> For the complete documentation index, see [llms.txt](https://docs.getmesa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getmesa.com/connect/smile.io.md).

# Smile.io

Connect Smile.io to MESA by logging in and authorizing access, then use loyalty points and rewards steps in your workflows.

### Connect Smile.io with MESA

When you're setting up your first workflow with Smile.io, you'll need to connect Smile.io with MESA.

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-connect.png%20-%20Step%202.png" alt="Screenshot of the Smile.io connection panel in the MESA workflow builder. Spotlight the Connect with Smile.io button."><figcaption></figcaption></figure>

Click on **Connect with Smile.io** to start the process. You may be asked to login into your Smile.io account.

Once logged in, you will be prompted to authorize MESA with Smile.io. Click on the **Authorize** button.

Afterwards, you are all set! MESA is now connected with Smile.io!

***

### Technical Notes

#### Create Activity action

* [Customer ID field](https://docs.getmesa.com/connect/smile.io/#customer-id)

You can create custom activities that allow you to reward customers for completing an action that you define. MESA has prebuilt custom activities that you can configure on your Smile.io dashboard which you can view by clicking on the Activity **Type** dropdown menu in the **Create Activity** action.

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-configure.png%20-%20Step%202.png" alt="Screenshot of the Smile.io Create Activity action in the MESA workflow builder showing the prebuilt custom activities. Spotlight the Activity Type dropdown menu."><figcaption></figcaption></figure>

**Before you can successfully use the Create Activity action, you will need to:**

1\. Login into your Smile.io account by going here: [https://app.smile.io/reward-programs/points](https://app.smile.io/reward-programs/points)

2\. Once you are on the **Programs > Points** page, scroll down and ensure that your Points status program is _active_.

3\. Scroll back up and click on the **Add ways to earn** button.

4\. In the **Smile Apps** section, select the earning action by MESA you'd like to add by clicking on the name of the action.

5\. Configure and fill in any required fields to complete the earning action setup. Decide how many points a customer can earn and set the status to: **Active**

6\. Click **Create** to save the action you just made!

7\. Back in the MESA workflow with the **Smile.io Create Activity** action, select the appropriate activity in the **Activity Type** dropdown menu based on the newly created earning action.

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-activity-type.png%20-%20Step%202.png" alt="Screenshot of the Smile.io Create Activity action in the MESA workflow builder, selecting the newly created earning action. Spotlight the Activity Type dropdown menu."><figcaption></figcaption></figure>

Ensure that you have selected the correct **Activity Type**. Otherwise, MESA will not create activities appropriately.

If you'd like to create multiple MESA workflows with the **Smile.io Create Activity** action for different earning actions, you will need to repeat steps 3-7 for each different earning action.

**Customer ID field**

To create activities on a customer's profile, you will need to fill out the **Customer ID** field in the Smile.io Create Activity action.

1\. The best way to get a customer's ID is to add a Smile.io **Get List of Customers** step before the **Create Activity** step. Here is an example:

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-customer-ID.png%20-%20Step%202.png" alt="Screenshot of a MESA workflow with a Smile.io Get List of Customers step placed before the Create Activity step. Spotlight the Get List of Customers step."><figcaption></figcaption></figure>

2\. In the Smile.io **Get List of Customers** step select the **More options** button and use the Email field to get a list of customers based on the specified email address. In most cases, you will want to use [MESA's Variables feature](https://docs.getmesa.com/workflow-builder/fields/variables/) to select a variable that represents an email address.

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-more-options-email.png%20-%20Step%202.png" alt="Screenshot of the Smile.io Get List of Customers step in the MESA workflow builder. Spotlight the More options button."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-more-options-email.png%20-%20Step%203.png" alt="Screenshot of the Smile.io Get List of Customers step with More options expanded in the MESA workflow builder. Spotlight the Email field."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-more-options-email.png%20-%20Step%204.png" alt="Screenshot of the Smile.io Get List of Customers step Email field in the MESA workflow builder, opening the variable selector. Spotlight the variable selector."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-more-options-email.png%20-%20Step%205.png" alt="Screenshot of the Smile.io Get List of Customers step Email field variable selector in the MESA workflow builder. Spotlight the email address variable."><figcaption></figcaption></figure>

3\. In the **Create Activity** step, you can use the Variable feature to select a variable under the **Get List of Customers** step that represents the ID.

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-customer-ID-create-activity.png%20-%20Step%202.png" alt="Screenshot of the Smile.io Create Activity step in the MESA workflow builder. Spotlight the Customer ID field."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-customer-ID-create-activity.png%20-%20Step%203.png" alt="Screenshot of the Smile.io Create Activity step Customer ID field in the MESA workflow builder, opening the variable selector. Spotlight the variable selector."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-customer-ID-create-activity.png%20-%20Step%204.png" alt="Screenshot of the Smile.io Create Activity step Customer ID field variable selector in the MESA workflow builder, selecting the Get List of Customers step. Spotlight the Get List of Customers step."><figcaption></figcaption></figure>

<figure><img src="https://docs.getmesa.com/assets/EF-smile-io-customer-ID-create-activity.png%20-%20Step%205.png" alt="Screenshot of the Smile.io Create Activity step Customer ID field variable selector in the MESA workflow builder. Spotlight the customer ID variable."><figcaption></figcaption></figure>

5\. You are all set. Save your changes!
