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Customers
How to view customer data, add and remove customers in Smile
11 articles in this collection
Written by
Maggie,
Tess,
and
Mackenzie
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