Reward members with birthday store credit

A birthday reward built into your membership program

Memberply birthday credit gives eligible members a fixed reward for a later purchase. Members save their birthday in the member area, and the daily birthday process checks the date and membership eligibility before issuing the configured benefit.

Use it when birthday rewards should be part of a membership tier, alongside ongoing benefits such as member discounts or recurring credit. If you only need a birthday message for a general mailing list, a membership reward is a different requirement.

The reward is credit for your store, not cash paid to the customer. A birthday benefit can create a reason to return, but issuing credit does not establish that an extra order or a profit increase will follow.

Example: a $25 birthday reward

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These are illustrative figures, not customer results or Memberply app prices. The $25 redeemed is not another $25 cash receipt. Budget for the goods, fulfilment and fees on the order, and consider what the member would have bought without the reward.

Set up the birthday amount and expiry

Open Benefits, select the tier’s Edit Benefits, enable Birthday Store Credit and click Edit. Set a clear benefit name and description, a positive credit amount and a validity period, then save.

Choose days, months, years or No Expiry. Expiry applies to each new native credit grant or legacy discount code. Changing this setting does not rewrite rewards already issued. State the reward amount and expiry together in your offer.

Members can enter their birthday in the birthday section of their account experience. Check both the saved date and the account flow your store actually uses. Follow the birthday credit setup guide and review the Member Portal.

Who receives the birthday reward?

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Birthday eligibility is based on membership access, not directly on a successful payment that day. A failed payment or cancellation matters when it changes active membership or pauses benefit access. Test your configured cancellation and payment-recovery policy rather than assuming the rules are identical to loyalty drops.

Ending membership does not automatically debit native Shopify credit already issued. Its existing expiry and balance rules still apply. Check legacy code availability and redemption separately.

Credit notification and birthday messaging

After issuing the reward, Memberply uses its standard credit-issued notification when the member has an email address and store email sending is available. Native-credit messages direct members to their account; legacy messages include the reward code. Credit issuance and email delivery should be checked separately.

This notification is not a multi-step birthday marketing campaign. If you also run birthday messages in another tool, coordinate the timing and reward instructions so the member does not receive conflicting offers or duplicate notifications.

Use the birthday email examples guide to plan your message and terms. No birthday campaign is created simply by reading that guide.

Native Shopify credit or a legacy discount code?

Shopify customer accounts: the reward is native store credit. Enable Store credit and check customer sign-in, the balance and checkout redemption. Shopify requires customer-account sign-in or Shop Pay, with credit matching checkout currency; draft and edited orders do not accept native credit.

Legacy customer accounts: the reward is a discount code shown in the member portal and included in the credit notification. It is not a native credit balance. Check the code’s eligibility, expiry and combinations with your other discounts.

For stores selling in multiple currencies, verify the actual issued amount and checkout currency before advertising a fixed local-currency reward. Read Shopify’s store-credit requirements and Memberply’s store-credit overview.

Budget for the app and the birthday offer

Memberply Growth is US$49/month, with unlimited members, a 14-day app trial and no Memberply transaction fee. Check the Shopify App Store listing. The trial covers the app subscription, not free customer membership purchases.

For an illustrative budget, 100 eligible members each receiving $25 over a year creates $2,500 of issued credit at face value. If 40 redeem the full $25, that is $1,000 redeemed. Track the remaining grants separately for spending and expiry; do not assume unused credit is profit. These assumptions are not a redemption forecast.

Include Shopify charges, payment processing, goods and fulfilment. Shopify lists fees on credit-paid amounts for stores created on or after May 12, 2025; check its current fee rules. Use the loyalty cost guide and paid membership launch guide to budget the full offer.

What to verify during the app trial

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Birthday reward questions