Birthday Credits

Merchants can create different promotional campaigns with discount incentives to maximize their sales and profit. You can give store credits to members on their birthday and encourage them to use the credits when shopping in your store. The system will send the birthday credits in the early morning of the member's birthday or the 1st day of their birthday month.

• Set Up Birthday Credits
• Set Up Birthday Credits by Tiers
• Birthday Gift
• Notes

1. Set Up Birthday Credits

In the SHOPLINE Admin, go to [Customer Management] > [Store Credits]. Enable the toggle for "Send Birthday Credits to Members".

Once enabled, you can set up the credit amount and validity period for birthday credits. If there is no validity period and the credits will not expire, please check the box for "Never Expires." Once you are done, click Update to save the settings.

Set Up Birthday Credit Sending Date

In the "Birthday Credits" section, you can configure the "Birthday Credits Sending Date". The system defaults to "Send on the birthday date", but you can change this setting to "Send on the 1st of birthday month".

⚠️ Notes:

• If you change the sending setting from "Send on the birthday date" to "Send on the 1st of birthday month", please be sure to complete the update by the morning of the last day of the preceding month to avoid missing any customers.
  Example: If you wish for the "Send on the 1st of birthday month" setting to take effect in May, you must complete the setup by the morning of 30 April.
• Following the example above, if you adjust the setting on the morning of 30 April, the system will not automatically send credits to April birthdays the following year. The system will detect that those customers already received their credits during the transition period (since they received them "On the birthday date" the previous year, meaning less than a full year has passed). To prevent duplicate sending, the system will not automatically reissue the credits. We recommend manually filtering for customers with birthdays in that specific month the following year and manually sending their birthday credits to ensure they receive their benefits.

To change the birthday format, go to [Settings] > [Customer Settings] and edit "Birthday Format".

When setting up the birthday format, please note the following:

• The "YYYY/MM/DD" option is selected by default.

• The "Age Limit" field is only available when selecting "YYYY/MM/DD" or "YYYY/MM" (which includes the birth year).

• If you select "MM/DD" (without the birth year), new customers will only be able to enter their birth month and date, and the system will not be able to capture their age information. As a result:

  • The "Customer Age" chart in the Shoplytics Customer Overview will not display age data for new customers. The age information of existing customers who previously entered "YYYY/MM/DD" or "YYYY/MM" (including the birth year) will remain unaffected.

  • If you set birthday credits to be sent on the birthdate, the system will not send them to these new customers.

    

*Notes:

• Before enabling this feature, make sure the birthday field is set to display on the "Checkout Form", "Signup Form", and "User Profile" for members to fill in their birthday information.

• Once enabled, the system will load the store's customer list at midnight and send birthday credits to members whose birthday is on that day.

2. Set Up Birthday Credit by Tiers

You can also set up exclusive birthday credits for different membership tiers. This not only encourages members to reach specific tiers through repeat purchases, thereby strengthening brand loyalty, but also effectively boosts your repurchase rate.

Step 1. Go to membership tier settings

Go to [Customer Management] > [Membership Tier]. Click More Action next to the tier you want to set up, then click Edit, and scroll down to the "Birthday Credits" section. 

Step 2. Turn on the feature tab

Turn on the toggle button for Birthday Credits and set up the credit amount and validity period for birthday credits. If there is no validity period and the credits will not expire, check the box for "Never Expires". Once you are done, click Update to save the settings. 

[Coming Soon] 3. Birthday Gift

Step 1. Go to the Membership Rewards page

In the SHOPLINE Admin, go to [Customer Management] > [Membership Rewards] and click Birthday Gift Settings.

Step 2. Birthday Gift Settings

There are four sections to set up: Send date, Recipient, Reward content, and Notification method.

Title	Description
Send date	Send on "Birthday" You must enable the Birthday settings feature and set the birthday format to YYYY/MM/DD or MM/DD. The system will send the birthday gift on the customer's birthday. Send on "1st of birth month" You must enable the Birthday settings feature. The system will send the birthday gift on the 1st day of the customer's birth month.
Recipient	You can select all members or specific membership tiers. To set up membership tiers, please refer to the following articles: Set Up Membership Tiers Edit and Reassign Membership Tier
Reward content	If you selected specific membership tiers as the recipient, select the respective tier tab and set them up individually. If you are sending to all members, no tab selection is required. The supported birthday gift types are Store Credit, Member Points, and Coupon. Switch on the toggle on the right to configure the details. Store credits Once you confirm that the Store Credit main toggle is enabled, you can set the amount of store credit to send and its validity period. Member points Once you confirm that the Member Points main toggle is enabled, you can set the amount of points to send and their validity period. Coupons Supports up to 3 claimable coupons that meet the following conditions: The promotion period has not started yet, or has started but has not expired. The number of claims is unlimited, or the remaining number of claims is greater than 0. The coupon's recipient matches that of the birthday gift.
Notification method	When the birthday gift is sent, the system will notify the member according to the method you set here. To change the notification settings, please refer to Custom Notifications - Member Related.

Step 3. Save the settings

Upon completion, click Save.

Step 4. View activity logs

Click Activity Log in the upper right to view the change records for the birthday gift settings, including what was changed, the staff member who made the change, and the time of the change.

4. Notes

• The system will check the store's customer list at midnight every day and sequentially send birthday credits to members whose birthday is on that day, excluding blacklisted customers.
• If the store is closed when the system attempts to send birthday credits at midnight, the system will not send the credits automatically.
• Once enabled, birthday credits will be applied to all membership tiers.
• If you enable birthday credits in the membership tier settings, it overrides the birthday credit settings on the main store credits page, even if the tier's credit amount is lower than basic members'.
• If you disable the birthday credits setting on the store credits page but enable it for a specific membership tier, customers in that specific tier will still receive birthday credits.
• The setup logs for birthday credits configured within membership tiers will appear in [Membership Tier Settings] > [Logs] and will not appear in [Store Credits] > [Activity logs].
• If staff members have access rights to the "Store Credits" page but not "Membership Tier Settings", they cannot edit birthday credits within the tier settings. Conversely, if they have access to "Membership Tier Settings" but not the "Store Credits" page, they can still edit birthday credits within the tier settings.
• Birthday credits can be sent to each member only once a year.
• If the sending date is set to "Send on the birthdate" and a customer's birthday falls on 29 February, the system will send the credits on 28 February during non-leap years.
• By default, the system sends an email notification to customers at 09:00 AM (UTC+8) on the day the birthday credits are sent. If the SMS notification feature is enabled, customers will also receive a notification via SMS.
• You can go to [Settings] > [Custom Notification] > [Membership Upgrade Notification] to customize the notification sending time to any hour (e.g., 00:00, 01:00) between 00:00 and 23:00 (UTC+8). The setup will take effect the day after you save it.
  *Notes:
  • Email notifications will only be sent to customers who have filled in their email address and checked the box to subscribe to emails.

  • If the SMS feature is enabled, SHOPLINE will charge a monthly fee for sending SMS. You can enable or disable SMS notifications by going to the Admin and navigating to [Settings] > [Custom Notification]. For detailed steps, please refer to Custom Notifications - Member Related.

    

Read More

• Sales & Promotions: Store Credits
• Order Reward Credits｜Store Credits 

Last updated: 13 November 2026