> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qtap.qa/llms.txt
> Use this file to discover all available pages before exploring further.

# Birthday Campaigns

> How to set up a campaign that automatically sends a birthday reward to members.

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.

## 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.

## 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.

<Frame caption="Step 1, Type: choose Birthday Rewards and give the campaign a name.">
  <img src="https://mintcdn.com/qtap/tJWpKAnNsaCpxUib/images/campaigns/birthday-01-type.png?fit=max&auto=format&n=tJWpKAnNsaCpxUib&q=85&s=0e9897fdc4a615a72876feb8f3137f0e" alt="The campaign wizard Type step with Birthday Rewards selected and the Campaign Name field filled" width="1440" height="1000" data-path="images/campaigns/birthday-01-type.png" />
</Frame>

<Frame caption="Step 2, Trigger: choose how many days before the birthday the notification sends. The default is 3 days before.">
  <img src="https://mintcdn.com/qtap/tJWpKAnNsaCpxUib/images/campaigns/birthday-02-trigger.png?fit=max&auto=format&n=tJWpKAnNsaCpxUib&q=85&s=7fa907583966747d3fe9b6288686fad7" alt="The Trigger step showing the send-timing dropdown set to 3 days before birthday" width="1440" height="1000" data-path="images/campaigns/birthday-02-trigger.png" />
</Frame>

<Frame caption="Step 4, Message: write the Notification Title and Message. A live preview shows how it looks on a phone.">
  <img src="https://mintcdn.com/qtap/tJWpKAnNsaCpxUib/images/campaigns/birthday-03-message.png?fit=max&auto=format&n=tJWpKAnNsaCpxUib&q=85&s=f3b8145b2d1c4b1e46dbbe5868d9d67e" alt="The Message step with the Notification Title and Message fields filled and a phone preview below" width="1440" height="1000" data-path="images/campaigns/birthday-03-message.png" />
</Frame>

<Frame caption="Step 7, Review: check the summary, then Activate Campaign to start it or Save as Draft to publish later.">
  <img src="https://mintcdn.com/qtap/tJWpKAnNsaCpxUib/images/campaigns/birthday-04-review.png?fit=max&auto=format&n=tJWpKAnNsaCpxUib&q=85&s=0095277471bce56ed44654d0524d6660" alt="The Review step summarizing the birthday campaign with Activate Campaign and Save as Draft buttons" width="1440" height="1000" data-path="images/campaigns/birthday-04-review.png" />
</Frame>

<Note>
  Once a birthday campaign is active, it runs every year automatically. You do not need to re-create it each year.
</Note>

## 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

<Warning>
  Pausing a campaign mid-year does not cancel birthday notifications that have already been queued for that day. Members whose birthday falls on the day you pause may still receive the message.
</Warning>

<CardGroup cols={2}>
  <Card title="Campaigns Overview" icon="megaphone" href="/merchants/campaigns/overview">
    All campaign types and how campaigns work in Qtap
  </Card>

  <Card title="Win-Back Campaign" icon="heart" href="/merchants/campaigns/winback">
    Re-engage members who haven't visited in a while
  </Card>

  <Card title="Member Profiles" icon="user" href="/merchants/members/profiles">
    How to view and edit member birthday information
  </Card>
</CardGroup>
