Staff App
The staff app is a special view only accessible by authorized "Staff member" logins and/or users that administrate the personas CDP/ CRM portion of the organization's dashboard. The staff app allows users to search for and service customers currently present in retail stores. The app allows users to modify customer traits, identify common shopping habits to drive staff SOPs, redeem discounts, and sign up new loyalty customers. Let's dive into some of the most utilized features:
Find a Customer allows you to search for a customer by name, phone, email, or medical ID. Once you find the customer you are searching for, clicking on their name will open their customer persona. Searches for exact inputs are extremely quick; however, if you search something extremely broad or inaccurate ("John" or "12348320392") our system will try to find the closest match. The more personas you have, the more we have to search through billions of possible combinations to present you with the most likely searches.
When signing up a new customer:
- Rewards will be given for orders up to 24 hours in the past
- DO NOT USE placeholder information or the customer will not earn their rewards
- Ensure customer information matches the point-of-sale customer record exactly or their transactions will not be connected and they will be missing points
Clicking the Start sign up button will open the customer sign up form. The required information to sign up a customer is: first name, mobile phone, and preferred store. The customer's email address is optional.
When signing up a new customer, you can also select the option to sign them up for your member club. Once the customer data has been entered, you can select the Sign Up button, and a congratulations message appears to confirm that the customer has been signed up.
The form is populated with fields required based on the organization's global settings for sign up under Settings -> Sign up forms within our dashboard. AIQ does NOT control the preferred inputs within sign up forms.
To redeem rewards, you will navigate to the Discounts & Redemptions tab, and you will see a table of available discounts for redemption (assuming you have permission to do so):
Within the searched persona drawer, you will find shopping habit history/ calculations and a complete table of order history by product, brand, and category at the bottom of the page:
This feature is only visible if your Point of Sale system supports the waiting room functionality and it is connected to AIQ. (ie: Dutchie, Cova)
By default, you will see all customers in the waiting room for all of your stores, but you can filter this view by store using the Select store dropdown. Within the customer waiting room table you can see the Customer name, Checkin status, Tags & Badges earned through audiences, and Member status. Selecting the Signup button next to a customer will open a one-click signup form to sign up the customer; however, clicking the X button will allow you to confirm that the customer declined to sign up, meaning that they will not be prompted to sign up next time they are in the queue. When signing up a user, we will prefill as much info as we have available for that user to streamline operations.
The platform uptime percentage is displayed at the top of the Staff App page. When you click the View historical hyperlink, it will open a detailed drawer of the platform uptime, which displays a breakdown of platform statuses and past incidents.