for Send cards data, then click the submit button.

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Now go to the cards section: #

we can see that a reward card was created when the integration was connected.

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The template settings show all the reward levels configured in your Square account. #

You don’t need to customize the reward levels in DRC yourself.

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They are synchronized with the loyalty settings of your Square account. #

The phone field should be required on the Card issuing form.

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Now the integration with Square is complete. #

In order for your customers to receive a link to install the card, you need to connect Twilio service.

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It works as follows: #

in the customer’s profile Square in the section “Loyalty Summary” we create an account, in DRC we create a customer with the same data, an integrated loyalty card is issued for him and an SMS with a link to install the card is sent.

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If the loyalty card is issued on the side of DRC (by QR or referral program) #

a customer and a loyalty account with the same data are created in Square.


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Now all changes of bonus quantity and reward availability are synchronized in DRC and Square. #

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You can redeem rewards through the Square POS mobile app. #

Download it on iOS and authorize. Navigate to rewards in the Library section and select a customer.

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Select the award to redeem and tap Add customer. #

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Now enter the purchase amount and tap Review Sale. #

You can see that the reward is displayed. It also says how many points will be added for the purchase.

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We recommend using valid phone numbers #

for testing, otherwise customers are not created in the Square.