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Configure ways to earn points
Configure ways to earn points

Create and edit ways for customers to earn points, and disable or activate earning actions.

Maggie avatar
Written by Maggie
Updated yesterday

🛒 Supported on all platforms

💳 Available on all plans

👤 Accessible to all roles

Ways to earn allow customers to participate in your rewards program by completing actions to earn points. You can choose which earning actions to offer and set how many points customers earn for each one. After creating a way to earn, you can edit it at any time.

Create a new way to earn


Creating a new way to earn adds an earning action to your rewards program for customers. To configure a new way to earn:

  1. In Smile Admin, navigate to Program > Points.

  2. Click Add ways to earn.

  3. Select the type of action you’d like to reward for.

  4. In the Earning value card, input the number of points you'd like to offer for this action.

  5. Click Create.

✅ Tip: To maximize effectiveness and reduce fraud risk, you can customize ways to earn with Earning Limits to control how often points can be earned and who can earn them.

Edit an existing way to earn


Ways to earn can be edited or modified at any time. To customize the icon, name, earning value, or other properties of an existing way to earn:

  1. In Smile Admin, navigate to Program > Points.

  2. In the Ways to earn card find the action you'd like to modify, click Edit.

  3. Complete your desired changes.

  4. Click Save.

✅ Tip: To give bonus points during special events or sales periods, setup bonus campaigns instead of editing a way to earn’s earning value.

⚠️ Warning: If a refund or partial refund for a previous order occurs after you have edited the earning value for the Place an order action, a customer’s points will be adjusted (added or subtracted) according the current earning value. Learn more about partial refunds here.

Activate or disable a way to earn


When a way to earn is active, customers will see it in the Smile panel and earn points for completing the action.

When a way to earn is disabled, customers will not earn points for completing the action and it will be hidden from the Smile panel.

To change the status of a way to earn:

  1. In Smile Admin, navigate to Program > Points.

  2. In the Ways to earn card find the way to earn you'd like to change, click Edit.

  3. In the Summary card click Active or Disabled.

  4. Click Save.

💡 Important: When a way to earn is changed from active to disabled, any points previously earned from from that action will remain in customer accounts. No additional points will be earned for that action while the way to earn is in a disabled state.

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