Quick Start Guide

basic account setup once you've created your account via your customer success onboarding, you'll then want to get your integrations connected, add your staff, and get started using aiq tools integrations get your pos and other integrations docid\ uv0eqrnydcfticdryc2er connected so you can start pulling data if your pos requires store specific api keys for store segmentation, see pos integration multiple locations docid\ vbawsgbkzyr4favs8xkic invite your team members docid 2dbwqgbbhamoe2idcjvze optionally enable sso login for your team, see team member login via sso docid\ qvh3dijxfaouiewzd2ear add stores, see retail stores settings docid 1cgtf7w zndtn9dfeatqz branding (logos, images, colors, etc ) one of the first things you'll want to do it upload your logos and set your branding global branding docid\ zs d4ojhceaw6b qnh1b6 here you can configure your banding settings in 1 spot that flows throughout the rest of the app download our figma template of the various graphics you’ll need throughout our platform to use this template make a copy of this file this will duplicate it to your workspace so you can make edits there add your logos/images into the frames export the images and upload into aiq getting started with aiq features loyalty and marketing create your signup forms docid\ hcunkbnambg5ni7hmpgyn for collecting customer data and opt ins once you have your customer data in aiq (via pos sync and collecting via signup forms), you can start sending marketing legacy campaigns docid\ txaxelnbzxkosvunwv4j6 a top issue that comes up with campaigns is carrier filtration aiq has several features and methods to help with filtration issues for info about text filtration, see texting settings docid\ dvcqvk rlqsacsl36ng 6 & pin codes for texting docid\ vunieurrsrrrgyjkfieac new (as of aug 30, 2024) regulated industries can register their phone numbers as 10 dlc to help with filtration issues, see 10dlc for regulated industries docid\ hc8eaepbyqztsty46z l0 ecommerce if you also use aiq for your ecommerce menus (fka dispense), we have a entire section in this guide as it is in a separate app, see ecommerce docid\ ey7scnttjjnn tnq2bxeu