Integrate Privy and 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 

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Setting up the integration

To enable the Privy <> Smile.io integration:

1. Click on your business name in the upper right corner of your dashboard. Select Integrations from the dropdown menu.

2. Select Smile.io from the Available Integrations.

1. 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 in real time.

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Smile.io Custom Fields

These synced Customers will gain the following Custom Fields, which are usable within Privy for segmenting and personalizing emails + texts, as well as targeting displays.

• 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. 

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Reward Members for sign ups

To reward members when they signup for a display, you just need to add a sync rule to your display: 

1. Navigate to the Convert > All Displays and select the desired display.

2. Navigate to your Settings in the display editor. 

3. Click to Show Advanced Settings, scroll to select the Sync Integrations card, and then choose 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. 

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Use Smile.io data in your displays

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Target displays using Smile.io data

You can target specific displays to appear only for specific audiences based on their Smile Membership Status, VIP Tier, or Points Balance. Here’s how to set up this audience targeting:

1. Navigate to the Convert > All Displays dashboard. Select an existing display, or create a new display.

2. Head to your Settings in the display editor. Click on the Audience Targeting card and select “Add targeting condition”.

3. 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. 

4. Finalize any additional rules and select Save.

Great work! This display will now only appear to contacts who meet these criteria.

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Personalize displays using Smile.io custom fields

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 }}

And voila! Once launched, the variable in your display will populate to reflect the data associated with the visitor’s profile in Smile:

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Use Smile.io data in your emails

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Segment contacts using Smile.io data

Along with targeting your displays, you can also create Custom Segments to send personalized emails or SMS messages to contacts based on their Smile Membership Status, VIP Tier, or Point Balance.

1. Navigate to Contacts > Segments and select “Create Segment”.

2. Give your Segment a title.

3. Select Custom Field from the “Choose category” menu. In the following dropdown menu, select which Smile.io custom field you’d like to segment by.

4. Customize the following dropdown menus to align with your selection. For example, if you are segmenting by smileio_points_balance, then you’ll select “number” and either “is greater than” or “is less than” before typing in your desired point balance in the value box.

5. Add any other desired segment categories and click Create to finalize your Segment!

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Personalize emails using Smile.io custom fields

To inject personalized data from Smile.io into your email, such as a contact’s point balance, use the Merge Tag function when typing your content:

And voila! Once sent, your Merge Tag will populate to reflect the data associated with the recipient’s profile in Smile: