🛒 Supported on all platforms
💳 Available on all plans
👤 Accessible to all roles
Smile identifies different types of customers within your program. Customers are identified as either a Member, Guest or Excluded. You can see any customer’s type in the Customers table and on the individual customer’s profile in Smile Admin.
Members
Members are customers who have created an account on your store.
In certain situations on Shopify, customers can also become a Member without creating a store account:
With Shopify POS - customers will become Members in Smile by making a purchase, as long as they have an email address associated to their customer profile.
With Shopify's new customer accounts feature - customers will become Members in Smile when they view the logged in version of the Smile panel. This happens when when a customer logins to your site with their email and the 6 digit pin that's emailed to them. The Smile panel won’t be visible on the accounts page, but they will be able to access the logged in version on any other page on your site.
Guests
On Shopify, Guests are customers who have not yet registered for a store account.
On BigCommerce only customers who have created store accounts are sent to Smile - no “Guest” customers are sent. BigCommerce stores will only have Member and Excluded customers identified in Smile. If you would like a customer to be synced over to Smile, be sure to get them to create an account on your store.
✅ Tip: To learn how different types of customers can participate in your program on Shopify or edit these settings, please see our guide on configuring program participation.
Excluded
Excluded customers have been removed from your loyalty program.
Customers can be individually excluded, or excluded based on their tag or customer group. When a customer is Excluded, they will not be able to see the Smile panel when logged in, or participate in your points, referral or VIP programs.