Why a Guest signed up this month but didn't receive a birthday reward?

Depending on the Settings of your Birthday campaign, guests that signup for the Loyalty Program will not always receive the Birthday Reward after sign up.

These settings will be found in Section 2 (Whom) of an Anniversary Campaign Configuration

Note: The following information contains several examples but if you want to review specifically how these settings affect users who sign up on the same day as their birthday, please review:
Will a guest receive a Birthday Reward if their birthday is the same day they sign up?

Examples:

• If the Should the above reward be given in the month of signup? setting is enabled and the Lifespan Duration Function is set to Month of Reference Date, Guests will be awarded the Birthday Reward shortly after sign up, regardless of Anniversary Schedule (found under Support > Schedules).

• If the Lifespan Duration Function setting is set to:
  
  • Month of Reference Date
    • the system will look at the Reference Date on Guest setting (Birthday, Half Birthday, etc.)
    • when gifted the reward, the Guest must redeem the gift by End of Day the last day of the month
      
      • This means if a guest signs up on the last day of the month and qualifies for the reward, they will only have a few hours to use the reward
        
        
    • Examples:
      • If a Guest signs up on on the first of the month
        • IF the Should the above reward be given in the month of signup? box is checked they will received the Birthday Reward shortly after sign up
        • IF the Should the above reward be given in the month of signup? box is NOT checked it then depends on the time of day you have your Anniversary Campaign Schedule set up (found under Support > Schedules)
          • i.e. your Anniversary Campaign Schedule is set to run Daily on the 15th hour of the day (3PM)
          • Guest signs up anytime before 3PM they will receive the reward at 3PM when the schedule runs
          • Guest signs up anytime after 3PM they will NOT receive the reward that day as the schedule already ran and will have to wait until next year
      • If a Guest signs up on any other day than the first of the month 
        • IF the Should the above reward be given in the month of signup? box is checked they will received the Birthday Reward shortly after sign up
        • IF the Should the above reward be given in the month of signup? box is NOT checked they will NOT receive the reward as the reward was already gifted on the 1st and will have to wait until next year
    • Week of Reference Date
      • the system will look at the Reference Date on Guest setting (Birthday, Half Birthday, etc.)
      • the system counts the first day of the Week as Monday
      • when gifted the reward, the Guest must redeem the gift by End of Day Sunday
      • Examples:
        
        • Guest signs up on 12/07/21 (Tuesday)
        • Guest's birthday is 12/05 (Sunday)
          • IF the Should the above reward be given in the month of signup? box is checked they will have to wait until 12/06 (Monday) to receive the reward. This is because the Week of Reference Date takes precedence.
          • IF the Should the above reward be given in the month of signup? box is NOT checked they will NOT receive the reward that day and will have to wait until next year. This is because their birthday occurred outside of the Week of Reference for 12/07 birthdays, which would have been 11/29 (Monday) through 12/05 (Sunday).
            
            
        • Guest signs up on their birthday 11/29 (Monday)
          • If this same Guest had signed up on their birthday 11/29 (Monday - first day of the week)
            • IF the Should the above reward be given in the month of signup? box is checked, it then depends on the time of day you have your Anniversary Campaign Schedule set up (found under Support > Schedules)
              • i.e. your Anniversary Campaign Schedule is set to run Daily on the 15th hour of the day (3PM)
              • Guest signs up anytime before 3PM - they will receive the reward at 3PM when the schedule runs
              • Guest signs up anytime after 3PM - they will NOT receive the reward that day as the schedule already ran and will have to wait until next year. In this scenario the Week of Reference Date setting takes precedence.
            • IF the Should the above reward be given in the month of signup? box is NOT checked, it then depends on the time of day you have your Anniversary Campaign Schedule set up (found under Support > Schedules)
              • i.e. your Anniversary Campaign Schedule is set to run Daily on the 15th hour of the day (3PM)
              • Guest signs up anytime before 3PM - they will receive the reward at 3PM when the schedule runs
              • Guest signs up anytime after 3PM - they will NOT receive the reward that day as the schedule already ran and will have to wait until next year
        • Guest has a birthday on 11/23 (Tuesday), 11/24 (Wednesday) ... 11/28 (Sunday)
          
          • IF the Should the above reward be given in the month of signup? box is checked, they will NOT receive the reward that day as the schedule already ran on Monday 11/22 and will have to wait until next year. In this scenario the Week of Reference Date setting takes precedence.
          • IF the Should the above reward be given in the month of signup? box is NOT checked, they will NOT receive the reward that day as the schedule already ran on Monday 11/22 and will have to wait until next year
    • N Days from rewarding
      
      • Examples:
      • Days before setting is set to reward 5 days before their birthday
        
        • Guest's birthday is 12/20
        • Guest signs up on 12/18/21 (two days before birthday)
          
          • IF the Should the above reward be given in the month of signup? box is checked,
            the Guest would have received the birthday shortly after sign up as this falls within the 5 days before their birthday
          • IF the Should the above reward be given in the month of signup? box is NOT checked, the Guest will NOT receive Birthday Reward and will have to wait until next year.
            
            
        • If this same Guest had signed up on 12/15/21 (6 days before their birthday)
          • IF the Should the above reward be given in the month of signup? box is checked they would NOT have received the birthday that day, they would have received the Birthday Reward the next day on 12/16. In this scenario the N Days from rewarding setting takes precedent.
          • IF the Should the above reward be given in the month of signup? box is NOT checked, the Guest will NOT receive Birthday Reward and will have to wait until next year.
            
            
        • If this same Guest had signed up on 12/16/21 (5 days before their birthday - same as setting)
          • IF the Should the above reward be given in the month of signup? box is checked whether or not they would have received the Birthday Reward shortly after sign up depends on the time of day you have your Anniversary Campaign Schedule set up (found under Support > Schedules)
            • i.e. your Anniversary Campaign Schedule is set to run Daily on the 15th hour of the day (3PM)
            • Guest signs up anytime before 3PM - they will have to wait until the schedule runs at 3PM to receive the reward
            • Guest signs up anytime after 3PM - they will receive the reward shortly after sign up
          • • IF the Should the above reward be given in the month of signup? box is NOT checked, the Guest will NOT receive Birthday Reward and will have to wait until next year.
              
              
        • If this same Guest had signed up on 12/21 (after birthday)
          • IF the Should the above reward be given in the month of signup? box is checked they will NOT receive the Birthday Reward and will have to wait until next year. This is because the N Days from rewarding setting takes precedence.
          • IF the Should the above reward be given in the month of signup? box is NOT checked, the Guest will NOT receive Birthday Reward and will have to wait until next year.

In an effort to supply information as quickly as possible, this article has been published prior to a formal technical review, and is subject to factual, grammatical, and various structural errors. Data may be incomplete, misordered, or incorrect.

This additional disclaimer will be removed upon formal review of this article. The standard Punchh Inc. KB Disclaimer still applies, and can be found at: https://support.punchh.com/hc/en-us/articles/360040100273-Punchh-Inc-Knowledge-Base-Disclaimer