Customers

How to view customer data, add and remove customers in Smile

+1

14 articles in this collection
Written by Maggie, Tess, Mackenzie and 1 other

Can I undo a reward redemption

As a customer, can I cancel a reward redemption so I can save my points for a bigger discount?

Written by Nicole Miles
Updated yesterday

How to log in

As a customer how do I log in to my account?

Written by Nicole Miles
Updated this week

Why isn't my reward working at checkout?

As a customer why isn't my coupon working?

Written by Nicole Miles
Updated over a week ago

Fundamentals

Customer types explained

How the members, candidates and excluded customer types are defined

Written by Tess
Updated over a week ago

Points balance or referral link - customer view

How customers can view their points balance or referral link in the rewards panel

Written by Maggie
Updated over a week ago

Rewards earned and redeemed - customer view

How customers can view rewards previously earned and redeemed in the rewards panel

Written by Tess
Updated over a week ago

Customer activity - reward status explained

How to answer customer questions about reward status using the Rewards tab of the customer activity page

Written by Maggie
Updated over a week ago

View customer birthdays

How to collect and see customer birthday information

Written by Tess
Updated over a week ago

Manage Customers

Add customers

How to manually add customers to the rewards program

Written by Maggie
Updated over a week ago

Exclude customers

How to exclude a customer group from the program with Shopify Tags or BigCommerce Customer Groups

Written by Tess
Updated over a week ago

Allow all Customers to Earn and Redeem Points (Beta testers only)

Change program participation for non-members to engage

Written by Mackenzie
Updated over a week ago

Remove program customers

How to exclude a customer from, and reinstate a customer to, the rewards program

Written by Maggie
Updated over a week ago

Remove customers from synced platforms

How to remove customers from the rewards program on the Shopify, ShopifyPlus and Bigcommerce platforms

Written by Maggie
Updated over a week ago

Export customers from Smile

How to download your customer data from Smile

Written by Maggie
Updated over a week ago