Updated: about 1 month ago

Create Birthday and Occasion Campaigns

Use personal milestones to create warm, timely customer experiences.

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Step-by-Step Guide

Choose the occasion and audience

Select the available birthday, anniversary, or occasion trigger and confirm that the required customer data is available and permitted for use.

Create an appropriate benefit

Offer a clear message or reward that feels celebratory and is operationally easy to honour. State the validity period and participating locations.

Schedule a useful window

Allow enough time for the customer to visit, but keep the offer connected to the occasion. Avoid overlapping occasion campaigns with identical rewards.

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If you have questions about setup, loyalty flows, pricing, or roles, our team is here to help you understand how StampEzee fits your business before you launch.