Celebrating a Birthday

Feature Overview

The "Celebrate a Birthday" rule allows customers to receive a one-time points reward on their birthday.

This feature helps you:

• Build emotional connections with members
• Encourage birthday-month purchases
• Improve long-term customer retention

Birthday rewards are designed as emotional incentives within your loyalty program.

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How It Works

• Points are issued on the customer’s birthday
• Each customer can receive the birthday reward once per year
• Only one birthday earning rule can be created
• Applies to all members, regardless of VIP level

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Setup Path

Method 1: Create with AI Sidekick (Loyalty AI)

1. Click Loyalty AI in the bottom-right corner of any page in the App to open the AI chat panel
2. Enter a command in the input box, for example:
   “Create a birthday points reward.”

3. The AI will automatically understand your request and generate a corresponding birthday points earning rule based on your store’s context
4. Click the Preview & Edit button
5. The system will automatically navigate to and pre-fill the Celebrate a birthday rule configuration page
6. Review and adjust the settings as needed, then click Save to activate the rule

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Method 2: Create Manually

1. Go to the App and click Points in the left-hand menu
2. Switch to the Points Rules tab
3. In the Ways to earn section, click Add Ways to earn
4. Select Celebrate a birthday from the modal
5. Complete the rule configuration and save your changes

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Configuration Details

1. Action Name

• Displayed on the Rewards Panel and Loyalty Page
• Recommended examples:
  • Birthday reward
  • Happy Birthday! Earn bonus points

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2. Earning Value

• Points granted on the customer’s birthday
• Positive integers only (e.g. 100, 150, 200)

Tip:

• Set a higher value than regular actions to highlight its importance

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3. Status

• Active: Rule is visible and active
• Disabled: Rule is hidden and inactive

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4. Icon

• Default icons provided
• Custom upload:
  • 1:1 ratio
  • ≤ 50KB
  • Supported formats: png, jpg, jpeg, svg, gif, webp

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How Customers Add Their Birthday

Customers must provide their birthday in advance to receive rewards.

Supported entry points:

1. Rewards Panel

   • After logging in, consumers can fill in or modify their birthday in the points panel

2. Loyalty Page

   • Consumers can fill in their birthday information on the loyalty landing page

Once submitted, the birthday is linked to the customer’s account.

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Frontend Display

When enabled:

• The birthday rule appears on the Rewards Panel and Loyalty Page
• Customers without a birthday set will be prompted to add one

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💡 Important Notes

1. 30-Day Advance Requirement

• Birthdays must be added at least 30 days in advance to qualify

Example:

• Today: Oct 20, 2025
  • Birthday on Oct 25 → ❌ Not eligible this year
  • Birthday on Nov 25 → ✅ Eligible

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2. Once Per Year（365 days）

To prevent abuse through frequent birthday changes, birthday rewards follow a 365-day limitation rule:

• Each customer can receive a birthday reward once within any 365-day period
• The system uses the last successful birthday reward date as the reference point
• Changing the birthday does not reset or bypass the 365-day limit

Examples

Example 1: Standard case

• Birthday: October 25
• 2025-10-25: Birthday reward granted
• 2026-10-25: ≥ 365 days passed → ✅ Reward granted

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Example 2: Birthday changed but 365 days not met

• Original birthday: October 25
• 2025-10-25: Birthday reward granted
• Birthday changed to: June 25

Reward outcome:

• 2026-06-25: Less than 365 days since last reward → ❌ No reward
• 2027-06-25: More than 365 days passed → ✅ Reward granted

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3. No VIP Differentiation

• Birthday rewards are the same for all members