1.0 Introduction
One of the biggest challenges for the eCommerce store owners is to achieve customer retention. Of course, acquiring new leads is great, but retaining existing customers should be your primary focus. Studies have found that 68% of sales come from existing customers. In order to increase customer retention, Knowband offers the Magento Birthday discount module for Magento store owners. Magento Birthday coupon is an effortless way to please your customers by offering the discount coupon or free gifts to the customers on their birthday or on completion of a year of account creation. By sending a personalized birthday message with the discounted coupon code, the store admin can encourage the customer to return to the store and shop again. This is really helpful to develop a strong bond between the brand and the customers.
Alternatively, this Magento Birthday coupon addon can also be used for sending the THANK YOU message to the customer on completion of one year.
1.1 Features
- Magento Birthday discount module by Knowband automatically sends discount coupons to the customers on their birthday.
- The Birthday Coupon Extension for Magento even enables the store admin to send the discount email to the customers after one year of account creation.
- The admin can change the prefix of the Birthday coupons from the back-end of the Magento Birthday Coupon plugin.
- By using this Magento Birthday Coupon Module, the admin can set the name of the Birthday Coupon which will be displayed in the cart summary and as well as on the invoice.
- The admin in Magento Birthday gift addon can select the occasion for the sending the discount coupons.
- Birthday Present extension for Magento offers an option to the admin to set coupon code validity in days.
- The Magento store owner in Magento Birthday gift module can set the minimum cart value required for the customer to use the coupon code. Below the specified amount the coupon code will not be valid.
- With the help of this Magento Birthday Voucher Extension, the online retailer can set the number of days before the Birthday when you want to send the email (send an email before given number of day(s) from the birth date or registration date).
- Knowband Magento Birthday coupon addon allows the store admin to customize the email template subject line and content as per need.
- Magento Birthday Gift Module by Knowband offers the Country and Category restriction option. The store admin can select the country and category where they want to offer these discounts.
- In Magento Birthday gift module, the Admin can view the statistics of the Birthday Coupon received by the customers.
- Knowband Magento Birthday Coupon Extension gives an option to the admin to view the entire report of the marketing campaign. The coupons generated and the status of the same can be viewed in both graphical and tabular form.
- Magento Birthday Present Module is extremely easy to use back-end interface.
2.0 Installation
- The folder structure of the Magento Birthday Coupon Module is shown below:
2. Copy all the folders into Magento root directory and clear the cash (if enabled).
3. You will be able to find the “Birthday Coupon” option inside the “System > Knowband Extensions > Birthday Coupon”.
3.0 Admin Interface
After installing the Birthday Coupon Extension into the Magento store, the online merchant can easily manage the settings. The store owner can make basic changes in the coupons, email triggers and can even set restrictions on the offers. The various configuration options in Magento Birthday gift addon are mentioned below:
- General Settings
- Email Settings
- Country Restrictions
- Category Restrictions
- User Statistics
- Coupon Statistics
- CRON Configuration
Each section of Birthday Present Extension for Magento is discussed in details:
3.1. General Settings
The General Settings tab of Magento Birthday coupon addon by Knowband offers the basic configuration options to the store admin. These options are listed below:
Enable/Disable the module: In this section of Magento Birthday Coupon Extension, the admin can enable/disable the birthday coupon settings.
Name: Enter the name of the Birthday Coupon. This name will be visible in the shopping cart summary as well as the invoice.
Prefix Cart Rule: In this field, the admin can set the prefix of the Birthday coupon.
Choose Occasion: In Magento Birthday gift addon, admin can select the occasion for sending the coupon. They can select anyone from the ‘Birthday Coupon’ option or ‘Created Account’ option.
Coupon Validity in Days: In this field, the store admin has to set the validity of the coupons in days.
For example, in case, the admin has set voucher validity for 10 days. Then, the discount coupon will valid for 10 days from the day the mail was sent.
Minimum Amount: In this field of Magento Birthday discount module by Knowband, the Magento store admin has to enter the minimum cart value required for the store admin to use the coupon code. Below the specified amount, this coupon code will not be applicable on the checkout page.
Select Minimum Amount Currency: The Magento Birthday Gift Extension enables the admin to select the currency from the drop-down list of the minimum amount value.
Valid Order: This validates the eligibility of the customers for availing the offers. If it is enabled, then, the customer must have completed at least one order in order to get the offers.
Free Shipping: The Admin in Magento Birthday coupon addon can select the free shipping option if they want to offers this setting.
Apply a Discount: In this field, the online eCommerce merchant has to select the discount type.
Percent Discount: In this field admin can set the percentage value.
Amount: In this field of Magento Birthday Coupon Extension, the admin can set the amount option and enter the value and then select the currency in which you want to offer the discount.
Send a Free Gift: In this section of Birthday Gift for Magento, the admin can select the send a free option, after selecting this option, the admin gift a product for free to the customer. The admin can search the product as shown in the image below:
Value: The Admin can select the value of the coupon. Coupon will be valid after given minimum amount.
Number of Days: With the help of this Magento Birthday Voucher Extension, the online retailer can set the no of days before the Birthday when you want to send the email.(send coupon email before given number of day(s) from the birth date or registration date.)
3.2 Email Settings
In this tab of Magento Birthday Coupon Extension, the store admin can define the subject of the email. Even, the admin can customize the email template as per the requirement. The admin has the option to change the image and text of the email body.
3.3 Country Restriction
In this section of Magento Birthday Coupon Extension, the admin can select a particular country where they want to offers this option. Enable the button as shown below and select the country from the list. The offer will then be applicable for the selected countries only.
For example: If you select the Country United States the sent coupon code can be used by the customer’s only United States cities.
3.4 Category Restriction
In this section of Knowband’s Magento Birthday Present Extension, the admin can select the category for coupon code validity. The coupon code offered to the customer in Magento Birthday voucher addon will be applicable to all the categories available in the site if no category restriction is applied. If the Magento store owner wants to send birthday coupon applicable to a particular category, then, they have to enable this category restriction functionality and select the desired category. The coupon will apply only to the selected categories.
3.5 User Statistics
In this tab of Magento Birthday Coupon Extension, the admin can view details of the customers who have ordered on the store and used the birthday gift voucher after receiving the email.
3.6 Coupon Statistics
The Magento Birthday Coupon Module offers a detailed report of the coupon. In the admin interface of the Magento Birthday gift module, the store admin can find the entire list of the coupon generated as well as the status of the coupons in the Statistic tab. The report is generated in both tabular and graphical format.
3.7 CRON Configuration
In order to automate the settings, the store can run the CRON manually.
Add the Cron to your store via control panel/putty to send birthday coupons automatically.
URLs to Add to Cron via Control Panel
https://mademo5.knowband.com/birthdaycoupon//birthdaycoupon
Cron setup via SSH
0 22 * * * wget -O /dev/null https://mademo5.knowband.com/birthdaycoupon//birthdaycoupon
4.0 Front End
After configuring the settings, when customers registered your website at the same they fill the date of birth respective. As per the settings enabled by admin in Magento Birthday discount module, the automatic coupon code will be sent to their Birthday via email. Below find the screenshot of the Birthday Coupon email:
Note: As per the requirement store admin in Magento Birthday voucher addon can customize the email template.
After getting the coupon the customer would like to redeem the coupon. So they can apply the coupon at the checkout page and get the discount of the total amount. Below find the screenshot:
