Quick Start Guide

2min

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.

  1. Integrations: Get your POS and other Integrations connected so you can start pulling data.
    1. If your POS requires store-specific API keys for store segmentation, see: POS Integration: Multiple Locations
  2. Add Team Members
    1. Optionally enable SSO Login for your team, see Team Member Login via SSO
  3. Add Stores, see: Retail Stores Settings

Getting Started with AIQ Features

Loyalty and Marketing

  1. Create your Signup Forms for collecting customer data and opt-ins.
  2. Once you have your customer data in AIQ (via POS sync and collecting via Signup Forms), you can start sending marketing Campaigns.
    • 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 & PIN Codes for Texting.
    • 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.

AIQ 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.

Updated 17 Dec 2024
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