Birthday store credit benefit

Reward loyal members by issuing store credit on their birthday!

If you are using customer accounts, store credit is delivered automatically to the customer account when the customer logs into your store. They can use it as a payment method at checkout.

If you are using legacy customer accounts, the store credit will be delivered automatically as a discount code in their member portal area. To use the store credit, the customer just has to purchase their items and then when they are on the checkout page, apply the discount codes.

If you are using customer accounts, enable Store Credit on your store. Follow the Store Credit setup instructions.

1. From the main menu, click Benefits.

1. Find the membership tier you want to add this benefit to and click Edit Benefits.

1. Next find the Birthday Store Credit row and then toggle the Birthday Store Credit benefit to Enabled.

1. Click Edit.

1. Now enter a name for your birthday store credit benefit e.g. Birthday Store Credit

1. Enter a description e.g. Receive store credit on your birthday

1. Enter the store credit amount a new member will receive on their birthday. This gets delivered to them automatically.

1. For Legacy Customer Accounts Only: This is optional but you can also set an expiry date for the store credit discount code that is created.

1. Click Save.

1. When a member logs into their account, they will see a birthday section where they can enter their birthday.