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• How to get a customer's birthday information through Smile

When you know your customers' birthdays, you have the opportunity to reward them with bonus points on their special day.

📝   Pro Tip:

Birthday points are a small but effective personalization tool that can dramatically improve your customer experience.

In order to receive these rewards, your customers will need to provide their birthday in the Earn more section of your customer panel.

Your program's birthday reward will show up in a list of all of the rewards your customers can earn.  By clicking on the Save date button next to the reward, your program members will be prompted to enter and save their birthday.  They can then Save this information to their account.

Once a customer has saved their birthday to their account, you can access this information within their customer profile in the Customers section of your Smile Admin.

📝   Pro Tip:

If a customer ever needs to change their date of birth, they can do it themselves the same way they originally entered it in the Birthday Reward section of your customer panel.

Note: in order to automatically receive their birthday rewards, your customers must enter their birth date at least 30 days before the date of their birthday.

On the Basic Plan and up, you can perform a customer export, where you can download a list of customers information, including their birthday.

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