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How Do I Link AIQ to an Existing Customer?
How Do I Link AIQ to an Existing Customer?
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Written by Treez Admin
Updated over a week ago
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Question:

How do I link AIQ to an existing customer?

Answer:

To allow for a more frictionless flow for existing customers, Treez will automatically check if the customer has already opted-in to AIQ loyalty the first time a user navigates to their profile after enabling the AIQ integration in Treez.

User navigates to Customer Profile

Please Note: “Alpine IQ loyalty” = “No” at this point

Treez calls out to AIQ to fetch customer's phone & email

  • IF the customer exists

    • Treez surfaces the message “customer with {x} phone and {y} email has AIQ loyalty account. Link to Treez?”

    • Options = “OK” or “Cancel”

If user selects OK

    • Treez grabs AIQ customer ID and the customer is now linked to Treez

    • “Alpine IQ Loyalty” will now convert to “Yes”

    • Customer is now ready for POS reward redemption

If the user selects Cancel

    • Customer will not be linked to Treez

Important - The message to confirm and link a customer will only populate the first time a user navigates to a customer profile after enabling the AIQ integration.

If Cancel is selected the customer will have to go through membership agreement flow to link their account.

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