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Documentation Index

Fetch the complete documentation index at: https://help.smile.io/llms.txt

Use this file to discover all available pages before exploring further.

A great way to segment your customers is to create a list in HubSpot based on loyalty and rewards information. Segments can be created based on any of the synced contact properties.

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Create a segmented list

Follow the steps below to create a unique Smile program members list using the properties that are synced in our integration. Creating a segmented list in HubSpot using the loyalty data synced from Smile
Note: you must be on HubSpot’s Basic, Pro, or Enterprise plan to create a list.
When you are creating a new list in HubSpot, give your list a name so that you can easily identify this specific group of customers.
Tip: Choose the Smart list option so that your list will update continuously based on your program’s rules.
Select the Contact Property option and search for the Smile property you would like to use for your list. If you would like a list of all your program members who have points, search for Smile Points Balance. If you want to know how many customers are in a specific VIP tier, search for Smile VIP Tier Name. When you’ve found the Smile property you’d like to use, select is greater than or equal to and enter 1. This will generate a list of customers that have 1 or more points in your rewards program. When you’re happy with your list, click Done and Save to have HubSpot start processing your list.

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Filtering contacts

When you are managing your customers in HubSpot, you have the option to filter your contacts by program member information.
  1. On the Contacts page of your HubSpot Admin, click the “Add filter” link found on the left-hand side.
  2. In the filter list, search for Smile to bring up the different ways you can filter your contacts according to your program’s data.
  3. Select the rewards data you would like to filter your list by and fill in the necessary fields.
  4. Click Apply Filter to view all contacts who fit the prescribed criteria.
Filtering contacts by Smile loyalty data in HubSpot