Welcome to the birthday gift tutorial. In this tutorial, we’ll see how to send your customers a coupon every year for their birthday. We’ll see both how to set up the system and how to let customers input their date of birth.

Date of Birth field

Before sending your customers a gift for their birthday, you first have to let them to input their birth date on their profile. In order to do so, go to the following page :

Once you’re there, check the following boxes :

• Display a birthday field in the ‘checkout’ page when the user register at the same time.
• Display a birthday field in the ‘my account register’ page.
• Display a birthday field in the ‘my account -> details’ page.
• Display Debug information about birthday point earning in user backend profile.

Now that customers can enter their birth date, you can set up your birthday system accordingly

Create the Birthday System

Let’s start by creating the points and rewards system and set the basic options. First, go to the following page and create your system :

You’re redirected to a new page. This is where you set up all the details of your system. Since this one is a very simple one, all you have to do for now is give it a name and save.

You should notice a Title input glowing in the General Settings group. Name your system how you want and hit the Save Changes button on the top right of the page.

Now that the system is set, it’s time to add the birthday options

Birthday Event

In WooRewards, you can’t give a reward directly for a specific event. Events or actions reward users with points. Then, you can turn these points into rewards. Therefore, we first need to give a point to customers for their birthday.

That’s it for the birthday event. We’ll now set up the coupon customers will receive for their birthday

Birthday Coupon

We’ll send customers a $5 coupon for their Birthday. Let’s start :

It’s now time to set up the coupon

That’s it for the system settings. You can save it.

Preventing Abuse