The Birthday Settings page allows administrators to configure automated birthday discount campaigns, customer birthday messages, reminder schedules, discount validity rules, and post-birthday communications. Settings can be applied at either the company level or location level.

Choose whether birthday settings should be applied at:

• Company Level – Applies birthday configurations across all locations.
• Location Level – Applies birthday configurations only to the selected location.

Configure discounts and communications that are triggered on a customer’s birthday.

• Define the discount value offered to customers.
• Configure minimum purchase requirements.
• Set discount validation periods.
• Create birthday messages for customers.
• Configure fallback default messages.
• Choose service eligibility rules.
• Allow or restrict discounts during weekends.
• Allow or restrict discounts during holidays.
• Enable or disable the birthday campaign.

These settings control how birthday discounts are issued and communicated on the customer’s birthday.

Configure reminder messages that are sent before a customer’s birthday.

• Define how many days before a birthday reminders should be sent.
• Create personalized reminder messages.
• Configure default reminder content.
• Enable or disable advance birthday reminders.

Advance reminders help increase customer engagement by notifying customers about upcoming birthday rewards before their birthday arrives.

Manage communications related to expiring birthday discounts.

• Define when discount expiry notifications are sent.
• Create post-birthday reminder messages.
• Configure default expiry notification content.
• Enable or disable expiry reminder campaigns.

Expiry notifications encourage customers to redeem available birthday rewards before they expire.

Provide a customer-facing description for birthday promotions.

• Display promotional information alongside birthday rewards.
• Explain discount eligibility or campaign details.
• Maintain consistent messaging across birthday communications.

Configure mobile notification support for birthday campaigns.

• Enable or disable push notifications.
• Deliver birthday campaign notifications through supported mobile applications.
• Complement email and SMS-based birthday communications.

Push notifications can improve customer engagement by delivering timely birthday reminders directly to customer devices.

• Submit : Saves all birthday campaign settings and activates the configured birthday communication workflow.
• Cancel : Discards unsaved changes and restores the current configuration.

• Review birthday promotions regularly to ensure they align with marketing objectives.
• Keep customer messages clear, friendly, and concise.
• Configure realistic validity periods for birthday rewards.
• Test reminder schedules before enabling campaigns.
• Maintain consistent messaging across all customer communication channels.