Smile.io

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Karen F (she/her)

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

Customers

How the members, candidates and excluded customer types are defined

Customer types explained

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

Points balance or referral link - customer view

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

Rewards earned and redeemed - customer view

Learn how rewards are generated and issued to customers, and about the meaning of each reward status.

Understand reward issuing

Search for a customer in Smile's interface using their name or email.

Find a customer

Fundamentals

How to manually add customers to the rewards program

Add customers

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

Exclude customers

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

Remove program customers

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

Remove customers from synced platforms

Download your customer data, and use filters to create segments of your customer base.

Filter and export customers

Manage Customers

Points

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