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Rewarding a customer on their birthday

Rewarding our customers on their birthday is a good way to increase customer loyalty and retention.

Let's imagine that we are a fashion brand and want to give our customers a 30% discount if they are shopping on their birthday, or the day before or after it. To do this, we create a standard campaign with one rule.

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 discount to once a year per customer.
  3. A promotion rule to give a 30% discount on the customer's birthday, or the day before or after it.

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 the discount to once a year per customer​

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

  • Limit: Discount Effects
  • Value: 1
  • Recurrence: Every year

Offering a 30% discount on the customer's birthday​

Let's build a rule to give a 30% discount on the session total on the customer's birthday, or one day before or after it.

Let's name the rule: 30% birthday discount. It has 1 condition and 1 effect.

Condition​

Check attribute anniversary:

  • Attribute is Customer Birthday (Customer Profile)
  • Days prior to the session: 1
  • Days after the session: 1

Effect​

Discount session total:

  • Name: 30% off
  • Discount value: [Session.Total]*30%