Points

Everything you need to know on setting up and customizing your points program

33 articles in this collection
Written by Maggie and Tess

General Points Settings

Update: How to cancel a points redemption

How to cancel a points redemption

Written by Maggie
Updated over a week ago

Adding custom icons to ways to earn and redeem

Upload custom images to brand your points program

Written by Tess
Updated over a week ago

Build a successful points program in 3 steps

How to set up your points program!

Written by Tess
Updated over a week ago

Enable and disable actions & rewards

How to turn earning and spending rules off and on

Written by Maggie
Updated over a week ago

Name your points currency

Brand your points program with a unique name

Written by Maggie
Updated over a week ago

Parts of a Smile points program

An overview of the settings, earning and spending in your program

Written by Tess
Updated over a week ago

Points expiry

How to set up points expiry in your program

Written by Maggie
Updated over a week ago

Earning Actions

Add ways to earn

How to edit or add new ways to earn in your program

Written by Maggie
Updated over a week ago

Create a custom earning action

For Enterprise plans, learn how to add a custom earning action

Written by Tess
Updated over a week ago

Earning points on gift cards

How customers earn points when buying or using a gift card

Written by Tess
Updated over a week ago

How customer birthdays are rewarded

How customers earn points for their birthday

Written by Tess
Updated over a week ago

How customers earn points

Types of earning rules available in your program

Written by Tess
Updated over a week ago

How social media points work

Learn how customers earn points for social media actions

Written by Maggie
Updated over a week ago

Set limits on earning for certain actions

How to limit how many times a customer can earn points for an action

Written by Maggie
Updated over a week ago

Spending Rewards

Creating collection specific rewards

Make rewards applicable to specific collections.

Written by Maggie
Updated over a week ago

Add ways to redeem

How to edit or add new ways to redeem to your program

Written by Tess
Updated over a week ago

Differences between fixed and incremental rewards

How to set up fixed and variable reward options

Written by Maggie
Updated over a week ago

Differences between gift cards and fixed amount discounts

Understanding the benefits of gift cards vs. discounts

Written by Tess
Updated over a week ago

Free product rewards

How to set up a free product reward

Written by Maggie
Updated over a week ago

Free shipping rewards

How to set up a free shipping spending rule

Written by Maggie
Updated over a week ago

How customers redeem points

Types of spending rules available in your program

Written by Maggie
Updated over a week ago

Import coupon codes

How to manually import coupon codes for legacy or custom accounts

Written by Tess
Updated over a week ago

Reward expiry

How to set up reward coupons to expire

Written by Tess
Updated over a week ago

Troubleshooting & How-To's

Adjust a customer's points balance

How to manually change a customer's points balance

Written by Tess
Updated over a week ago

Common reasons a customer may not have earned points

Tips on why a customer may not have earned points on their order

Written by Maggie
Updated over a week ago

Import points with a CSV file

How to manually upload points for your customers

Written by Maggie
Updated over a week ago

Manually cancel a redeemed reward

How to cancel a customer's coupon and adjust their points balance

Written by Tess
Updated over a week ago

Points on purchases prior to installing Smile

How to manually award for purchases on your store before Smile

Written by Tess
Updated over a week ago

Switch to auto generated coupon codes

How to update legacy settings to automatically generate coupon codes

Written by Tess
Updated over a week ago

POS Settings

Differences between POS and online orders

Differences in how customers join, earn and spend points in-store

Written by Tess
Updated over a week ago

How customers earn points with Shopify POS

How to add a customer and ensure they earn points on an in-store purchase

Written by Maggie
Updated over a week ago

How customers spend points on Shopify POS

How to spend a customers points on an in-store discount

Written by Tess
Updated over a week ago

Set up POS-specific rewards

How to add spending rules for your in-store customers

Written by Maggie
Updated over a week ago