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The Send Smile activity action lets you award points when specific events occur in Shopify. You can use Shopify Flow triggers and conditions to create custom earning opportunities beyond Smile’s built-in actions.
Note: Not sure whether to use Send Smile activity or Adjust points balance? See Shopify Flow and Smile.
Feature availability: Shopify Flow actions are available on Essential, Standard, Growth, Plus, and Enterprise plans for merchants using Shopify Flow.

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Step 1: Create a Flow action in Smile

Important: Make sure the Shopify Flow app is installed in your store before continuing.
  1. From Smile Admin, go to Settings > Platform.
  2. In the Shopify Flow actions section, click Create Flow action.
  3. Choose a trigger type based on the identifier you have available:
    • Select Order paid when your Shopify Flow trigger references an order, such as Order Paid, Order Created, Order Updated, or Fulfillment Created.
    • Select Customer created when your Shopify Flow workflow uses customer-based triggers, such as Customer Updated, Customer Joined Segment, Customer Tags Added, or Return Processed.
  4. In the Action title field, enter a descriptive name.
  5. In the Action title once completed field, enter the completion text customers will see.
  6. Click Create.

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Step 2: Create a workflow in Shopify Flow

Tip: Smile has ready-made Shopify Flow templates for common loyalty program workflows. Contact the Smile team if you’d like help getting started with templates or best-practice recommendations.
  1. From Shopify Admin, go to Flow.
  2. Click Create workflow.
  3. Click Select a trigger.
  4. Select the same trigger type you selected when creating the Flow action in Smile.
  5. Optional: Add conditions to control when points are awarded.
  6. Click the + icon, then choose Action.
  7. Select Smile.
  8. Click Send Smile activity.
  9. In Smile, copy the Activity type code from the Flow action you created.
  10. Paste the code into the Activity type field in Shopify Flow.
  11. Verify that the required ID field for your selected trigger is populated:
    1. If you’re using Customer created, ensure the Customer ID field is populated.
    2. If you’re using Order paid, ensure the Order ID field is populated.
  12. Review the guidance shown in Shopify Flow to confirm your trigger settings.
  13. Save the workflow.
Tip: Use the same name for your Shopify Flow workflow and Smile Flow action to make them easier to identify and manage.

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Step 3: Create an earning action

Important: This step is required. Without an earning action, customers won’t receive points when the workflow runs.
  1. From Smile Admin, go to Program > Points.
  2. Click Add ways to earn.
  3. In the Online store section, select the Flow action you created.
  4. In the Earning value card, enter the number of points customers should receive.
  5. Configure any additional settings.
  6. Click Create.
  7. Return to Shopify Flow and click Turn on workflow.

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Remove a Shopify Flow earning setup

Warning: Deleting a Flow action can’t be reversed. Before deleting a Flow action, delete any earning actions linked to it. Deleting a Flow action in Smile doesn’t delete or disable any Shopify Flow workflows that use it. If you want to temporarily disable a rule, you can pause the earning action in Smile.
To completely remove a Shopify Flow earning setup:

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Step 1: Delete the earning action

  1. From Smile Admin, go to Program > Points.
  2. Locate the earning action linked to the Shopify Flow action.
  3. Delete the earning action.

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Step 2: Delete the Shopify Flow workflow

  1. From Shopify Admin, go to Flow.
  2. Open the workflow associated with the Flow action.
  3. Delete the workflow.

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Step 3: Delete the Flow action

  1. From Smile Admin, go to Settings > Platform.
  2. In the Shopify Flow actions section, click Edit on the Flow action you want to remove.
  3. Click Delete.