Loyalty Settings

if you're just getting started with building your loyalty program and need some tips, visit our blog about https //aiq com/blog/https aiq com blog building a competitive loyalty program with aiq or check out https //academy aiq com/catalog?sort=name asc\&categories=%5b%7b%22id%22 294097,%22title%22 %22aiq%20loyalty%22%7d%5d\&live sessions=false for detailed training and step by step guides! loyalty settings changes can impact your entire account unexpectedly if not fully informed on each aspect of your changes due to this, many settings will trigger a double confirmation to ensure you want to make changes in addition, some settings are greyed out in the platform for end users and require you to reach out to your account manager, customer success manager, or if you do not have either of those, contact aiq support through our live chat widget to complete desired changes or update requests sharing your mobile app to share your app, click the (•••) more menu in the top right, then click share use the url provided or qr code to share your loyalty app link with your customers you can download the qr code for use by clicking on it we recommend sharing via link via your website “loyalty member login” button display the qr code on digital screens display the qr code within printed menu books showcase your qr code at the front door or register general accrual set your global points accrual settings enable loyalty points this enables loyalty customers to start accruing points when disabled, loyalty customers will no longer be able to accrue points and all points reset to zero customers can earn points starting on date you can override this setting per data source integration, however, this is your default start time if none is set, we will assume all transactions are valid since beginning of time any changes to points accrual dates for an existing loyalty program will affect the entirety of your customer base's loyalty balances points earned per $100 spent how many points should loyalty customers receive per $100 they spend? points earned per order how many points (if any) should loyalty customers receive per order/in store visit? max visits per day how many times per day can a customer receive points from an order/in store visit? enable accruing tax dollars when enabled, tax dollars will contribute to points accrual when disabled, a date field will populate to exclude tax dollars from contributing to points accrual after a certain date example if you set a date of jan 30th, 2025 any sales made before jan 30th would still accrue points for taxes any sales made after jan 30th would not accrue points for taxes note this does not remove points retroactively round points round points accrued from sales up, down, or to the nearest whole number disabled will result in exact/ fractional points docid\ cdznx8ijbsgo3wb7t1qoc in addition to the traditional loyalty programs, aiq offers the option to set up a subscription based loyalty program, see docid\ upeaaxvu0e0m 9ktr md2 for more points expiration fifo points expiration logic is in beta testing and is not yet be available for all acounts select which style of loyalty points expiration logic to use docid 9wdcfwi1mbpbt4essjpr9 points accrued from transactions will expire in the order they were received docid\ s54g1ql2hnvlwlq1ytbuz earned points will expire if no purchase has been made within the number of days set in the 'days until points expire' field event types if a points event type is enabled, points earned from event type will expire on a first in, first out (fifo) basis if event type is disabled, points earned from event type will never expire sales points earned through purchases only applicable if loyalty program is set up to use points earned per $100 spent if enabled, points earned through sales will respect the days until points expire field if disabled, these points will never expire boosts points gifted via campaign, or alternatively if a customer falls into an audience with a boost attached if enabled, points earned through boosts will respect the days until points expire field if disabled, these points will never expire adjustments points can adjust on persona merge, or if loyalty settings are adjusted if enabled, points earned through adjustments will respect the days until points expire field if disabled, these points will never expire legacy points that have been awarded through csv upload these points are not the same as rollover points these points are not the same as rollover points if enabled, legacy points earned through csv uploads will respect the days until points expire field if disabled, these points will never expire multiplier points earned through multiplier set at the audience level if enabled, points earned through multipliers will respect the days until points expire field if disabled, these points will never expire rollover when carrying over pre fifo loyalty points for your customers, these points are renamed as 'rollover' points once fifo is turned on if enabled, rollover points will respect the days until points expire field if disabled, these points will never expire referral customers can earn points when referred friends purchase if enabled, points earned through referrals will respect the days until points expire field if no date is set, it would apply for all time and historical purchases if disabled, these points will never expire visit points earned through purchases only applicable if loyalty program is set up to use points earned per order if enabled, points earned through visits will respect the days until points expire field if disabled, these points will never expire days until points expire the number of days required to pass before loyalty points will expire setting applies to both fifo or modern points expiration logic points expiration start date allows you to define when points begin to expire in your loyalty program how it works this setting applies whether you’re using fifo (first in, first out) or modern points expiration logic if you do not set an expiration start date, expiration will default to applying to all loyalty sales that occur after your loyalty accrual start date rollover points when this setting is enabled, existing loyalty points will roll over into fifo logic instead of all customers starting at 0 points disable this setting if you want to have your loyalty program start fresh at 0 points when enabling fifo accrual by customer type rec accessory accrual only when enabled, after the selected date, points will only accrue for accessory sales for recreational customers limits point accrual for recreational customers to accessories only useful in regions where cannabis product discounts for recreational customers are restricted medical customers are not impacted by this setting rec show all points when enabled, recreational customers will see loyalty points in their wallet disable the toggle to hide points points will