Birthday Campaigns

A Birthday Rewards campaign sends a notification to members on or before their birthday, optionally with a reward attached. Qtap triggers it automatically once per year for each member who has a birthday in their profile.

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Requirements

For a member to receive a birthday campaign, they must have a birthday date saved in their Qtap account. Members set this themselves in the app. You can also add or edit a member’s birthday from their profile in the dashboard — go to Members, open the member’s profile, and click Edit Info. Members without a birthday on file will not receive the campaign.

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Creating a Birthday Campaign

Click Campaigns in the left sidebar, then click New Campaign. The wizard walks you through these steps:

1. On the Type step, select Birthday Rewards. Give the campaign a name (e.g., “Birthday Bonus”) and an optional description. Click Next.
2. On the Trigger step, choose when to send the notification: on the day, 1 day before, 3 days before (default), or 7 days before. If you’re attaching a reward, sending 3 days early gives members time to plan a visit. Click Next.
3. On the Reward step, optionally attach a reward. Members receive it in their wallet when the notification sends. Available types include bonus stamps, a points top-up, or a custom voucher. Click Next whether you add a reward or not.
4. On the Message step, fill in the Notification Title (e.g., “Happy Birthday!”) and the Notification Body (e.g., “You’ve got a free coffee waiting for you this week.”). Keep the body short — push notifications truncate long text on most phones. Click Next.
5. On the Conditions step, optionally narrow who receives the campaign — for example, only members who have visited in the last 90 days. Leave this blank to target all members with a birthday on file. Click Next.
6. On the A/B Test step, optionally set up two message variants to test which performs better. Click Next.
7. On the Review step, check the summary and click Activate to start the campaign, or Save as Draft to publish it later.

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Managing the Campaign

After activating, the campaign appears on the Campaigns page with a status of Active. Click the three-dot menu on the campaign card to:

• Pause — stops future sends without deleting the campaign
• Edit — change the trigger timing, reward, or message
• Delete — removes the campaign permanently