Description: For customers who have not already signed up or opted into Alpine IQ loyalty, Treez now supports a native signup/opt-in flow through customer management and membership agreement.
To signup a new AIQ customer through Treez and get their explicit consent to loyalty opt-in, follow the below steps:
Treez Customer Management with Membership Agreement
Navigate to SellTreez > Customer > Customer Management
Upon creating a new profile or editing an existing Treez customer, scroll down to “Alpine IQ Loyalty” toggle on right side of Edit page.
If currently set to "NO" > click "Loyalty Signup"
Note: Toggle is only visible in edit mode. If viewing a profile, this will show either “Yes” or “No” to indicate if they are already linked with AlpineIQ.
Prompt will appear: "To join loyalty program, customer needs to sign the membership agreement":
Select "OK" and New Membership Agreement will populate under SellTreez Customer -> Membership Agreement Form section:
Select "Cancel" and signup workflow is terminated.
You can edit the profile and restart loyalty signup flow at later time.
Customer must finish the Membership Agreement workflow to finalize the signup:
IMPORTANT:
The customer will receive a one-time SMS from AIQ to opt-into communications upon consenting:
If the customer unselects "Promotional messages" they will still be opted into loyalty but will not receive SMS.
Customer can opt-in at any point directly through AIQ.
Customer email communication opt-in is controlled directly in clients AIQ portal:
If this is enabled, they will be auto opted into email during Treez/AIQ signup.
Alpine IQ Loyalty Account Sign-up In Store
Treez Users should navigate to their Alpine IQ portal to create a sign up code and customer should scan your Sign Up QR code with their smartphone to setup their Alpine IQ account.
Additional Resources can be found here: https://support.alpineiq.com/signup-forms
This sign up code can also be displayed at the check-in desk to create AlpineIQ rewards accounts.
After the Customer creates their AlpineIQ loyalty account with the QR code, use the: How Do I Link AIQ to an Existing Customer in Treez? workflow!