Integrate Smile.io

4 min

Note

The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.

You can add to your customer profiles by syncing customer loyalty data, like points balance, loyalty tier, and date joined, into Optimizely Data Platform (ODP). Use data from Smile.io for advanced segmentation and dynamic content creation.

Integrating Smile gives you the following values and benefits:

Create personalized content using your customers’ loyalty points balance and loyalty tiers

Engage customers between purchases with relevant messages about their loyalty points balance and offer extra points

Identify customers who are not yet members of your loyalty program and convert them into members

Share referral URLs in your emails to encourage your customers to invite their friends to try your products

Reward customers with birthday offers

Requirements

You must have a Smile.io Enterprise subscription to use this integration.

Configure Smile

Go to ODP's App Directory > Smile.io > Install App.

Under Settings, enter your private API key from Smile.io, then authenticate the connection. You can only access the API if you are on Smile’s enterprise plan (Shopify & BigCommerce).

Expand Configuration and click Sync Loyalty Data.

You can now start using loyalty data to:

Create audiences in ODP (and sync them to Facebook and Google)

Enrich your messages with personalized content in your ODP campaigns

Fields synchronized

Smile Field	Optimizely Field	Notes
email	email
id	smile_id	High confidence identifier in ODP
first_name	first_name
last_name	last_name
date_of_birth	dob_day, dob_month, dob_year	Split into three date part fields
points_balance	loyalty_points_balance
referral_url	smile_referral_url
state	smile_state
vip_tier_id	loyalty_tier_id
created_at	loyalty_profile_created_at
updated_at	loyalty_profile_updated_at