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Export customers from Smile
Export customers from Smile

How to download your customer data from Smile

Maggie avatar
Written by Maggie
Updated over a week ago

Introduction

Being able to get at your customer data, whether that's to provide bulk updates to points balances or to analyze their loyalty data to better target your marketing efforts, is key to supercharging your initiatives.

Overview


How to export customers lists from Smile

Exporting customers from Smile can be done by navigating to the Customers section of your Smile Admin. You will see the Filter and export link at the top of the page.

The default is to export ALL customers from the system.

Hover the mouse to the right, click the three dots, and choose the file.

πŸ“ Pro Tip: You can also export customer activity data from your points, referral, and VIP programs using the Export button on each program's Activity page.

How to create customer segments by filtering

You can also filter the customer list to create segments of your customer base. Suppose you want to send an email campaign to all customers who have not joined your program, or all customers who have earned more than 1,000 points, or all customers who are in the Bronze tier of your VIP program.

Data included in the CSV file

The CSV file that you receive in your email will contain the following columns of information:

First Name, Last Name, Email, State, Date Of Birth, Points Balance, Referral Url, Completed Referrals Count, Vip Tier Name

What's next?

Import points via CSV file
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​Learn more

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