Getting Started: Launch Plan Checklist


Setting up your loyalty and rewards program is easy and we can walk you through a configuration that engages your customers and drives purchase behaviour!

Here's what we're covering:

We like things in 3's and getting your program going is no different! Following the configurelaunchpromote process will have you up and running in no time.

Configure - Launch - Promote

Points Program Configuration

Your points configuration is the foundation of your rewards program. Balancing incentives that matter to your customers and the financial needs of your business (things like average order value, margins, and purchase frequency) to drive the growth you want is critical to your overall success.

There are two things you need to configure to make your points program shine: Actions & Rewards.

Actions are how your customers earn points (e.g. making a purchase on-line or in store, sharing their experiences through social platforms like Facebook or Instagram, or celebrating their birthday). Rewards are what your customers redeem points for and traditionally take the form of dollar or percent off discounts, free product (on our paid plans, free shipping, etc.).

Suggested Configuration

Follow along in-app: Actions

Suggested configuration: provide a points value between 3 and 5 points per dollar spent which equals to 3% - 5% back to the member, in points value.

Points Earned (Variable)

Earning Action

$ Equivalent


Place an Order: Points per $1 spent


Points Earned (Fixed)

Earning Action

$ Equivalent


 Sign up: Once



 Celebrate a birthday: Yearly



 Follow on Instagram: Once



 Like on Facebook: Once


Follow along in-app: Rewards

Suggested configuration: use the Reward type Amount Discount as multiples of 100 points = $1

Points Cost (Fixed)


$ Equivalent


  $5 off coupon



  $10 off coupon



  $25 off coupon


Referral Program Configuration

Nothing is more trusted as the recommendation of a friend. Your referral configuration supercharges your points foundation and allows your loyal customers to bring their friends to your business. Making sure you have a configuration that equally rewards your customer (the advocate) and their friend is key to maximizing the success of your program.

Suggested Configuration

Follow along in-app: Referral Program - Rewards

The optimal Advocate and Friend reward is a $ Fixed amount discount equal to 10% - 20% of your average order value (AOV).

Referral Action


$ Equivalent

Advocate refers a friend

$10 off


Friend accepts referral & completes purchase

$10 off


Program Launch Checklist

Now that you know the fundamentals of programs we have found to be successful with tens of thousands of merchants just like you lets make sure the rest of your Smile configuration is set up!

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.

Support Team:

Knowledge Base:

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