Settings > Birthday Trigger

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

There are a few ways to rewards your members on their special day.

  • Birthday wishes by Email or SMS dedicate 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 on 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 members' 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.
Points multiple Duration 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. 

 

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. 

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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