Issue with giving score based on birthday

jamez Rad asked on December 7, 2024 14:57

We use scoring for a customer club and we define a rule using "CMSContactHasBirthday" macro rule for giving some point to contacts in their birth date day. but system takes this point back from tomorrow. We confused about that. Why should I take back the gift I gave someone today, tomorrow? What if we wanna remain this points to contacts that earned once and keep it for a year?

Correct Answer

jamez Rad answered on December 14, 2024 08:29

After some research, I realized that using a birthday macro for non-expiry scoring is not appropriate. In fact, the score based on the macro is valid as long as the macro condition is met. Therefore, the day after the birthday, the condition is not met and the score is reduced.

The best way is to use marketing automation and select Time-based mode in the Start trigger step and define it to trigger daily. Then use an If/Else step and include the birthday condition in it. If the contact's birthday was that day, insert a Custom Activity for the birthday and define the birthday scoring rule based on this activity.

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