Getting Started with Loyalty đ
Member Enrollment & Signup Forms
Signup Forms are the foundation of loyalty enrollment, allowing customers to join your program and opt into marketing communications.
Key resources:
Creating and Managing Signup Forms
Learn how to design and configure Signup Forms to capture new loyalty members.Sharing Signup Forms
Embed signup forms on your website, ecommerce menu, or share via link/QR for easy registration.
Mobile App
The AIQ Mobile App is essential to the loyalty experience. It allows customers to:
Track point balances
Redeem rewards
View personalized offers
Stay engaged over time
Key resources:
Getting Started with the Mobile App
Set up and launch the customer-facing loyalty wallet experience.Mobile App Notifications (Native Push Campaigns)
Engage loyalty members through push messaging and timely offers.
Loyalty Program Settings
Loyalty Settings control how customers earn and redeem rewards.
Key resources:
Loyalty Settings
Define earning rules, point systems, expiration, and reward tiers.Discount Builder
Create discounts and configure how many points are required for redemption.Collectible Codes
Generate codes that award points without requiring purchases or referrals.Wallet Pass Settings
Enable digital wallet passes (Apple/Google) that show points, tiers, and brand engagement info.
Analytics & Reporting
AIQ provides reporting tools to measure loyalty engagement and redemption activity.
Key resource:
Points Reporting
View member activity, points earned, and reward redemption trends.
FAQs
If loyalty points are manually adjusted in AIQ, will they expire normally?
No. Manually adjusted points are treated as gifted points, similar to legacy or boosted points, and do not expire under default expiration logic.
Can I apply âexpire allâ logic to boosted/gifted points but not legacy points?
No. The Expire All setting applies to all point types.
If I use the âzero pointsâ audience modifier, does it remove all points?
No. The zero points modifier only affects transaction-based points within the specified window.
Example:
If you zero out purchases made in July, only July purchase points are removed. Gifted, boosted, or campaign points remain.
How can I bypass double opt-in for Canadian customers?
Implied consent is automatically shown based on store location logic. This may be hidden if the retailer has any non-Canadian stores.
Can a retailer set a start date for âexpire allâ logic?
Yes. Expiration respects the start date configured in Loyalty Settings.
Do gifted points reset the expiration window?
No. Only sale-based point events reset the loyalty expiration window.
Does AIQ return points when an item is returned?
No. AIQ does not automatically return points on product returns. This is typically handled by the POS or manually adjusted.
How can I prevent users from earning points until they opt in?
Use Accrual by Opt-In Status in Loyalty Settings.
Customers will only earn points after opting into the required channel(s), and points will not apply retroactively.
If a client switches POS systems while Mirror Points is enabled, will points remain?
Yes â but only if Mirror Points is properly disabled first.
To switch POS systems safely:
Disable Mirror Points on the previous POS integration
Set âLoyalty points imported onâ to the desired switch-over date
Import balances one final time
Connect the new POS integration
Once mirroring is disabled, points will continue accumulating normally without overwriting existing balances.
Need Help?
If you need help setting up or optimizing AIQ Loyalty, reach out to AIQ Support anytime via the chat widget in your AIQ Dashboard.