Treez
Treez is now a tier 3+ integration, it includes all features from the tier 3 in addition to showing the customer's current loyalty signup status within the UI. Read more about the announcement here.
You can access all of the Treez hosted documentation related to AIQ here.
Our Treez integration allows for the pulling of customer records and order transactions. Read below to see how to start the connection and utilize your data within AIQ.
1.Email [email protected] with your dispensary name (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 *Keep in mind that you will need a key per store location Treez will email your keys and other necessary information in the format below: Your API request has been fulfilled! API Key: RANDOMSTRING API URL: https://api.treez.io/v2.0/dispensary/dispensaryname/ Portal URL: https://dispensaryname.treez.io
2. Head to your AIQ dashboard and click the Connect Data tab on the right
3. Scroll down to the Treez integration card and click the white Connect button
4. Paste in the DispensaryName exactly how it is spelled out in the Portal URL, its typed out right before the treez.io portion.
Note: 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.
5. Then paste in its respective API key provided
6. Next check off the box next to "Required All users from this source have passed an age gate compliant with my industry."
7. Lastly, click the green Update Connection button
Please don't enable any other settings in this section until your review their functionality in the "Additional Settings" below
Things to Note:
- Within 24 hours, you should see data populating in AIQ
- Look under your Personas page in AIQ. The integration is functioning properly if you see "treez" under the Sourced from column
- 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
1. Head to Settings section on the top left of your AIQ dashboard
2. Click on Manage Store(s) and then the Customize button
3. Under Map store names you'll see the Treez logo
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 thats it!
You will need to do this per store or if you add a new store. If nothing appears when you click in the field, the key may have been entered incorrectly. It is recommended that you try the steps above or contact Support for assistance.
- Send an SMS double optin request if a contact with a phone number is synced from this source after: X Date - Triggers an opt in request for numbers that we havent sent to yet
- Turn on loyalty membership if contact is synced from this source after: X Date - auto enrolls all personas from this source into loyalty
- Use AIQ's last backup of this sources data Turn this on to freeze your data from this source from the last audience run and discontinue hitting the sources API for new data - ONLY USE THIS IF SWITCHING POS
- Do you want AIQ to mirror loyalty points from Treez? - Used to pull in points into AIQ from Treez in order to use
- LoyaltyPointCutoff Enter the date you would like loyalty points imported on: - Needs to be filled in after the box is checked, please enable accrual start date in your Loyalty settings after
- Sync Contacts - 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 to State Enabling this will make AIQ only sync contacts that belong to the given credential's region. - Used to push back customers to specific states/regions
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.
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.
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.