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 are customers who have joined your loyalty program.
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Typically, a customer becomes a Member by creating an online account on your store.
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For Shopify merchants, customers can also become Members without creating a traditional online account by using Shopify’s new customer accounts. In this case, customers become Members when they access the logged-in version of the Smile panel using their email and the 6-digit PIN sent to them.
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Customers also become Members when they place an in-store order using Shopify POS. When the order is linked to a customer using an identifier such as an email address, name, or phone number, they’re automatically recognized as a Member.

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.

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.