Birthday Trigger

Birthdays are once a year event that give everyone a perfect and legitimate excuse to rest, help your members to recharge and have some fun.

There are a few ways to reward your members on their special day:

  • Birthday wishes by Email or SMS dedicated to them
  • Birthday credits awarding to their accumulated points for them to redeem the rewards
  • Birthday rewards entitlement to redeem on their special day / month
  • Birthday multiple earning of points for a specific duration
  • Birthday benefits when they shop / dine with you

1. Email or SMS Birthday wishes - create a template to be sent out on your member's special day

Standard Messaging -Settings> Messaging> Standard Messaging> [+Create], choose and create message type you would like to send to your dedicated member and schedule the send.

Create new Email templates - Settings> Email> Email Templates> [+Create new email template], choose a template from the editor and create your birthday wishes email.

2. Birthday Credit Treats - gives X points to reward your members

Credit treats - Settings> Member Setting> Member Tier> Edit / Create> Birthday Trigger, enter the points you wish to reward your members. Decide on when should the rewards be delivered and SAVE.

3. Birthday Rewards - reward your members with special deals

Birthday rewards - (similar to creating a new rewards): Rewards> [+Create]> Details> [Show Birthday Settings]> check "Set as Birthday Reward". Decide on when should the rewards be delivered, choose the Trigger Type and SAVE.

4. Birthday Points Multiples - member get additional multiple of point

Points multiple - Settings> Birthday> check "Enable birthday message and birthday points earning multiples". Decide on when should the rewards be delivered, enter the multiples for members , the duration period length for the multiples and SAVE.

When to trigger - table below shows the different on the settings for "Days before birthday" and "Days before birthday month"

Points Multiplex:

  • Member birthday on 5th March.

Tables can't be imported directly. Please insert an image of your table which can be found here.

Entire birthday month 7 days before 7 days after

Multiplex Trigger period

Start on 1st March -

Ends on 31 March

Starts on 26 February - 

Ends on 12 March

Scenario example 1: use "Days before birthday"

  • Member birthday on 5th March. 

Tables can't be imported directly. Please insert an image of your table which can be found here.

Birthday Rewards Type

Number of Days

Trigger on

Birthday Wishes Notifications

Birthday Credits

Birthday Rewards

0 Days

Sent on 5th March

7 Days

Sent on 26th February

Signup after Birthday Day

-

Will Not Trigger

* Birthday day must be present to trigger this setting, otherwise use "days before birthday month" is recommended.

* Signup after birthday day but within the same month will not trigger in this setting.

Scenario example 2: use "Days before birthday month"

  • Member birthday on 5th March. 

Tables can't be imported directly. Please insert an image of your table which can be found here.

Birthday Rewards Type

Number of Days

Trigger on

Birthday Wishes Notifications

Birthday Credits

Birthday Rewards

0 Days

Sent on 5th March

7 Days

Sent on 26th February

Signup after Birthday Day

-

Trigger on Signup Day

* Signup after birthday day but within the same month will still trigger in this setting.

* Setting will be trigger on days before 1st of each month.

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