How Monthly Rewards Work

1. What are Monthly Rewards

Monthly Rewards allow you to maintain strong customer relationships by sending an exclusive reward once per month as a thank-you for their loyalty.

These rewards are often tied to a seasonal theme or special occasion, for example:

• Valentine’s Day
• Mother’s Day
• Christmas
• Local events or holidays

Example for February:

“Celebrate Valentine’s Day with us — enjoy a FREE dessert with dinner!”

Once created, a Monthly Reward is sent automatically every year on the date you choose, to all customers who have signed up before the send date.

2. Setting the Dates

For each month, you define two key dates:

Send Date

• The date the reward will be emailed to customers
• Can be the first day of the month or any later date

Expiration Date

• The last date the reward can be used

• Can be set up to the end of the following month

  (Example: A February reward can expire as late as March 31)

When editing these fields, a calendar selector will appear for easy date selection.

3. Creating and Editing Monthly Rewards

You can set up or modify Monthly Rewards by following the steps in: Set Up / Edit Monthly Reward Emails.

There you can customize:

• Turn on/off rewards for individual months
• Reward text and offer
• Promo codes (if needed)
• Email banner and design
• Send and expiration dates
• Terms & Conditions