Loyalty Programs Events

Created 16 February 2026 • Updated 16 February 2026

Birthday Event

Loyalty events can be created to deliver added value to members of loyalty programmes. The system currently supports Birthday Events, which are triggered using birthday data held for loyalty customers.

Remember, if rewards are to be offered based on birthdays, this information must be captured during customer registration.

A birthday event created within Programs → "Program" → Events is not connected with the reward, Item for Birthday

The event is only applicable to loyalty customers that have their birthday details stored on the system

Birthday Event Topics
Navigate to Loyalty → Programs → "Select Program" → Events

Creating a Birthday Event

  1. Click +Create New

  2. Select Birthday Event

  3. Enter the Event Name

  4. Enter the Amount to Credit and select the Value Type - Points or Currency

    This will be credited to members current balances
  5. Set the Valid From and Valid To date range

    Leaving the valid from / to blank will start the event immediately and never expire
  6. Set the Availability of Credit before and after birthday fields

    For example, to ensure that members of this loyalty program can use their birthday event credit for one month before and one month after their birthday, choose 'Month' for Before and Expiry Interval Type, and enter '1' in each of the Before and Expiry interval fields

  7. Click Save