{"id":27982,"date":"2025-04-01T10:21:31","date_gmt":"2025-04-01T14:21:31","guid":{"rendered":"https:\/\/plumrocket.com\/docs\/?p=27982"},"modified":"2025-04-16T11:11:41","modified_gmt":"2025-04-16T15:11:41","slug":"how-to-create-and-edit-the-customer-birthday-earning-rule","status":"publish","type":"post","link":"https:\/\/plumrocket.com\/docs\/magento-reward-points\/v1\/userguides\/customer-birthday","title":{"rendered":"How to Create and Edit the Customer Birthday Earning Rule"},"content":{"rendered":"\n

To create and edit a Customer Birthday<\/strong> reward earning rule in Plumrocket Reward Points, navigate to Plumrocket -> Reward Points -> Earning Rules<\/strong> in your Magento admin panel. This rule allows you to reward customers on their birthdays, encouraging engagement and loyalty.<\/p>\n\n\n\n

In this article, you can explore a detailed guide on how to configure rules properly, as well as review the most common use cases demonstrating how these rules can be applied for real offers.<\/p>\n\n\n\n

\n
1. Configuration Guide<\/strong><\/a><\/div>\n\n\n\n
2. Use Case Examples<\/strong><\/a><\/div>\n<\/div>\n\n\n\n

General Configuration<\/h2>\n\n\n\n
\n

Step-by-step guide:<\/p>\n\n\n\n

  1. Select Customer Birthday<\/strong> in the Type <\/strong>field.<\/li>
  2. Press the Continue <\/strong>button.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
    \"magento<\/figure>\n\n\n\n
    \n

    Step-by-step guide:<\/p>\n\n\n\n

    1. Type the Rule Name<\/strong>.<\/li>
    2. Choose whether the current rule should be Active<\/strong>.<\/li>
    3. Select the Websites <\/strong>for which the rule should be applied.<\/li>
    4. Select the Customer Groups<\/strong> for which the rule should be applied.<\/li>
    5. Specify the Active From Date<\/strong>.<\/li>
    6. Specify the Active To Date<\/strong>.<\/li>
    7. Select the rule Priority<\/strong>.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
      \"magento<\/figure>\n\n\n\n

      Conditions<\/h2>\n\n\n\n
      \n

      Step-by-step guide:<\/p>\n\n\n\n

      1. Set the rule Conditions<\/strong>: set the specified requirements for the customers that should receive the reward points or leave it blank to cover all customers with this rule.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
        \"magento<\/figure>\n\n\n\n

        Actions<\/h2>\n\n\n\n
        \n

        Step-by-step guide:<\/p>\n\n\n\n

        1. Specify the Reward Points Amount<\/strong>.<\/li>
        2. Discard Subsequent Rules<\/strong>: choose whether or not to apply other earning rules after this one. If set to Yes<\/strong>, no subsequent rules will be processed; if No<\/strong>, other eligible rules may still apply.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
          \"magento<\/figure>\n\n\n\n

          Descriptions<\/h2>\n\n\n\n
          \n

          Step-by-step guide:<\/p>\n\n\n\n

          1. Set the Default Rule Label for All Store Views<\/strong>: this option allows admin to add the default rule label for all store views.<\/li>
          2. Set the Default Store View<\/strong>: enter the rule label for the specific Store View.<\/li>
          3. Save <\/strong>the changes.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
            \"magento<\/figure>\n\n\n\n

            Use Case Examples<\/h2>\n\n\n\n

            Example 1: Reward Customers with Birthday Points<\/h3>\n\n\n\n

            Scenario<\/strong><\/p>\n\n\n\n

            You want to send birthday reward points<\/strong> automatically to customers on their special day as a gesture of appreciation.<\/p>\n\n\n\n

            Expected Result<\/strong><\/p>\n\n\n\n

            Each customer will receive the configured amount of reward points (e.g., 200 points) on their birthday<\/strong>. The points are added automatically once per year, creating a positive brand impression and encouraging return visits around the customer’s birthday.<\/p>\n\n\n\n

            Rule Configuration<\/strong><\/p>\n\n\n\n

            \n

            Step-by-step guide:<\/p>\n\n\n\n

            1. Leave Conditions <\/strong>empty to apply the rule for all the customers.<\/li>
            2. Specify the\u00a0Reward Points Amount<\/strong>\u00a0that should be granted to all customer on their Birthday (for example, 200 reward points).<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
              \"magento<\/figure>\n\n\n\n

              Example 2: Birthday Points for Customers in Specific Countries<\/h3>\n\n\n\n

              Scenario<\/strong><\/p>\n\n\n\n

              As part of a regional promotion<\/strong>, you want to send birthday points<\/strong> only to customers from a certain country<\/strong> (e.g., Australia).<\/p>\n\n\n\n

              Expected Result<\/strong><\/p>\n\n\n\n

              On their birthday, customers whose account country is set to Australia will receive reward points<\/strong> (e.g., 300 points). Customers from other countries<\/strong> will not be affected by this rule. This allows for targeted marketing based on location.<\/p>\n\n\n\n

              Rule Configuration<\/strong><\/p>\n\n\n\n

              \n

              Step-by-step guide:<\/p>\n\n\n\n

              1. Configure the Country <\/strong>condition to ensure that only specific customers (for example, from Australia) will activate this rule.<\/li>
              2. Specify the\u00a0Reward Points Amount<\/strong>\u00a0that should be granted to the customer on their Birthday (for example, 300 reward points).<\/li><\/ol>\n<\/div><\/div>\n\n\n\n
                \"magento<\/figure>\n\n\n\n

                <\/p>\n","protected":false},"excerpt":{"rendered":"

                To create and edit a Customer Birthday reward earning rule in Plumrocket Reward Points, navigate to Plumrocket -> Reward Points -> Earning Rules in your Magento admin panel. This rule allows you to reward customers on their birthdays, encouraging engagement and loyalty. In this article, you can explore a detailed guide on how to configure … <\/p>\n

                Continue reading “How to Create and Edit the Customer Birthday Earning Rule”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[405],"tags":[],"yoast_head":"\nHow to Create and Edit the Customer Birthday Earning Rule - Plumrocket Documentation<\/title>\n<meta name=\"description\" content=\"To create and edit a Customer Birthday reward earning rule in Plumrocket Reward Points, navigate to Plumrocket -> Reward Points -> Earning Rules in your\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/plumrocket.com\/docs\/magento-reward-points\/v1\/userguides\/customer-birthday\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create and Edit the Customer Birthday Earning Rule\" \/>\n<meta property=\"og:description\" content=\"To create and edit a Customer Birthday reward earning rule in Plumrocket Reward Points, navigate to Plumrocket -> Reward Points -> Earning Rules in your\" \/>\n<meta property=\"og:url\" content=\"https:\/\/plumrocket.com\/docs\/magento-reward-points\/v1\/userguides\/customer-birthday\" \/>\n<meta property=\"og:site_name\" content=\"Plumrocket Documentation\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-01T14:21:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-16T15:11:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/plumrocket.com\/docs\/wp-content\/uploads\/2025\/03\/magento-2-reward-points-customer-birthday-general1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Plumrocket\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to Create and Edit the Customer Birthday Earning Rule - 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