Introduction

This article will provide the steps on how to configure participation in your program - which will allow all customers (including customers who do not have accounts) to earn points on their orders, redeem rewards, refer their friends to your store, and earn VIP perks.

These features are only available for merchants on Shopify and Wix

📝 This feature does not apply to Shopify POS


Overview

How to enable program participation

How program participation works

How to disable guest participation

How to enable program participation

You have 2 options -

  1. Allow customers without accounts to be able to sign into the rewards panel through Passwordless login. This means that there is no distinction between customers who have accounts and customers who don't have accounts on your store. Customers without accounts would be able to participate in the rewards program fully (earn points, redeem points, make referrals, participate in VIP) by signing in through our Passwordless login feature.

  2. Allow customers without accounts to earn points for purchases, make referrals, and be a part of the VIP program - but they would still need to create an account to redeem points, and earn other points through the panel (like birthday, and social media sharing points).

Enable Passwordless login

Step 1: Log in to Smile Admin. Head over to Settings > Program Participants

Step 2: Click 'All customers' and click 'Save'. You can toggle the setting on or off at any point.

Allow guests to earn points, make referrals, and be a part of the VIP program (customers still need an account to redeem points)

Step 1: Log in to Smile Admin. Head over to Settings > Program Participants

Step 2: Click 'Customers who have a store account' then check off 'Customers need an account to redeem points' and click 'Save'. You can toggle the setting on or off at any point.

How program participation without a customer account works

Allowing program participation without requiring a customer account can expand the reach of your program. Here is how this works for your Points, Rewards, Referral and VIP programs.

Points

  • All customers on your store will start earning points on orders, even those who do not create an account with an email and password. They will receive our brand new points earned email. (The layout can be viewed here.)

If you have Passwordless login enabled,

  • Customers will also be able to redeem rewards, & earn welcome, social, or review points using the email Passwordless login

  • If you use Shopify POS - customers will still have to be a member before they can redeem points in Shopify POS

If you allow customers without accounts to participate in your program, but you don't have Passwordless login enabled,

  • Customers will still need to create an account to redeem their points, and earn welcome, social, or review points

Referrals

  • All customers on your store will have a unique referral link they can share with their friends.

  • If a customer does not have an account at your store, they will receive an on-site message on the order 'thank you' page with their referral link to share.

VIP

  • When you first turn program participation on to include all customers and your program has VIP enabled, all of these customers without existing accounts will be placed into VIP tiers. They will not receive entry rewards or emails on this initial placement.

  • Guest customers will continue to earn any entry rewards and be sent any emails you have enabled as they move up tiers (after the initial placement).

VIP is available on Smile Professional plans

Customers can log in using their e-mail if they have already made a purchase or they will need to create an account on your store.

⚠️ Warning: New customers will not be able to log in. If they haven't made a purchase before they will need to make an account.

All third-party integrations with earning rules will also now work with guests.

For example:

  • If your store has an integration with a review platform like Judge.me, guests will now be able to earn points for leaving reviews even if they don't have an account

How to disable program participation for customers without accounts

Step 1: Log in to Smile admin. Head over to Settings > Program Participation

Step 2: Click 'Customers who have a store account'
Step 3a: By default customers who don't have accounts can still earn points. But they will need an account to redeem. Click 'Save'
Step 3b: If you want to limit earning and redeem to customers who only have accounts select 'Customers need an account to earn points' then click 'Save'


⚠️ Warning: If you disable all customer participation, customers without accounts will no longer earn points on orders, their referral links will show as expired, and they will lose their VIP placement. Any previously earned rewards or points will remain in their account for the customer to use.


What's next?
Customer types explained
Passwordless Login FAQ

Learn more
Control ways to earn and redeem
Rewards earned and redeemed - customer view

Customer points redemption overview

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