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 Rewards section.
In the Birthday Rewards option > On Birthday click on Create Rule.
Basic setup
Define the foundation of your earn rule: reward type and amount.
In the Name section, enter a name for your Earn Rule (e.g., Birthday Reward).
Reward Type: Choose between two types of rewards:
Points: Customers earn points for specific actions.
Store credits: Customers receive store credits.
Reward Amount: Set the number of points or store credits that we want to reward customer on their Birthday.
Reward Conditions
This section controls the quantitative limits and approval process for the rule.
1. For Auto Approval Days, input the number of days you want to delay awarding points (for returns/verification).
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
Eligibility & Restrictions
In this step, you decide where the rule will apply and who will be able to earn points from it or will be restrain from it.
Customer Eligibility: Use Allow Customers by Tags (e.g., Gold Customers) to restrict the Earn Rule to only apply to customers with the specified tags.
Customer Restrictions: Use Restrict Customers by Tags (e.g., New Customers) to deny certain subsets of your customer base from taking advantage of this Earn Rule
Customer Experience
This step is about how the earn rule will appear to your customers when they interact with your loyalty program
Customer Facing Label : Enter a short description of the rule that will appear in the loyalty widget (e.g., “Earn 1 point for every $1 spent”).
Customer Facing Icon : Provide the URL of an image or icon. Leave blank to use the default loyalty icon.
Notification Banner Message : Set the message customers see when points are earned (e.g., “{{points}} points added for {{rule_name}}”).
Review & Launch
Finalize your settings and activate your earn rule.
Rule Summary: This section shows a summary of the Earn Rule created.
Rule Status: Set the status of your Earn Rule to either:
Active: This will make the rule live and operational.
Disabled: This will deactivate the rule, preventing it from applying to any purchases.
Finish Setup:
After reviewing all settings in the Configuration Summary, click the Finish button at the bottom to save your settings.
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.
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