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Retail Stores Settings

Manage retail store locations in AIQ. Configure store names, URLs, advanced settings, integration mappings, and customer-facing store sort order.

Updated over a week ago


Your retail location settings (fka retail store settings) are where you set up your individual stores to manage customer interactions and data syncing for each location.


Retail Stores List

  • ID: The store ID is used to target stores when creating audiences/campaigns/etc. Target personas who have a unique store ID set as their favorite store for easy audience creation, as opposed to using store names.

  • Name: The Store Name includes the internal store identifying name, the publicly visible name, and the address.

    • Store name is used to identify your store in AIQ.

    • Store nickname is the publicly visible store name shown to customers.


How to Add a New Retail Store

  1. Obtain store-specific credentials from your POS and upload them on the appropriate integration card. See Integrations.

  2. Add your new location in AIQ by heading to Settings > Company Account > Retail Locations > (+) to create new store.

  3. Fill out the necessary information:

    • Online Shop URL: Make sure you're using the URL for that store's particular online menu and not the URL for your main website.

    • Nickname (store): The store nickname is used to identify the store from the customer's perspective. Used when filling #{{favoriteStore}} macro in campaigns and when viewing in the wallet or app.

    • Brand Nickname: The name to be used in 10DLC campaigns when filling the #{{brandNickname}} macro. This cannot contain any filtered words.

    • Store phone number: Customer-facing phone number for store support.

    • Store email address: Customer-facing email address for customer inquiries to the store.

    • Venue ID: Used for ecommerce integration linking.

    • Other settings: see below.

  4. Save

  5. Within 24 hours of linking to a new integration or adding a new connection, you should be prompted to map the new data source or destination to a store via your Retail Store Settings. See Store Mappings and Reviews.

These steps ensure the integration process is complete and data flows correctly between your POS system and AIQ.


Shop Page & Custom URLs

  • Use Online Shop URL in Dynamic Content

    • If enabled, the Online Shop URL will populate content for dynamic content.

  • Recreational URL and Medical URLs follow location and region restrictions required by the app stores. This is needed to ensure compliance.

  • Discover URL

    • This section is meant for other types of web pages you would like to link to your customer base, such as a blog, product information, event pages, etc.

  • Discover URL (Android)

    • Discover tabs do not restrict content based on location and region. Only fully compliant web pages should be linked here.


Advanced Settings

  • Email domain: Send campaigns from a specific domain if multiple domains are configured through AIQ.

  • Disclaimer: Message to be shown when using #{{favStoreDisclaimer}} macro in AIQ generated content.

  • Sign-up via Phone: Allow customers to sign-up via text message for this store.

  • Integration opt-in queue: When enabled, AIQ will automatically send instant opt-in messages (SMS) for customers who appear in that integration's guest list / check-in queue at that location.

  • Disable form selection: Removes the store from the "Favorite Store" dropdown selections in AIQ.


How to Customize the Store Sort Order (to show in favorite store drop-downs)

ℹ️ Note: Custom sorting of the store list is in BETA.

You can arrange your locations in any order you prefer. This custom sort will automatically appear anywhere your store list is used, including Favorite Store drop-downs in signup forms, surveys, and more.

  1. Navigate to Settings > Company Account > Retail Locations

  2. You can change the sort order 2 ways:

  3. Use up/down arrows and/or input a number in the order column. Sort order will auto-save.

  4. Sort by the Location column and then click the button "Save Current Order".

  5. Done! The new order will be reflected anywhere the store list is shown.

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Troubleshooting Store Configuration & Mapping

If your retail location is not functioning as expected after setup, use the steps below to identify and resolve common issues. Store mapping is a critical feature in AIQ that ensures accurate attribution and functionality for retail locations. It is essential for ensuring that your retail operations are correctly reflected in the platform.

1. Verify Store Mapping in Account Settings

  • Go to Settings β†’ Store Mappings

  • Confirm the correct store is mapped to the appropriate API key and location

  • If everything appears accurate, your base configuration is likely correct

2. Validate Location Details

  • Double-check that all information matches your POS system exactly:

    • Store address

    • Online menu/shop URL (must be the direct menu link, not the homepage)

    • API key mapping

  • Even small mismatches can cause syncing or reporting issues

3. Confirm Data Sync & Reporting

  • Allow time for initial data synchronization after setup

  • Check reports to ensure sales data is being captured correctly

  • If data is missing or incorrect, recheck mapping and credentials


Best Practices for Managing Store Mappings

  1. Avoid Manual Deletions: Do not delete store mappings unless explicitly instructed by support, as this can disrupt data attribution.

  2. Allow Processing Time: Be patient after making changes or uploading data, as the system needs time to process updates.

  3. Verify with Your POS Provider: Ensure that your POS provider has correctly configured integration keys and other settings to avoid mapping issues.

Delayed Data Synchronization

  • Ensure API key credentials are correct

  • Verify store mapping is properly configured

  • Allow sufficient time for the system to process initial data sync

Incorrect Store Mapping

  • Review both Retail Stores and Store Mappings sections

  • Confirm the correct API key is assigned to the correct location

Invalid or Incorrect URL

  • Use the direct online menu/shop URL

  • Avoid using the main website homepage


FAQs

Can each store have its own sending nickname?

Yes, both of the following settings are configured per store and can differ across locations:

  • Store Nickname = Consumer-facing name in App/Wallet

  • Brand Nickname = 10DLC-sending name used in campaigns


How to Bulk Update Favorite Store Assignments (e.g. Store Closures)?

  1. Go to Settings > Company Account > Retail Stores.

  2. Remove the closing store.

  3. Export your personas list.

  4. Re-upload it with updated favorite store mappings for affected customers.


Need Help?

If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.

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