Loyalty Program

Birthday Reward

Show your customers some love by giving them bonus points on their birthday

How to create a Birthday rule

Introduction

Show your customers some love by giving them bonus points on their birthday. Birthday rewards are an excellent way to increase customer engagement and build loyalty to your brand.

Customers can spend their birthday points on rewards or use them to unlock higher tiers.


Enabling Birthday Reward

Create the Rule

Go to SubscribfyLoyaltyRewards Program tab → Create new ruleBirthday Reward

Configure Basic Settings

SettingDescription
NameDisplay name shown to customers (e.g., "Birthday Surprise")
Reward MessageMessage customers see when they receive their birthday reward

Set the Reward

Choose how to reward customers on their birthday:

Reward TypeDescription
PointsAward a fixed number of points (e.g., 100 points)
Discount CodeGive a discount code (amount off, free shipping, or free product)

Configure Advanced Settings (Optional)

SettingDescription
Customer tagsInclude or exclude customers by their Shopify tags
ScheduleSet start and end dates for the rule
Tier restrictionLimit which tiers can earn this reward

Save

Click Save and make sure the rule status is ON.


How Customers Add Their Birthday

Customers must be logged in to save their birthday. They can add their birth date in two ways:

  1. Customer Portal - In the loyalty section of their account, customers can enter their birthday
  2. Checkout Extension - If you have the Customer Birthday checkout extension enabled (Shopify Plus only), customers can enter their birthday during checkout

Once saved, points are automatically awarded on their birthday.

Only the month and day are required. We store the date in MM/DD format. Once saved, customers cannot change their birthday.


When Are Birthday Points Awarded?

Birthday points are awarded automatically on the customer's birthday through an hourly system check. The check runs every hour based on the store's timezone setting.

Points are awarded once per year on the exact birthday date (matching month and day).


Tier Multipliers

Each tier has a points multiplier. When a customer earns birthday points, the base reward is automatically multiplied by their tier's multiplier.

Example: If you set 100 points as the birthday reward:

TierPoints Awarded
Bronze tier (1x multiplier)100 points
Silver tier (1.5x multiplier)150 points
Gold tier (2x multiplier)200 points

You only need to create one birthday rule - the tier multiplier handles different reward amounts automatically.


Common Questions


Klaviyo Integration

If you have Klaviyo connected, Subscribfy sends a Subscribfy Birthday Reward Event when a customer receives their birthday reward.

Event Properties

PropertyVariable NameExample Value
Reward Nameevent.SubscribfyRewardNameBirthday Surprise
Reward Typeevent.SubscribfyRewardTypepoints
Reward Amountevent.SubscribfyRewardAmount100
Coupon Codeevent.SubscribfyCouponCodeBDAY-ABC123

Tip: Create a Klaviyo flow triggered by "Subscribfy Birthday Reward Event" to send a personalized Happy Birthday email.


Best Practices

  • Promote the birthday reward - Make sure customers know they can earn points by adding their birthday
  • Set up tier multipliers - Tiers automatically multiply rewards, so higher tier members get bigger bonuses
  • Set a meaningful reward - Make the birthday reward substantial enough to drive a purchase

Troubleshooting


Need help? Contact support at support@subscribfy.com

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