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

# Birthday

> Award customers a yearly points bonus on their birthday.

<Note>
  **Where to find this:** Shopify admin → Apps → Yuko Loyalty → Loyalty → Ways to Earn → Birthday
</Note>

## Introduction

Give customers a points bonus on their birthday. It's a low-cost, high-emotion gesture that consistently drives high engagement and unprompted purchases.

## What problem this solves

Birthday emails are everywhere. A points bonus stands out because it's an actual gift the customer can spend, not a generic *Happy Birthday!* email.

## When to use

* You collect (or are willing to collect) birthdays from customers.
* You want a recurring engagement moment that doesn't feel promotional.
* You want to reward your most loyal customers with something their inbox doesn't already do.

## Overview

* Yearly bonus on the customer's birthday.
* Requires the customer's birthdate — collected via account profile, popup or imported.
* Optional points expiry to encourage prompt use.

## Before you start

<Check>Yuko app is installed on your Shopify store — see [Install Yuko on Shopify](/installation-and-setup/install-on-shopify).</Check>
<Check>The Yuko **Theme App Embed** is enabled in your active theme.</Check>
<Check>Your loyalty program is enabled at **Shopify admin → Apps → Yuko Loyalty → Loyalty → Settings**.</Check>
<Check>Points label and currency are configured.</Check>

<Check>You have a way to collect birthdates (Yuko's account block, your signup form, or an existing CRM).</Check>

## Setup guide

<Steps>
  <Step title="Open the campaign">
    In your Shopify admin, go to **Apps → Yuko Loyalty → Loyalty → Ways to Earn → Birthday**.
  </Step>

  <Step title="Set details and points">
    Enter a campaign name, description and points value (e.g., `200`).
  </Step>

  <Step title="Set expiry (optional)">
    A 30-day expiry is a healthy default — it tells customers the gift is for now.
  </Step>

  <Step title="Save & activate">
    Toggle **Active** and click **Save**.
  </Step>
</Steps>

## How it works

* Yuko runs a daily check at the start of each customer's local day.
* If today matches the customer's stored birthdate (year ignored), the points are credited.
* The customer can be notified via the **Points earned** email if enabled.

### Decision guidance

* **Pick a generous bonus** — birthdays only happen once a year. 200–500 points is a common range.
* **Add an expiry** so the gift creates urgency to come back.

### Limitations

* Customers without a stored birthdate don't earn (silent skip).
* Year-of-birth is ignored; only month + day are matched.

## Examples

* A homeware brand awards 300 points on birthday with 30-day expiry. Customers redeem on a self-treat purchase.

## Best practices

<Tip>**Collect birthdates at signup**. Adding a single optional field captures most of the data you need.</Tip>
<Tip>**Pair with a birthday email**. The points bonus + a celebratory email outperforms either alone.</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="How do customers add their birthday?">
    Through the Yuko account block on your storefront, or through your signup form if you collect it there. You can also import birthdates via CSV.
  </Accordion>

  <Accordion title="What if a customer changes their birthday after earning?">
    Yuko prevents earning more than once per calendar year for the same customer. Edits don't re-trigger the bonus in the same year.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Ways to Earn" icon="hand-holding-dollar" href="/loyalty/ways-to-earn/overview">
    Configure how customers earn points across your store.
  </Card>

  <Card title="Ways to Redeem" icon="gift" href="/loyalty/ways-to-redeem/overview">
    Set up reward types customers can redeem with their points.
  </Card>

  <Card title="Program Settings" icon="sliders" href="/loyalty/program-settings">
    Define points labels, currency, and customer eligibility.
  </Card>

  <Card title="Customers" icon="users" href="/loyalty/customers">
    View balances, activity, and adjust points manually.
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Book a Free Setup Call" icon="phone" href="https://cal.com/rameshelamathi/yuko-demo">
    Talk to our team for personalised setup help.

    **Time:** 30 minutes
  </Card>

  <Card title="Contact Support" icon="life-ring" href="https://yuko.so/support/">
    Visit our support hub for help articles, live chat and ticket submission.
  </Card>

  <Card title="Browse the Guides" icon="book" href="/getting-started/welcome">
    Documentation across loyalty, referrals, memberships and more.
  </Card>

  <Card title="Install Yuko" icon="shop" href="https://apps.shopify.com/yuko">
    Add Yuko to your Shopify store from the Shopify App Store.
  </Card>
</CardGroup>