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 add 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 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 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 docid\ ey7scnttjjnn tnq2bxeu