Loyalty programme with Smile.io

If you run a loyalty programme in Smile.io, you can connect it to Cmerce. Customers earn points on sales at the till, and the till can show the points balance and let the customer use points and rewards on the purchase. Smile.io is built on Shopify, so the integration runs through your Shopify connection.

Before you start

The integration cannot be switched on until all of this is in place:

1. The Smile.io integration must be switched on for your shop by Cmerce.
2. Shopify is connected under «Integrasjoner» (Integrations) → «Shopify». See Shopify.
3. «Send POS-salg til Shopify som ordre» (Send POS sales to Shopify as orders) is switched on in the Shopify settings. Without it, customers earn no points.
4. «Send kunder til Shopify (utgående)» (Send customers to Shopify, outbound) is switched on under «Kundesynkronisering» (Customer sync). A customer must exist in Shopify before Smile can link the points to the right person.
5. You have a Smile Plus or Enterprise plan. Lower plans do not have API keys.
6. You need the «Integrasjoner (regnskap m.m.)» (Integrations) permission.

If anything is missing, the setup shows «Forutsetninger mangler» (Prerequisites missing) and what is missing.

How to do it

Connect

1. Create an API key in Smile Admin (Settings → API keys). Give it these scopes: customer:read, customer_identity:write, points_settings:read, points_product:read, points_purchase:write, points_transaction:write and reward_fulfillment:read.
2. In Cmerce, go to «Integrasjoner» → «Koble til Smile.io» (Connect Smile.io).
3. Paste the «API-nøkkel» (API key) and finish. The key is checked against Smile straight away and stored encrypted.

Settings

Go to «Integrasjoner» → «Smile.io». Here you find:

• «Opptjening» (Earning) – information only. How many points customers get, and for which items, is controlled in Smile Admin, not in Cmerce.
• «Velkomstbonus» (Welcome bonus) – switch on «Gi velkomstbonus til nye kunder» (Give new customers a welcome bonus) if new customers should get points straight away. The recommended setup is to create a custom earning rule in Smile and paste its token into «Aktivitets-token fra Smile» (Activity token from Smile). The points amount is then controlled in Smile. If you leave the field empty, you enter the number of points in Cmerce instead. A welcome bonus through a custom earning rule requires the activity:write scope on the API key.
• «Innløsning i kassen» (Redemption at the till) – switch on «Tillat innløsning av poeng i kassen» (Allow points redemption at the till) if customers should be able to use points at the till.

Click «Test tilkobling» (Test connection) to check the key and fetch the latest points name and rewards list. «Koble fra» (Disconnect) stops the integration without touching the points customers already have.

Good to know

• Points are earned through Shopify. When a till sale is sent to Shopify, Smile awards points according to your own rules in Smile Admin, normally within a few seconds. Whether the amount is counted with or without VAT is also set in Smile.
• The points name ("points", "stars" and so on) is fetched from Smile and used at the till and on the customer card.
• The customer needs an email address. Smile finds customers by email. Customers without an email cannot be linked.
• The welcome bonus costs one order on your Smile plan per new customer, because the customer is registered at Smile with a 0 kr technical order that is deleted again. If you have many new customers and a tight plan, leave it off – customers still earn points on their first purchase.
• Returns: When a sale is returned at the till, the return is sent to Shopify, and Smile removes the points according to your own settings. If the points have already been spent, the balance must be corrected manually in Smile Admin.
• Shopify scopes: For the till to read the value of a reward and close the code after use, the Shopify app needs the read_discounts and write_discounts scopes. If they are missing, the settings page shows a warning.
• If order sync or customer sync is switched off later, the Smile views at the till are paused.

How the till uses the loyalty programme: Loyalty (Smile) at the till.

Frequently asked questions

Can I change how many points customers get?

Yes, but you do that in Smile Admin, on the earning rule for purchases. Cmerce neither reads nor controls that rule.

Do customers earn points on webshop purchases?

Only if webshop orders are also sent to Shopify. Smile awards points on every order that arrives in Shopify.