---
title: "Birthday rewards"
slug: "birthday-rewards"
description: "The user manual provides comprehensive guidance on using the Antavo Management UI for managing loyalty programs."
updated: 2024-07-09T08:15:14Z
published: 2024-07-09T08:15:14Z
canonical: "docs.antavo.com/birthday-rewards"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antavo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Birthday rewards

Recognizing customers on their birthdays is an excellent way to show appreciation and foster positive emotional connection.

⚠️

Please ensure to provide Antavo with your customers’ birthdate data in the birth_date customer attribute for accurate and timely delivery of birthday rewards.

**The cases we will explore in this article**

- [Case 1: Customers receive a 10% off coupon on their birthdays](/v1/docs/birtday-rewards#case-1-customers-receive-a-10-off-coupon-on-their-birthdays)
- [Case 2: Customers in each tier get a different amount of points as a gift on their birthdays](/v1/docs/birtday-rewards#case-2-customers-in-each-tier-get-a-different-amount-of-points-as-a-gift-on-their-birthdays)
- [Case 3: Customers get a 10% coupon on the first day of the month of their birthday](/v1/docs/birtday-rewards#case-3-customers-get-a-10-coupon-on-the-first-day-of-the-month-of-their-birthday)
- [Case 4: Evaluate the effectiveness of various types of birthday rewards](/v1/docs/birtday-rewards#case-4-evaluate-the-efficiency-of-various-types-of-birthday-rewards)

## Case 1: Customers receive a 10% off coupon on their birthdays

In our first use case, we’ll demonstrate how to award a 10% coupon code to customers on their birthday.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/1-1-2.png)

1.****Open **Workflows management**and click **Create new workflow**

2. **Name** the workflow****and click**Create**

3. Drag and drop an **On a date trigger** to the canvas

- Set the **recurrence** of the trigger to *Daily*, so that it runs daily
- Choose the **time of day** when the coupon will be issued
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/trigger-2.jpg)

*In this example, the workflow will send a coupon at****7 am****to every customer having a birthday on the current day.*

4. Add a **Customer attribute filter** to the canvas and connect it to the **On a date** trigger

In this filter, define which customers the workflow should be applied to.

- Select *Birth date* as the **customer attribute name**
- Add the *in date* **operator**
- Set the **value** to *this day*
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/filter-1.jpg)

*This filters customers who have their birthdays on the current day.*

5. Add an **Assign coupon action**to the canvas and connect it to the **success (green) branch** of the Customer attribute filter

In this step, we will set up all the information needed to define the 10% off coupon codes to be assigned to customers

- Choose the **coupon source**
  - **Generate**: If you want Antavo to generate codes, define the coupon pattern in the Pattern field, using:

For example, BIRTHDAY### generates codes like BIRTHDAY596.
    - # for digits (0-9),
    - @ for alphabetic characters (A-Z),
    - * for alphanumeric characters
    - all other characters can be added as literals
  - **Remote**: If you prefer more control, set a callback URL endpoint in the URL field to provide coupon codes.
- Set the **coupon type** to *percentage*
- Set the **value** of the coupon to *10*
- Set the **expiration time** (optional)
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/coupon-10-off.png)

*In this example, we’ve set up a 10% percent coupon generated by Antavo with an expiration time of 4 months.*

6. Add a **Webhook message action** to the canvas and connect it to the **success (green) branch** of the Assign coupon action

As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them. Antavo can provide you with the necessary information in the form of a webhook message. This way, you can send a notification to your customers through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step, we will set up a webhook message, but make sure you consult with your developer team and refer to [Actions articles](/v1/docs/actions) beforehand.

