Data + Marketing Integrations
Point of Sale

Flourish

8min

About the AIQ <> Flourish Integration

Review our Integration Grid for supported features.

How to connect AIQ and Flourish

  1. In AIQ, navigate to Settings > API & Tracking to obtain your API key and UID
  2. In Flourish, follow their guide to enable AIQ in your point of sale
  3. Once completed, obtain your Flourish credentials.
    1. On the Flourish Integration Settings for Alpine IQ, select Generate to create a username and password
  4. In AIQ, navigate to Settings > Integrations, search for Flourish and click the green Connect button.
  5. Fill out the credentials
    1. Username (Required)
    2. Key (Required)
    3. Regions (Optional)

WARNING: Do not touch any other settings in this card without consulting an Onboarding Specialist or Customer Success Manager - This could automatically begin sending out SMS opt in requests or auto-enrolling loyalty customers.

How to Map a Store

  1. Navigate to Settings -> Company Account > Retail Store
  2. Click Edit on the store you wish you map
  3. Under Store Mappings you'll see the Alleaves symbol
  4. Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
  5. 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 Flourish: User Guide

Flourish Integration Preferences

It is recommended to review the settings on the Flourish side that would affect things like:

  • Requiring Phone numbers and/or Emails
  • Defaulting which POS tab displays per member type
  • Custom URL for your signup form on receipts

Please refer to their guide here: Flourish Integration Preferences

Signing up new loyalty members during checkout

Flourish allows onboarding new customers and existing customers into marketing communications. Please refer to their in-depth guide on how to make sure customers are taken care of during your in-store process here: Flourish Profile Documentation

Setting Up Discounts

Flourish has the ability for in-checkout redemption. In order to utilize this function you must make sure the discounts exist in both systems! Please note that Flourish is responsible for the actual checkout behavior whereas AIQ determines who can get the discount and how many points it requires.

  1. Create your discount in Flourish first. Use this guide for assistance in setting this up
  2. After you create the discount in Flourish and have the discount ID, you can now create the discount in AIQ
  3. In AIQ, create either a flat ($) or percent (%) based discount
  4. After adding the discount value, select Trigger a partner platform reward
    1. Select Use with existing
    2. Select POS Discount ID
    3. Enter the Discount ID you obtained from Flourish

FAQ's

  • 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. Although with Flourish we typically see data flow within four hours.
  • 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 "Flourish" 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?



Updated 15 Dec 2024
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