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.

✨ 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).

📝 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. However, you can adjust this required period.

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.

Adjust translation

Text	Landing Page	Dedicated Page	Floating Widget
Title	1. Go to Branding > Translation > Points 2. Search for the General celebrate birthday field	1. Go to Branding > Translation > Points 2. Search for the General celebrate birthday field	1. Go to Branding > Translation > Points 2. Search for the General celebrate birthday field
Description for logged-in customers	1. Go to Loyalty > Onsite > Landing Page 2. Scroll down to Ways to Earn 3. Search for the Subtitle field	1. Go to Branding > Translation > Points 2. Search for the General celebrate your birthday field	1. Go to Branding > Translation > Points 2. Search for the General celebrate your birthday field
Day and Month	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	1. Go to Branding > Translation > Points 2. Search for the General day and General month fields	1. Go to Branding > Translation > Points 2. Search for the General day and General month fields
'Save date' button	1. Go to Loyalty > Onsite > Landing Page 2. Scroll down to Ways to Earn 3. Search for the Customer Birthday Save Date field	1. Go to Branding > Translation > Points 2. Search for the General save date field	1. Go to Branding > Translation > Points 2. Search for the General save date field
'Edit date' button	View 'Save date' button	1. Go to Branding > Translation > Points 2. Search for the General edit date field	1. Go to Branding > Translation > Points 2. Search for the General edit date field
Error messages	1. Go to Branding > Translation > Points 2. Search for the General enter valid date field	1. Go to Branding > Translation > Points 2. Search for the General enter valid date field	1. Go to Branding > Translation > Points 2. 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.

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.