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 signup forms docid\ hcunkbnambg5ni7hmpgyn file import they came in via manual csv upload ( bulk import personas docid\ u53udjgtlb rkaqpjcfck ) pixel they came in via pixel tracking docid\ dayzwrjhlg2cp cowlbsf collectible they came in via collectible codes 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 bulk import personas 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 follow these instructions 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 archived personas won’t accrue points and are excluded from being re imported via integrations, effectively functioning as a blocklist within your aiq ecosystem if a persona is unarchived, they will gain the points and history they would have earned retroactively and will accrue points moving forward how to view archived personas navigate to customers > personas click the more ( ) menu click "view archived personas" how to archive a persona navigate to customers > personas search for the persona in question click on the table row of that persona click the ellipsis button next to the persona name click archive, then confirm how to unarchive a persona navigate to customers > personas click the more ( ) menu click "view archived personas" in the row next the persona in question, click "unarchive" 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) signed up 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 persona merging docid\ swbe 9dgkrm72nzcqdp9u why do points not match dollars spent in the persona's slideout? points history 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 bulk import personas 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 persona not showing in aiq docid\ ueac1d iawhnfpaf4ifxq how can i manage access to customers who are archived, and what are the recovery steps? managing archived customer records and ensuring accessibility can be challenging this article explains the different types of archival states in aiq and outlines steps to recover access when someone is archived types of archival in aiq aiq uses two distinct forms of archival for customer records archived personas (visible to your account) these are accessible under the customers section navigate to customers > personas > more (…) > view archived personas to view this archive type customers appearing here were archived directly by store interaction internal archive list (admin only access) this list is part of the backend and cannot be accessed from your account customers placed here often result from privacy related operations, including account deletion these entries are not restored or searchable without going through designated recovery processes why customers may not appear in searches if a customer cannot be located they might belong to the internal archive list and are thus hidden from regular searches another possibility could be blocks due to the data privacy filter these cases necessitate following aiq’s recovery protocol steps to restore archived accounts account recovery form direct the customer to fill out the aiq account recovery form ensure they include their contact information (email and phone number) and the organization or company name privacy compliance due to privacy compliance regulations, only the customer themselves can initiate the recovery process guide them to submit the required details cautiously as forms are processed for verification processing timeline after submission, aiq processes the request and removes the customer from the internal archive list you, as the requester, will receive a confirmation email with details once the process is complete archive visibility and limitations the internal archive list remains invisible to end users and account level operators all interactions concerning this list are processed admin side only archived personas, conversely, are visible on the platform and can be manually managed how can i efficiently manage and search merged profiles in aiq? aiq does not automatically remove outdated or incorrect data from merged profiles if profiles share the same phone number or contain incorrect info (e g , from pos or loyalty data), update them manually how to correct merged profiles identify the profiles with incorrect data go to the “history and merges” section for each profile update the necessary fields and allow time for the system to sync your changes how to search for merged profiles use the search syntax merge \[value] replace \[value] with a phone number or email address enter it without spaces, dashes, or special characters this helps quickly find profiles linked to specific contact information how can i find out when a customer was enrolled in the loyalty program in aiq? knowing when a customer joined your loyalty program helps track engagement and identify long term members you can easily locate enrollment or opt in dates within aiq 1 access the customer’s profile go to the customer management section in aiq open the customer’s profile you’d like to review look for fields labeled “enrolled,” “opted in to loyalty,” or similar persona details are listed in the top left of the persona card and usually show the date with a "+" before it showing the day they were added to loyalty these fields display the exact date the customer joined the loyalty program 2 check by hovering over tabs hover your cursor over sections or tabs in the top left area of the customer profile a tooltip or additional field will appear showing the loyalty enrollment or opt in date how can i fix and prevent incorrect data merges on customer profiles in aiq? occasionally, customer profiles in aiq may merge incorrect data—such as shared phone numbers, outdated emails, or duplicated contact details maintaining accurate data requires understanding how to identify, correct, and prevent these issues 1 identify incorrect data merges you can review a customer’s merge history to trace where incorrect data originated open the relevant customer profile navigate to the history tab select merges to view merge details review the platform column to identify data sources pos – data from a point of sale system customer signup – data entered during registration or loyalty enrollment understanding these origins helps you pinpoint how and when incorrect data was introduced 2 correct and update merged contact details to manually fix incorrect or outdated information open the affected persona profile in aiq go to history → merges to review all linked profiles locate any entries containing incorrect or outdated contact details (e g , old email or shared phone number) manually update those fields with the correct data changes will apply after the overnight data synchronization process note the system does not automatically remove incorrect contact data from matching fields—manual updates are required