Personas





Your customers can enter the Alpine IQ ecosystem a few different ways but regardless of where they came from, the Personas page is where they live. Contacts synced from the point-of-sale, uploaded via a raw file, or signed up via your Loyalty Sign-up From will all end up on this page

• Only contacts with PII (Personal Identifiable Information) will end up on your Personas page. Anonymous transactions won't land here so if you want a house for your customers in Alpine IQ, be sure to attach a phone number or email to every profile in your point-of-sale
• Alpine IQ automatically merges or dedupes personas based on the phone number or email so as long as one of those is attached to the persona, you don't have to worry about duplicate profiles



Head to the left-hand navigation bar and under Customers, click on Personas

At the top of the page, you'll see your total collected personas, the ability to download a CSV of your personas, and a search function on the left



Below is where all your customers live:

You'll see the customer's main contact information along with:

• Sourced from: this is how the contact got into Alpine IQ.
  • Loyalty: they came in via a Sign-up form
  • Raw file: they came in via a manual CSV upload
  • [Software integrated with AIQ]: whichever system you have integrated will be listed in this column if the contact came in through that platform
• ID: the customer's unique Alpine IQ ID. You'll need this if you ever need to manually merge contacts which we'll cover a little further down



If you want to see more granular details about your customer, merge accounts, adjust points, and more, click View in the far right column under Action and let's dive in



Each of the 5 tabs gives you a different insight into that individual persona

• Traits: High-level contact, opt-in, source, and data information
• Points/ Orders: A timeline of this persona's transactions, the details of those transactions, and if/how those transactions affected this persona's points totals. This is also where you'll manually adjust a customer's points if there's a need
• Actions: If a customer opens, clicks on, or receives a text, you'll see all those actions here
• Site events: If you added the Alpine IQ JS tracking pixel to any of your branded websites, you can see if this persona engaged with your sites here
• Messages: See what messages a customer was sent
• Merges: Whether automated or manual, any merge instances will be listed here





• In your Alpine IQ dashboard, scroll down to User data / privacy
• Copy the link provided and paste it into a new tab
• Click Change data preferences
• Enter the customer's phone number and/or email and select delete data or opt out depending on the need

Remember that Alpine IQ automatically merges accounts if it sees matching phone number, email, or other unique pieces of PII (personal identifiable information). If two loyalty members want to share a phone number and merge their profiles, see below:





• Open your Alpine IQ dashbaord
• In the left-hand navigation bar under Customers click Personas
• Find the persona you're looking for, scroll to the right and under Action click View
• If the personas has instances of Alpine IQ auto-merges, a Merge tab will be on the far right; click on it
• All instances of auto-merges will appear in a timeline of events



• The customer was given a gift, boost, or multiplier which adjusted their points
• The points accrual rate was changed after-the-fact which retroactively causes a mass-points adjustment. We strongly advise against this to avoid data and customer confusion



Search by phone number or email but if you don't have either of these, search by first & last name between quotation marks



You can download single pages of your personas using the Download CSV option at the top of the page but if you want to download a full list of all your customers, head to your Audiences page and follow along below: