Birthday reward

Learn how to set up Birthday Reward in your Shopify loyalty program, offering points or discounts to celebrate customers and boost engagement on their special day.

This feature is available for the Professional, Advanced and Enterprise plans

What is "Birthday reward" feature?

Birthday Reward is an automated customer engagement feature that celebrates your customers' special days with personalized rewards. This feature integrates directly with your customer database to automatically track and reward customers on or before their birthdays.

Why do you need "Birthday reward" feature?

Birthday reward is a great way to make your customers feel special and appreciated. By offering loyalty points or discounts on their birthday, you encourage customers to engage with your store and create a positive connection with your brand. In this guide, we'll walk you through how to set up Birthday reward and ensure your customers enjoy celebrating with your store.

How to set up "Birthday reward" feature

Step 1: Get access to "Birthday reward"

Navigate to the Joy Loyalty dashboard and choose Reward programs -> Earning programs -> Click Add rule -> Choose Birthday reward

Step 2: Set up "Birthday reward"

1. Fill Program information

Program name: Enter the name of the earning reward program

Date format: You can set the customer date format to MM/DD/YYYY or DD/MM/YYYY

Start date and End date: Define the activity duration for your program

1. Set up Reward rule

Choose reward:

• Point: Reward customers with a specific number of loyalty points

• Discount percentage: Offer a percentage off their next purchase

• Discount amount: Provide a fixed amount discount for their next order

Limitation: Choose between "Once per year" or "Once in lifetime"

Determine when to send rewards by adding number of days before your customer birthday

Don't forget to Save your changes and press Turn on Birthday reward program

Step 3: Set up Birthday reward Notification

1. Go to Notification in the Birthday reward settings

2. Customize the email content to fit your needs

3. Send a test email to ensure accuracy

4. Once satisfied, turn on the Birthday reward program

FAQs

1. Can customer edit their birthday?

No, the customer cannot edit your birthday once it is submitted.

1. Can customers earn the rewards if they fill in the date too close to their birthday?

Customers must enter their birthday at least 30 days before their birthday to receive the reward.