Personas

your customers can enter aiq from different sources (pos, file upload, loyalty signup form, etc ) and they will all live in the personas page only contacts with pii (personal identifiable information) will end up on your personas page anonymous transactions won't, so be sure to attach a phone number or email to every profile in your pos aiq automatically merges or dedupes personas based on the phone number or email so as long as one of those is attached to the persona, you don't have to worry about duplicate profiles personas page navigate to customers > personas here you'll see the customer's contact information, points balance, and how they entered the system ('source') "source" column aiq loyalty they came in via docid\ hcunkbnambg5ni7hmpgyn file import they came in via manual csv upload ( docid\ u53udjgtlb rkaqpjcfck ) pixel they came in via docid\ dayzwrjhlg2cp cowlbsf collectible they came in via docid\ cdznx8ijbsgo3wb7t1qoc ocr they came in via receipt scan rest api imported via our api (instead of an integrated source) \[software integrated with aiq] this is dynamic based on your integrations how to show/hide columns in the personas table navigates to customers > personas click the columns icon in the upper right in the slideout, toggle the columns on/off to customize your table view click save how to add a persona there are 2 ways to add personas manually add their details bulk upload a list of personas via csv see docid\ u53udjgtlb rkaqpjcfck both can be accessed from customers > personas > add button (+) how to search for a persona search by uniqueid (phone/email) the best way to search for individual personas is by phone or email search by name you can search by full name susan green (no quotation marks needed anymore) and that will only return that exact name match, it will not return everyone with the first name susan or last name green, for example search by source id a third method for searching for a persona is to input a source id this will only return exact matches you can also narrow down your search by using the table filters how to download my customer list (persona export) exporting in personas is done via the more ( ) icon at the top right of the personas table after clicking on the icon, you will be able to select download csv or download signatures download csv you can download an unlimited number of personas into a csv by exporting an audience this button is meant to quickly download a single page of personas if you want to download a full list of all your customers, go to the audience page and https //support alpineiq com/audiences#xuqme download signatures downloads a zip file of all signatures collected by your signature pad on the sign up form (if utilized) archived personas see docid\ vj al1vk6nfznkvgkqrzp persona details click into a persona to see their details use the more ( ) menu to access links such as "open in staff app" and "copy sharing link", and gives you option to archive under the personas name are a few details (if provided/enabled) email and/or phone date of birth (next to calendar icon) loyalty signup date (next to user icon) wallet pin code this was previously located in wallet preview if you have enabled the loyalty setting "show pin code in wallets", the pin will show here at the top, there are 4 tabs which will give you specific insight into the individual persona general displays an overview of the persona's data at the top, you'll see how many points they have and what the persona is opted into shopping habits spend (all time) shows post tax totals you will see the traits for the persona with the ability edit or quickly copy and paste a trait's value additionally, you can add custom information to the persona with the custom tags and custom attributes area in the general tab points here you can manually adjust the persona's points, as well as see statistics in how their points have been earned and spent spent shows pre tax spend history here you have 7 different tables (accessible via subtabs on the right) where you can see what actions this persona has taken points a timeline of this persona's transactions, the details of those transactions, and if/how those transactions affected this persona's points totals messages a timeline of all messages that this user has sent/received redemptions a timeline of every instance where this user has redeemed their loyalty points merges a timeline of every instance where this user's persona has been merged with another to avoid duplicates (only visible when a merge has occurred) surveys a timeline of every survey response they've submitted persona a timeline of all interactions with this persona, like landing pages being clicked or timestamps of when they were sent campaigns discounts this tab will only be visible if you have discounts and redemptions available the discounts tab gives you the ability to redeem a discount if the persona has enough points available note that some users will not see certain features based on permissions or loyalty settings on the organizations level persona faqs how do i remove a customer or opt them out of messaging? there are 2 ways to opt a persona out of messaging the first is via the persona details (this is opt out only) navigate to customers > personas locate the customer and click into persona details on the general tab, scroll to the traits section and click edit traits click on the toggles next to the fields email opted in and text opted in depending on need this only opts them out of messages this will not delete their info or points the second is via the data & privacy settings (this is both opt out and deletes their information and points) navigate to settings > data & privacy in the customer data controls section, copy the link at the bottom open a new tab and paste the link read through the page, click submit enter the customer's phone number and/or email and click opt out this will also delete their information and remove their points customers can also go through the above process themselves if you provide them with the url to change their data preferences can i opt a persona into push notification messaging? no, a staff member cannot legally opt a persona into push notifications push notifications require explicit consent from the user themselves; they must do it from the app and for the specific device they are on (push notifications are also device dependent) how do i merge or unmerge two persona profiles? see docid\ swbe 9dgkrm72nzcqdp9u why do points not match dollars spent in the persona's slideout? docid\ ottqyp7rw mdcgjn8lau if i upload a csv with a favorite store listed for a particular persona, will that override the persona's existing favorite store? in order of what takes precedence (aka favorite store hierarchy) customer selects favorite store in wallet / loyalty app customer selects favorite store on sign up form favorite store determined via csv upload customer gets favorite store assigned by purchase history so if you upload personas via file upload (#3) with favorite store listed, it would not override the favorite store for personas who have selected the store in their wallet / loyalty app (#1) nor via signup form (#2) how do i send text double opt in requests to imports after? navigate to customers > personas click on the more ( ) icon click on "view import history" at the top of the screen there will be a section where users can choose when to send text double opt in requests to imports how do i see files i've previously imported? see docid\ u53udjgtlb rkaqpjcfck is there a limit to the amount of custom attributes you can add to a persona? no, unlimited i can't find a customer / persona, it appears missing or not available in aiq, what do i do? see docid\ ueac1d iawhnfpaf4ifxq how can i manage access to customers who are archived, and what are the recovery steps? see docid\ vj al1vk6nfznkvgkqrzp how can i efficiently manage and search merged profiles in aiq? see docid\ swbe 9dgkrm72nzcqdp9u how can i fix and prevent incorrect data merges on customer profiles in aiq? docid\ x bwigq8dlholrij1eh4k how can i find out when a customer enrolled in loyalty? you can view a customer’s loyalty enrollment date directly from their persona profile navigate to customers > personas search for and open the customer’s profile in the top left under their name you'll see the loyalty signup date