Birthday Credits | Store Credits

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Merchants can create different promotional campaigns with discount incentives to maximize their sales and profit. Store Credits can be given to members when it is their birthday and invite your members to use the credits when they are shopping in your store.

 

1. Set Up Birthday Credits

Step 1. Confirm your plan

In the upper right corner of the store backstage, go to [Hello, OOO] > [My Subscription & Billing] to view the store's plans and modules.

  1. If you see the screen below, there are "Paid" and "Module" in the "Plan Subscription" section. Please confirm whether your store has a "CRM - Credits" module. If so, you can go to Step 2 to set it up.EN_Step1-1.png
  2. If you see the screen as below, the "Plan" in the "Current Plan" is Basic, Advanced, Premium, O2O, or Enterprise. Please confirm whether your store is using Premium/ O2O/ Enterprise plan. EN_Step1-2.png

 

Step 2. Set Birthday Credits

In SHOPLINE Admin, go to [Customer Management] > [Store Credits]. Turn on the toggle button for birthday credits.

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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". Screenshot_2017-07-11_12.41.47.png 

*Note:

  1. Once the birthday credit has been set, the system will check the customer lists of the store from the early morning of the day and send birthday credits to the member whose birthday is on that day (i.e. The system starts checking on July 1 midnight, members whose birthday is on July 1 will receive birthday credits).
  2. When setting up birthday credits, make sure the birthday fields are set to be included in the Checkout Form/ Signup Form/ User Profile for members to fill in their birthday. You can activate these fields in [Settings] > [Customer Settings]. You can decide whether you want to make these fields as required. The field will appear on the pages as long as you check the boxes for "Include?".

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2. Set Up Birthday Credit by Tiers

You could also set up birthday credits by membership tiers. By offering exclusive benefits, customers would be encouraged to repurchase in order to get into the higher tier as well as increase customers’ loyalty.

*Note: This feature is available to the CRM-Credits module and Enterprise / O2O plans. 

If you want to upgrade your shop to "O2O/ Enterprise" plans, please proceed to SHOPLINE Admin > [Apps] > [Apps Store] and install the "Set Up Credit by Tiers" feature. 

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Step 1. Go to membership tiers settings

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

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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". 

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3. Notes

  1. Once the birthday credit has been set, the system will refer to the customer lists of the store at the early morning of the day and send birthday credits to the member with the corresponding birth date. 
  2. When setting up birthday credits, make sure the birthday fields are enabled in the Checkout Form/ Signup Form/ User Profile for members to fill in. These fields can be enabled in [Settings] > [Customer Settings]. You can decide whether you want to make these fields required or optional. The field will appear on the pages as long as you check the boxes for "Include".
  3. As long as the Birthday Credits toggle from [Customer Management] > [Store Credits] has been turned on, it would apply to every membership tier.
  4. When setting up birthday credits by tiers, it would replace the number of birthday credits set from the [Customer Management] > [Store Credits] section, regardless of whether the credit amount is lower or higher.
  5. If the toggle from [Customer Management] > [Store Credits] section is OFF but the toggle in the membership tier is ON, customers that belong in membership tiers will still receive credits.
  6. The setting record would be in [Customer Management] > [Membership Tier] > Logs instead of [Customer Management] > [Store Credits].
  7. If the staff has access right to the Store Credits page but not Membership Tier Settings, they cannot set up birthday credits by tiers.
  8. If the staff has access right to Membership Tier Settings but not the Store Credits page, they can set up birthday credits by tiers.
  9. If a store is closed when Birthday Credits are sent out at the beginning of each day, the system will not automatically send out these Birthday Credits.
  10. Customers will receive an email notification for their birthday credits. If the merchant enables the SMS feature, customers will also receive the notification via SMS.

    *Note: If the SMS feature is enabled, SHOPLINE will charge you a monthly fee for sending SMS. Please go to the Admin > [Settings] > [Custom Notification] to enable/disable the SMS feature. For details of the feature please read Custom Notification.

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