- Add the **URL** of the webhook endpoint that your developers have set up
- Set a **timeout value** for the webhook request in seconds This is optional, but if you leave it blank, the default value of 1 second will be applied.
- Set the**content type** The data can be sent in either URL-encoded or in JSON format, whichever is more comfortable for your developer.
- In the **Fields** section, add the list of the information you need Antavo to provide
- Click the **Update** button

Please, make sure to consult with your developer when setting up webhook messages.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/webhook_coupon-6 (1).png)

*In this example, we have added all the coupon redemption information to the webhook message, including the customer ID, coupon code, coupon value, coupon type, and expiration date. We used the JSON content type and the appropriate key format.*

**If you have a Trigger Marketing Communication action node in the left sidebar**, you don’t need to process a webhook message. Antavo can trigger an event in your newsletter provider, which will send coupon codes to your customers. To use the out-of-box solution, add a **Trigger Marketing Communication action** instead of the Webhook message action this way:

6. Add a **Trigger Marketing Communication action**to the canvas and connect it to the **success (green) branch** of the Assign coupon action

- Select the event you would like to trigger from the dropdown list that appears in the **Event** field
- Fill the **Payload** with the content you want to include in the event
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/external-event.jpg)

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking the**Save** button before closing the page. When you want to activate your workflow, set the status to *Active* at the top of the canvas.

---

## Case 2: Customers in each tier get a different amount of points as a gift on their birthdays

In addition to coupon codes, you can reward your customer with bonus points on their birthdays, providing the freedom to choose how they want to use their gift. The Workflows module offers the possibility to add a different number of bonus points based on any customer attribute. In this example, customers in a higher tier will receive more bonus points than those in a lower customer tier. Basic tier customers should receive 50 points, while Premium tier customers should receive 100 points.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/flow.png)

1.****Open **Workflows management**and click **Create new workflow**

2. **Name** the workflow****and click**Create**

3. Drag and drop an **On a date trigger** to the canvas

- Set the **recurrence** of the trigger to *Daily*, so that it runs daily
- Choose the **time of day** when the coupon will be issued
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/trigger-3.jpg)

*In this example, the workflow will assign bonus points to every customer who has their birthday on the current day, at 7 am.*

**4.**Add two**Customer attribute filters** to the canvas and connect them to the On a date trigger on **separate branches**

The **first filter** will define Basic tier customers who have their birthdays on the current day:

- Select *Birth date* as the first **attribute name**
- Add the *in date* **operator**
- Select *this day*
- Click the **AND** button
- Select *tiers.{unique_id}._id* as the second **attribute name** where *{unique_id}* is the **ID** of the tier structure
- Add the *equals with* **operator**
- Set the**value** to *Basic* Use the name of the tier set up in the [Tiers](/v1/docs/tiers) module.
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/cust_att_birthday.PNG)

*This is how Basic tier customers, who have their birthdays on the current day, are filtered.*

The **second filte**r will define Advanced tier customers who have their birthdays on the current day:

- Select *Birth date* as the first **attribute name**
- Add the *in date***operator**
- Set the **value** to *this day*
- Click on the **AND** button
- Select *tiers.{unique_id}._id* as the second **attribute name** where *{unique_id}* is the **ID** of the tier structure
- Add the *equals with* **operator**
- Set the **value** to *Advanced* Use the name of the tier set up in the [Tiers](/v1/docs/tiers) module.
- Click the *Update* button

If you have more than two tiers in your loyalty program, **add more Customer attribute filters** to define each tier.

5. Add two **Campaigns bonus actions** to the canvas and connect them to the **success (green)** branches of the corresponding filters

The **first action** will define the number of bonus points that Basic tier customers will receive:

- Set **Points** to *50*
- Fill in the **Description** field This message will appear on the Points history page, indicating why 50 points were added to the customer’s balance.
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/bonus-points-1.png)

*In this example, we have set up a 50-point bonus.*

The **second action** will define the number of bonus points that Advanced tier customers will receive:

- Set **Points** to *100*
- Fill in the **Description** field This message will appear on the Points history page, indicating why 100 points were added to the customer’s balance.
- Click the **Update** button

If you have defined more customer filters, connect a Campaign bonus action to each.

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking the **Save** button before closing the page. When you want to activate your workflow, set the status to *Active* at the top of the canvas.

