Set up a rule to reward points on your customers' Birthday

This guide will walk you through the steps needed to set-up a rule to reward your customers on their Birthday.

The points earning rule is configured in the Magento Admin panel under  Rewards > Reward Rules > Earning Rules > Customer Behavior

  1. From the Customer Behavior Point  Rule page, click on the Add New Customer Behavior Rule button
  2. From the Rule Information tab, under the General Information section:
    1. Type a rule name in the Rule Name field
    2. Select "Active" from the Status drop-down box
    3. Select the appropriate website from the Website field list

3. From the  Triggers and Conditions tab:

  1. Under the Triggers section, select the Customer Action or Event - Customer birthday occurs
  2. Under the Conditions section, select the group(s) the rule applies to from the Group Is field list

4. From the  Actions tab, in the Fixed Amount field, type the number of points you want to give to your customers

5. Save the rule

6. Ensure to add the Birth date to your store's sign up form

  • For Magento Community Edition
    • Navigate to System > Customers  Customer Configuration > Name and Address Options > Show Date of Birth

  • For Magento Enterprise Edition
    • Navigate to Customers > Attributes > Manage Customer Attributes > DOB  and select the option: Required.  This will enable the DOB at sign up time.

For more information on the Birthday Trigger, you can check out this article:  Customer Behavior Rule - Triggers - Birthday Points

On the front end, you should see the date field that is now required when your customers sign up.  Additionally, your customers who are already signed up can add their address from the Account Information Tab:

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