About the AIQ <> Alleaves Integration
Review our Integration Grid for supported features.
This article covers Alleaves connection for AIQ Marketing + Loyalty only. If you are looking for AIQ Ecommerce instructions, see Connect Alleaves to AIQ Ecommerce.
How to Connect AIQ to Alleaves
Go to Alleaves and create a new staff member with a role that contains the appropiate permissions for your AIQ integration.
Navigate to Settings > Integrations, search for Alleaves and click on it to open the integration card.
Fill out the credentials
OrgName: Name assinged to the credentials.
Username: Setup in Alleaves
Password: Setup in Alleaves
After these are filled in, click the Add Credential button.
Consider enabling Sync Contacts only once you have spoken to your AIQ Onboarding Specialist or Alleaves representative. See Warning Below
Scroll down to the Loyalty section and check off the box:
Required All shoppers 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!
⚠️ Warning: Sync Contacts: Enabling this will make AIQ create new contact signups generated from AIQ services into the integration. To change a shopper's contact info, please alter it directly in the POS so that it will update in AIQ. This setting is activated on the day it's enabled moving forward.
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 Alleaves 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 \<> Alleaves: Merchant Guide
Signing up new loyalty members during checkout
You can create loyalty profiles for new or returning shoppers within Alleaves
While in Alleaves POS: Budtenders will select the “Loyalty Opt-In” button in the Loyalty Program section.
A modal will pop up with their contact info entered from the shopper/patient's profile in Alleaves. Verify that these details are correct and make necessary adjustments.
Toggle the terms and conditions then click Sign Up. This will create their Loyalty profile in our Personas section within minutes, however please give additional 4-5 hours for their orders to populate after.
Redeeming Discounts
Once a shopper is signed up you can pull up their wallet and available discounts.
During checkout, click the Discounts button on the left side above loyalty
Click Apply to use the discount and redeem points (if required)
Syncing Discounts from AIQ to Alleaves
To tie the discounts in AIQ with Alleaves, all you need to do is create the Discount in AIQ, use the static %/$ off and save. This will automatically sync over to Alleaves.
Note: Only flat ($) and percentage (%) cart discounts are supported on Alleaves
Opt-In Queue
If you have a waiting room or check-in shoppers with their phone numbers prior to checkout, there is the ability to send a pending request to ask them to join your loyalty & marketing program while at the store.
In order to enable this:
Locate in your AIQ dashboard Settings > Retails Stores
On the store you want to enable, click Edit
Expand Additional Settings
Enable Alleaves Opt-in Queue
Save
Additional AIQ Settings
The following additional settings are available on the Alleaves integration card in AIQ. To access them, navigate to Settings > Integrations, locate Alleaves 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.
Sync Personas / Sync Contacts
Enabling this setting allows AIQ to keep shopper records aligned between Alleaves and AIQ.
From POS to AIQ: Updates made to shopper profiles in Alleaves (e.g., name, email, phone number, or date of birth) will flow into AIQ.
From AIQ to POS: If a shopper signs up through an AIQ form and no existing match is found in Alleaves, a new shopper profile will be created in Alleaves automatically.
⚠️ Warning: Only enable Sync Contacts after speaking with your AIQ Onboarding Specialist or Alleaves representative. The POS remains the source of truth — to change a shopper's contact info, update it directly in Alleaves so it flows through to AIQ. Syncing begins from the day it is enabled; existing records will not be retroactively synced.
Loyalty points imported on
If a date is filled in, AIQ will pull in loyalty points from Alleaves 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.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the Alleaves 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 "alleaves" 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.