POSaBIT

about the aiq <> posabit integration review our integration grid docid\ lmkd0mbha4ssqe8ii9mz for supported features how to connect aiq to posabit posabit steps once in posabit, navigate to settings in the top nav and click integrations click the blue new integration button and fill out " alpine iq loyalty" in the integration dropdown selector fill out the api key & uid from aiq which you can obtain from api & tracking docid\ admvg 5nabuuyljhlhu3 enter your store id number into the data field and replacing the " # " with the stores's number this can be found in aiq under your retail stores settings docid 1cgtf7w zndtn9dfeatqz reach out to posabit to enable "enhanced customer data access" enhanced customer data access is required for us to pull in persona information and associate sales with personas this is not available in your posabit settings until enabled by your account rep aiq steps while in posabit , locate each api key provided per storename and make sure to grant all of the permissions including menu feed access incoming orders access venue data access enhanced customer data access in aiq , navigate to settings > integrations , search for dutchie pos and click the green connect button add your credentials store name name of the store key obtained from posabit relevant market of credential (optional) click "add credential" you will need to complete this for each set of credentials recieved from posabit scroll down to the loyalty section and check off the box next to required required all users from this source have passed an age gate compliant with my industry lastly, click the green update connection button at the bottom of the settings you have now completed the minimum settings needed to connect your integration! note do not touch any other settings in this integration card without consulting an onboarding specialist or customer success manager as they can affect your data and the customer's opt in status! how to map a store navigate to settings > company account > retail store click edit on the store you wish you map under store mappings you'll see the posabit symbol click on the empty field to the right of the symbol and a dropdown will appear to "map" the key click save settings and you are done mapping the store keep in mind this must be repeated for any additional stores that you add to the account aiq x posabit user guide signing up for loyalty + opting in posabit will send aiq new loyalty signups and their opt in status see posabit's help doc for how to set up which fields you want to capture note if you add "customer consent" to your signup form, there will be an checkbox and the customer will be required to provide their signature this will opt them into marketing communications on the aiq side redeeming discounts posabit can redeem discounts within the checkout process without having to rely on our budtender view please make sure that all discounts/rewards are created in aiq first and then mirrored accordingly in posabit create the discount in aiq mirror the discount in posabit ensuring you use the same name use posabit's guide on how to create and link promotions as well as " how to create and link rewards " for a full walkthrough on how to set your your mirrored discount in your pos below is a walkthrough of how redemptions work with both systems in the same board faq's i read the information on how to connect aiq to posabit but i still can't figure it out, help! sometimes our pos partners change their flow through various updates take a look at posabits guide on setting up this integration can i sign a customer up during the checkout flow in posabit? yes! posabit has an in checkout signup screen that can capture new loyalty & optins for marketing how long does it take before i start to see my pos data in aiq? within 24 hours, you should see data populating in aiq how can i confirm that the integration is active and signups are being sent? look under your personas page in aiq the integration is functioning properly if you see "posabit" under the sourced from column i am getting an account notification that i have unmapped stores, how can i fix this? once you see data coming through aiq, you must "map" the api key to the store(s) to assign a "favorite store" to the customer see how to map a store above for directions on how to accomplish this are there any additional settings i can enable? see integration settings docid\ u8beizkxh83tipi2sw1rz for more optional settings