Birthday Rewards — Automatically Reward Customers on Their Birthday
Birthday Rewards — Automatically Reward Customers on Their Birthday
What Is This?
Birthday Rewards let you automatically give a reward to every customer during their birthday month. You set it up once, and Pixalink takes care of the rest — no manual work needed, no birthdays forgotten.
Real-Life Example
Mei runs a bubble tea shop in Penang. She used to keep a spreadsheet of customer birthdays and manually send out vouchers every month, but she kept missing people or sending them late.
After turning on Birthday Rewards in Pixalink, every customer with a birthday on file now receives a free topping voucher at 9:00 AM on the first day of their birthday month. One of her regulars, Ahmad, was surprised to wake up to a birthday reward notification on his phone. He came in that same week to use it and ended up buying drinks for his whole office. Mei didn't lift a finger — the system handled everything automatically.
How It Works
Pixalink checks for customers whose birthday falls in the current month. At the time you choose, it assigns the reward to every matching customer who hasn't already received it this year. Each customer only gets the birthday reward once per year, so there's no risk of duplicates.
If a new customer signs up during their birthday month and you've turned on the "on-the-day" option, they'll receive the reward right away when they register — they won't have to wait until next year.
How to Set It Up
Step 1: Create or edit a reward
Go to Admin Panel > Loyalty Program > Rewards and click New Reward, or open an existing reward to edit it.
Fill in the Reward Details tab with a name, description, and cover image.
Step 2: Set the points cost to zero
Because this reward is given automatically, the points and credits cost must be 0. Set Points to Redeem to 0 (and Credits if applicable).
The system enforces this — you cannot set a cost on a reward that has automation turned on.
Step 3: Turn on Birthday automation
Click the Automations tab, then under the Birthday section toggle on Auto-assign to Birthday Customers. Set the Quantity (usually 1) and the Birthday Reward Assignment Time — this controls when the reward is delivered on the first day of the customer's birthday month.
The assignment time uses 30-minute intervals (e.g. 09:00, 09:30, 10:00). Pick a time when your customers are likely to check their phone.
Step 4: (Optional) Turn on "On the day of registration"
In the Advanced section within Birthday (shown in the screenshot above), enable Auto-assign on the day of registration if you want customers who sign up during their birthday month to receive the reward immediately rather than waiting for the next scheduled run.
Step 5: Set an expiry or validity period
Back in the Settings tab, set an Expiration Date or enable Custom Valid Day(s) after redemption to control how long customers have to use the reward.
Step 6: Activate and save
Make sure the Active toggle is turned on, then click Save.
That's it. Pixalink will check every 30 minutes for birthday rewards that need to be sent out and assign them at the time you chose.
What Your Customers Will See
Customers whose birthday month matches the current month will receive the reward in their account. If you've set up WhatsApp notifications for the reward, they'll also get a message letting them know about their birthday gift. The reward appears in their customer portal with a unique code they can show at your location to claim it.
Good to Know
- Birthday month, not birthday date. All customers born in March receive their reward in March — not specifically on their birth date.
- Customers need a date of birth on file. If a customer's profile doesn't include their date of birth, they won't receive a birthday reward.
- One reward per year. Each customer can only receive a specific birthday reward once per calendar year.
- Points/credits must be zero. Automated rewards cannot have a point or credit cost.
- Multiple birthday rewards. You can create more than one reward with birthday automation — customers will receive all of them.
- The reward must be active. If you deactivate the reward, birthday assignments will stop.