🔗 Birthday & Anniversary Program Setup Guide

🔗 Setup

The Birthday & Anniversary program evaluates users eligible to earn rewards with a custom field. By default this custom field is birthday. This field must be an ISO 8601 date without the year for customers to successfully evaluated. Follow the --MM-DD format.

Ex. June 10, 1980 = --06-10

Please refer to our documentation for more information about custom fields and SaaSquatch.

🔗 Rules

Once your users are set up to be evaluated by the program, you can choose your program rules. This section contains an outline of the available rules for the Birthday & Anniversary program.

🔗 Reward Users this many days before their Birthday or Anniversary

This rule lets you determine if customers should be rewarded either on the actual date, or at the beginning of their birth/anniversary month. If you choose to reward customers on their date, you also have the option to set how many days before you want to issue the reward.

This value must be no less than 0 and no greater than 365.

🔗 Begin Rewarding Mode

If you select the ‘Anniversary Month’ option, you have a choice of when existing customers are rewarded after the program launches. Options include:

• Immediately after the program launches

• On the first day of the next month

If set to "Immediately after the program is activated", all customers with a date in the current month are rewarded when the program launches. For subsequent months, customers with a date in the current month receive rewards on the first day of that month.

If set to "On the first day of the next month," customers with a date in the current month aren't rewarded. The reward cycle begins on the first day of the month after the program launches.

🔗 One-time or recurring rewards

Use this rule to determine whether customers are rewarded every year on their date, or just one time (ie. their next birthday only).

🔗 Launching

When you have set up your program and are sending the configured customFields, you can use our automated program validation feature to ensure that everything is setup and running. We still strongly recommend manually testing the program to ensure everything is working as intended.

After your program is thoroughly tested, you’re ready to go! Activate your program by pressing the Launch button in the portal and start evaluating customers to be rewarded.