Retail Quick Start Guide
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- Username - must be a working email address that the user has access to so they can set their password.
- Roles - Create users and assign them a role based on their responsibilities. See the table under our Team Members guide for a list of what parts of the platform those roles have access to.
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Click Complete Setup and continue setting up your account below.
Now that your account is created, visit lab.aiq.com and log in using the username you created. You're in! Click on Settings in the top left-hand corner and start setting up your account.
Update your contact information and/or password as needed
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Enable SSO for your users to seamlessly log into their AIQ accounts using their Google or Microsoft emails.
1.A user with Owner permissions should head to Account Settings > Account toggles, add your Microsoft or Google domains and flip the toggles to green, & Save account settings.
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2. Log out of AIQ and when you log back in you'll see the option to sign in via Google or Microsoft. Any new user you add will now have the ability to enable Single sign-on when they log in to AIQ.
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Single sign-on will not work if the user's email does not match the domain you added in Step 1
You can review our supported integration platforms and learn more about support levels and integration setup from our Integrations documentation guides.
To ensure that your messages are getting delivered to the customers who want to hear from you, AIQ has created several delivery assurance solutions and escalations
Aside from our Waterfall Delivery Assurance, we also implement a Walled Garden to support SMS/MMS deliverability.
With Walled Garden, there are two different options you can choose from; Light or Premium. Both prevent carriers from reading keywords and blocking your domain
- Light - Hides your long-form message behind a link that is placed within a basic SMS (text only) message body. You will pay standard per segment SMS rates based on the length of your default SMS notice message.
- Premium - Send your messages via the same methodology as the light version but it leverages MMS to showcase your brand logo front and center to consumers. This not only helps from a delivery standpoint but also appears far less "spammy" to your consumers. Since Walled garden is rarely more than a 1 segment message, it's highly recommended and depending on your volume, to use Premium to avoid filtration. Premium also removes your brand name from the actual text body that is scanned by carrier filtration system
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Pin Codes
If you are sending multiple text message campaigns to large audiences daily, or are continuing to have filtration issues with Premium Walled Garden, the next escalation would be moving to Pin Codes.
Pin codes are an extra layer of protection against carrier filtration and prevent human auditors from being able to access and flag your message landing page or domain.
How pin codes work:
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- Your customer will receive a text notifying them that they have a notification from your brand.
- They will click the link in the message and will be sent to the Pin Code page
- Your customer will enter the last four digits of their phone number to unlock the message
- They are then sent to the landing page with your message
There are two types of pin codes
Please reach out to your Account Specialist and they will get pin codes turned on for you.
After turning on pin codes:
You will need to make sure you update or remove the captcha message that is currently set up for Walled Garden. Do this in your dashboard by heading to Settings > Branding / Design > Captcha, Landing page, & consumer alert and adding copy to the Captcha message field
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You can test the pin code functionality via the Campaign builder by clicking the preview link in the SMS builder and using 1234 which is the test pin code for all SMS previews
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1.If your point-of-sale requires separate API keys for each location, refer to our Point of Sale guide for steps needed to request those keys from your POS representative. When you get the keys, upload them on the appropriate integration card in the Connect Data in your AIQ dashboard.
If you need assistance uploading the API keys into AIQ, contact your Customer Success Manager for Premium Support accounts or [email protected] for Standard Support accounts.
2. Add your new location in AIQ by heading to Settings > Retail Stores > Add location and filling out the necessary information and click Add store.
- For the Online shop URL field, make sure you're using the URL for your actually online menu and not the URL for your main website.
3. Next you'll need to "map" the API key to your recently added store. This associates transactions from that location to the location in AIQ giving you valuable analytics and segmentation opportunities. On the Retail stores page, click Customize, click on the empty field next to the POS option, click on the location/key that appears in the dropdown, and click Save settings.
After adding your API key under Connect Data, it may take up to 24 hours for the option to "map" the key to appear. Additionally, transactions must be flowing through the POS in order to "map" the API key so if the location isn't fully live, run some test transactions to be able to map the key to AIQ.
- Click Settings in the top-left corner of the dashboard.
- Click Sign-up form in the settings dropdown.
- Edit the sign-up form text and fields you want included in the sign-up form.
- Click Save as new template and you'll see a new sign-up form available in the dropdown next to Club sign-up page settings (Form ID: at the top of the page
Find the unique sign-up URL & sign-up QR code for the forms your create by clicking Share this page on the left
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