Workflow
You must verify this in order to do things like disable 2FA, change the account email, or delete an old bank account.
What is verify P0
I am an SFK that outlines what specific PII actions you can and cannot take on a Seller's account.
What is [POLICY] Messaging PII Standards
This suggestion recommends setting up 2FA
What is Suggest Secure Account
This step to Success is "Happy to assist you with your inquiry"
What is Show You Care
I am the only way to voluntarily inbound transfer funds from a personal account into a square account. I'm not Square savings
What is Square Checking or Debit Card
You forward phishing email attempts to this address within Square
What is spoof@squareup.com
I am the SFK that informs you what PII level is required to transfer a Seller to a specific team. I also specify internal department names and confirm the hours of operation for each team.
What is [TOOLS] Advocate Escalation Guide
I am here to enable you to bill your customers from anywhere.Your customer will receive an email, text message, or manually shared link. Customers can pay in-person or electronically by clicking Pay Invoice and paying via: A credit or debit card, Apple Pay and Google Pay, or A Square Gift Card or eGift Card. This Macro would be used for a seller who has the freemium version.
What is Invoices {Upsell}
This Step 2 Success inquires "How can I be of assistance today?"
What is Question & Listen
This product could assist a Seller that is taking exclusive CNP payments and has an issue with frequent reviews
What is R12/R4
If a Seller's account is FROZEN with the comments #ShadowBanned, you respond to the Seller with this.
What is Quick Reply - Shadowbanned
I am here to ensure that we provide the highest level of support to our sellers, we require that all phone and chat conversations are conducted in a respectful manner.
[POLICY] Dealing with Threats and Abuse
This suggestion allows Sellers to manage their customers' information right from their account. They can filter their customers using this and keep an organized record for their clientele.
What is Suggest Directory
This Step Success is where you make sure you and seller are same page with their issue
What is Unify and Align
I am an underlying need for sellers that need to use bar code, scanning, and track inventory
What is Retail Plus
These are the steps you take from one's Regulator account to verify an Authorized Representative
What is Employees > Select Employee > Actions > Verify Authorized Representative
I am the SFK Article that helps you interact with a seller who wants to speak over the phone.
[POLICY] Messaging - Force Channel Steering and Allowlisting Eligible Sellers for Phone Support
DOUBLE JEOPARDY
I am a subscription software solution that makes running your business simple. It integrates your inventory and sales to help keep your back-of-house organized – so you can focus on your customers. You can also message your customers directly and send coupons, order updates, and more using Square Messages. I am seller using the freemium version of this.
What is Retail {Upsell}
This Step Success is where you can make suggestions to better assist sellers and their business, during this step you also present you solutions
What is Realize Solution
This product can assist a Seller who experiences frequent chargebacks due to fraudulent payments from customers.
What is Risk Manager
These are accounts that will display a purple banner. If you get this account and their payments are affected, please ping the seller’s Account Manager/Account Executive. If the caller is not listed on the account, or added as an authorized user, continue to work to resolve the issue if it’s blocking payment processing.
What is a Strategic Seller
I am the SFK that helps you assist the seller get funds that have been left in the Square account for 1-5 years
[ACCOUNT] Unclaimed Property
This macro suggest a Seller participate in Square's early access program, whereby Sellers can provide feedback to unreleased Square products and features.
What is Suggest Beta
The Step 2 Success is expressed in " I am glad that I could assist you today! Feel free to contact us again if you need us. Have a great day!"
What is Exit With Impact
I am an underlying need for a seller that has a hard time keeping up with their employee's tax deductions, W-2's, and sick time/PTO.
What is Payroll