š·ļøAvailable on all Marsello pricing plans.
How do I set points for the āCelebrate their birthdayā reward?
1. In your Marsello admin, under Loyalty > Points Program > Earning > Celebrating their birthday and click edit
2. Under How many points should your customers earn on their birthday? enter the number of loyalty points you would like to reward your members on their special day
3. Under Minimum customer enrolment period (in months), enter how many months customers need to be enrolled in your loyalty program before they are eligible for a birthday reward (minimum 1 month)
4. Click Save changes.
5. Back in the main earning points menu, toggle the ON/OFF button for the Celebrating their birthday earn option to ON.
How does the birthday reward work for customers?
When customers log in to their account and visit the Earn tab of your Customer portal, they will see your On Your Birthday points reward.
Here, they can enter their date of birth.
Then, on the customer's birthday, they will automatically earn points to make them feel special and to encourage them to make another purchase.
š Note: A customer needs to have an account for 1 month before they are eligible to earn birthday points. This is a fraud prevention measure so that customers don't just create accounts and claim birthday points immediately.
How do I track the performance of the birthday reward option?
Once you've set up how many points your customers earn on their birthday, you can track the progress. Here's how:
1. In your Marsello admin, under Loyalty > Points Program > Earning > Celebrating their birthday and click View Reporting
This will open the insight page. Here you can see:
Loyalty customers who have had a birthday
The number of points they've earned
The date they received their points
FAQs
Q. A customer entered their birthday through the āComplete Your Profileā earn option a week ago, and today is their birthday. Why havenāt they received their loyalty points?
A. No, they wonāt receive birthday points this year. After a birthday is added, customers must wait 30 days before becoming eligibleāthis helps prevent fraud.
āHelpful tip: To make sure points are awarded, customers should add their birthday at least 30 days before the date, otherwise points will be given next year.
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