Treez POS
Review our Integration Gridο»Ώ for supported features.
Tor how to navigate the AIQ integration in their app, see Treez hosted documentation.
- Email [email protected] with your dispensary name. This name can be grabbed from your POS URL (https://<dispensaryname>.treez.io).
- Include that you want the API keys released to AIQ and your contact information as an authorized user on your Treez account.
- Navigate to Settings > Integrations, search for Treez and click the green Connect button.
- Fill out the credentials
- Dispensary Name (Required)
- API Key (Required)
- Regions (Optional)
- After these are filled in, click the green Add Credential button. You will need to complete these steps for each location.
- Scroll down to the Loyalty section and check off the box next to RequiredΒ 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!
DispensaryName needs to match EXACTLY like how it's displayed in the API/Portal URL given by Treez. It is usually alpha-numeric with no spaces or special characters and will error out if not the same.
- Navigate to Settings -> Company Account > Retail Store
- Click Edit on the store you wish you map
- Under Store Mappings you'll see the Treez 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.
Below is a discount redemption user flow from when a customer enters the store to when they checkout. It includes screenshots from the AIQ digital wallet and Treez to give both the customer's and the budtender's perspectives
If you have Discount Groups set up in Treez, you can create audiences out of them in AIQ.
1.In Treez, create a group via Notes > Customer Groups,
2. In AIQ, go to your Audience Builder and click Create Audience.
3. Build the audience using Custom brand trait / Discount Groups / contains / [NAME OF DISCOUNT GROUP IN TREEZ].
The name of the group you enter in the AIQ audience builder needs to match the name as it's spelled in Treez in order for the audience to populate.
4. Click Save Audience and your Treez Discount Group audience will be created. Customers added to this group in Treez will automatically be added to the audience in AIQ.
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You can also see what groups a specific customer has been added to on your Personas page in AIQ. Search for the customer and then click View and the Treez groups they are in will appear under Custom Attributes.
- Why do I have customers showing up as canceled signup in AIQ?
- There are two scenarios that would cause a Treez customer to show up as canceled signup in AIQ:
- If a customer is manually creating a profile in Customer management, there is an option to cancel sign-up. If they select that option, it will be changed to canceled signup and the profile will be deactivated.
- The other option is an order is placed in the verification pending stage of fulfillment for a new customer that has not previously existed in customer management and they select cancel signup during the verification process. That will also change the name to canceled signup.
- 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 "treez" 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?
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