Birthday store credit benefit

Reward loyal members by issuing store credit on their birthday!

If you are using Shopify customer accounts, earned store credit is issued to the customer's Shopify account. The customer signs in to view their balance and 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.

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

Current Memberply interface with sample data.

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

2. Click Edit.

Current Memberply interface with sample data.

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

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

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

4. Choose how long each birthday credit remains valid. Select a number of days, months, or years, or choose No Expiry. For Shopify customer accounts, this expiry is applied to the native store-credit grant. For legacy customer accounts, it is applied to the discount code.

5. Click Save.

Current Memberply interface with sample data.

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

What members need to do

Members enter their birth month and day in the birthday section of their membership area. This is available in both Shopify customer accounts and the legacy Memberply dashboard. Memberply does not ask for a birth year. Once saved, the birthday is displayed without a self-service edit option, so members should contact the store if it needs correcting.

Birthday awards are processed by a daily background check using UTC. Members need active benefit access and the Birthday Store Credit benefit enabled for their tier. Credit is awarded once per member per year; a February 29 birthday is treated as March 1 in a non-leap year. Saving a birthday does not immediately issue a gift, so members should add it before the date.

Current Memberply interface with sample data.