Note: This process only distributes points to customer accounts. It does not generate or send discount codes automatically. Customers will still need to redeem their points for a reward in your loyalty program.
Option 1: Manually award points to individual customers
If you only need to award points to a few customers:- In Smile Admin, navigate to Customers.
- Search for the customer you want to adjust.
- Select the customer.
- In the Points card on their profile, click Adjust balance.
- Enter the number of points to add.
- Add a Reason for adjustment — this is an internal note for your records.
- Select Custom description to add a customer-facing note for the adjustment, or leave Default description selected.
- Click Adjust points.
Option 2: Import points in bulk
If you want to award points to many customers at once:- Create a CSV file with two columns:
emailpoints
- In Smile Admin, navigate to Customers.
- Click Adjust customers, then select Adjust points totals.
- Choose Add points to existing customer balances.
- Upload the CSV file.
- Enter an internal note in Reason for adjustment.
- Click Import points.