Creating a Birthday Reward Earning Rule on Shopify
Creating a Birthday Reward Earning Rule on Shopify
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Birthday Reward is an account based earning rule (previously known as the Happy Birthday campaign) that gives customers a gift of points or a discount on their birthday. Use this earning rule to increase overall customer lifetime value, as well as strengthen their personal connection to your brand.
In this article, you’ll learn how to create a Birthday Reward earning rule and set it up to best fit your loyalty program’s goals.
Is this article for me?
- If you're using a different eCommerce platform, refer to this article
How it works
The Birthday Reward earning rule works as follows:
- A customer goes to the earning points section of your rewards page.
- They click on the Birthday Reward tile.
- They submit their date of birth.
- Depending on what type of reward you choose to offer, they will automatically receive a points or discount reward annually on their birthday.
Please note:
In cases where a customer enters a birthday that's within the next 30 days, their reward will be delayed until 30 days after the date of entry. You have the option to turn this setting off if you want. Learn more
Creating a Birthday Reward earning rule
To create a Birthday Reward earning rule, follow these steps:
- From your Loyalty & Referrals menu, go to Set Up Program > Rewards Program.
- Click Create earning rule.
- Select Birthday Reward and click Next.
Choosing a reward type
You can choose to reward customers with points or with a discount. Points can be collected and later redeemed for redeemable rewards, while a discount reward can be used as soon as their next purchase.
Points reward
To offer customers a points reward on their birthday, select Points under Reward type, then enter the number of points you want to offer.
Discount reward
To offer customers a discount reward on their birthday, do the following:
- Under Reward type, select Discount.
- From the drop-down menu, select the type of discount you want to offer whether it’s a Fixed amount or a Percentage discount.
- Depending on the type you selected, enter the discount amount.
Please note:
- When entering the discount amount, make sure to use a whole, positive number
- In the case of a percentage discount, you can use an amount between 1% and 100%
- Under Code prefix, you can add a prefix that will help you identify and differentiate between reward codes more easily.
Discount settings
Different discount settings are available if you want to promote specific products or collections, as well as specify who can use this discount and when.
To view and edit these settings, click Discount settings under the Discount reward option.
Apply discount to Choose to apply the discount to any product, specific products, or specific collections.
- Any product - Use this if you want this discount to apply to all of your products
- Specific products - Use this to limit which products this discount can apply to, for example, if you want to promote specific products
- In the Apply this discount to drop-down select Specific products.
- In the Product IDs field, enter your product IDs separated by a comma. Learn more about finding product IDs in Shopify
- In the Variant IDs field, enter your variant IDs. Learn more about finding variant IDs in Shopify
- Specific collections - Use this to limit which collections this discount can apply to if you want to promote specific collections, groups or categories of products
- In the Apply this discount to drop-down select Specific collections.
- In the Collection IDs field, enter your collection IDs separated by a comma. Learn more about collections in Shopify
Minimum spend
Set a minimum amount customers must spend on their purchase to be eligible to receive this discount.
Note that if you selected a specific product or specific collection to apply your reward to, the minimum spend amount is the amount customers need to spend on that specific product or collection.
Discount only applies to these Shopify segment IDs Use this if you want to make this discount available only to specific segments using Shopify Customer Segments.
To find your Shopify segment:
- Go to the Customers page in your Shopify admin.
- From the Customer segment dropdown, choose the customer segment you want to use.
- Your segment ID is the set of numbers found at the end of this page URL.
Discount code expiration
Select a reward expiration if you want the discount to only be valid for a certain amount of time. Use this to increase redemption rate and purchase frequency.
Who can use this discount code?
Use this option if you want to limit the use of this discount only to the customer that originally received it.
- Anyone - use this if you don’t want to set a limit
- Only the customer who originally received this reward and is logged in to their account - You can require the customer trying to use this discount code to log in to their account to verify that it’s the same customer who originally received it
Fraud prevention
To prevent customers from using a false date of birth to earn a reward, you have the option to activate Fraud prevention.
When Fraud prevention is turned on, a customer who enters a birthday that's within the next 30 days, will have to wait at least 30 days from the date of entry to receive a reward.
For example, if today’s date is August 17, 2022, and a customer sets their date of birth as August 18, 1999, they will only receive a reward on September 16, 2022.
Turn off the Fraud prevention toggle if you want to remove this limitation.
Tip!
After a customer submits their birthday, it's impossible for them to change it. They can only change their birthday by contacting a site admin.
To learn how to manually update a customer's birthday date in Yotpo, check out our Customer Management Actions article.
Disabling the Fraud Prevention feature
Fraud prevention is optional. To turn off the Fraud Prevention option, erase the default text and leave the field empty. This will automatically disable the setting.
Please note:
Each time you manually disable fraud prevention, the system triggers an action that sends a reward to all customers whose birthdays passed but they were still in the 30-day waiting period.
Advanced settings
Additional advanced settings are available to add target audiences and VIP tiers.
Advanced settings including Yotpo Lists & Segments and VIP Tiers are available for Premium and Enterprise plans
Target audience - Add Lists & Segments to target this earning rule at specific audiences. For example, target those who have not made a purchase in over 90 days.
- Apply this rule to - Use the drop-down menu to include the relevant lists and/or segments of customers you’d like to target.
- Do not apply this rule to - You also have the option to exclude lists and/or segments. For example, if you want to apply a Birthday Reward rule to all customers except for those who consistently spend a lot of money in your store. In this case, you would select Apply this rule to - All customers, and Do not apply this rule to - Top spenders.
VIP Tiers - Use the drop-down menu to select which VIP tiers this earning rule will apply to. Create more than one birthday rule to gift customers even more for being part of your tiers program.
Rewards history text
Your customers will see the reward they earned in their Rewards History when they receive it on their birthday, together with an explanation of why they received it.
Action text
The default Action text is set to Birthday reward. To change it, click in the Action text field and type in the text you want to appear in your customer’s Rewards History.
Reward text
We’ve preset the Reward text field with an automatic value that will dynamically present customers with whichever discount amount you set before.
Please note:
- It’s only possible to change the reward text if you chose the Discount option under Reward type
- For Points rewards, your customers will just see the number of points they earned in the same line as the Action text
Important!
Make sure you do not leave this field empty. If you accidentally delete the preset text, just type in {{reward}} off.
Changing the name of your earning rule
You can change the name of this earning rule by clicking the edit icon next to it. In the case that you have more than one birthday reward rule, you can change its name to help you differentiate between them.
Please note:
- The way you choose to name your earning rule here is only for internal management purposes. Your customers will not see this.
- You can manage the way your earning rule is displayed to customers from the Rewards Page Builder module and Earning Points module
Finding your rule ID
Use the Copy rule ID option if you need to share it with 3rd party partners that Yotpo Loyalty & Referrals doesn't directly integrate with.
To find the earning rule ID, click the ellipses icon next to the Save button.
Managing the rule status
The rule status that is located next to the rule name tells you whether the rule is active on your site or not. If active, this means that the rule is running and customers are earning rewards.
You can deactivate the rule if you want to. If you choose to deactivate the earning rule, it will no longer be visible to customers, and they won't be able to earn rewards from it.
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