---

## Case 3: Customers get a 10% coupon on the first day of the month of their birthday

This case will be structured very similarly to the first one. The only difference is the day when customers receive their coupon code reward.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/birtday-coupon-flow.png)

1.****Open **Workflows management**and click **Create new workflow**

2. **Name** the workflow****and click**Create**

3. Drag and drop an **On a date trigger** to the canvas

- Set the **recurrence** of the trigger to *Monthly*, so that the workflow runs every month
- Choose the *first day of the month* when the coupon will be issued
- Choose the *time of the first day of the month* when the coupon should be issued
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/birthday-monthly-trigger.png)

*In this example, the workflow will send a coupon on the first day of every month at 7 am to every customer whose birthday is in the current month.*

4. Add a **Customer attribute filter** to the canvas and connect it to the On a date trigger

In this filter, we will define which customers the workflow should be applied to:

- Select *Birth date* as the **customer attribute name**
- Add the *in date* **operator**
- Set the **value** to*this month*
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/birthday-customer-month.png)

*This is how customers who have their birthdays in the current month are filtered.*

5. Add an **Assign coupon action** to the canvas and connect it to the **success (green) branch** of the Customer attribute filter

In this step, we will set up all the information needed to define the 10% off coupon codes to be assigned to customers.

- Choose the **coupon source**
  - **Generate**: If you want Antavo to generate codes, define the coupon pattern in the Pattern field, using:

For example, BIRTHDAY### generates codes like BIRTHDAY596.
    - # for digits (0-9),
    - @ for alphabetic characters (A-Z),
    - * for alphanumeric characters
    - all other characters can be added as literals
  - **Remote**: If you prefer more control, set a callback URL endpoint in the URL field to provide coupon codes.
- Set the **coupon type** to *percentage*
- Set the **value** of the coupon to *10*
- Set the **expiration time** (optional)
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/coupon-10-off-1.png)

*In this example, we set up a 10% percent coupon generated by Antavo with an expiration time of 4 months.*

6. Add a Webhook message action to the canvas and assign it to the success (green) branch of the Assign coupon action

As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them. Antavo can provide you with the necessary information in the form of a webhook message. This way, you can send a notification to your customers through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step, we will set up a webhook message, but make sure you consult with your developer team and refer to [Actions articles](/v1/docs/actions) beforehand.

- Add the **URL** of the webhook endpoint that your developers have set up
- Set a **timeout value** for the webhook request in seconds This is optional, but if you leave it blank, the default value of 1 second will be applied.
- Set the**content type** The data can be sent in either URL-encoded or in JSON format, whichever is more comfortable for your developer.
- In the **Fields** section, add the list of the information you need Antavo to provide
- Click the **Update** button

Please, make sure to consult with your developer when setting up webhook messages.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/webhook_coupon-6.png)

*In this example, we have added all the coupon redemption information to the webhook message, including the customer ID, coupon code, coupon value, coupon type, and expiration date. We used the JSON content type and the appropriate key format.*

**If you have a Trigger Marketing Communication action node in the left sidebar**, you don’t need to process a webhook message. Antavo can trigger an event in your newsletter provider, which will send coupon codes to your customers. To use the out-of-box solution, add a **Trigger Marketing Communication action** instead of the Webhook message action this way:

6. Add a Trigger Marketing Communication action to the canvas and connect it to the success (green) branch of the Assign coupon action

- Select the event you would like to trigger from the dropdown list that appears in the **Event** field
- Fill the **Payload** with the content you want to include in the event
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/external-event-1.jpg)

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking the**Save** button before closing the page. When you want to activate your workflow, set the status to *Active* at the top of the canvas.

---

## Case 4: Evaluate the efficiency of various types of birthday rewards

In this case, we are testing 3 types of rewards by splitting the *Advanced tier* segment into 4 equal groups. The first 25% group will receive a 10 EUR coupon, the second 25% group will receive a 10% off coupon, and the third 25% will receive 100 bonus points. The final group of 25% will be the control group, which will not receive any reward, so you can identify external factors when analyzing the effectiveness of different incentives at the end of your campaign.

