How Monthly Rewards Work

1. What are Monthly Rewards

Monthly Rewards help you stay in touch with your customers and give them another reason to come back.

You can create an exclusive reward for each month, often tied to a seasonal theme, holiday, or special occasion, such as:

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

Example for February:

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

Once a Monthly Reward is set up and turned on, Birthday Club sends it automatically each year on the date you choose.Customers who are already members receive the reward on the Send Date. New customers who join afterward can also receive the active Monthly Reward.

2. Setting the Dates

For each Monthly Reward, you define two dates::

Send Date

  • Customers already in your Birthday Club receive the reward on this date
  • Can be the first day of the month or any later date

Expire 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)

Click a date field to select the date from the calendar.

3. Track Monthly Reward Results

The History section shows how your Monthly Rewards are performing.

For each reward, you can see:

  • Sent — how many reward emails were sent
  • Opened — how many customers opened the email
  • Redeemed — how many recorded redemptions the reward generated

This makes it easier to see whether customers are engaging with your offers and which Monthly Rewards perform particularly well.

Real-world example — before optimizing the reward using the ideas in Chapter 4

  • One Monthly Reward sent to 5,167 customers generated:
  • 2,417 opens (47%) and 147 recorded redemptions

Even a relatively small percentage of a large customer list can result in a meaningful number of customer visits.

Results will vary depending on your business, customer list, and the reward offered.

4. Improve Your Results With the Right Reward

The reward you offer can make a significant difference to both customer response and your bottom line.

A reward with high perceived value can give customers a stronger reason to visit while costing your business less than a broad discount.

For example, offering a complimentary item, service, or upgrade with a purchase may be more appealing to customers while protecting your margins better than giving a percentage discount on the entire purchase.

You can use your Monthly Reward History to compare results over time and learn which types of rewards work best for your customers.

For practical reward ideas, wording examples, and ways to increase perceived value while protecting your margins, see: What Rewards to Offer: Increase Perceived Value and Sales While Lowering Costs

5. 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

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