still accrue, but they will be hidden from the customer’s view useful in jurisdictions where showing points for recreational cannabis customers is restricted med show all points when enabled, medical customers will see loyalty points in their wallet functions the same way as rec show all points, but applies to medical customers points will still accrue in the background text show points regardless of opt in status applies points visibility restrictions based on text opt in status when enabled, customers opted in or out of text will have their points shown in their wallet when disabled, customers opted out will have their points hidden, but they will still accrue useful for complying with marketing opt in regulations while still tracking loyalty balances internally email show points regardless of opt in status applies points visibility restrictions based on email opt in status when enabled, customers opted in or out of email will have their points shown in their wallet when disabled, customers opted out will have their points hidden, but they will still accrue push show points regardless of opt in status applies visibility restrictions based on push opt in status when enabled, customers opted in or out of push notifications will have their points shown in their wallet when disabled, customers opted out will have their points hidden, but they will still accrue accrual by opt in status delay enforcement until after a set time this delays enforcing the other settings in this section until after a specific date/time if enabled and no date is set, your settings are enforced immediately when enforcing settings, we deplete points and stop accrual for customers who don’t meet requirements require all selected channels when enabled, customers are required to be opted in to all selected channels to accrue points when disabled, they must opt in to at least one of the selected channels to accrue points zero points balance if opted out when enabled, if a customer opts out of required messaging channel(s), their points balance will zero out when disabled, we will not zero out their points balance if a customer opts out of required messaging channel(s) this setting is locked as it can severely impact points balances and is difficult to reverse if you would like to make changes, reach out to your csm or contact aiq support through our live chat widget text require persona to be opted in to stay loyal when enabled, customers not opted in to receiving text communication will have their points depleted to zero and will not be able to accrue points we also have this same setting for other channels email native push browser push voice persona points blocklist the blocklist allows you to create docid\ jzucnrrk6mzot0gelhhid a period of time that restricts points accrual for a specific customer referral points set accrual rules based on if a referred customer has signed up or signed up and opted into sms messaging for more information on aiq's refer a friend program, see our docid\ v 8i0p2sldjqpkprowexg guide staff app overrides set access rules for staff using the "staff app" allow staff to modify customer points when enabled, staff can modify points for customers all points modifications are logged by the email of the staff who performed the action allow staff to access wallets when enabled, staff can view and redeem discounts on behalf of the customer generally, this is used when a customer comes in to the store without their phone and wishes to redeem a discount allow staff to see waiting room queue when enabled, staff can see the waiting room queue and use enhanced signup and customer tagging works with integrations that support waiting rooms/queues check out if your pos supports "waiting room queues via pos" in our docid\ lmkd0mbha4ssqe8ii9mz advanced advanced personas without pii aren’t counted as loyal when enabled, this will not allow anonymous loyalty members for a persona to be considered a loyalty member, they must have personally identifiable information (pii), such as name, email, or phone number applies retroactively to all existing personas ensures only identifiable members contribute to your loyalty program metrics new personas must also have pii to be counted as loyal relative discount expiration when enabled, discounts will expire relative to when it is earned instead of when the discount is accessed reset points to zero upon any redemption when enabled, a customer’s point balance will zero out after redeeming a discount this setting is locked as it can severely impact points balances if you would like to make changes, reach out to your csm or contact aiq support through our live chat widget show pin code in wallets when enabled, we’ll show a pin code in customer wallets used as an alternative option to unlock points this code automatically resets every 10 seconds enable customer redemption pin codes when enabled, we’ll send a pin code via text/email to customers in order for them to unlock rewards and prove ownership when disabled, rely on your staff to input the master pin code to unlock wallets create master pin code for your organization when enabled, set a master pin code that can be used to bypass integrations that require a pin this is used in store locations to verify/open wallets send pins to email if known when enabled, customers will receive wallet links, pin codes, and double opt in messages via both email and text when disabled, customers will only receive these via text/sms name/dob merging when enabled, aiq automatically merges personas if both the name and date of birth (dob) fields match prevents duplicate personas when users enter slightly different information in other fields useful when pii like phone or email is missing, but name + dob alignment strongly indicates the same person disabling this setting is locked as it can severely impact persona profiles and points balances if you would like to make changes, reach out to your csm or contact aiq support through our live chat widget block adjustments block adjustments are automated processes that stabilize points in edge cases (e g , merges or deleted uploads) if you disable this toggle, block adjustments will be disabled typical use cases for block adjustments include account merges → ensuring points aren’t duplicated or lost points uploads being deleted → automatically removing associated balances disabling this feature means all adjustments must be handled manually this setting is locked as it can severely impact points balances if you would like to make changes, reach out to your csm or contact aiq support through our live chat widget loyalty points reset (date) this setting allows you to define a reset date any events that occurred before this date will not contribute to a persona’s points balance helpful for relaunching loyalty programs or correcting legacy data after setting a reset date, only transactions or activities after the date will count towards point accrual