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.
Another way to reward our customers on their birthday is to award them loyalty points.
- A customer profile attribute to store our customer's birthday.
- A profile budget to limit the coupon creation to once a year per customer.
- A promotion rule to create a $30 gift card on the customer's birthday.
- A promotion rule to allow the customer to redeem their gift card.
The Coupons feature has to be enabled.
Storing the customer's birthday
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:
- Attribute type:
- API name:
- Rule Builder name:
- 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:
- To be at most:
- Limit recurrence:
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.
Check attribute value:
- Attribute is Customer Birthday (Customer Profile).
- Is on (month, day):
Create coupon code:
- In the current campaign.
- Recipient is
- Redemption limit is
- Discount limit is
- 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.
Coupon code is valid.
Discount session total: Name is
$30 off and Discount value is