Birthday Store Credit Benefit

Reward loyal members by issuing store credit on their birthday!

Note: If you are using customer accounts, the store credit will be delivered automatically as store credit in their customer account when they log into your store. To use the store credit, the customer just has to log in and then purchase their items. Then when they are on the checkout page, they can select the store credit as a form of payment.

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.

IMPORTANT: If you're using customer accounts, please enable Store Credit on your store. Click here for instructions on how to do this.

1. From the main menu, click on Benefits.

1. Next find the membership tier you want to add this benefit to and click on the Edit Benefits button.

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

1. Click on the Edit button.

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.