With this earn rule, your customers can earn points on their birthday, which they can specify in your loyalty widget in your store once this has been configured.
Note: Customers need to enter their birthday at least 24 hours before the date. For past dates, they will need to wait until the following year. Internally, our scheduler runs a check every 6 hours to cover these cases.
To set up, please follow the instructions below:
Go to the Earn Rules section.
Click on Create Rule.
In the Name section, name the Earn Rule.
For Customer Facing Label, describe the earn rule with a brief explanation on how points can be earned.
For Customer Facing Icon, provide the URL of an icon or image, or leave it blank to use the rule-based global icon from the widget settings or the default image.
For Base Points, input the amount of points a customer gets once the conditions of this earn rule are met.
Auto Approval Days can be set if you wish to give yourself time to approve customers' loyalty points upon completing earn rules.
If you do not manually approve the points yourself during the interval you set (in days), after it passes, the points will automatically be assigned to the customers' accounts.
Leave 0 into this field if you want the points to be assigned to customer accounts immediately.
The next two sections, Allowances and Restrictions, are optional to complete. You can add customer tags (obtainable from the Customers section of your Shopify Admin), order tags, product tags, etc. to deny certain subsets of your customer base from taking advantage of this earn rule (ex: New Customers, Wholesale Customers, etc.).
For Notification, you can input a message customers will get when they get their points
For Rule Status, set the earn rule as either Active or Paused.
When you are finished, scroll back up and hit the Save button.
View and Test Your Earn Rules
Go to your storefront and bring up the loyalty widget.
Click on the Ways to Earn section to view the rules you have configured. They will be listed with the point earning parameters you have set.
Earn test points by fulfilling some of these rules.
Use Cases
The main use case for the birthday earn rule is making customers feel special, like your business is wishing them a happy birthday and gifting them loyalty points. This, in turn, encourages increased loyalty, either in terms of conducting immediate business with your store, committing to your store for a longer period of time, or even both.