Make their birthday feel like a gift from you.
Customers save their birthday once. On the day, Chargezen adds their birthday points and sends the birthday email, once a year.
- per customer
- Once a year
- per customer
- plus a tier bonus
- Points
- plus a tier bonus
- birthday check
- Daily
- birthday check
What is a birthday email?
A birthday email is a yearly message on a customer’s birthday, usually with a small gift. 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.
Anatomy of the birthday email.
It runs on the Rewards birthday rule rather than a flow trigger, with the same idea: a trigger, a rule and an email.
| Part | Setting | Why |
|---|---|---|
| Trigger | The customer’s birthday | Chargezen checks for birthdays once a day. |
| Where the birthday comes from | The customer saves it in your rewards panel, or your team adds it | The first saved birthday counts, so it can’t be changed to collect points twice. |
| Reward | Your "Celebrate a birthday" points, plus the customer’s tier birthday bonus | Higher tiers can get more on their birthday. |
| Re-entry | Once per calendar year | Points are awarded at most once a year, even if the check runs again. |
| When the birthday is first saved | Birthday points can be awarded then too | Thanks customers for telling you. |
| The Rewards points email | Tells the customer what they got. Edit it with your other Rewards emails. |
How to set it up.
- 1
Turn on the birthday rule
In Rewards, set how many points a birthday earns.
- 2
Ask for birthdays
Customers add theirs in the rewards panel; your team can add it too.
- 3
Edit the email
Make the birthday email sound like you.
- 4
Let it run
Chargezen checks every day and sends on the birthday.
Example email.
An outline for the birthday points email.
- Subject
- Happy birthday, {{ profile.first_name }}
- Preview text
- We added a little something to your account.
- Body
- Wish them a happy birthday, say how many points they got and what those points can buy.
- Button
- A link to spend their points.
- Footer
- {{ shop.name }} and your mailing address.
What makes it work.
Make the gift useful
Enough points to matter on a typical order, not a token amount.
Ask early
Invite customers to save their birthday soon after they join Rewards.
Use it in campaigns too
Birthday is also a SmartyTap segment condition, for campaigns to birthday months.
Let every order start the right email.
Flows, campaigns, forms and customer data in one app, on the same customer record as the rest of Chargezen.
- Starter $20 a month
- Pro $199 a month
- Same features on both plans
Common questions
A birthday email is a yearly message on a customer’s birthday, usually with a small gift. In Chargezen, customers get your birthday points, plus any tier bonus, and an email telling them so.
No. The first saved birthday counts, and birthday points are awarded at most once per calendar year.
Yes. The birthday email runs on the Rewards birthday rule, so the points and the email arrive together.
Chargezen checks for birthdays once a day and sends on the customer’s birthday.
SmartyTap Starter is $20 a month for 2,500 contacts and 25,000 emails. Pro is $199 a month, or $1,990 a year, for 25,000 contacts and 250,000 emails. Flows are included in both plans.
Keep exploring SmartyTap.
