Smile.io and Customer Hub integration reference

Learn how data syncs between Smile.io and Customer Hub and how customers can interact with your loyalty program directly through the Customer Hub interface.

By enabling Smile.io data in Customer Hub, you can increase engagement with your loyalty program and deliver personalized content to your customers based on their loyalty status.

Before you begin

Loyalty requires access to paid Customer Hub features through your plan or a Customer Hub trial. Smile.io must also be installed on your storefront.

This article explains the integration between Customer Hub and Smile.io. If you have not already, read our guide on how to connect Smile.io and Customer Hub for step-by-step connection instructions before continuing.

How customer loyalty data displays

You can connect Smile.io under Customer Hub > Extensions in Klaviyo. When connected, Klaviyo displays individual customer loyalty data from Smile.io on the For you tab in the Customer Hub drawer. The position of the loyalty information depends on your tab layout.

The data shown in the Customer Hub interface varies based on the customer’s login status (i.e., whether they’ve logged into their customer account on your site) and loyalty membership:

• Signed-in loyalty members with 1 or more points:
  • View their personal loyalty data, rewards progress, and loyalty tier.
  • Click their loyalty points or progress bar to open the Rewards page. The separate available-coupons preview opens the Coupons page.

• Signed-in loyalty members with 0 points:
  • See an empty progress bar.
  • See a “Start earning rewards” message encouraging them to earn points.
• Visitors who have not logged in:
  • Receive a prompt to sign in to view loyalty information.
  • Once logged in, see the loyalty data relevant to their status.

Loyalty information available from Smile.io

When you enable Smile.io in Customer Hub, customers can access the following loyalty information:

• VIP tier name, when the customer has a VIP tier (e.g., Silver VIP).
• 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.
• Progress bar indicating progress to the next best reward.
• Available rewards.
• Individual referral link, when your referral program is active and the customer has a referral link.
• Access to ways to earn options in the Smile.io panel.

How customers can manage and redeem loyalty rewards in Customer Hub

Logged-in loyalty program members can manage and redeem rewards through the Smile.io component in the Customer Hub interface. Clicking their loyalty points or progress bar on the For you tab opens the Rewards page, where they can manage rewards and available coupons.

Rewards redemption:

• On the Rewards page, members with more than 0 points see progress toward the next reward they cannot yet afford.
• Rewards that the customer has enough points to redeem appear in the Redeem your points section (e.g., 10% off for 100 points). To redeem a reward and apply its coupon:
  1. Click View beside the reward.
  2. Review the reward details. If the reward allows a choice of how many points to spend, choose the amount, then click Redeem.
  3. On the Coupons page, click View beside the coupon, then click Apply Coupon to apply it to the cart. The cart must meet the coupon’s requirements.

• Unused reward coupons remain available for future use until they expire or are canceled, even if the customer has already applied them to a cart.

Coupons:

• A preview of the number of the profile's available coupons also appears on the Rewards page. This preview expands to a detailed Coupons page for redemption.
  • After redeeming points for a coupon, customers must open the coupon and click Apply Coupon to apply it to their cart. Unused coupons remain available until they expire or are canceled. Note that customers who do not have loyalty can still see their available coupons in the Customer Hub interface.
    

Customers can also find their individual referral link when your referral program is active and they have a referral link. Clicking Ways to earn closes Customer Hub and opens the Smile.io panel to show the earning options you configured in Smile.io. Note that you can only edit these earning options in Smile.io, not in Customer Hub settings.

Additional resources