Introduction
Show your customers some love and appreciation by giving them extra points on their birthday, so they can spend them on rewards or progress toward higher VIP tiers when your tiers are based on points earned. 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 (or Credits, depending on your program)
Under Earning Points (or Earning Credits), click Edit on the ‘Celebrate a birthday’ Way to Earn
For points programs, the reward is set to 250 points by default. Adjust the points or credits amount as needed
Optional: Edit the advanced settings to overwrite the default translation and set a custom title and description
Optional: Add a custom icon if your plan includes this option
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 birth month and day. Once saved, points will be automatically awarded on their birthday, provided they meet the eligibility requirements.
📝 Note: Rivo does not require the birth year. When sending birthdays to Klaviyo, Rivo uses a placeholder birth 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 (or Credits, depending on your program)
Scroll down to Advanced Settings
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
Landing Page
Dedicated Page
Floating Widget
Title
Go to Branding > Translation > Points
Search for the General celebrate birthday field
Go to Branding > Translation > Points
Search for the General celebrate birthday field
Go to Branding > Translation > Points
Search for the General celebrate birthday field
Description for logged-in customers
Go to Loyalty > Onsite > Landing Page
Scroll down to Ways to Earn
Search for the Customer Birthday Title field
Go to Branding > Translation > Points
Search for the General celebrate your birthday field
Go to Branding > Translation > Points
Search for the General celebrate your birthday field
Day and Month
Go to Loyalty > Onsite > Landing Page
Scroll down to Ways to Earn
Search for the Customer Birthday Day and Customer Birthday Month fields
Go to Branding > Translation > Points
Search for the General day and General month fields
Go to Branding > Translation > Points
Search for the General day and General month fields
‘Save date’ button
Go to Loyalty > Onsite > Landing Page
Scroll down to Ways to Earn
Search for the Customer Birthday Save Date field
Go to Branding > Translation > Points
Search for the General save date field
Go to Branding > Translation > Points
Search for the General save date field
‘Edit date’ button
View ‘Save date’ button
View ‘Save date’ button
Go to Branding > Translation > Points
Search for the General edit date field
Error messages
Go to Loyalty > Onsite > Landing Page
Click Edit Locale Translations
Find the invalid-date message
Go to Branding > Translation > Points
Search for the General enter valid date field
Go to Branding > Translation > Points
Search for the General enter valid date field
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. Use the preview on the right to check your email
Turn Email Status on and 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. Enable this event in your Klaviyo integration settings to create personalized emails when customers receive a birthday reward. 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. Customers can edit their birthday, but they cannot receive another birthday reward if they have already received one in the past 11 months. The birthday eligibility period also applies after each change.
When do customers get their birthday points?
Birthday points are processed automatically on the date the customer saved as their birthday, provided they meet the eligibility requirements. Points may take time to appear in their balance.
Can VIP tiers receive a different birthday reward?
Yes. If your program has VIP tiers and different earning amounts per tier enabled, you can set a birthday amount for each tier:
Go to Loyalty > Points (or Credits, depending on your program).
Click Edit on Celebrate a birthday.
In the VIP Tiers section, click Edit next to the tier.
Set the birthday points or credits amount and click Save.
The amount on the main Celebrate a birthday rule is the default. A tier’s birthday amount replaces that default for customers in that tier; it is not added on top.
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.