Q. I asked Smile and their solution for getting the customers into their app is to upload them into Shopify. Does that sound in line with what has been done before? A. Yes, in the past merchants have uploaded the Revel customer list to Shopify, and then the Smile app will pull in the customer list that was added to Shopify into Smile. Once the customer list has been added to Smile if there are any existing points in Revel then the points should get added to the matching customer accounts in Smile.
Q. Smile becomes the Source of truth for points – so Revel points to Smile, Smile points to Shopify and vice versa
A. Yes, Smile is the source of truth for points. Currently when a customer places an in-store order in Revel the integration applies points to the customer account in Smile with a matching email address based on the Revel order total (for example if the Revel in-store order total is $78.56 then 78 points are added to the Smile customer account).
Q. Your integration updates for movements in points, not balances
A. The Smile point balance is applied to a Revel customer with a matching email. For each Revel in-store order points are added to the Smile customer account with a matching email address based on the Revel order total. For each Revel in-store order if purchase points are redeemed to claim a loyalty discount reward then the integration will deduct those points from the Smile customer account with a matching email. Q. A new customer in Smile is updated into Revel, and a reward card is linked to that customer in Revel. That customer can then be found instore?
A. New Smile customers are created in Revel if a customer with a matching email does not already exist. You can search for customers in-store in Revel using the email address. If a Revel customer with a matching email address does not already have a rewards card number then the Smile customer ID is assigned to the Revel rewards card number.
Q. If there is an inconsistency between Smile and Revel – does one prevail or does it matter as your sync covers movements in points (so fix is to bring them in line manually)?
A. If there is any inconsistency the next time a customer makes a purchase either online or in-store any points earned in Revel in-store orders are applied to Smile and the total point balance from Smile is applied to the matching Revel customer.
Q. What happens to customers in Revel that may have not been linked to their rewards cards? Currently rewards card numbers are mobile numbers, not emails, in our system
A. The next time a customer makes a purchase online or in-store the integration will assign the Smile customer ID to the rewards card number for matching customers in Revel that do not already have a linked rewards card.
Q. What happens if the customer in Revel has not provided a correct email address or it was mis-entered?
A. If the Revel customer provides an incorrect email address and the Shopify API considers the email to be valid then a separate account is created in Shopify and Smile based on the provided email. If the Revel customer provides an invalid email address the Shopify API will reject the request to create the customer account so the customer account will only exist in Revel where points can still be earned and redeemed in-store based on the Revel point balance.
Q. What rewards card no does Kosmos create? Currently we have customers use their mobile number so they can easily enter it instore
A. Kosmos only creates a rewards card number in Revel if a rewards card number is not already linked to the Revel customer with a matching email address. The email address is currently used to link customer accounts between Revel, Shopify and Smile. Q. Is it possible to test the functionality by just letting it run say from tomorrow to see it work just through customers that shop or are added after the start date (then wipe and load everyone).
A. You can test the functionality, but wiping and reloading everything should not be done unless you understand how this might impact the customer accounts. If you really need to wipe the accounts we would recommend testing this with an internal customer account to understand the implications based on your settings in Shopify and Smile.
Q. When i decide to start, is the idea that i need to get smile and revel to effectively match, Nd then from that point your integration keeps them in sync by updating the movements?
A. Since Smile is the source of truth any Revel customers or loyalty purchase points that were earned in Revel for past purchases should get added to Smile. Revel customers should get added to Smile by uploading the customer list to Shopify. Loyalty points from Revel should get added to the matching customer accounts in Smile.
Q. As a comparison, this seems diff to how you update inventory whereby revel balances are sent to Shopify rather than movements in inventory. Is that correct? A. With the Revel inventory integration Revel is the source of truth for inventory and Revel balances are applied to Shopify. Inventory is adjusted in Revel based on online purchases. A. With the loyalty integration Smile is the source of truth for loyalty points and Smile balances are applied to Revel. Points are adjusted in Smile based on in-store purchases.