Birthday Gift
This documentation is for the WooRewards plugin
In this tutorial, we’re going to see, step by step, how to set up a Birthday Points and Rewards program. In this Points and Rewards program, customers will receive a nice 10% coupon discount 3 days before their birthday.
The Requirements
Customers have to fill their Birthday date. For this, WooRewards allows you to add a Birthday field on different screens.
Instructions
In your WordPress administration, go to WooRewards → Features → General Features → Birthday Settings
Then select where to display the new Birthday field.
(1) The first checkbox allows you to add a Birthday Field in the “Checkout” page when the user register at the same time. The field is appearing only once the “Create Account” is checked :
Information
The “Create Account” checkbox only appears if you have checked the option “Allow customers to create an account during checkout” inside WooCommerce → Settings → Accounts & Privacy → Account creation
(2) The Second checkbox allows you to add a Birthday Field in the “My account register” page
Information
The “Register” section in My Account only appears if you have checked the option “Allow customers to create an account on the ‘My account’ page” inside WooCommerce → Settings → Accounts & Privacy → Account creation
(3) The Last checkbox allows you to add a Birthday Field in the “My account → Account details” page
Once you have checked the required options, click on “Save Changes”
Create the Points and Rewards System
Instructions
In your WordPress administration, go into WooRewards → Points and Rewards and click on Add a standard Points and Rewards system.
This will create a new loyalty program and open a new screen to set it up.
Points
Instructions
In the points group, click the Add button and select Birthday from the Miscellaneous category.
Click on “Next“. On the Birthday settings, click on “Early trigger”
Now fill in the new field with the number 3 and keep Days as period.
Click on Save
Information
In the Birthday settings, we didn’t change the Earned points ( 1 point ) because we will only need one point to deliver the discount coupon.
In the Birthday settings, we assumed that we were using the WooRewards default field set in the Requirements. The default field uses “billing_birth_date” as Birthday meta key.
In case you use a third party registration form, you can set the database user meta key used for the birthday date.
Reward
Instructions
In the points group, check that your Rewards Type is set on Rewards.
Then click on Add.
Select the Fixed/Percentage discount from the Coupons category.
Click on Next
Set the following options :
Click on Save
Information
In the reward you can also limit the coupon validity period checking the dedicated option.
Here for example, we could have set 4 days validity period.
General Settings
Instructions
In the General Settings group :
Set the following options :
Advanced Settings
Instructions
In the Advanced Settings group :
Set the following options :
Now you can click on Save Changes. Your Birthday Points and Rewards System is ready to go.
How to test the Points and Rewards System
Warning
WooRewards Birthday event has securities to prevent customer of abusing the system. You can’t try the system twice with the same user.
WooRewards Birthday event works on a daily CRON event. Birthdays will be checked once each day.
Instructions
Create a new user, using the My Account registration page.
Fill the Birthday with the current date + 4.
Wait until the next day
In your WordPress administration, go into WooRewards → Customers and check your test user.
Information
The value will be 0 (ZERO) because the test user got 1 point at birthday CRON event, but this point has automatically unlocked the discount coupon reward.
Instructions
Click on the value 0 to pop up the history.
You should see at least 2 lines.
A line for the Birthday Event that gave 1 point, and another line for unlocking the reward for 1 point.