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Birthday points are awarded once a year to celebrate a customer’s birthday. Customers must enter their birth month and day in the Smile panel to earn birthday points. Smile includes security measures to ensure birthday points cannot be misused. Smile collects only the birth month and day, which are required to issue points. For privacy reasons, the birth year is not collected. Birthdays are not synced from your eCommerce platform and must be added directly in Smile.
Note: Before customers can enter a birthday, the Birthday earning action must be enabled. For setup details, follow the guide on configuring ways to earn points.

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How birthdays are added or updated

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Customers can add or update their birthday

Once the Birthday action is enabled, customers can enter or update their own birthday through:
  • Smile panel: Under Ways to earn.
  • Loyalty Hub: If Loyalty Hub is enabled, directly in the Loyalty Hub. Loyalty Hub is available on Growth, Plus, and Enterprise plans.

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Add or update birthdays on a customer’s behalf

Birthdays can also be added or updated on a customer’s behalf in Smile Admin. This can be done for an individual customer or for multiple customers using a CSV file. See Manage customer birthdays for instructions.

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When birthday points are awarded

Birthday points are issued daily at approximately 12 AM ET on the customer’s birthday. This schedule does not change based on your account’s timezone.
Note: A birthday reward issues points only. Customers must redeem those points to receive a discount code. A code is not created automatically.

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Security measures

Smile prevents misuse of birthday points with built-in rules:
  • Points are not issued immediately when a customer enters their birthday.
  • A customer must save their birthday at least 30 days before the date to receive points that year. If the date is within 30 days, they will earn points starting next year.
  • Birthday points are awarded only once every 365 days. If a customer changes their birthday after receiving points within the last 365 days, they will not receive points again until the following year.

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Scenarios

Tip: If you would like to review why a particular customer’s birthday points were not awarded, you can use our guide on troubleshooting birthday points.