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Creating Earn Rules for Customer Birthdays
Creating Earn Rules for Customer Birthdays

How to create an Earn Rule for Customer Birthdays

Maddox Betts avatar
Written by Maddox Betts
Updated over a week ago

Introduction πŸ“–

This article will demonstrate how to create an Earn Rule for when it is your customers' birthdays. This will trigger a point reward whenever the birthday, that is set in a customers' account, is triggered.

If you would like to add extra points for customer birthdays over a certain time period or event, you should check out our Scheduling Rule article.

Requirements

βœ… Influence.io Starter Plan or above

Important: The customer has to have had their birthday added to the account for at least one month before they are awarded


Instructions βš™οΈ

To add this Earn Rule you will need to go to Loyalty Programs >> Earn & Redeem >> Add option to earn then the option to add the Celebrate a Birthday Earn Rule will show

πŸ‘‡

You will then need to enter the points you would like to award and select a rule title. Once that is done, you can click create and your Earn Rule will be created ⬇️

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