Introduction
Show your customers some love and appreciation by giving them extra points on their birthday, so they can spend them on rewards or unlock higher VIP tiers. Birthday points are an excellent way to increase customer engagement and build loyalty to your brand.
✨ The 'Celebrate a birthday' Way to Earn is available on the paid plans
Enabling birthday points
From the Rivo dashboard, go to Loyalty > Points
Under Earning Points, click Edit on the 'Celebrate a birthday' Way to Earn
The reward is set to 250 points by default. Adjust the earning points value if needed
Optional: Edit the advanced settings to overwrite the default translation and set a custom title and description
Optional: Add a custom icon
Click Save
Make sure to set the earning rule status to
ON.
How customers add their birthdate
Customers must log in to their store account to save their birthday. Whether they're visiting your rewards page or using the Floating Widget, they need to go to the 'Ways to Earn' section, click on Celebrate a birthday, and enter their date of birth (MM/DD). Once saved, points will be automatically awarded on their birthday, provided they meet the eligibility requirements.
📝 Note: Rivo does not require the birth year. For integrations that use the YYYY/MM/DD format for the Date of Birth property, we fill in a fictional year.
Change the birthday eligibility period
By default, we require a 30-day notice for members to receive birthday points. This means that if a member enters a birthday within 30 days of adding it, they will need to wait until the next year to receive their points. This waiting period helps prevent abuse of the birthday points feature and ensures genuine customer engagements. You can adjust this required period based on your preferences:
Go to Loyalty > Points
Scroll down to Birthday Eligibility Period
In the Date of Birth Updated Wait Period setting, specify the number of days required for the notice
Click Save.
📝 Note: The minimum period is 1 day, and the maximum is 30 days. A longer waiting period can help prevent customers from changing their birthday multiple times to earn points.
Adjust translation
Text
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Landing Page
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Dedicated Page
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Floating Widget
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Title
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1. Go to Branding > Translation > Points
2. Search for the General celebrate birthday field
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1. Go to Branding > Translation > Points
2. Search for the General celebrate birthday field
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1. Go to Branding > Translation > Points
2. Search for the General celebrate birthday field
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Description for logged-in customers
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1. Go to Loyalty > Onsite > Landing Page
2. Scroll down to Ways to Earn
3. Search for the Subtitle field
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1. Go to Branding > Translation > Points
2. Search for the General celebrate your birthday field
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1. Go to Branding > Translation > Points
2. Search for the General celebrate your birthday field
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Day and Month
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1. Go to Loyalty > Onsite > Landing Page
2. Scroll down to Ways to Earn
3. Search for the Customer Birthday Day and Customer Birthday Month fields
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1. Go to Branding > Translation > Points
2. Search for the General day and General month fields
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1. Go to Branding > Translation > Points
2. Search for the General day and General month fields
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'Save date' button
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1. Go to Loyalty > Onsite > Landing Page
2. Scroll down to Ways to Earn
3. Search for the Customer Birthday Save Date field
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1. Go to Branding > Translation > Points
2. Search for the General save date field
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1. Go to Branding > Translation > Points
2. Search for the General save date field
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'Edit date' button
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View 'Save date' button
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1. Go to Branding > Translation > Points
2. Search for the General edit date field
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1. Go to Branding > Translation > Points
2. Search for the General edit date field
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Error messages
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1. Go to Branding > Translation > Points
2. Search for the General enter valid date field
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1. Go to Branding > Translation > Points
2. Search for the General enter valid date field
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1. Go to Branding > Translation > Points
2. Search for the General enter valid date field
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Notifying your customers
Use Rivo notifications to send customers a Happy Birthday email and inform them about their gift. Timely notifications can significantly increase customer engagement with your loyalty program.
Go to Loyalty > Emails
Click on the Celebrate Birthday email
Enter your text in the appropriate fields to customize the email messaging. Any edits you make will show in the live preview on the right
Click Save
Optional: Go to Branding > Email Design to edit the global colors, text, and images for all Rivo notifications.
💡 Pro Tip: Our Klaviyo advanced integration supports the 'Customer birthday' event, allowing you to create a personalized email to message your customers. This is especially useful for creating more sophisticated, targeted birthday campaigns in Klaviyo.
Common questions
Can a customer earn points every month if they edit their birthday?
No, there is a hard-coded limit of one reward per year. Customers can edit their birthdays if they wish, but they can only earn points once a year.
When do customers get their birthday points?
Birthday points are awarded midnight UTC on the day that they enter as their birthdate.
Does the birthday points feature work with VIP tiers?
Yes! If you have VIP tiers enabled, you can configure different point amounts for each tier. This lets you reward your most loyal customers with more birthday points.
What happens if a customer changes their birthday?
Customers can change their birthdate, but the eligibility period will reset. They will need to wait for the specified period (default 30 days) before they can receive points on their new birthdate.
How can I see which customers have provided their birthdays?
You can view customer birthdays in the customer details section of your Rivo dashboard. This information can help you track engagement with the birthday points feature.