REQUIRED USER ROLE Administrator |
Before you start #
Review the following information before you connect Smile.io to Gladly.
- This is a two-part configuration process that must be done in sequential order. You must first collect your Smile Private Key and then connect Smile.io to Gladly.
Find Smile Private Key #
- Log into smile.io. You can log into Smile by following the Apps page in Shopify.
- Navigate to https://app.smile.io/settings/platform.
- Click Show more.
- Here you’ll find your “Private Key,” which you will need when setting up the Smile.io in Gladly. Copy this key.
Next, connect Smile.io to Gladly.
Connect Smile.io to Gladly #
From the Apps page, click Add App > Smile.
- From the Add New Smile App page, enter the following information:
- Name – Enter a name that will help you identify the Smile instance (e.g., Smile)
- Smile Private Token – Enter the Smile Private Key you obtained from the above section.
- Search Query Attributes – There are two columns (Attribute, Label) required for Search Query Attributes. The email/Email attribute is the only attribute you can use to look up Customers in Smile.
- Don’t change the Attribute column.
- Search Results Attributes –There are two columns (Attribute, Label) required for Search Results.
- The default Search Result Attributes are name/Name, email/Email, and externalCustomerId/Smile ID.
- You can use any Label for each attribute that provides an Agent friendly name for the attribute.
- Note – If you require any additional attributes, please Contact Gladly Support.
- Auto-Linking Fields – If a Customer Profile is not currently linked to a Smile instance, and if your Smile instance responds with a unique profile with at least one auto-linking field match and no conflicts, Gladly will automatically link the Profiles without any user intervention and populate the pulled information in the Customer Profile.
- Note – Customer Email is currently the only option available that can be used to match a Customer Profile to a Smile instance. Check this box to allow auto-linking by email address.
- Overwrite Existing Values – If activated and a Customer Profile is linked to a profile in Smile, Gladly will overwrite editable custom attributes in the Customer Profile with data from Smile.
- Click Save App.