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Birthday Gift

 

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.

Summary

  1. The Requirements
  2. Create the Points and Rewards System
  3. Points
  4. Reward
  5. General Settings
  6. Advanced Settings
  7. How to test the Points and Rewards System

 

1 – 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 → Birthday Settings

 

(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

2 – 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.

3 – Points

Instructions

In the points group, click the Add button and select “Birthday

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.

 

4 – Reward

Instructions

In the points group, check that your Rewards Type is set on Rewards.

Then click on Add.

Select the Fixed/Percentage discount

Click on Next

Set the following options :

  • Title : Birthday Coupon
  • Description : For your Birthday, get our wishes and a 10% discount Coupon on your next order.
  • Coupon description : 10% discount on your next order as Birthday gift.
  • Points needed : 1 (only 1 point required to unlock this reward).
  • Discount type : Percentage discount.
  • Auto-apply on next cart : checked. Your customer will not have to enter their coupon code, it will be automatically applied.

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.

5 – General Settings

Instructions

In the General Settings group :

Set the following options :

  • Status : ON
  • Title : Birthday Special Discount
  • System Type : Permanent

 

6 – Advanced Settings

Instructions

In the Advanced Settings group :

Set the following options :

  • Point Reserve : Keep it empty.
  • Allowed Roles : Keep it empty.
  • Denied Roles : Keep it empty.
  • Automatic Rewards Redeem : Set it to Unlock best rewards first

Now you can click on Save Changes. Your Birthday Points and Rewards System is ready to go.

7 – 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.

 

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