Birthday is a way to earn that gives customers points or store credit on their birthday, every year.
Customers add their birthday in the loyalty popup or on the loyalty page. It gives them a reason to come back around their birthday.
You manage it on the Ways to earn page with your other ways to earn. See What are ways to earn?
Add Birthday
In the Appstle Loyalty app, click Ways to earn, then click Add a way to earn. The Points program editor opens on the gallery.
Under Account and birthday, click Birthday.
Click Add way to earn. The editor opens its settings.
Go through the five steps below, then click Save at the top right of the editor.
A store can have one Birthday way to earn. If you already have it, clicking it in the gallery opens it instead.
The five steps
The panel on the right shows each step with a summary of its setting. Click a step to change it.
Step | What you set |
Reward | Choose Points or Store credit and enter the amount. Turn Ask for the birth year off to ask for month and day only. Store credit needs a plan that includes it. |
Who can earn | Use Only customers with these tags or Not customers with these tags. Customers left out don't see Birthday, so they can't add their birthday. |
When points arrive | Choose Right away, After a waiting period (you set the days) or After you approve them. Points waiting for approval show on the Pending points page. |
Schedule | Choose Always on or Between dates (Starts and Ends), in your store's time zone. Schedules need a plan that includes them. |
What customers see | Set the Name and Description customers read, an Icon and the Message when points arrive shown in their points history. |
How customers earn it
Signed-in customers click Ways to earn in the loyalty popup. On the Earn Rewards screen, they click Celebrate your birthday (or the name you gave it), pick their birthday and click Submit.
On the loyalty page, they click Claim on the same card and enter their birthday in the window that opens. Guests are sent to sign in first.
Once the birthday is saved, the popup row shows a tick and the loyalty page card shows the date. Customers can't change it themselves.
To add or change a customer's birthday, open them on the Customers page, click Manage customer → Edit Customer, set Date of birth and click Update.
Customers who save their birthday on the day itself earn right away. Everyone else earns on their birthday, once a year.
Birthdays are checked every 6 hours by UTC date. In the Americas, points can arrive the evening before; in Asia and Australia, partway through the birthday.
A birthday from the last 7 days still earns at the next check. An older one waits for next year.
Customers get the Birthday email with their points, if it's on in More → Email Templates. If they earn as they save their birthday, they get Point Earn instead (Credits Earn for store credit).
Things to know
Turn on the Appstle Loyalty app embed in your theme. While it's off, the loyalty popup doesn't show on your store. See Set up your loyalty program.
Changes in the editor reach your store when you click Save. If the update to your storefront doesn't finish, the page shows a message with a Retry button.
Tag limits use the customer's tags on their birthday.
If you turn on Only on some days each month under More options in the Schedule step, only birthdays on those days earn.
While it's paused or outside its dates, nobody earns it. Birthdays that pass in that time aren't paid later.
VIP tiers can add their own yearly birthday reward, which customers get on top of this one. See Adding Rewards to the VIP Program.
Troubleshooting
A customer says they didn't get points: open them on the Customers page. If there's no Birthday on next to their email, they haven't saved a birthday yet. You can add it for them with Edit Customer.
The birthday is saved but there are no points: check that the way to earn was Active and inside its schedule on their birthday, and that the customer's tags are allowed. Also check When points arrive: points that wait or need approval show on the Pending points page.
Birthday doesn't show in the popup: the customer may be left out by the tag limits, or the way to earn is paused or outside its dates.
There's no birthday form: customers need to be signed in and click the birthday row to open it. The form is gone once they've saved a birthday.
The year dropdown is missing: turn on Ask for the birth year in the Reward step.
The date is wrong: customers can't change a saved birthday. Change it for them with Edit Customer, as described above.