Bring every customer with you, and keep the list clean.

Add customers one at a time or import your whole list, then archive the records that don’t belong.

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Customer listExample
Juniper Coffee & Company · Fictional customer list
CustomerPointsStatus
Maya R.maya.r@example.com1,240Active
Jordan T.jordan.t@example.com620Archived
Riley C.riley.c@example.com380Active

3 example profiles

Filter this local example. No customer records are imported or changed.

Switching shouldn’t mean starting over.

Your customers and their points are the most valuable thing you own. Import them in one upload and pick up right where you left off.

Add a customer in seconds.

Create a profile by hand, enroll the customer in loyalty, and send a text opt-in request on the spot.

  1. 1

    Enter the customer’s details

  2. 2

    Choose the signup form they came from

  3. 3

    Turn on loyalty

  4. 4

    Send a double opt-in text

Add a customerExample
Signup form
Juniper welcome
Loyalty
Enrolled in this example
Text messages
Double opt-in required

The customer confirms their own text opt-in.

Readonly example details. No profile is created and no text is sent.

Bring your whole customer list with you.

Upload a spreadsheet to add or update customers in bulk. It’s the fastest way to switch from another loyalty provider.

  1. 1

    Upload a CSV or Excel file

  2. 2

    Match your columns to AIQ fields

  3. 3

    Choose your opt-in options

  4. 4

    AIQ processes the import

Import customer recordsExample
juniper-customers.csvExample file · No upload
Preview
File columnAIQ field
email_address
mobile_number
starting_points

Match the three example columns.

Local mapping preview. No file is uploaded, and no opt-in status is changed.

Keep your list clean, without losing history.

Archive the profiles you don’t want earning points or coming back through an import, and restore them anytime.

Stops point earning
Archived profiles don’t earn points.
Blocks re-imports
Archived customers won’t come back through your integrations.
Restore anytime
Unarchive a profile with one click.
Archived customer profileExample
JT
Jordan T.Example record · History retained
Loyalty member
Profile statusArchived
Points history
620
Prior visits
12
Point earning
Stopped
Integration re-import
Blocked

Try restoring this local example; its history stays visible.

Local state only. No real profile is archived or restored.

Frequently asked questions

Can staff opt a customer into texts?

Staff can send a double opt-in text. The customer confirms by replying YES.

Can I update a customer’s phone or email?

Yes, from their profile. It’s best to update your POS at the same time.

How long does an import take?

Imports take about 24 hours to process.

How do I avoid duplicate customers?

Include a phone number or email for every customer. AIQ uses them to match existing profiles.

Can I archive many profiles at once?

Bulk archiving isn’t self-serve. AIQ Support can help with large cleanups.

Explore related Personas features.

See all Personas features
Unified customer profilesLearn moreTools for the counterLearn morePoints controlsLearn more

See it with your own customers.

We’ll show you how Personas fits your business.

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