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In the Subtotal Dashboard, navigate to your Smile integration and click Add action. Choose Purchase shared as the event, give the action a name, optionally restrict to specific retailers, set Points per dollar, and set a Start date. Subtotal will only reward purchases made on or after the start date — this controls how much historical purchase data gets sent to Smile when a customer first links their account. add Purchase shared action in subtotal Click Create. Subtotal will now award points in Smile for each qualifying purchase shared with your brand, using the action name you set as the transaction description in the customer’s Smile activity feed.
Subtotal computes the point value for each purchase as ceil(items_subtotal × points_per_dollar) — where items_subtotal is the sum of price × quantity for each item Subtotal collects from the receipt — and posts the resulting integer to Smile’s /v1/points_transactions endpoint. Taxes, shipping, and other fees are not included. One points transaction is posted per qualifying purchase.

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Wait for the purchase to complete

In the purchase action settings, turn on Wait for the purchase to complete, then save the action. Wait for the purchase to complete is off by default. It applies separately to each purchase event or earning action. Your existing event conditions still apply. With the option on: If status is null, purchases from Amazon, Walmart, and Target wait because these retailers report status. Purchases from every other retailer send at share time. If a waiting purchase remains open or has no status, Subtotal sends it about 31 days after the purchase date. A purchase already past that deadline sends at share time. A delivery after the wait counts once, the same as a normal Purchase shared delivery. Waiting does not create an extra billable event. With the option off, qualifying purchases send at share time under the event's existing conditions.