Members Settings
Access team member settings by going to Settings > Company Account > Members Settings
Any contacts added the priority list will be pushed to the top of the message queue when sending campaigns.
Set IP addresses that are allowed to login to AIQ. If none are entered, all IP addresses will be allowed.
Add phone numbers that you would like to block from accruing points.
They are still eligible to receive SMS and to view their wallet, however, they are not allowed to redeem points based discounts.
If someone is removed from the blocklist, they can then earn points for any purchases made during the time they were on the blocklist as long as they were a loyalty member at the time of purchase.
Set custom role permissions for the different roles. These toggles will override permissions for every user at your company with that role.
- Manager: Edit points
- This allows 'Manager' roles to edit a persona's loyalty points
- Manager: Add points or Staff: Add points
- This allows these roles to add loyalty points to a persona
- Staff: Edit persona traits
- This allows staff to edit persona traits, such as phone or name.
- Marketing: Send campaigns without Owner/Operator approval
- By default, campaigns require Owner/Operator approval before being sent. You can override this by turning this setting ON.
- When OFF, the Owner/Operator will be required to approve any campaigns prior to launch; theyβll receive an email upon campaign save.
- This will automatically move campaigns created by users with 'Marketing' roles to a 'Pending Approval' status
- Owners/Operators can switch the status to 'Live'
- When ON, Marketing roles can send campaigns without Owner/Operator approval.
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