Integrate Privy with Smile.io

The Privy integration with Smile.io allows you to engage and reward your loyalty program members in various ways, including:

• Reward members for submitting Convert displays (e.g., Newsletter Signup)
• Target members with displays/newsletters based on Smile attributes (e.g., Points Balance)
• Personalize your member emails by including Smile attributes in the email copy 

Configuration

To enable the Privy <-> Smile.io integration:

• Select the Account dropdown menu at the top-right. Your business name appears there. (1) 
• Select Integrations from the dropdown menu. (2)
• Locate and select the Smile.io option in the Available Integrations area. (3)

• Log into Smile.io and Authorize the integration. 

Once you authorize the integration, Privy will import your Smile.io customers in the background. Import times vary depending on the number of existing Smile.io customers. It may take up to several days for a large customer set. New customers will be automatically synced almost immediately.

These synced Customers will gain the following Custom Fields, which are usable within Privy for display customization and segmentation/targeting, just like any other custom field:

• smileio_points_balance: The number of reward points the Customer has at this time. 
• smileio_vip_tier: The VIP Tier of the Customer, which is configured in your Smile.io account. 
• smileio_referral_url: The Customer's referral URL.
• smileio_state: The Membership State of the Customer. The value will be member, candidate, or excluded/disabled.
• smileio_updated_at: A timestamp that indicates when the Customer was last updated. 

Reward members for signups

To reward members when they signup for a display: 

• Navigate to the Convert > All Displays. 
• Select the desired display. It must include a form. 
• Select the Follow-up tab in the display editor. 
• Select the Sync signups option and then select Smile.io from the Account dropdown menu and Sign up for an offer from the Activity dropdown menu. Save. 

Members who submit the display will now receive the points associated with the 'Sign up for an offer' activity in your Smile account. This activity is automatically added when you integrate Privy with Smile, and the reward amount is customizable via the Points section of your Smile account. 

Use Smile.io data in displays

Besides rewarding customers for their signups, your Smile data is also available for display personalization and targeting. 

Smile.io display personalization

Merge tags, also known as Liquid variables, are supported in both the initial and after-signup displays. Any included tags will populate with the viewer's known value(s) and make personalizing your store experience easier. To reference Smile data for personalization purposes, type/paste the appropriate tag into your display content:

• Points Balance: {{ contact.custom_fields.smileio_points_balance }}
• VIP Tier: {{ contact.custom_fields.smileio_vip_tier }}
• Referral URL: {{ contact.custom_fields.smileio_referral_url }}
• Membership State: {{ contact.custom_fields.smileio_state }}

The fields will also only be populated if Privy can identify the site visitor and that visitor has values for the fields. Therefore, it's recommended that you also add Audience Targeting to ensure a value is known. For example, a rule like 'smileio_state' 'text' 'is' 'member' will ensure the display only appears to visitors with the Smile data. 

Smile.io targeting rules

Privy's audience targeting rules are a collection of conditions that allow you to target specific individuals with specific displays so that you can display the right message to the right person at the right time. To incorporate Smile properties into your audience targeting rules for a display:

• Navigate to the Convert > All Displays dashboard. 
• Select or create a display that you'd like to include Smile-based targeting rules. 
• In the Target step, select the Who To Show It To setting and click Add targeting condition.
• Click the dropdown menu listed under the Property header and select the Custom fields option from the Customer Attributes section. Two additional dropdown menus will appear. 
• In the Field dropdown menu, search for and select the desired Smile property.
• In the Field Type dropdown menu, select the field's corresponding format. For example, the VIP Tier Name values would be text, while the Points Balance would be a number. 
• Next, choose the operator and the value that you'd like the rule to evaluate. 
• Finalize any additional rules and select Save. 

Great work! This display will now only appear to contacts who meet these criteria. For example, this bar display reminds Gold tier customers that they are currently entitled to free shipping. 

Use Smile.io data in emails

Your Smile data is available for email personalization and newsletter segmentation, and it is also used to reward customers for signups. 

Smile.io email personalization

Merge tags, also known as Liquid variables, are supported in emails. Any included tags will populate with the recipient's known value(s) and make personalizing your customer experience easier. To reference Smile data for personalization purposes, use the Merge Tags dropdown menu in the email editor to insert the appropriate tag into your email content. 

The fields will also only be populated if the recipient has values for the fields. Therefore, it's recommended that you also add email segmentation that ensures a value is known. For example, the example email shown above would benefit from a segmentation rule like 'Custom field smilio_points_balance is greater than 500.'

Smile.io email segmentation

Privy's email segmentation rules are a collection of filters that allow you to target specific individuals with specific emails so that you can send the right message to the right person at the right time. To incorporate Smile properties into your email segmentation:

• Navigate to Email + Text > Newsletters from the main navigation. 
• Select the email that you'd like to segment based on Smile data. 
• Click on the email's To settings and select the Custom segment option. 
• Click the Add filter option and then select the Custom field option from the dropdown menu. 
• Add a filter based on the contacts Smile.io points balance, referral URL, membership state, or update status and Save. 

Great work! This email will now only be sent to contacts who meet your criteria. In this example, only rewards members with at least a balance of 500 points ($5 for this store) will receive the email. 

Add a Smile.io rewards launcher to your store

Having a rewards program is a great strategy for turning existing customers into brand promoters. Smile.io offers an almost out-of-the-box rewards program that you can add to your Shopify store with a couple of mouse clicks. Once Privy and Smile.io are integrated, all data gathered through your rewards pop-up will automatically sync to your Privy contacts. For instructions on how to add this to your storefront, please check this page.