Program launch checklist


We work with thousands of merchants every year and with over 30,000 live programs the data that we have on what works is solid regardless of what type of business you run. This checklist and the recommendations for configuring a points and referral program are built from that data to give you the best starting point possible to grow your business.

Program Launch Checklist

Activity & Time


1. Brand the rewards panel

5-10 minutes

Customize your rewards panel to be an extension of your brand

2. Integrate third-party apps - Help

10-20 minutes

  1. Email marketing
  2. Customer service/support
  3. Review generation

3. Configure Points Program

15-30 minutes

Spending rules equal to 100 points = $1.

Place an order configuration gives members 3x to 5x their purchase in points (E.g. $50 order = 150 points at 3 points per dollar) excl. Taxes and shipping

  • Three $ off coupons: E.g. $5, $10, $25

4. Referral Program

10 minutes

Adjust the $ off discount reward to equal 10% of your store AOV

5. Pre-Launch Points Import - Help

30 minutes

Reward your existing members. All customers with a Store account are Smile members; reward them with a bulk points import, equal to the sign-up points

  • Filter Customers by Member and Export from Smile
  • Delete all Columns except Email and Points Balance
  • Rename Points Balance to points and put 250 in all rows
  • Change Email to email and Adjust the points totals in-app

6. Promote program - Help

30 minutes

Promote the rewards program via email using a call to action (CTA) to the account creation page

  • Email your customers and let them know about the program
  • Include details about the points and referral program.
  • Reference your program on-site in a banner on your homepage.
  • Talk about your program through your social channels (Facebook, Instagram, Twitter, etc.).

Any questions?

If at any time you have questions about your configuration or strategy please don't hesitate to reach out through our in-app chat or directly via email.

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