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How to set up a birthday bonus
How to set up a birthday bonus

Set up an automatic bonus top up for customers once it's their birthday.

Max Kovalchuk avatar
Written by Max Kovalchuk
Updated over a week ago

To create a birthday bonus:

  1. Go to Marketing → Customer groups in the management console.

  2. Click Add.

  3. Name group. For example, Regular Visitors.

  4. Select the Cash-back rewards system in the Loyalty program section.

  5. Enter a bonus size. For example, 15%.

  6. Enter the fixed bonus amount awarded to the customer on his birthday in the Birthday bonus field. For example, $10.

  7. Click Add.

  8. Go to Marketing → Customers and click Add.

  9. Enter a birth date and select a customer group, Regular Visitors.

  10. Click Add.

💡 Bonuses are automatically awarded to the customer's account once a birthday comes.

Once a customer saved enough bonuses he can pay a bill completely or partly by them.

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