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Activity Rules
Activity Rule - Birthday
Activity Rule - Birthday
Joshua Kye avatar
Written by Joshua Kye
Updated over a week ago

With this activity 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.

In order to set this activity rule, please follow the instructions below:

  1. Go to Activity Rules

  2. Click on Add Rule

  3. Click on the Create Rule button in the New Customer section.

  4. In the Name section, name the Activity Rule.

  5. For Customer Facing Label, describe the activity rule with a brief explanation on how points can be earned.

  6. For Base Points, input the amount of points a customer gets once the conditions of this activity rule are met.

    1. Auto Approval Days can be set if you wish to give yourself time to approve customers' loyalty points upon completing activity 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. Put "0" into this field if you want the points to be assigned to customer accounts immediately.

  7. For Notification, you can input a message customers will get when they get their points.

  8. For Rule Status, set the activity rule as either Active or Paused.

When you are finished, scroll back up and hit the Save button. Now you're done!

Now let’s talk about use cases. In other words, what kinds of situations would this activity rule prove useful for you, as the merchant?

The main use case for the birthday activity 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.

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