Prerequisites
Before getting started, ensure you have:
Required Permissions:
The personas page is available to users with the following permissions:
Staff
Manager
Analyst
Marketing
Marketing Analyst
Operator
Owner
How to Access Persona Details
Navigate to Customers > Personas
Search for a specific customer
Click into a persona to open their profile
In the upper-left corner, use the More (…) menu to:
Open in Staff App
Copy Sharing Link
Archive the Persona
Persona Header Information
Under the persona’s name, you may see:
Email and/or Phone
Date of Birth (calendar icon)
Loyalty signup date (user icon)
Wallet PIN code
📌 Wallet PIN was previously located in Wallet Preview.
If the loyalty setting “Show pin code in wallets” is enabled, it will appear here.
General Tab:
General Information
Reward Points: How many loyalty points the customer currently has.
Opt-In Status:
Member (Loyalty)
Text
Email
Mobile Push
Browser Push
Voice Drop
Wallet Pass
Age Gate
Shopping Habits
AIQ provides behavioral and purchase insights, including:
Spend (all time): Shows post-tax totals
Sales (All Time): Total number of sales
Avg. Order: Average order value ($)
Items Per Order: Average number of items per order
Last Seen (Days): Days since the customer last made a purchase
Shops Every (Days): How often customer makes a purchase
Preferred Brand: Brand purchased most often
Preferred Category: Category purchased most often
Preferred Product: Product purchased most often
Hover over Preferred Brand/Category/Product to see the top five choices and how many times the customer has purchased them.
Favorite Products
Displays the customer’s top five:
Products
Categories
Brands
Shown in a table view.
Custom Attributes
Custom attributes in AIQ are user-defined data fields used to segment and target customers based on characteristics or group memberships. Custom attributes can be assigned in the following ways:
Bulk imports
POS groups
Manual updates
To edit manually:
Open the persona profile
Click Edit Custom Attributes
Select the + icon to add new values
Traits
Traits provide additional persona-level metadata, including:
Mobile Phone
Email Address
Favorite Store
Birthday
Contact ID
Imported From
Source ID
Browser
IP Address
Signup URLs
Click View to see the signup form and submission timestamp.
Logs
Logs show key timestamps for customer actions, such as:
First time contact was seen
Loyalty enrollment date
SMS opt-out date
Points Tab
Adjust Points: Here you can manually adjust the persona's points and add an adjustment note which will display on the Persona History.
Points Overview:
Spent (all time): Shows pre-tax spend
Spent as member: Total spend when enrolled in loyalty
Points: Current points total
Points Redeemed: Points the customer has converted into discounts or other redemptions
Points adjusted by staff: Total of positive and negative manual adjustments
Points boosted by Audience: Boosts and multipliers included here
Points gifted by Campaign
Points gifted by Flow
Points expired: Legacy points and points added by audience boost/multipliers will not expire
Legacy imported points: Total points from imports
Visit points: Points added per visit, if “Points earned per order” setting is turned on
Collectibles: Points added via collectibles
Referral Sales: Points added from referred friends’ sales, if “Give customers who refer friends points for their referrals' sales” setting is enabled
Last Redemption: Date of last redemption
Last Redemption Discount: Name of discount last redeemed
History Tab
The History tab shows a timeline of a persona’s activity in AIQ, including transactions, messages, redemptions, surveys, and other interactions. If applicable, it also displays merge history and available discounts.
Points: A timeline of this persona's transactions, the details of those transactions, and if/how those transactions affected this persona's points totals.
Messages: A timeline of all messages that this user has sent/received
Redemptions: A timeline of every instance where this user has redeemed their loyalty points
Merges: A timeline of every instance where this user's persona has been merged with another to avoid duplicates (only visible when a merge has occurred)
Surveys: A timeline of every survey response they've submitted
Action: A timeline of all interactions with this persona, like landing pages being clicked or timestamps of when they were sent campaigns.
Discounts Tab
This tab will only be visible if discounts and redemptions are available. The Discounts tab gives you the ability to redeem a discount if the persona has enough points available. Note that some users will not see certain features based on permissions or loyalty settings on the organizations level.
The Discounts tab contains the following information:
Discount ID
Discount Name
Runtime (Visible if the discount has a specific Start/End date)
Points (Progress bar)
Redeem button for Staff redemptions
Persona Card FAQs
Why do points sometime not match dollars spent?
Your loyalty settings accrual rate is not set to 100 points/100 dollars spent or this accrual rate is changed while loyalty members are active
⚠️ We strongly advise against this to avoid data and customer confusion.
The customer was given a gift or boost or multiplier on points, "spent while loyal" will not equal points accrued
Legacy points were imported into the system
Other points were gifted to this customer manually by the staff, by collectible rewards, or via referred sales
Is there a limit to the amount of custom attributes you can add to a persona?
No, custom attributes are unlimited.
How can I find out when a customer enrolled in Loyalty?
You can view a customer’s loyalty enrollment date directly from their persona profile:
Navigate to Customers > Personas
Search for and open the customer’s profile
In the top left under their name you'll see the Loyalty signup date:
Need Help?
If you need help managing personas, loyalty points, or segmentation, reach out to AIQ Support through the chat widget in your dashboard.