This guide will help you get the nuts and bolts of your account squared away
Contents include:
I. Create your Alpine IQ account
II. Alpine IQ General Settings
III. Configuring Alpine IQ
You should have received the link to create your account in your Welcome to Alpine IQ email. If you haven't done so yet, refer to that email and click to
Click Complete Setup and continue setting up your account below
Now that your account is created, visit lab.alpineiq.com and log in using the username you created. You're in! Click on Settings in the top left-hand corner and start setting up your account
Update your contact information and/or password as needed
Enable SSO for your users to seamlessly log into their Alpine IQ accounts using their Google or Microsoft emails
1.A user with Owner permissions should head to Account Settings > Account toggles, add your Microsoft or Google domains and flip the toggles to green, & Save account settings.
2. Log out of Alpine IQ and when you log back in you'll see the option to sign in via Google or Microsoft. Any new user you add will now have the ability to enable Single sign-on when they log in to Alpine IQ.
Single sign-on will not work if the user's email does not match the domain you added in Step 1
Store name(s) -
Edit location - if your stores' contact information changes or if you change e-commerce platforms, update it here
Customize location
Create users and assign them a role based on their responsibilities within your organization. See the table below for a list of Roles and what parts of the platform those roles have access to
Role | Personas/ Customer edits | Audiences | Analytics | Marketing/ Campaigns | Configure Alpine IQ + Manage team + Activity Log |
Owner | ✅ | ✅ | ✅ | ✅ | ✅ |
Managing operator | ✅ | ✅ | ✅ | ✅ | ❌ |
Marketing | ❌ | ✅ | ❌ | ✅ | ❌ |
Analyst | ❌ | ✅ | ✅ | ❌ | ❌ |
Manager | ✅ | ❌ | ❌ | ❌ | ❌ |
Marketing + Analyst | ❌ | ✅ | ✅ | ✅ | ❌ |
Budtender | Budtender app only! | ❌ | ❌ | ❌ | ❌ |
Only users with Owner permissions can create, edit, and/or delete users. If you are not a user with this permission level and need access to other parts of the platform, contact the member of your organization with Owner permissions and request a change to your role
To create a new user, click Add user in the top-right hand corner of the page and a popup will appear. Add the necessary information to each field and click the green Add User button.
See total spend and all individual invoices. You can also expand an invoice by using the + button to see a breakdown of charges
If you ever see discrepancies or have questions about invoices, please reach out to generic accounting email
This is your unique API key. You'll need this when connecting certain e-commerce and point-of-sale systems. This also has more granular information about our REST API that you or your developers can use when creating custom systems integrations. For more information about our REST API, click here (REST API docu)
Place this Javascript pixel within your website, e-commerce, GTM, or landing page code to track page views, link clicks, and other web engagements. Create Audiences based on customers that have clicked on specific products and send them targeted messages about that product
User activity: A section of the platform where you can see user activities and actions taken within the platform. Filter by Date Range to see a high-level view of all users' actions or add a User's email to see activity from that specific user.
The object is the part of the platform that was created, updated, or manipulated in any way by the user.
Points activity: Any changes to your customers' points are available on the graph and table below. A red block suggests an anomaly in points adjustment activity.
How to set up the look and feel of your account
Here is where you will be able to customize the customer-facing pages that we generate. The left side of the screen contains all the settings that able to be altered and will update the preview on the right with sample information.
Important Note: settings can be applied to all stores or individually!
Using our signup form is the recommended way to capture new loyalty members and trigger optins. 1. Head to Configure Alpine IQ > Sign Up Forms
Just like the wallet, each store can have its own sign-up page
2. Pick the copy you want to show on the sign up:
3. Choose the fields you want or need to capture:
Required will display with a red asterisk (*) and won't pass till filled in, Optional will be allowed if blank and, Disabled will keep the field hidden
4. Share your page:
5. Share the Wallet link
Create Custom Sign-up forms
Create additional sign-up forms without affecting your main, default sign-up form.
Set up your loyalty program under Configure Alpine IQ > Loyalty
These settings control the point accrual of your customer's actions. You will not be able to make changes to this without consulting your Onboarding Specialist or Customer Success Manager
Points accrual start date - set a day where Alpine IQ begins tracking points based on transactions we are connected to *this can be overwritten on the integration level if supported
Point Settings:
Retail Settings:
These settings can change your retail operations flow so it is recommended to consult your onboarding specialist or customer success manager before changing.
If you would like to sound out text messages to opted-in customers, set your default message under SMS Defaults
Light hides your long form message behind a link that is placed within a basic SMS (text only) message body. This is the least reliable form of walled garden but hey... some protection is better than nothing. You will pay standard per segment SMS rates based on the length of your default SMS notice message.
Premium send your messages via the same methodology as the light version but it leverages MMS to showcase your brand logo front and center to consumers. This not only helps from a delivery standpoint but also appears far less "spammy" to your consumers. Since walled garden is rarely more than a 1 segment message, it's highly recommended and depending on your volume, required to use premium to avoid filtration. Premium also removes your brand name from the actual text body that is scanned by carrier filtration systems. You cannot swap to premium without first removing your brand name from all SMS defaults. This is the most important distinction and is extremely powerful given carriers have been making "naughty lists" of cannabis brand names. We've found 1 store operators all the way up to 100+ stores have their names on these flagged lists. If the carrier sees your brand name keyword pair, it is far more likely to be blocked in the future even if that brand name is sent from a completely new set of numbers or infront of linked domains.
Before sending your first email campaign you will need to Authenticate your domain and setup Sender Settings
Before you can start sending emails through Alpine IQ, you must authenticate your domain. Domain authentication shows Alpine IQ that you do in fact own your domain name that you want to send from. To give Alpine IQ permission to send using this domain, you point DNS entries from your DNS provider (like GoDaddy, Rackspace, or Cloudflare) to Alpine.
Key Terminology:
Here is how to authenticate your domain:
Do not include www or http://www in this field. Your domain needs to match the domain of your FROM address on the emails you are sending out. For example, if I am sending an email from example@alpineiq.com, I would set my domain authentication domain to be alpineiq.com. If you're using a domain that's already been setup with Alpine IQ on a different account, you'll need to use a custom DKIM selector. Open "Advanced options" and enter your 3 letters or numbers into "Custom DKIM". For example, you could use "org", or "001".
After clicking Save domain you will move onto the DNS section:
(It can take up to 48 hours for the records to verify after you upload them into your DNS host, so you will likely have to come back later to verify.)
Tip: If you click verify, and only half of your CNAME records verify, this usually means that you need to wait a bit longer. It's also possible that you entered one of your records incorrectly.
Sender Settings:
Reviews are a great way to build your business and get more customers searching for you on the internet
Use this section to fill in your links to your social media or review sites.
TIP: Use the {{reviewWidgetURL}} macro in SMS and Emails to send this page to customers
Store-specific sites can be added in Settings > Manage store(s) > Customize
Alpine IQ deploys native apps with push notification functionality to facilitate loyalty, e-commerce, and messaging without interuption from cell carriers. Effective spring 2021, Apple no longer disallows facilitating cannabis sales through the app store. Our apps are compatible with iOS and Android devices.
In order to get an app for your brand live, you will need to provide Alpine IQ with access to both the Apple store/ Google play store developer accounts. Normally, we could create these store accounts for you, but both accounts require your organization be the administrator.
For more details check out the full guide here https://support.alpineiq.com/native-apps
If you're having trouble integrating one of the platforms listed or don't see one listed, click the Help button in the bottom right-hand corner of your Alpine IQ dashboard and we'll help you out!
