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CustomersAdjust PointsManually add or deduct points from a customer's account.CustomersAdjust TierManually assign a customer to a different loyalty tier.TeamAdminsManage team members who have access to the Merchant Dashboard and configure their roles and permissions.RulesAnniversary BonusAutomatically reward customers on their loyalty membership anniversary.NotificationsBalance Changed EmailConfigure the email notification sent when a customer's loyalty points balance is updated.NotificationsBirthday & Anniversary EmailsConfigure automated celebration emails sent to customers on their birthday and membership anniversary.RulesBirthday BonusAward birthday rewards and optionally combine a voucher with bonus points.RulesComplete Profile BonusReward profile completion once without duplicate grants on repeated saves.SettingsConfigure Enrollment QuestionsCollect customer answers during manual or automatic enrollment.GamificationCreate and Manage Reveal CardsConfigure scratch-card rewards, odds, stock, and purchase requirements.TierCreate a New TierConfigure starting tiers, qualifying spend windows, and downgrade behavior.RewardsCreate RewardConfigure coupons, store credit, point conversion, expiry, and discount combinations.
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Birthday Bonus

Award birthday rewards and optionally combine a voucher with bonus points.

2 min readUpdated

Use the customer's saved birthday

Create a Birthday Bonus rule and choose points, a voucher, or supported store credit. The customer's saved birthday, enrollment, rule status, and eligibility determine whether a reward is issued.

Voucher plus points

A birthday voucher-code reward can also include additional birthday points. Enter a nonnegative points amount. This option applies only to birthday voucher codes, not automatic discounts, points-only rewards, or store credit.

Check the birthday in the customer's profile, the rule's dates, tier or segment restrictions, and the issued reward history before assuming a grant failed. A Brand Birthday rule is a separate purchase-triggered campaign.

Birthday BonusBirthday Bonus1

The Birthday Bonus rule allows merchants to reward customers on their birthday. Birthday rewards are an effective way to increase engagement and create a more personalized customer experience.

Steps to Create a Birthday Bonus Rule

  1. Open the Rules menu.
  2. Click Create Rule.
  3. Select Birthday Bonus.
  4. Choose the reward type (Points or Voucher).
  5. Set the reward amount customers will receive on their birthday.
  6. (Optional) Configure eligible customer tiers or segments.
  7. Set the rule validity period if required.
  8. Click Next to review the configuration.
  9. Click Confirm rule to save and activate the rule.

Confirm Birthday Bonus

Additional Information

  • The system uses the birthday stored in the customer's profile.
  • Rewards are automatically granted when the customer's birthday arrives.
  • Birthday rewards can be combined with other loyalty campaigns.
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