About the AIQ <> 365 Vertical Integration
Review our Integration Grid for supported features.
This article covers connection for AIQ Marketing + Loyalty.
How to Connect AIQ to 365 Vertical
Ask your 365 Vertical representative for your credentials. You will need:
URL
AccessToken
CompanyID(s)
Navigate to Settings > Integrations, search for 365 Vertical and click on it to open the integration card.
Fill out the credentials
URL (Required)
AccessToken (Required)
CompanyID (Required)
After these are filled in, click the Add Credential button. You will need to complete these steps for all sets of credentials
Scroll down to the Loyalty section and check off the box next to Required All users from this source have passed an age gate compliant with my industry.
Lastly, click the purple Connect button in the top right. You have now completed the minimum settings needed to connect your integration!
How to Map a Store
Navigate to Settings -> Company Account > Retail Store
Click Edit on the store you wish you map
Under Store Mappings you'll see the 365 Vertical symbol
Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.
Additional AIQ Settings
The following additional settings are available on the 365 Vertical integration card in AIQ. To access them, navigate to Settings > Integrations, locate 365 Vertical and click on it to open the integration card.
Enroll Personas in loyalty program who purchased after
Automatically enrolls shoppers in the loyalty program if they had a sale on or after the date you specify. Enrolled shoppers earn points for sales on or after that date. Takes 24 hours to reflect.
Send SMS double opt-ins to Personas who purchased after
Sends an SMS double opt-in request to shoppers with a phone number who had a sale on or after the date you specify. Takes 24 hours to trigger.
⚠️ Warning: If this setting is removed after it has been set, it can cause loyalty Personas to be lost if they only became a member through this setting and did not use a signup form. We do not recommend changing this after it is set.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the 365 Vertical API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
FAQ's
How long does it take before I start to see my POS data in AIQ?
Within 24 hours, you should see data populating in AIQ
How can I confirm that the integration is active and signups are being sent?
Look under your Personas page in AIQ. The integration is functioning properly if you see "365vertical" under the Sourced from column
I am getting an account notification that I have unmapped stores, how can I fix this?
Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the shopper. See How to Map a Store above for directions on how to accomplish this.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.