Configure AIQ's Wallet Pass feature including how to enable it, upload logos, customize images and colors, manage download buttons, and embed the wallet pass on external sites.

Wallet Pass Settings

Manage brand-sponsored Loops placements, brand data sharing access, and customer data opt-out and deletion controls in AIQ Data & Privacy settings.

Data & Privacy

View and manage your AIQ subscription plans, credit usage, invoices, and billing history. Covers upgrades, downgrades, and how billing changes take effect.

Billing & History

Set up custom event listeners in AIQ to trigger phone or email alerts. Monitor campaigns, settings changes, loyalty counts, and more with configurable cadence.

Alerts Manager

Access your AIQ API key (Owner role required) and set up the JS Tracking Pixel to track web engagements and build targeted audiences.

API & Tracking

Accessibility

AIQ has partnered with Happy Buyers by Happy Cabbage to offer our customers access to their AI-powered inventory management platform.

Inventory

How to send wallet pass notifications to users in a specific location

Wallet Pass Geofencing

Here you will find docs for specific settings pages within the AIQ Dash.

Settings 

Configure AIQ company profile, SSO sign-in, email/SMS opt-out rules, campaign UTM tracking, attribution windows, and other account-level settings.

Account Settings

Configure company branding in AIQ including logos, cover photo, brand colors, button colors, and form field styles. Supports per-location branding customization.

Branding Settings

Add, manage, and disable AIQ team member accounts. Covers role permissions, CSV export, and references Members Settings for advanced permission overrides.

Team Members

Configure AIQ team member settings including priority messaging, IP address allowlist, employee points blocklist, and role-based permission overrides.

Members Settings

Configure email domain authentication (SPF, DKIM, DMARC, PTR) and sender settings in AIQ. Includes spam rate guidance, DNS setup instructions, and key terminology.

Email / Domain Settings

Manage the retail stores that carry your brand's products in AIQ. Add stores manually, via CSV bulk upload, or using address matching to connect existing retailers.

Brands Stores

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

Retail Stores Settings

Map integrations and data sources to your AIQ retail stores. Link review site URLs so the review widget, native app, and web wallet route customers to store-specific pages.

Store Mappings and Reviews

Upload and manage products for Brand Analytics in AIQ. Add manually or via CSV, handle invalid products, and map product aliases to normalize retailer naming conventions.

My Products

Legacy version of the My Products page. Add brand products manually, via CSV bulk upload, or through the LeafLink integration for use in Brand Analytics.

Legacy My Products

Configure review site links in AIQ. Learn workarounds for rewarding customers who leave reviews using surveys or one-time-use discounts instead of automatic tracking.

Review Settings

Use alias emails (user+tag@domain.com) to create additional AIQ logins for team members sharing a primary email, or when adding a user across multiple agencies.

Alias Emails for Team Members

Enable Google or Microsoft Single Sign-On (SSO) for your team to log into AIQ using their business email. Requires Owner permissions and a matching email domain.

Team Member Login via SSO

View User Activity, Points Activity, and Email Activity logs in AIQ Settings. Filter by date range, user email, or recipient to audit platform actions.

Activity Logs

View and manage your brand's aliases by region in AIQ Brand Analytics. Contact support to add new aliases; edit existing aliases in Settings > Company Account > My Brands.

My Brands

Define category aliases and map retailer naming conventions in AIQ Brand Analytics. Add default categories, map aliases via the mapping flow, or map them manually.

My Categories

Company Account 

Configure AIQ Loyalty settings including points accrual, expiration, customer type rules, opt-in status requirements, staff access, and advanced loyalty program controls.

Loyalty Settings

Require loyalty customers to opt into messaging channels to accrue points in AIQ. Configure any/all channel requirements, points freeze windows, and zero-out settings.

Points Accrual by Opt-in Status

Restrict points accrual for specific customers using Points Freeze Windows in AIQ. Create, edit, and delete freeze windows manually or via CSV bulk import.

Points Freeze Windows

Understand Purchase Protection in AIQ Loyalty — active purchasing resets point expiration timers. Includes breakage estimation methodology for financial planning.

Purchase Protection

Enable and manage Collectible Codes in AIQ Loyalty — single-use point gifts for packaging and marketing materials. Customers redeem via app, wallet, or signup form.

Collectible Codes

Understand FIFO expiration logic in AIQ Loyalty. Oldest points are redeemed first, reducing liability, preventing point hoarding, and encouraging timely redemption.

First In, First Out, (FIFO) Expiration Logic

Configure Modern Points Expiration in AIQ Loyalty, including days until expiry, expiration start date, automatic adjustments behavior, and Enterprise custom logic options.

Modern Points Expiration Logic

Learn how non-regulated industry accounts can manually manage phone numbers in AIQ, including how to buy, view, and release numbers from the Phone numbers view.

Phone Manager for Non-regulated Industries

Configure AIQ's texting settings including filtration protection level, opt-in framework, TCPA compliance, text-to-join, message templates, custom keyword responses, and carrier registration.

Overview: Texting Settings

Texting Settings

Learn how to schedule and download Points Reports in AIQ, understand report contents by type, and use audience-based reporting for loyalty financial data.

Points Reporting

Best practices for financial loyalty reporting in AIQ, including how to use Monthly Financial Vault Reports and Schedulable Financial Reports for ASC 606 and IFRS 15 compliance.

Loyalty Reporting Best Practices

Configure AIQ Mobile App settings including styling, features, verbiage, and admin options. Supports per-location editing with a live app preview to see changes in real time.

Mobile App Settings

Configure AIQ Mobile App navigation tabs, features, location settings, product feed, and points display. Covers Shop, Orders, Updates, Discover tabs, and in-app FAQs.

App Features Settings

Configure the Prize Wheel for Enterprise Native App plans. Set wheel colors, display frequency, and create lottery-style discounts to gamify customer loyalty rewards.

Prize Wheel

Configure Apple App Store and Google Play Store settings for your AIQ mobile app including names, descriptions, keywords, logo specs, and app store policies.

App Info Settings

Configure Mobile App visual styling in AIQ including logos, cover photo, splash images, brand colors, button styles, and form field border settings.

App Styling Settings

Customize the text labels displayed throughout your mobile app, including navigation tabs, points name, home, shop, social, and discount verbiage.

App Verbiage Settings

Terpli is an AI-powered product recommendation engine that helps retailers increase conversions and average order value by showing customers relevant product suggestions while they browse.

Widget (Terpli) Overview

The Widget Design tab provides tools for customizing the visual appearance and behavior of your widget to match your brand's aesthetic.

Widget (Terpli) Design

Configure a popup to highlight the widget and encourage visitors to interact with it.

Widget (Terpli) Popup

Terpli Reviews is where you customize how questions in the product review flow appear to customers, including the wording and display of each question.

Widget (Terpli) Reviews

Terpli Loyalty is where you configure loyalty CTAs and unique flows to integrate within the Terpli widget.

Widget (Terpli) Loyalty

Terpli Recommendations is where you customize how product recommendation questions appear for customers, including the question flow, specific wording, and state-specific regulatory settings.

Widget (Terpli) Recommendations

Widget (Terpli) Setup

Terpli Settings

Learn how PIN codes work in AIQ for wallet access, texting, and loyalty redemption, and how to configure PIN settings for your store.

PIN Codes Overview

Learn how PIN codes work within AIQ's texting workflows, including how to enable them, how the verification flow works, and how to test PIN codes.

PIN Codes for Texting

PIN Codes

AIQ Academy

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