You will learn
Learn how to integrate Smile.io into Customer Hub to incorporate customer loyalty data directly into your onsite customer account experience. Enabling Smile.io data in Customer Hub not only boosts engagement with your loyalty program but also allows for personalized content based on each customer's loyalty status.
Customer Hub is a part of Klaviyo Service and access to the beta is being rolled out gradually. If you do not have access to the Customer Hub tab in Klaviyo’s main navigation yet, join the Customer Hub beta. Note that you must be on a paid Klaviyo email plan to be approved. Participation in this beta is only currently available in English for those who operate a Shopify Online Store.
While this product remains in beta, functionality is not complete, and will be subject to change frequently throughout the beta period. By enabling Customer Hub through the onboarding workflow, you agree to the beta terms and conditions. While this feature is free during the beta period, it will be sold separately upon launch to general availability.
For feedback about Customer Hub functionality, email customerhub@klaviyo.com.
Before you begin
This guide explains how to connect Smile.io and Customer Hub. Before proceeding, ensure that the Customer Hub feature is enabled.
To display loyalty information from Smile.io in Customer Hub, you must have Smile.io installed on your Shopify storefront.
How loyalty data displays in Customer HubHow loyalty data displays in Customer Hub
If you use a different loyalty platform, use Customer Hub’s content blocks instead to surface profile data synced from any integration, such as loyalty points and rewards, through personalization tags.
Klaviyo surfaces customer loyalty data from Smile.io on the For you tab of the Customer Hub interface. How this data appears to customers in the Customer Hub drawer is impacted by the their profile authentication status (meaning if they’ve signed in to a customer account or not) and active loyalty data.
- Visitors who have not logged in to a customer account will see prompts to do so. Once logged in, if Klaviyo recognizes a shopper as a loyalty member, their respective loyalty data will display.
- Logged-in visitors who are not loyalty members, or have 0 loyalty points, will see an empty progress bar and a call to action to “Start earning rewards” to encourage participation in your program.
- Logged-in loyalty members who have >1 loyalty point will see their personal loyalty data and rewards progress on the For you tab of Customer Hub.
Data that syncs from Smile.io
Once enabled, Klaviyo begins dynamically displaying shoppers’ loyalty and rewards data from Smile.io on the For you tab in the Customer Hub drawer. This data includes:
- Number of loyalty points.
- Best available reward (e.g., “Redeem 100 points for free shipping”). If the profile is not currently eligible for a reward, the next best reward displays with the number of points required to reach it.
- A progress bar showing progress toward the next best available reward. If they’ve achieved a reward, the bar will be full and prompt users to redeem it.
Connect Smile.io and Customer Hub
You can enable Smile.io to display data in Customer Hub in a few steps:
If your Customer Hub feature is live, saving this change publishes it live on your site.
- In Klaviyo’s main, left-hand navigation, select Customer Hub.
- Click Settings.
- Choose Extensions.
- Under Smile.io loyalty, click Enable Smile.io loyalty.
- Click Save.
After saving, use the View live button to preview the new loyalty component.
Once enabled, Klaviyo begins dynamically displaying shoppers’ loyalty and rewards data from Smile.io in the Customer Hub interface. If site visitors are eligible for a reward, for example, they can click on the arrow next to the reward information in the hub interface, and the Smile.io widget will open with that reward selected. This enables customers to quickly and easily view and redeem their rewards.
Customize display for non-loyalty members and unauthenticated shoppersCustomize display for non-loyalty members and unauthenticated shoppers
Klaviyo cannot surface loyalty data for shoppers who haven’t logged in to an account or joined your loyalty program yet; however, these types of shoppers can still engage with Customer Hub.
Unauthenticated shoppers who open the Customer Hub drawer will see your Main call to action and a button encouraging them to log in to an account. You can update the Main call to action to highlight your specific loyalty program benefits from the Content settings in Klaviyo.
Next steps
Currently, only active points balance and next or best reward display in the Customer Hub drawer. If you would like to display other data from Smile.io in Customer Hub, you can use personalization tags in a content block to display additional profile data from Smile.io, such as Smile VIP Tier Name or Smile Referral URL, for a more personalized experience.
Smile.io and Klaviyo need to be integrated to sync additional properties from Smile to Klaviyo profiles and use them in content blocks. Learn how to integrate Smile.io and Klaviyo.
Additional resources