Trident1 POS

about the aiq <> trident1 integration review our integration grid docid\ lmkd0mbha4ssqe8ii9mz for supported features how to connect aiq to trident1 navigate to settings > integrations search for trident1 integration and click 'connect' add credentials for your website, your trident1 api key and store name, and click 'add credential' to save for website, leave off https // (eg aiq com ) optionally enable marketing to send sms double opt ins to personas who purchased after a specified date if enabled, it will take 24 hours to trigger the first double opt in message optionally automatically enroll personas in loyalty who purchased after a sepcific date newly enrolled personas will earn points for sales going forward enable 'all users are age compliant with my industry' setting finally, hit 'update connection' to save integration how to add a retail location or see retail store settings here for more detailed instructions navigate to settings > company account > retail store click 'new store' to create a new location add name, nickname (optional), store phone number, store email address and, if applicable, venue id venue id is used for aiq ecommerce setups leave shop page & custom urls blank unless you have an aiq powered app add store address fields optionally, complete any advanced settings optionally enter a domain to send emails from if multiple domains are configured optionally add a disclaimer to be shown in campaigns when using the {{favstoredisclaimer}} macro optionally allow customers to sign up via text message for this store optionally disable form selection if enabled, this setting will hide this store from favorite store selection in sign up forms, web based wallets, and your app once all applicable fields are filled in, click 'create' in the top right to create your store how to map a retail location in the retail stores table, select the edit button (pencil icon) for the location you'd like to map this will open the edit retail store drawer select the 'store mappings' tab in the trident1 source field, open the dropdown to see all mapping options available select the appropriate location this will assign data from this pos instance to the associated retail store inside aiq click save in the top right corner 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 trident1 user guide setting up discounts create a discount inside trident1 in store only coupons are not currently supported in aiq mirror the discount in aiq by navigating to marketing > discounts and set up a new discount repeat for additional discounts redeeming discounts checkout associate will need to manually apply the discount and redeem the discount from the persona's web wallet, or can have the customer redeem from the web wallet once discount has been applied navigate to customers > personas, and find the desired customer click the discounts & redemptions tab select the available discount and click redeem on behalf of the customer in the pos apply the matching discount to the transaction complete the transaction the transaction is completed with discount applied, and the loyalty redemption is logged under the customer's persona through aiq faq 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 "trident 1" under the sourced from column if a transaction is refunded, do loyalty points used on the purchase get automatically refunded? this functionality is controlled by trident 1 pos at this time, they do not support this and point refunds must be completed in aiq