Square

Trigger surveys from Square payment events

The Square integration allows you to automatically send email or SMS surveys to your customers based on Square events like payments, refunds, order fulfillments, and subscription changes.

Step 1: Connect Your Square Account

1. In Zigpoll, go to Settings -> Manage Integrations

2. Find Square in the integrations list and enable it

3. Enter your Square Access Token

4. Press Save

You can find your access token in the Square Developer Dashboard under your application's credentials. Use a Production access token for live data or a Sandbox token for testing.

Step 2: Create a Survey

1. Go to your account dashboard and click Create Survey

2. Choose a question template or build your own slides

3. In the delivery step, select one of the Square templates:

Template	Square Event	Description
Payment Completed	payment.completed	Sent after a Square payment is completed
Refund Processed	refund.created	Sent after a refund is processed
Order Fulfilled	order.fulfilled	Sent after an order is fulfilled
New Subscription	subscription.created	Sent when a customer starts a new subscription

Each template supports both Email and SMS delivery. Use the dropdown on the template card to choose your preferred channel.

1. Adjust the Trigger Settings to control the delay before sending (e.g., send 1 hour after the event)

2. Click Create Survey

Zigpoll will automatically register a webhook subscription on your Square account. You can verify it in your Square Developer Dashboard under Webhooks.

Step 3: Customer Targeting (Optional)

You can filter which customers receive the survey based on Square event data. Go to the Targeting tab on your survey and configure rules using:

• Amount - Filter by payment amount (e.g., only send for orders over $50)

• Currency - Filter by currency code (e.g., only USD transactions)

• Note / Metadata - Filter by order notes or metadata

• Item IDs - Filter by Square catalog item IDs

Step 4: Customize Your Email

Go to the Email tab on your survey to customize:

• Subject line

• Header, body, and footer text

• Button text and colors

• Sender name and reply-to address

How It Works

1. When the configured Square event fires, Square sends a webhook to Zigpoll

2. Zigpoll verifies the webhook signature and extracts the customer's email

3. After the configured delay, Zigpoll sends the survey via email or SMS

4. Responses are tracked in your Zigpoll dashboard with Square metadata (customer ID, amount, event type)

Troubleshooting

Survey not being sent?

• Check that your survey is visible (not hidden or archived)

• Check the Activity tab to see if emails were queued and sent

• Verify the webhook subscription exists in your Square Developer Dashboard

• For some event types (subscriptions, certain orders), the customer email is fetched from the Square Customer object. Make sure your customers have an email address on file.

Permission error when creating a survey?

• Your access token may not have sufficient permissions. Generate a new token with full access from the Square Developer Dashboard.

Webhook showing errors?

• The webhook signing key may be out of sync. Try deleting the survey and creating a new one to re-register the webhook.