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Birthday dates

Collect your customers' birthdays

Sylvie Rodrigues avatar
Written by Sylvie Rodrigues
Updated over 3 months ago

Introduction

In this article, you'll find out how to create and set up a "Birthday" mission.

This classic mission allows users to quickly earn points that they can then exchange for rewards.


Why activate this mission?

Asking customers for their birthdays enables you to offer more personalised and engaging experiences, while providing customers with benefits and special attention that reinforce their loyalty and satisfaction.

If you're using a CRM such as Klavyo or Brevo, data such as "birthdays" is automatically sent back to the customer's profile sheet.

What are the benefits?

  1. Personalised offers: you can send special offers and personalised promotions on a customer's birthday, creating an emotional bond and increasing loyalty.

  2. Increased sales: Birthday promotions encourage customers to make additional purchases to take advantage of discounts or special offers.

  3. Customer engagement: By celebrating a customer's birthday, you show that you care about your customers, increasing customer engagement and satisfaction.

  4. Accurate data collection: The birthday is a reliable piece of data that helps to enrich the customer database and refine your marketing strategies.


Create a mission

Go to the Missions area, where you can create and modify your missions. By clicking on "Create an assignment", you will have access to the library of assignments and to the one dedicated to the "birthday".


Setting up the mission

Once you've clicked Create, you can set up the mission.

  • Name the assignment

Tell your customer to enter their birthday, as in the example above.

  • The points

We've established a default standard based on the level of commitment the assignment requires from your customers. The aim here is to make the assignment attractive to your customers. The appeal lies in the right adjustment of the points you decide to award.

  • Icon

We suggest you import an image, a logo representative of your brand.

  • Apply to a list of users

You can link your mission to lists or VIP levels.

To find out more about missions, see our general guide

You can then Save and Exit to leave your mission in draft form or Activate to publish your mission, which will then be available in your programme.


Verification of the assignment

Once the assignment has been completed, it is automatically checked by our algorithms.


Frequently asked question

Can I add the same job several times?

No, the "birthday" mission cannot be added more than once.

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