About the AIQ <> Biotrack Integration
Review our Integration Grid for supported features.
This article covers connection for AIQ Marketing + Loyalty.
How to connect AIQ to Biotrack
AIQ
Request your Biotrack credentials by contacting your Biotrack representative and requesting access to Postgres data tables. There is a fee associated with requesting these credentials which you can discuss with your Biotrack representative.
Navigate to Settings > Integrations, search for Biotrack and click on it to open the integration card.
Enter the credentials you received above and click Add Credentials. You should have received the following from your Biotrack representative: Company (unique between all credentials), Host, Port, Database, User, Password.
Scroll to the bottom and check off the box for All users are age compliant with my industry?
Lastly, click the purple Connect button in the top right. The integration is now complete!
BioTrack
In BioTrack, select the Marketing dropdown in the toolbar.
Select AlpineIQ Settings from the list
Enter in your UID and API Key which is obtained from API & Tracking in AIQ
Select Enable AlpineIQ and Offers & Rewards.
Test Settings > Save
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 Biotrack 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.
AIQ x Biotrack: User Guide
Setting up AIQ discounts in Biotrack
Setup the discount in AIQ first using the Discount Builder
In BioTrack, create a new discount with Name (matching AIQ), Code (matching AIQ discount ID), Discount (percentage or flat dollar matching AIQ).
Redeeming AIQ discounts in Biotrack
Search for the shopper
Add products to their cart
Select the Rewards and Offers button. Here BioTrack will display the shoppers available points as well as available discounts
Select the discount you will want to apply to their order
Save
Additional AIQ Settings
The following additional settings are available on the Biotrack integration card in AIQ. To access them, navigate to Settings > Integrations, locate Biotrack 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.
Loyalty points imported on
If a date is filled in, AIQ will pull in loyalty points from Biotrack up to that date and stop afterwards. Use this in conjunction with Settings > Loyalty > Points accrual start date, setting that to the following day.
ℹ️ Note: This is a one-time sync. Once the date is set and points have been imported, this setting does not need to be updated again.
Mirror integration loyalty point values?
Pulls points from Biotrack but keeps loyalty settings managed within Biotrack.
⚠️ Warning: When Mirror Points is enabled, AIQ continuously overrides loyalty balances with values coming from Biotrack. Freezing or disconnecting the integration will not stop this behavior — it only leaves the last mirrored balance in place.
ℹ️ Note: Points mirroring is not supported by First In, First Out (FIFO) Point Expiration. Please use legacy Points Expiration setting if you would like to Mirror Points from your POS system.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the Biotrack API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
FAQs
Not all of my contacts from BioTrack are in AIQ, what is up with that?
BioTrack added a simple button to the integration panel in BioTrack to "Sync Transactions". Implementing this will check for previous sales that had not been uploaded to AIQ and puts them into a queue to sync over. Depending on the number of transactions that need to be synced, this could take some time. Reach out to your BioTrack rep if you have any questions.
My changes in AIQ are not being reflected in Biotrack, help!
AIQ currently only has a read only integration with Biotrack. That means we can pull data, but we cannot send data.
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 much data does AIQ pull from Biotrack?
AIQ pulls transactional data dating back 1 year. Contact your Onboarding Specialist if you would like to see data past 1 year
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 new personas being created.
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.