About the AIQ <> Trident1 POS Integration
Review our Integration Grid for supported features.
This article covers connection for AIQ Marketing + Loyalty.
How to Connect AIQ to Trident1
Navigate to Settings -> Integrations
Search for Trident1 and click on it to open the integration card.
Add credentials for your website, your Trident1 API Key and Store Name, and click 'Add Credential' to save.
For website, leave off https\://(eg.
aiq.com)Optionally enable Marketing to send SMS double opt-ins to personas who purchased after a specified date. If enabled, it will take 24 hours to trigger the first double opt-in message.
Optionally automatically enroll personas in loyalty who purchased after a sepcific date. Newly enrolled personas will earn points for sales going forward.
Enable 'All shoppers are age compliant with my industry' setting
Finally, click the purple Connect button in the top right to save the integration.
How to Add a Retail Location
Or see Retail Store Settings here for more detailed instructions.
Navigate to Settings -> Company Account -> Retail Store
Click 'New Store' to create a new location
Add Name, Nickname (optional), Store phone number, store email address and, if applicable, venue ID.
Venue ID is used for AIQ Ecommerce setups.
Leave Shop Page & Custom URLs blank unless you have an AIQ-powered app.
Add Store Address fields.
Optionally, complete any Advanced Settings
Optionally enter a domain to send emails from if multiple domains are configured.
Optionally add a Disclaimer to be shown in campaigns when using the \{\{favStoreDisclaimer}} macro.
Optionally allow shoppers to sign-up via text message for this store.
Optionally disable form selection. If enabled, this setting will hide this store from favorite store selection in sign-up forms, web-based wallets, and your app.
Once all applicable fields are filled in, click 'Create' in the top right to create your store.
How to Map a Retail Location
In the Retail Stores table, select the edit button (pencil icon) for the location you'd like to map. This will open the Edit Retail Store drawer.
Select the 'Store Mappings' tab.
In the Trident1 Source field, open the dropdown to see all mapping options available. Select the appropriate location. This will assign data from this POS instance to the associated retail store inside AIQ.
Click Save in the top right corner 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 Trident1: Merchant Guide
Setting Up Discounts
Create a discount inside Trident1.
In-store only coupons are not currently supported in AIQ.
Mirror the discount in AIQ by navigating to Marketing -> Discounts and set up a new discount.
Repeat for additional discounts
Redeeming Discounts
Checkout associate will need to manually apply the discount and redeem the discount from the persona's web wallet, or can have the shopper redeem from the web wallet once discount has been applied.
Navigate to Customers > Personas, and find the desired shopper.
Click the Discounts & Redemptions tab.
Select the available discount and click Redeem on behalf of the shopper.
In the POS apply the matching discount to the transaction.
Complete the transaction: The transaction is completed with discount applied, and the loyalty redemption is logged under the shopper's persona through AIQ.
Additional AIQ Settings
The following additional settings are available on the Trident1 integration card in AIQ. To access them, navigate to Settings > Integrations, locate Trident1 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 Trident1 API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
FAQs
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 "Trident 1" under the Sourced from column
If a transaction is refunded, do loyalty points used on the purchase get automatically refunded?
This functionality is controlled by Trident 1 POS. At this time, they do not support this and point refunds must be completed in AIQ.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.