Create loyalty point rule to celebrate a birthday
Upzelo support
6 steps
29 seconds
1
From the Loyalty menu click "Points"
2
You will then click "Create" in the earn points section
3
Click "Celebrate a birthday". This action is only available for customers who have submitted their birthday.
4
Choose the number of points you want to award your customer on their birthday.
5
If you are on a Pro, Scale or Custom plan you can then toggle on Customer Eligibility and select which tier of customers are eligible to earn this points reward.
6
Finally click on the "Create" button and this action will be added to your list of points earning actions.