Customers automatically earn loyalty points on their birthday once per year. This strengthens customer relationships and promotes birthday-related purchases.
Configuration - Basic Settings
Enable or disable the rule and set how many points are awarded on the customer’s birthday (e.g., 100 points).
Setup Instructions
Go to: Loyalty Program → Earn Points → Birthday Earning Rule
Enable the rule → Set points → Save.
Birthday Data Collection
Customers must submit their birthday through the loyalty widget.
Birthday data is optional, securely stored, and compliant with privacy regulations.
Point Distribution Schedule
The system checks birthdays daily and awards points only if the customer hasn’t received a birthday reward that year.
Annual Reward
Customers earn birthday points once per year on their birthday.
Leap year rule:
Feb 29 birthdays get points on Feb 29 in leap years
Awarded on Feb 28 in non-leap years
Use Case #1 — Birthday VIP Treatment
Offer higher birthday points and a personalized email to encourage purchases and make customers feel valued.
Use Case #2 — Birthday Month Campaign
Send a series of birthday messages (before, during, and after the birthday) to increase engagement and redemption.
Best Practices
Set point values high enough to feel special
Combine with birthday perks like discount codes or free shipping
Promote the birthday feature so customers add their date
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