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