Can I reward customers on their birthday? (Essential Loyalty app)

Yes. The app awards birthday points automatically, once a year.

How the birthday is collected

• Customers add their birthday in the Birthday form in the loyalty widget ("Set birthday").
• You can also edit the birthday on a customer's record in the app.
• The birthday is stored as a date in YYYY-MM-DD format and is synced to Klaviyo and Omnisend as a profile property.

Important timing rules

• Save the birthday at least 30 days before it. A birthday saved on the day, or within the 30 days before it, does not qualify for that year's reward.
• Birthday points are awarded by a background process that runs every hour. The points appear after the next run.
• Each customer gets at most one birthday reward per calendar year.

Good to know

• There is one birthday amount for all tiers. A VIP tier multiplier still applies, so customers in higher tiers get more points.
• If a customer did not receive birthday points, check that the birthday is saved, that it was saved at least 30 days early, and that the birthday action is turned on.