Birthday Earning Rule

Overview

The Birthday Earning Rule automatically rewards customers with loyalty points on their birthday each year. This date-based earning rule helps you celebrate your customers' special days while building stronger emotional connections with your brand.

Points are awarded once per year on the customer's actual birthday, creating an annual touchpoint for engagement and encouraging customers to make birthday purchases.

Configuration

Basic Settings

Setting	Description	Default
Enable/Disable	Turn the birthday earning rule on or off	Enabled
Points Awarded	Number of points given on birthday	100 points

Setup

1. Navigate to Loyalty Program > Earn Points in the Keystone Loyalty Rewards App
2. Select Birthday Earning Rule
3. Toggle to Enabled
4. Set the points value (e.g., 100 points)
5. Click Save

Birthday Data Collection

How Customers Provide Birthdays

Customers can enter their birthday through the loyalty widget on your storefront. This is the only way customers can add their birthday to earn birthday points.

Data Storage

Birthday information is stored in:

• Loyalty system database for fast querying
• Format: ISO 8601 date (YYYY-MM-DD)

Privacy Considerations

• Birthday is optional for customers
• Stored securely in compliance with data protection laws
• Not shared with third parties without consent

Point Distribution Schedule

Daily Processing

The system runs a scheduled job every day to:

1. Query all customers with birthdays matching today's date
2. Check if they've already received birthday points this year
3. Award points to eligible customers
4. Record transactions

Annual Reward Mechanism

One Reward Per Year

Customers earn birthday points once per calendar year:

Year	Birthday	Points Awarded	Total Birthday Points
2025	March 15	100	100
2026	March 15	100	200
2027	March 15	100	300

Leap Year Handling

For customers born on February 29:

• Leap years: Points awarded on February 29
• Non-leap years: Points awarded on February 28

Use Cases

1. Birthday VIP Treatment

Strategy:

• Birthday points: 200 (higher than standard rewards)
• Send personalized email with points announcement
• Offer birthday-specific discount code
• Create "Birthday Club" exclusivity

Expected Results:

• Higher birthday month conversion
• Increased brand loyalty
• More customers share birthdays

2. Birthday Month Campaign

Strategy:

• Award points on actual birthday
• Send "birthday month" email series:
  • Week before: "Your birthday is coming! Here's what to expect..."
  • Birthday: "Happy birthday! Your 200 points are here!"
  • Week after: "Don't forget to use your birthday points!"

Expected Results:

• Extended engagement window
• Multiple purchase opportunities
• Higher redemption rates

Best Practices

1. Make Points Meaningful

Set birthday point values that feel special:

Point Value	Redemption Equivalent	Customer Perception
50-100 points	$0.50-$1.00	Nice gesture
100-250 points	$1.00-$2.50	Thoughtful gift
250-500 points	$2.50-$5.00	Generous celebration
500+ points	$5.00+	VIP treatment

Tip: Birthday points should be higher than routine earning rules to feel special.

2. Combine with Other Birthday Perks

Create a complete birthday experience:

• Birthday loyalty points (automated)
• Birthday discount code (e.g., 20% off)
• Free shipping on birthday
• Exclusive birthday product access
• Personalized birthday email

Related Features

• Customer Data - View customer birthday information
• Shop Anniversary Earning Rule - Similar date-based rule
• Customer Email Notifications - Birthday email setup
• Adjustments - Manual birthday point corrections

Summary

The Birthday Earning Rule creates annual touchpoints to:

Celebrate customers on their special day Build emotional connections with your brand Drive birthday purchases with timely rewards Collect valuable data (birthdays for personalization) Automate annually with zero manual work

A thoughtful birthday reward shows customers you care and creates memorable brand experiences!