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      Connecting Gatsby with Smile.io

      Convert Instagram followers into loyalty members and reward points for Instagram mentions, DMs and following your brand.

      Gatsby Smile Instagram Points Preview Panel

      With just a few clicks, you can connect Gatsby and Smile to start converting Instagram followers into Smile loyalty members and rewarding engagement.

      1. Connect Gatsby to Smile

      • Log into your Gatsby account

      • Go to Settings → Integrations → Smile.io

      • Click “Connect Smile” and complete the OAuth flow

      2. Set Up DM Auto-Replies to Link Members to Their Instagram Handles

      To convert Instagram followers into Smile loyalty members or link existing members to their Instagram handle, you'll use a two-step auto-reply sequence:

      Step 2a: Create the Keyword Trigger

      • Go to Gatsbty → Auto-Replies → New Auto-Reply

      • Choose a keyword (e.g. "loyalty") that followers will DM you

      • Set your reply message to ask for their email address (e.g. “Got it! Reply with your email to join our loyalty program and start earning rewards.”)

      Step 2b: Set the Follow-Up Reply with Loyalty Action

      • Create another auto-reply triggered by the email response

      • Select "Advanced Auto-Reply" and fill out the details

      • Select the Gatsby Action → Create Smile Loyalty Member

      • Customize your acknowledgement message they will receive after clicking the button (e.g. “You're in! You’ll start earning Smile points when you tag us on Instagram!)

      3. Share your Keyword on Instagram

      Be sure to share the keyword you set up, eg. 'loyalty' through Instagram Stories, Posts and in your IG bio so that your Instagram users know to DM that keyword to join your program and start earning points.

      4. Create Points for Instagram Engagement

      • Open your Smile app from Shopify
      • Click "Program" from the left navigation
      • Click "Points" and "Add Ways To Earn"
      • Scroll down to the 3 options available from your Gatsby integration: Mention on Instagram, Send a DM on Instagram, Follow on Instagram.

      Smile Points options for Instagram Gatsby

      Select each option one at a time, and configure the points and limits accordingly:

      Mention us on Instagram Smile Points Gatsby

      5. Prompt current members to connect their Instagram by DMing your keyword

      • In Smile, navigate to On-Site Content
      • Under "Panel", click "Customize"
      • Update the description under Points to something like: DM us "loyalty" on Instagram to start earning points for your engagement now.

      Smile Points Customize Text Gatsby

      Go through the rest of your Smile program and add similar messaging throughout.

      Testing

      Once you activate each option, go ahead and test by completing the following steps:

      1. DM your brand the keyword you set up in Step 2 above. Be sure to complete the process by replying with your email address and clicking the button that appears in the DMs.

      2. Follow your brand on Instagram, then send your brand a DM.

      Note: If you're already following your brand, please unfollow first, send a DM, then re-follow and send another DM to complete the process.

      3. Tag your brand in an Instagram Story, Post or Reel. Be sure to use the @ sign to tag in either the content or the caption. The UGC will show up in your Gatsby account under "Media" and you'll receive points in your Smile account.