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Integrating Lantern with Smile.io via Shopify Flow

Wendy avatar
Written by Wendy
Updated today

Connect Lantern quiz completions to your Smile.io loyalty program using Shopify Flow. This workflow lets you automatically award points (via a Smile Flow activity) when a customer completes a quiz.

Prerequisites

  • Shopify Flow is installed and active on your store.

  • Smile.io is installed and configured, with access to Shopify Flow actions on your Smile plan (paid tiers only).

  • In Smile admin, create the Activity type (Flow action) and set points in a corresponding points earning rule.

  • A Lantern quiz published with an Opt‑in page that collects an email address.

  • In Lantern, enable Create customer in Shopify on the quiz Results Page → Orders & Tags (required so Smile can identify the customer).

Tip: Create the Smile Flow activity before turning on your Shopify Flow.

Image showing the Lantern Results Page → Order & Customer Tags with “Create Customer in Shopify” enabled.

1. Create the Smile Flow Action (in Smile Settings)

1.1 In Smile admin → Settings → Platform → Shopify Flow actions, click Create Flow action.

Image showing Smile admin → Settings → Platform → Shopify Flow actions list with an arrow pointed to the “Create Flow action” button and highlighted.

1.2 Set Trigger type to Customer created (best for quiz completions—no order yet).

1.3 Enter the Action title (present‑tense, e.g., Complete our quiz) and Action title once completed (past‑tense, e.g., Completed our quiz), then click Create.

Image showing the “Create Flow action” form with Trigger type set to Customer created and the Action title / Action title once completed fields filled (e.g., “Complete our quiz” / “Completed our quiz”), with an arrow pointed to the Create button.

1.4 Copy the Activity type (key) generated for this Flow action, click Next and Done — you’ll paste it into Shopify Flow in Step 5.

Image showing the “Create Flow action” form and the generated Activity type key, with “Next” and “Done” highlighted to indicate the key should be copied.

Tip: If you ever need the key again, you can find it in Smile → Settings → Platform → Shopify Flow actions (in the action’s details).

2. Configure Points (in Smile admin)

2.1 Go to Program → Points → Add ways to earn → Online store and choose your newly created Shopify Flow action (e.g., Complete our quiz).

Image showing Smile admin → Program → Points → Add ways to earn (Online store) with the newly created Shopify Flow action (Complete our quiz) selected.

2.2 Set Points awarded (e.g., 50 points), configure Limit the number of times each customer can earn (e.g., 1 per 30 days), and set Status = Active.

2.3 (Optional) Limit eligibility by customer segments/tiers as needed, then click Create.

Image showing Points awarded set to 50 points; “Limit the number of times each customer can earn points for this action” highlighted; Status set to Active; and Customer eligibility options highlighted.

2.4 Click Activate program to turn on the points program so this earning rule can issue points. Points are not awarded until the program is active.

Image showing Smile admin with the Activate program button highlighted to enable the points program; points won’t be issued until activated.

3. Create the Workflow in Shopify Flow

3.1 Open Shopify Flow and click Create workflowSelect a trigger.

Image showing the Shopify Flow interface showing the Create workflow screen with the Select trigger option highlighted.

3.2 In the editor, choose Lantern as the app.

3.3 Select the trigger Quiz Completed — with customers.

Image showing the Flow trigger picker with Lantern selected and “Quiz Completed — with customers” highlighted.

4. (Optional) Filter by Quiz

4.1 Add a Condition block to check the Quiz ID so points are only awarded for a specific quiz (recommended if you run multiple quizzes).

4.2 You can find the quiz ID under the quiz’s More Integrations tab.

Image showing the Shopify Flow condition block set to quiz ID equals 'pets-best-bite', with the Lantern More Integrations tab also displayed to highlight where the quiz ID can be found, including an arrow pointing to the quiz ID checkbox in the Flow interface.

5. Add a Delay (Recommended)

5.1 Click Add action → Flow → Wait.

5.2 Set the delay to 30–60 seconds. This gives Shopify time to create/propagate the new customer so Smile can find them.

Image showing the Shopify Flow Wait action configured for 60 seconds.

6. Add the Smile.io Action

6.1 Click Add actionSmile.ioSend Smile Activity.

6.2 Add description (optional): a short label for this activity (e.g., Completed Lantern quiz).

6.3 Activity type: paste the value you copied from Smile in step 1.4.

6.4 Customer ID: click Add variable and insert {{customer.id}} (as hinted in the UI).
6.5 Order ID: leave blank for quiz completions.

Image showing the Smile.io action in Flow with Activity type pasted, and Customer ID set to {{customer.id}}.

7. Turn On the Workflow

7.1 Click Turn on workflow to activate.

Image showing the completed Flow with Lantern trigger, optional quiz filter, delay, and the Smile.io action, with an arrow pointing to “Turn on workflow”.

Image showing the Smile.io customer profile for <a href="mailto:test_smile02@gmail.com" target="_blank" rel="nofollow noopener noreferrer">test_smile02@gmail.com</a> with 50 points awarded for “Completed our quiz” in the Activity section; customer is a guest and there are no orders to show.

Troubleshooting

  • Don’t see “Shopify Flow” in Smile: Your plan may not include Flow actions. Contact Smile support or upgrade to a paid tier.

  • Customer not found in Smile: Ensure you used Quiz Completed — with customers, your quiz creates a Shopify customer, and you passed {{customer.id}}. If the customer is new, add a Wait 30–60s step (see Step 5).

  • Activity type not found: Copy/paste the exact Activity type from Smile into the Flow action.

  • Duplicate points: After the Smile action, add a tag (e.g., quiz-points-awarded) and block repeats with a condition at the top: if customer.tags contains quiz-points-awarded, stop.

Notes & Tips

  • Use Quiz Completed — with customers so a Shopify customer exists and you can set Customer ID = {{customer.id}} in the Smile action.

  • If you manage several quizzes, keep your Flow clean by filtering with Quiz ID.

  • Create the Flow activity in Smile admin first; you’ll paste its Activity type into the Flow action. (If you change point values later, update them in Smile.)

  • If timing is tight for brand‑new customers, insert a short Wait step (e.g., 30–60 seconds) before the Smile action.

  • Quiz triggers don’t include orders. In Smile, leave Order ID blank and set Customer ID = {{customer.id}}. For purchase-based rewards, create a separate workflow with Shopify’s Order paid trigger and pass {{order.id}} there.

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