Introduction
Rewarding shoppers with points on their birthday helps boost loyalty and engagement year-round. Birthday points make customers feel valued and give them a reason to celebrate with your brand by redeeming rewards at the right moment.
Steps to Give Birthday Points
Navigate to Premium Tools > Loyalty & Rewards Setup > Earning Rules.
Click Add Ways to Earn and select Birthday from the earning rule options.
Enter the number of birthday points to award and add a helpful comment for your team (e.g., “Birthday points”).
Choose when to award birthday points:
On birthday – points are awarded on the customer’s birthday.
Before birthday – points are awarded a selected number of days before the birthday.
After birthday – points are awarded a selected number of days after the birthday.
(Optional) Create urgency by enabling Set expiry days for redeeming birthday points and defining how many days the points remain valid.
Ensure the rule status is set to Active and click Save to apply changes.
Enable mail and push notifications using the checkboxes to alert customers when they earn birthday points.
Ideal expiry for Birthday points
These examples help you choose the right expiry period so customers have enough time to enjoy their birthday rewards while maintaining urgency.
Example 1: Points Awarded Before Birthday
Birthday points: 300 points
Points awarded: 5 days before birthday
Recommended expiry: 7 days
Why this works:
This allows customers to use their points during the pre-birthday period and on their actual birthday. A slightly longer expiry than the award window ensures better redemption without reducing urgency.
Example 2: Points Awarded On Birthday
Birthday points: 300 points
Points awarded: On the customer’s birthday
Recommended expiry: 3-5 days
Why this works:
Customers receive points on their birthday and have a few days afterward to celebrate and shop. This balances flexibility with urgency and avoids missed redemptions.
Example 3: Points Awarded After Birthday
Birthday points: 300 points
Points awarded: 2 days after birthday
Recommended expiry: 5–7 days
Why this works:
This approach is ideal for post-birthday re-engagement. A slightly longer expiry gives customers time to return and redeem their reward after the celebration.
? Best Practice Tip:
Set the expiry to be equal to or slightly longer than the reward timing window (before / on / after birthday). This ensures customers can comfortably redeem their points while keeping the reward time-bound and effective.
Important Notes
Birthday points are issued once every 365 days based on the birthdate in the customer’s profile.
Birthday points are issued only if the customer adds their birthdate before the reward trigger date.
If points are awarded before the birthday, the birthdate must be added before the selected cutoff.
If points are awarded on the birthday, the birthdate must be added before the birthday date starts.
If points are awarded after the birthday, the birthdate must already exist before the trigger runs.
If an expiry is set (for example, 1 day), birthday points must be redeemed within that timeframe or they will expire.
Mail and Push notifications are sent automatically if enabled, informing customers when their birthday points are credited.
The rule can be deleted at any time if it is no longer needed.
For any questions, contact support@getflits.com.
FAQs
Q. Can I control how long customers have to redeem birthday points?
A. Yes, set an expiry in days to create urgency and encourage same-day or limited-time redemption.
Q. How often can a customer receive birthday points?
A. Birthday points can only be earned once per year per customer profile.
Q. What happens if a customer adds their birthdate on their birthday?
A. They must add their birthdate at least 24 hours before their actual birthday to receive points for that year.
Q. What happens if a customer adds their birthdate on or after the trigger date?
A. Birthday points will not be issued for that year. The birthdate must be added before the configured reward trigger date.
Q. Do notifications go out automatically?
A. Mail and Push notifications are sent automatically if enabled, letting customers know when they’ve earned birthday points.
Q. Can the birthday rule be removed or edited?
A. Yes, merchants can delete or adjust the rule any time as business needs change.image.jpg
Need Help?
Contact us at support@getflits.com for further help or understanding of this rule.
