Setting Up Birthday Discounts
Follow the instructions to set up a discount when a customer visits at or around their birthday.
- Create an eligibility rule to require at least one purchase,
and then assign a birthday time rule.
- Create a Use with Loyalty Rule eligibility rule.
- Select the Num Items in Transaction item rule type, and then enter 1 as the Item Quantity.
- Click Save, select the eligibility rule, click Edit Time Rules, and then click Add.
- Select Birthday Anniversary Rule from Type.
- To configure the amount of time before and after the birthday that the discount is available, select the Period Range Type and enter the duration in Periods Before or After.
- Configure the discount:
- Create a Points Awards Rule loyalty rule.
- Select a Precedence and make sure this discount has the highest precedence of all point award rules.
- Select the Eligibility Rule you created.
- On the Awards tab, select Points Balance Total from Balance Use Type.
- Enter 0 in Point Threshold.
- Select Issue Immediate Discount from Award Type.
- Configure the discount by selecting the Award Discount Type, and then entering the Discount & Award Amount or Discount Percentage based on the selected type.
- Enter 0 in Point Cost.
- If you want the receipt to print with a message about the discount, enter the message in POS Print Text.
- Select Require Customer Info to require that the customer have an account before they can begin using the discounts.
- Select Once Per Year.
Parent topic: Loyalty Awards and Award Programs