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Ways to earn allow customers to participate in your rewards program by completing actions to earn points. You can choose which earning actions to offer and set how many points customers earn for each one. After creating a way to earn, you can edit it at any time.
Note: All earning rules only support whole-number point values. Decimal amounts (for example, 0.5 points) cannot be used when setting how many points customers earn.

Create a new way to earn

Creating a new way to earn adds an earning action to your rewards program for customers. To configure a new way to earn:
  1. In Smile Admin, navigate to Program > Points.
  2. Click Add ways to earn.
  3. Select the type of action you’d like to reward for.
  4. In the Earning value card, input the number of points you’d like to offer for this action.
  5. Click Create.
Tip: To maximize effectiveness and reduce fraud risk, you can customize ways to earn with Earning Limits to control how often points can be earned and who can earn them.

Edit an existing way to earn

Ways to earn can be edited or modified at any time. To customize the icon, name, earning value, or other properties of an existing way to earn:
  1. In Smile Admin, navigate to Program > Points.
  2. In the Ways to earn card find the action you’d like to modify, click Edit.
  3. Complete your desired changes.
  4. Click Save.
Tip: To give bonus points during special events or sales periods, setup bonus campaigns instead of editing a way to earn’s earning value.
Warning: If a refund or partial refund for a previous order occurs after you have edited the earning value for the Place an order action, a customer’s points will be adjusted (added or subtracted) according the current earning value. Learn more about partial refunds here.

Place an order earning rules

When you set up a Place an order earning action, choose an Earning type:
  • Increments of points — Customers earn points based on how much they spend. For example, 5 points for every $1 spent.
  • Fixed amount of points — Customers earn the same number of points for each order, regardless of the order value. For example, 50 points per order.
When using Increments of points:
  • Points must be entered as a whole number, such as 1, 5, or 10 points.
  • Decimal values are not supported. For example, 0.5 points cannot be awarded.
  • The spend amount is fixed at 1 unit of the store’s currency and cannot be changed. For example, 1 point for every $10 spent is not supported.
  • Points earned on an order are rounded to the nearest whole number. Values of 0.5 and above round up, while values below 0.5 round down.
To adjust how generous your loyalty program is, you can change:
  • How many points customers earn per 1 unit of currency.
  • How many points are required to redeem a reward.
  • The value of your rewards.

Activate or disable a way to earn

When a way to earn is active, customers will see it in the Smile panel and earn points for completing the action. When a way to earn is disabled, customers will not earn points for completing the action and it will be hidden from the Smile panel. To change the status of a way to earn:
  1. In Smile Admin, navigate to Program > Points.
  2. In the Ways to earn card find the way to earn you’d like to change, click Edit.
  3. In the Summary card click Active or Disabled.
  4. Click Save.
Important: When a way to earn is changed from active to disabled, any points previously earned from from that action will remain in customer accounts. No additional points will be earned for that action while the way to earn is in a disabled state.