If you're joining Alpine IQ from another loyalty, SMS, or email provider and want to import those customers and their data into Alpine or want to upload custom audiences, you have the ability to upload CSV right inside your dashboard
If there are importer errors and you are not seeing the data populate within a few hours then the upload might be paused
If you experience any issues while uploading the file and:
...you are in the onboarding process, please reach out to your Onboarding Specialist
...your onboarding phase is over and you have Premium Support (+), reach out to your Customer Success Manager
...your onboarding phase is over and you have Standard Support, please submit a ticket using the green Help button in the bottom right-hand corner of your dashboard and a support agent will assist you If there are importer errors and you are not seeing the data populate within a few hours then the upload might be paused
Importing customers from an SMS provider:
First Name | Phone | Opt-in SMS |
| | True / False |
| | |
| | |
At a minimum, Alpine IQ needs a phone number & opt-in status for every customer. Alpine IQ ingests SMS opt-in statuses to ensure you don't send messages to anyone that's previously opted out of SMS messaging. A null status is a customer that never responded to an opt-in request
Importing customers from a Loyalty Provider:
First Name | Phone | Points balance | |
| | | |
| | | |
| | | |
If your loyalty and SMS provider is one and the same, feel free to merge the tables above into one sheet
Importing customers from an Email Provider:
Name | Email Address | Opt-in Email | Opted Out Email | |
| | True / False | True / False | |
| | | | |
| | | | |
At a minimum, Alpine IQ needs an email & subscription status for every customer. Alpine IQ ingests email subscription statuses to ensure we don't email someone that's previously unsubscribed
Importing a custom audience (veteran, teacher, local...)
First Name | Phone | Email Address | Custom Attribute |
| | | local |
| | | |
| | | |
The templates above are guides with the bare minimum of what Alpine IQ needs to ensure your data is protected and you're staying compliant. If a previous provider sends you a huge list with a bunch of columns, that's fine! Just make sure they provided the minimum information needed as we've outlined in the CSV templates above
To ensure that your messages are getting delivered to the customers who want to hear from you, Alpine has created several delivery assurance solutions and escalations
Aside from our Waterfall Delivery Assurance, we also have Walled Garden to support SMS/MMS deliverability
With Walled Garden, there are two different options you can choose from; Light or Premium. Both prevent carriers from reading keywords and blocking your domain
Pin Codes
If you are sending multiple text message campaigns to large audiences daily, or are continuing to have filtration issues with Premium Walled Garden, the next escalation would be moving to Pin Codes.
Pin codes are an extra layer of protection against carrier filtration and prevent human auditors from being able to access and flag your message landing page or domain.
While Pin Codes are effective for ensuring message deliverability, implementing this strategy could reduce ROI and conversions due to adding an additional step for users to access their messages.
How pin codes work:
How to set up pin codes:
Please reach out to your Account Specialist and they will get pin codes turned on for you.
After turning on pin codes:
You will need to make sure you update or remove the captcha message that is currently set up for Walled Garden. Do this in your dashboard by heading to Settings > Branding / Design > Captcha, Landing page, & consumer alert and adding copy to the Captcha message field
You can test the pin code functionality via the Campaign builder by clicking the preview link in the SMS builder and using 1234 which is the test pin code for all SMS previews
1.If your point-of-sale requires separate API keys for each location, refer to our Point of Sale guide for steps needed to request those keys from your POS representative. When you get the keys, upload them on the appropriate integration card in the Connect Data in your Alpine IQ dashboard.
If you need assistance uploading the API keys into Alpine IQ, contact your Customer Success Manager for Premium Support accounts or support@alpineiq.com for Standard Support accounts.
2. Add your new location in Alpine IQ by heading to Settings > Retail Stores > Add location and filling out the necessary information and click Add store.
3. Next you'll need to "map" the API key to your recently added store. This associates transactions from that location to the location in Alpine IQ giving you valuable analytics and segmentation opportunities. On the Retail stores page, click Customize, click on the empty field next to the POS option, click on the location/key that appears in the dropdown, and click Save settings.
After adding your API key under Connect Data, it may take up to 24 hours for the option to "map" the key to appear. Additionally, transactions must be flowing through the POS in order to "map" the API key so if the location isn't fully live, run some test transactions to be able to map the key to Alpine IQ.