Setting up a Smile.io points program takes 30 minutes. Most of that 30 minutes determines your loyalty point liability for the next 3 years. This SOP gets the configuration right at launch.
Earning rates baked in at launch are hard to change. Customers have already accumulated points at the launch rate. Lowering it later creates anger. Get the math right the first time.
Smile.io defaults to 5 points per dollar with rewards starting at 500 points = $5 off. Sensible default.
500 points = $5 off, 1000 = $12, 2000 = $30. Stepped reward at higher tiers.
Not from earning date. Reset on each engagement. Balances liability with fairness.
100 points for review. 200 points for referral. 500 points for first subscription. Drive the behaviors you want.
Stacking multiple rewards creates margin disasters at scale. Hardcode the limit.
2x points on subscription orders. Drives subscription conversion.
Show points earned for this order, total balance, distance to next reward. Don't hide this.
Total outstanding points × redemption value. Healthy is 1-2 percent of monthly revenue.
Record your screen while performing the smile.io points program setup. ReccordSOP turns the recording into a SOP with timestamped screenshots. When your live setup changes, drift detection flags it.
Generate this SOP freeSmile.io is simpler and faster to launch. Yotpo Loyalty integrates with their reviews and SMS for bundled data. Choose by size and integration.
5 points per dollar is the safe default. Adjust to your margin and AOV. The math has to work over a 12-month customer lifetime.
Probably not. Loyalty programs need 1000+ active members to show ROI. Below that, focus on email/SMS retention first.
I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.
Last reviewed June 1, 2026