Birthday email
Send birthday points from Chargezen Rewards with an email on the day, and reach birthday months in SmartyTap campaigns with the Birthday condition.
Last updated: 2026-10-19
A birthday email is one of the few marketing emails customers are glad to get. In Chargezen it comes with Rewards: on the day, the customer gets your birthday points, plus any tier bonus, and an email telling them so. Points and email arrive together, without a flow to maintain.
How it works
The birthday email runs on the Rewards birthday rule rather than a flow trigger, with the same parts:
- Trigger: the customer's birthday. Chargezen checks once a day.
- Rule: birthday points at most once per calendar year. The first saved birthday counts.
- Email: a birthday email that says how many points they got.
Set it up
Turn on the birthday rule
In Rewards, set how many points a birthday earns.
Collect birthdays
Customers add theirs in the rewards panel, and your team can add it to the customer too.
Edit the email
Make the birthday email sound like you: wish them a happy birthday, say how many points they got and what those points can buy.
Let it run
Chargezen sends on each customer's birthday.
Birthday-month campaigns
Birthday is also a condition in Segments, under Customer profile. Build a segment of customers with a birthday this month and send them a campaign, like early access or a gift with purchase.
Give enough points to matter on a typical order, not a token amount, and invite customers to save their birthday soon after they join Rewards.
FAQ
Can customers change their birthday to get points again?
No. The first saved birthday counts, and birthday points are awarded at most once per calendar year.
When does the email send?
On the customer's birthday. Chargezen checks for birthdays once a day.
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