Item for Birthday

Loyalty card holders can be rewarded when it is their birthday.

About Item for Birthday

A quantity of items or a discount can be credited to a loyalty account based on their birthday.

• Product Name and Aztec ID identify the item that is being made available for this reward. Both items can be viewed in Aztec Product Modelling

• Discount Price or Discount Percent defines how much the item is reduced in price, either by an amount or by a percentage discount. You can only use one of these fields, not both

• Valid From 00:00 (12am) On and Valid To 00:00 (12am) On show the only date range that this Reward can be applied. This can be left blank if there are no date restrictions

  Valid To 00:00 (12am) On is not inclusive. For example, if 02-Dec-2026 is entered, the Reward is only valid up until that date; it does not include the 2nd

• The number of Points needing to be redeemed to obtain the birthday reward specified

  The Quantity Available of the free or reduced item awarded for the birthday promotion, such as 2 free bottles of wine or 2 half-price beers

• The Availability section allows you to set the period of use that the birthday event reward can be used. For example, you can set a benefit credited (such as discounted or free item item) to be available to redeem for example up to 2 weeks before a card holder’s birthday and for example up to one month after their birthday

  Note that this is separate to the Valid From / To Dates above in that even if the To Date has passed, the reward can still be redeemed up to 1 month after their birthday. The Before Birthday and After Birthday fields can be set to None, Day, Week or Month interval types and the Before Intervals and After Intervals fields require the entry of a number to define the length of the expiry period

• The Available to Account Tiers section allows you to make this reward only available to specific account tiers. By selecting the Available To Account Tiers check box, you can select one or more tiers from the list of tiers displayed in the drop-down list. Click to highlight a single tier or Ctrl+Click to multi-select tiers. Leave this check-box unselected for this reward to apply to all accounts, regardless of their tier. Account tiers are defined in Defining Account Tiers

• The Available at Sites section allows you to apply the reward to certain sites only. To apply to specific sites, click the Only Available at Specific Sites check box and then select the site(s) from the estate structure. To ensure the reward is applicable to all sites, leave the check box unchecked

• The Limit Reward to section (if used) provides the ability to specify exact days or times on which the reward is available. Click Add Schedule to choose a specific day or date or month or time (you can add more than one day by repeating this action). If not used `All’ is displayed and the reward is always available

• Within the Reporting section, select the include Balance in Extracts check box if you want the balance of this reward to be included in the Balances extract. Only those rewards that are deemed 'free' will be exported. If the reward is defined as having a value of points to be exchanged, or to be available at a certain price / discount, then the balance will not be exported

• Balance Widget Display is described in Displaying Widget Balances