Introduction
Celebrate your customers' special day by rewarding them with bonus points on their birthday!
Enabling Birthday Points
From the Loyalty dashboard, go to Programs > Points > Add More Ways to Earn
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- Under Earning Points, toggle the Celebrate a birthday switch to ON.
- The reward is set to 250 points by default. If you want to change this amount, just click Edit.
- Type in the new amount.
- Save your changes!
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Customers Add their Birthday
Once this functionality is activated, customers will notice a birthday input option within the Ways to Earn section upon logging in.
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Notifying your Customers
To inform customers about your special offer, you have the ability to dispatch a birthday greeting email. To enable these emails:
- From the dashboard, go to Programs > Emails.
- Toggle the Celebrate Birthday switch to ON.
- If you would like to change the messaging of these emails, just click Edit.
- Enter your custom text in the appropriate fields.
- Any edits you make will show in the live preview on the right.
- When you're happy with how your email looks don't forget to Save any changes.
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Common Questions
Can a customer earn points every month if they edit their birthday?
No, there is a hard-coded limit of one per year for this reward. Customers may edit their birthday if they wish, but they can only earn points once per year for this reward.