Getting Started

Learn how to configure and launch a loyalty program with guides to account wide order and billing settings, plus platform specific configuration help for Shopify, BigCommerce and Wix

27 articles in this collection
Written by Maggie, Tess, and Sarah Facini

Introduction

Smile.io Demo

Smile.io application demo

Written by Maggie
Updated over a week ago

Rewards by platform

Learn which reward options are available for each store platform

Written by Maggie
Updated this week

Program configuration guide

Best practices for setting up a successful loyalty and rewards program

Written by Tess
Updated this week

Launch checklist

Helpful tips for a smooth loyalty program launch

Written by Maggie
Updated over a week ago

Import points to Smile

How to import customer loyalty points when switching to Smile

Written by Maggie
Updated over a week ago

Is my rewards program set up correctly?

Learn how you can audit your Smile rewards program like a pro

Written by Sarah Facini
Updated over a week ago

Supported platforms

What platforms Smile currently supports

Written by Maggie
Updated over a week ago

Account Settings

Change program currency

How to change the loyalty program currency

Written by Tess
Updated over a week ago

Use guest customer accounts

How to configure guest participation in points, referral and VIP programs

Written by Sarah Facini
Updated this week

Disable program

How to temporarily disable/un-launch or re-enable a rewards program

Written by Maggie
Updated this week

Update general settings

How to update store name, customer notifications, billing details and order settings

Written by Tess
Updated over a week ago

Update account settings

How to update the email address and password associated with a Smile account

Written by Tess
Updated over a week ago

Update order settings

How to control order rules such as: which orders earn points; excluding taxes, shipping costs and discounts from earning; in-store or POS

Written by Maggie
Updated over a week ago

Configure points cancellation on refunded orders

How to configure reward cancellation behaviour in order settings

Written by Maggie
Updated today

Find API keys

How to find the public and private API keys available with Enterprise plans

Written by Tess
Updated over a week ago

Update billing information

How to update the billing credit card details associated with a Smile account

Written by Maggie
Updated over a week ago

Cancel account

How to disable and cancel a Smile account

Written by Tess
Updated over a week ago

Shopify

Apply Smile UI to Shopify theme

How to re-add the launcher/button to pick up theme changes in Shopify

Written by Maggie
Updated over a week ago

Find total registered customer count in Shopify

How to find the total number of registered customer accounts in Shopify

Written by Tess
Updated this week

Enable Shopify customer account creation

How to allow customers to join the rewards program by enabling customer account creation in Shopify admin

Written by Tess
Updated over a week ago

Create Shopify coupon codes

How to customize coupon codes with a prefix, collection specification, or minimum spending requirement in Shopify

Written by Maggie
Updated over a week ago

Shopify multiple currency display explained

How Smile works with the Shopify multi-currency option

Written by Maggie
Updated this week

Integrate Shopify Flow

How to integrate the rewards program with the Shopify Plus app Shopify Flow

Written by Maggie
Updated over a week ago

BigCommerce

Install Smile on Bigcommerce with Stencil

How to install the launcher/button on BigCommerce with Stencil

Written by Tess
Updated over a week ago

Wix

Cancel a paid subscription in Wix

how to downgrade an app subscription in Wix

Written by Maggie
Updated over a week ago

Uninstall Smile in WIX

How to cancel or uninstall Smile on a Wix store

Written by Maggie
Updated over a week ago

Configure customer account creation in WIX

How to use the Members Area to enable customers to sign up for accounts on the WIX platform; Why WIX customers aren't showing up in Smile

Written by Maggie
Updated over a week ago