Birthday discount codes

Generate a birthday discount code for members and choose the timing that best fits your campaign strategy.

Use this trigger when a member birthday should unlock a discount code.

Birthday rewards work best when the timing matches how customers shop.

Where to find it

In Roadmap, open Discounts / GWPs, click Create a new discount, and choose Discount Code Generator.

Choose the trigger

In Trigger, select On member birthday.

Then choose When to trigger.

The timing choice changes the campaign strategy, not only the send date.

Birthday timing options

On their birthday

Use this when you want a true occasion-based reward.

This creates the strongest birthday moment and the clearest urgency.

Choose this option when:

• the brand wants the offer tied to the exact day

• the reward window is short

• the category supports impulse or same-day purchases

This is usually the best fit for celebratory offers and strong day-of messaging.

First of the birthday month

Use this when customers need more time to redeem.

This shifts the campaign from a single-day moment to a birthday-month offer.

Choose this option when:

• the brand wants a softer, longer conversion window

• customers often shop before or after the exact birthday

• the campaign should be easy to plan and repeat each month

This is usually the best fit for lifestyle, apparel, and lower-urgency categories.

Days before birthday

Use this when the purchase needs planning time.

This creates intent before the birthday arrives.

Choose this option when:

• customers buy gifts, bookings, or higher-consideration items

• you want the code in the inbox before the shopping moment

• the brand wants to build the basket before the birthday itself

This is usually the best fit for gifting, beauty restocks, dining, travel, and premium categories.

If you want the most urgency, use On their birthday.

If you want the most flexibility, use First of the birthday month.

If customers need lead time, use Days before birthday.

Member requirement

This trigger is member-based.

The member needs a birthday saved on their profile before the trigger can run.

Configure the discount

Set the reward details after the trigger:

• Discount type and Discount value

• Code prefix

• Applies to

• Purchase Type

• Minimum spend

• Quantity limit

• Expires after

A shorter expiry creates urgency.

A longer expiry supports birthday-month campaigns.

Choose delivery

Start with Trigger a Klaviyo event.

Klaviyo is the better default for birthday programs because the email usually needs brand styling, timing control, and flow reporting.

Use Send mail via Roadmap only when you want a simpler direct-send setup.

Recommended setups

Exact-day birthday reward

• Trigger: On member birthday

• When to trigger: On their birthday

• Delivery: Trigger a Klaviyo event

• Discount: short expiry and strong value

Birthday-month reward

• Trigger: On member birthday

• When to trigger: First of the birthday month

• Delivery: Trigger a Klaviyo event

• Discount: longer expiry and broader product scope

Plan-ahead birthday offer

• Trigger: On member birthday

• When to trigger: Days before birthday

• Delivery: Trigger a Klaviyo event

• Discount: enough expiry to cover the pre-birthday window

Related guides

• Discount Code Generator

• How to integrate Roadmap with Klaviyo

• When to use Roadmap, Shopify, or Klaviyo for discounts