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Rewarding a customer on their birthday

Rewarding our customers on their birthday is a good way to increase customer engagement.

Let's imagine that we are a fashion brand and want to provide our customers with a $30 gift card for their birthday. We also want them to use the gift card within 2 weeks from their birthday. To do this, we create a standard campaign to generate a gift card on a specific date for each customer.

tip

Another way to reward our customers on their birthday is to award them loyalty points.

Let's create:

  1. A customer profile attribute to store our customer's birthday.
  2. A profile budget to limit the coupon creation to once a year per customer.
  3. A promotion rule to create a $30 gift card on the customer's birthday.
  4. A promotion rule to allow the customer to redeem their gift card.
note

The Coupons feature has to be enabled.

Storing the customer's birthday​

note

To create a custom attribute, you need Admin permissions.

Let's start by storing the customer's birthday so we can use it in the Rule Builder. To do this, we create a custom attribute.

  • Associated entity: customer profile
  • Attribute type: time
  • API name: CustomerBirthday
  • Rule Builder name: Customer Birthday
  • Rule Builder description: Represents the customer's birthday.
  • Available in our Application

Limiting coupon creation to once a year per customer​

In the campaign you created, in Settings > Budgets, let's add a profile budget to limit the coupon creation to once a year per customer:

  • I want to limit the: Coupon Creations
  • To be at most: 1
  • Limit recurrence: Every year

Creating a $30 gift card on the customer's birthday​

Let's build a rule to generate a $30 gift card as a coupon code on the customer's birthday.

Let's name the rule Gift card creation. It has 1 condition and 1 effect.

Condition​

Check attribute value:

  • Attribute is Customer Birthday (Customer Profile).
  • Is on (month, day): Current time.

Effect​

Create coupon code:

  • In the current campaign.
  • Recipient is Current customer.
  • Redemption limit is 1.
  • Discount limit is 30.
  • In Set start time and end time, Expiration date is 14 days after the session, end of the day.

Enabling payment with a gift card​

Let's build a second rule so our customers receive a $30 discount when they redeem their birthday gift card.

Let's name the rule Gift card redemption. It has 1 condition and 1 effect.

Condition​

Coupon code is valid.

Effect​

Discount session total: Name is $30 off and Discount value is 30.