To further sophisticate the workflow, we have added two customer filters as well: we will target English-speaking customers and those who are signed up for email communication.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/ab-test-with-birthday-gifts.png)

1.****Open **Workflows management**and click **Create new workflow**

2. **Name** the workflow****and click**Create**

3. Drag and drop an **On a date trigger** to the canvas

- Choose the *repeat***option** to set the workflow to begin every day
- Define the testing period by setting a **Start date** and an **End date**
- Set the trigger **recurrence** to *Daily* so the workflow will run daily
- Choose the **time of day** when the customer should receive the rewards
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/ab-test-with-birthday-gifts-on-date-trigger.png)

*In this example, the workflow will send a reward at 7 am to every customer who has a birthday on the current day, during the month of November.*

**4.**Add a **Customer attribute filter** to the canvas and connect it to the On a date trigger

In this example, we will restrict our A/B test to customers who meet 3 requirements:

- **Birthday criteria**
  - Select *Birth date* as the first **attribute name**
  - Add the *in date* **operator**
  - Set the**value** to *this day*
- **Tier criteria**
  - Click on the**AND** button
  - Select *tiers.{unique_id}._id* as the second **attribute name** where *{unique_id}* is the ID of the tier structure
  - Add the *equals with* **operator**
  - Set the **value** to *Advanced*
- **Segment criteria** Before you add the filter, make sure you have the segment [created under the Customer insights menu](/v1/docs/segments) or synced from your email service provider.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/cust_att(3).PNG)
  - Click on the **AND** button
  - Select *Relations* as the **attribute name**
  - Add the *in segment* **operator**
  - Set the **value** to *signed up to email*

*This is how Advanced tier customers are filtered whose birthdays fall on the current day and who are email subscribers.*

**5. Add 3 A/B test actions** to the canvas and connect them to the **success (green) branch** of the Customer attribute filter

In this step, we will split the selected customers into four test groups and attach the customer list to which they will be added automatically. Make sure you create four lists for the four test groups under the Customer insights menu before you start setting up the A/B test.

- 25% will be added to the 10% coupon list
- 25% will be added to the 10 EUR coupon list
- 25% will be added to the 100 bonus points list
- 25% will be added to the control group list

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/ab-test.jpg)

**6. Add an Assign coupon action** to the canvas and connect it to the **A endpoint** of the A/B test action

- Choose the **coupon source**
  - **Generate**: If you want Antavo to generate codes, define the coupon pattern in the Pattern field, using:

For example, BIRTHDAY### generates codes like BIRTHDAY596.
    - # for digits (0-9),
    - @ for alphabetic characters (A-Z),
    - * for alphanumeric characters
    - all other characters can be added as literals
  - **Remote**: If you prefer more control, set a callback URL endpoint in the URL field to provide coupon codes.
- Set the **coupon type** to *amount*
- Set the **value** of the coupon to *10*
- Set the **expiration time** (optional)
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/assigncoupon_1.jpg)

*In this example, we have set up a 10 EUR coupon generated by Antavo with an expiration time of 1 month.*

**7. Add an Assign coupon action** to the canvas and connect it to the **B endpoin**t of the A/B test action

- Choose the **coupon source**
  - **Generate**: If you want Antavo to generate codes, define the coupon pattern in the Pattern field, using:

For example, BIRTHDAY### generates codes like BIRTHDAY596.
    - # for digits (0-9),
    - @ for alphabetic characters (A-Z),
    - * for alphanumeric characters
    - all other characters can be added as literals
  - **Remote**: If you prefer more control, set a callback URL endpoint in the URL field to provide coupon codes.
- Set the **coupon type** to *percentage*
- Set the **value** of the coupon to *10*
- Set the **expiration time**
- Click the**Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/assigncoupon_2.jpg)

*In this example, we have set up a 10% off coupon generated by Antavo with an expiration time of 1 month.*

**8. Add a Campaign bonus action** to the canvas and connect it to the **C endpoint** of the A/B test action

- Set the **Points** to *100*
- Fill in the **Description** field This message will appear on the Points history page, indicating why 100 points were added to the customer’s balance.
- Click the **Update** button

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/campaign_bonus.jpg)

*In this example, we have set up a 100-point bonus.*

Congrats, your campaign is all set! Don’t forget to save your workflow by clicking**Save** before closing the page. When you are ready to activate your workflow, set the status to *Active* on the top of the canvas.