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

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27 articles in this collection
Written by Katrina, Maggie, Tess and 1 other

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 over a week ago

Program configuration guide

Best practices for setting up a successful loyalty program

Written by Tess
Updated over a week ago

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 Rachel Yu
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 Katrina
Updated over a week ago

Disable program

How to temporarily disable or re-enable a rewards program

Written by Maggie
Updated over a week ago

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 over a week ago

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 customer count in Shopify

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

Written by Tess
Updated over a week ago

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 Plus multiple currency display explained

How Smile works with the Shopify Plus multi-currency option

Written by Maggie
Updated over a week ago

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