Data + Marketing Integrations
Integration Settings
5min
NOTE: Some of these settings are only available for certain integrations. See your integration panel for what's available.
- Use AIQ's last backup: Turn this on to freeze your data from this source from the last audience run and discontinue hitting the sources API for new data.
Use AIQ's last backup: Do not turn this on unless you are switching POSs and want to keep the data.
- Sync Personas: Enabling this will make AIQ sync all new contact signups generated from AIQ services into the integration. This will only send creations after enabled and does not include profile updates.
- Sync Personas to relevant market - Enabling this will make AIQ only sync contacts that belong to the given credential's region/state
- Mirror Archives - only enable if your POS has many archived profiles with historic sales attached to them
- Custom Attributes: Provide any custom product attributes that you would like to add for reporting and segmenting. Example: 'XYZ Label'.
- Send SMS double-optins to personas who purchased after: Send an SMS double opt-in request if a contact with a phone number had a sale after/on this date. Takes 24 hours to trigger.
Send SMS double opt-in: If this setting is removed later on it can cause loyalty profiles to be lost if they only used this setting to become a member and did not use a signup form. Thus, we do not recommend changing this after it is set.
- Enroll personas in loyalty program who purchased after: Automatically signup contact for the loyalty program if they had a sale after/on this date. Contact then earns points for sales after/on this date. Takes 24 hours to reflect.
- Loyalty points imported on - if a date is filled in we will pull in loyalty points and stop afterwards from POSaBit, use this in conjunction by turning on the loyalty points within AIQ by heading to Settings > Loyalty > Points accrual start date and set that for the following day
- All users are age compliant with my industry?: Required! All users from this source have passed an age gate compliant with my industry.
- Mirror integrations loyalty point values?: Pull points from the POS, but keep the loyalty settings within that POS.
Updated 06 Sep 2024
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