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.
Steps:
Navigate to Customer > Customer Management
Launch the customer profile through the scanner or via search functionality
Upon creating or editing customer, scroll down to “Alpine IQ Loyalty” toggle or right side of page
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 Treez
Toggle the “Alpine IQ Loyalty” to enabled
Save the customer profile
Prompt will appear “To join loyalty program, customer needs to sign the membership agreement”
Select OK:
New membership agreement will populate
Select Cancel
Flow is terminated
You can edit the profile and re-start loyalty signup flow at later time