Overview
What Is a Birthday Reward?
A Birthday Reward is a special reward that is triggered based on a customer’s saved birthday. It is linked to the Birthday Action and the Birthday field in the Profile Sequence.
A birthday reward can only be created if a birthday action or birthday profile sequence is active.
How to Create a Birthday Reward
Go to:
Add Ways to Redeem → Birthday Reward
From here, you can configure when the reward is triggered, who receives it, and what type of reward is issued.
Trigger Timing
Choose when customers receive their birthday reward:
On their birthday (default)
Custom Timing
Trigger the reward a specific number of days before the birthday (for example, 31 days or 2 days before)
If no custom timing is selected, the reward is automatically sent on the birthday.
Audience Eligibility
You can control who receives the birthday reward:
All Members
Segmented by Tiers
All tiers
Only selected tiers (e.g. Tier 1 and Tier 2)
This allows you to offer exclusive birthday rewards to specific loyalty tiers.
Reward Types
You can choose from the following reward types:
Points
Grant loyalty points to the customer on or before their birthday.
Percentage Discount
Apply a percentage-based discount with additional controls:
Purchase type:
One-time purchase
Subscription purchase
Both
Minimum purchase amount (optional)
Amount Discount
Apply a fixed amount discount with the same controls:
Purchase type (one-time, subscription, or both)
Minimum purchase amount (optional)
Discount Combination (Stacking Rules)
For discount-based birthday rewards, you can control stacking behavior using Combination settings:
Product discounts
Order discounts
Shipping discounts
You may check or uncheck these options depending on whether you want the birthday reward to stack with other discounts.
Fraud Prevention & Reward Rules
To prevent misuse, the following rules apply automatically:
Birthday rewards are not issued immediately when a customer enters their birthday
Customers must save their birthday at least 30 days before the birthday date to receive a reward that year
If a birthday is added within 30 days:
The reward will not be issued for that calendar year, however, the customer will be eligible for a birthday reward in the future calendar years.
Summary
Birthday Rewards help brands create meaningful, personalized moments for customers while maintaining control over eligibility, timing, and discount behavior. With powerful configuration options and automatic safeguards, you can confidently reward customers on their special day.