To implement this, three steps must be taken:
Step 1:
Create the desired birthday reward in the dashboard. Here you will find instructions on how to create a reward.
However, you must not forget to check the box for "Free reward redemption" when creating the reward:
Step 2:
Now create the corresponding automation in the dashboard that activates the free bonus redemption:
- To do this, go to "More Tools" > "Automations" in the navigation bar.
If you do not see this menu item, please contact our support team so that they can activate it for you.
- Create a new automation using the "New Automation +" button.
- Fill in the following fields here:
- Name: Use a name here that is understandable to you and everyone else in the team.
- Check the box next to "Enabled": this is the only way the automation will work.
- Trigger: Use the "Daily (time)" trigger and select the desired time for sending. We recommend choosing an early time so that your customers can start their day with a nice message in the morning!
- Minimum time between messages: 360 days, so that automation is triggered only once a year, regardless of whether your customers change their date of birth in the app. This prevents potential fraud!
- Now add the condition "Birthday" and use the trigger "on birthday." This ensures that the automation is actually triggered on the birthday.
- So, and now follows the promotion: select the option "Free redemption".
- Under "Grant free reward redemption," select the birthday reward you created earlier.
- Expiration time in days: here you can define how long your customers have to redeem their birthday bonus. After that, the bonus disappears again.
- Now click "Save" and the automation is ready!
Step 3:
Now there's just one more step: You can link the new reward to your automated birthday campaign (push notification) – this will take your customers directly to the birthday reward.
- To do this, go to Messages > Campaigns in the dashboard.
- Search for the automated birthday message that has already been saved.
- Click on the title of the message to view the details.
- If you haven't already done so, enter the 360 days "Minimum time between messages" here as well.
- Click "Continue" to access the text of the message.
- Scroll down and open the "Advanced" section.
- Here you can now link the birthday bonus
- Click on the "Save changes" button below and you're done!
Have fun!