DispenseFirst
Review our Integration Grid for supported features.
- In DispenseFirst, navigate to Store Settings > Points/Loyalty Program and select Alpine IQ
- Enter in the AlpineIQ API Key and User Id (UID) into the Alpine IQ Loyalty Program section. Click Save on the top toolbar.
- Navigate to Settings -> Company Account > Retail Store
- Click Edit on the store you wish you map
- Under Store Mappings you'll see the store names
- 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.
- In DispenseFirst, navigate to the Coupons page and click Add
- Enter in coupon details in DispenseFirst and click Save. Note the Coupon ID within the address bar, it will be used in Alpine IQ's discount editor.
- In AIQ, create a discount with similar coupon details. In Redemption Options, select POS Discount ID and enter DispenseFirst’s Coupon ID.
Once AIQ has been configured, customer profiles can be created or modified using DispenseFirst’s Customer page where common information is sent to AIQ to keep both systems in sync.
- Visit the Customer page for a detail list of all customers and click Add. If editing a customer, select the folder icon.
- In Customer Editor, enter customer information and select Marketing Opt-In checkbox for SMS and Email marketing. Save Customer record.
- Any future edits made to the customer’s information will be sent to AIQ.
- To view current customer point balance, scroll down to Alpine IQ section and expand.
When customers arrive to place or pick up an order, DispenseFirst will recognize them as an AIQ customer displaying point balance and submit order details after order posting. AIQ will then apply loyalty points for that order based on your settings.
Loyal customers who’ve earned points from previous purchases can redeem rewards through DispenseFirst's Discount modal. If discounts are available, budtenders are notified at the time of payment.
- Create an order with an Alpine IQ customer. In the payment modal, when customers are elgible to redeem rewards, Redeem Rewards button will display next to point balance. Alternatively, a budtender can click on Discounts -> Redeem Rewards to view the same list of discounts available.
- Select or deselect coupons to apply to the current order. The order totals will adjust to the selected or deselected discount.
- Post order
There are times when an order in DispenseFirst needs to be reversed, if that order contains an AIQ discount, customers discounts are returned and can be applied to the next order.
- 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 personas being created cia REST API
- 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?
- I need more help setting this up!
