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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.

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Members

Members are customers who have joined your loyalty program. Typically, a customer becomes a Member by creating an online account on your store. 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. 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.

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Guests

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.
Tip: To learn how different types of customers can participate in your program on Shopify or edit these settings, please see our guide on configuring program participation.

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Excluded

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.