Sync customer loyalty data from Smile.io into Omnisend to personalize campaigns, automate reward reminders, and segment by VIP tier. Use points balances, referral URLs, and tier names in emails and workflows.
Before You Begin
You need an active Smile account with a rewards program set up.
Smile syncs loyalty data in real time, but historical records require a manual export and import.
Birthdates from Smile use a placeholder year (e.g., 1004-03-17) because Smile collects only month and day. This works for Birthday Workflows but not age-based segments.
Smile does not modify a contact’s subscription status.
If a contact does not exist in Omnisend at the time of syncing, it will be created with a non-subscribed status.
If a contact has already subscribed or unsubscribed before the Smile data sync, their subscription status will remain unchanged.
For example, if a customer subscribes during checkout, they will remain subscribed in Omnisend, even though Smile syncs their loyalty data with a non-subscribed status.
Benefits
Automate reminders when customers hit point thresholds (e.g., "You have 500 points – claim your $10 reward!").
Segment by VIP tier to send exclusive offers to top spenders.
Personalize emails with dynamic points balances and referral links.
Setup Process
To connect Smile with your Omnisend account, you can choose one of two methods, depending on whether you prefer to set it up from Omnisend or from Smile.
Method 1: Connect from Omnisend
Step 1. In Omnisend, click Apps in the top-right.
Step 2. Search for Smile app and click the 'Connect now' button.
Step 3. Enter your Smile.io login credentials when redirected.
Step 4. Click Authorize in Smile.io to complete the connection.
The integration is now complete, and Omnisend will display a confirmation message. You can start using Smile.io properties in your campaigns, automation, and segments.
Method 2: Connect from Smile.io
Step 1. In Smile.io, go to App Store and select Omnisend.
Step 2. Click Connect.
Step 3. Sign in to Omnisend when redirected, then click Connect now.
Step 4. Click Authorize in Smile.io to finalize the integration.
Done! You'll see a success message in Omnisend.
Custom Properties Synced from Smile
After connecting Smile with Omnisend, these five properties sync automatically to each contact's profile in Omnisend:
Property Name | Description |
smile_points_balance | Customer points balance in Smile |
smile_referral_url | Smile's customer referral URL |
smile_customer_states | Smile's customer states possible values: member, candidate, disabled. |
smile_tier_name | VIP tier names, i.e., Bronze, Silver, Gold |
smile_tier_id | VIP tier ID |
Only real-time data is synchronized automatically from Smile. To transfer historical data, you must:
Export the data manually from Smile;
Import it manually into Omnisend.
Make sure to keep unsubscribed contacts unchanged during the import process.
Birthday Property
Smile also passes the collected birthdate to Omnisend as the default Birthdate property. However, Smile collects only the month and day, not the year. As a result, a placeholder year is applied to the birthdate value in Omnisend (for example, 1004-03-17).
Note: The Birthday Automation will still function correctly. However, because a placeholder year is applied, you won’t be able to accurately check a contact’s real birth year or create segments based on specific age ranges when using birthdates collected by Smile.
How to Use Smile Data
Segmentation: Create segments based on VIP tiers or points balance to target customers based on their loyalty journey.
Message Personalization: Use the synced properties to add a personalized touch to your messages (Email, SMS, and Push notification). Learn how to use personalization.
Automation: Trigger workflows when a contact reaches a point milestone, using segment entry trigger (e.g., upgrade to a new tier → send congratulations email).
FAQ
Does Smile.io change subscription status in Omnisend?
No. If a contact is already subscribed in Omnisend, their status won't change when Smile.io syncs loyalty data. New contacts synced from Smile.io are added as non-subscribed unless they opt in via another method (e.g., checkout signup).
Why does the birthdate show the year 1004?
Smile.io collects only the month and day (no year). Omnisend applies a placeholder year so the Birthday Automation trigger works correctly. Don't use Smile.io birthdates for age-based segments.
How do I sync historical loyalty data?
Export contacts from Smile.io, then import the file to Omnisend. Map the loyalty columns to custom properties during import. Keep unsubscribed contacts as-is.
What happened to the smile_date_of_birth property?
Before September 1, 2023, birthdates collected by Smile were synced to the custom property smile_date_of_birth.
After the update, newly synced birthdays are mapped to Omnisend’s default Birthdate property instead. The smile_date_of_birth property is no longer used for new data, but it may still exist in your account if birthdays were synced before the update.
If you were using the integration prior to this change, you will need to:
Export customers with birthdays from Smile;
Map the birthday column to the default Birthdate property during the import process
This ensures all birthdates are stored in the correct default property moving forward.
If you need further assistance, you can reach out to our award-winning Support Team via in-app chat or by emailing [email protected].