> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator/birthday-discount-codes.md).

# 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.

{% hint style="info" %}
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**.
{% endhint %}

### 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](/discounts-and-gwp/using-gwp-and-discounts/discount-code-generator.md)
* [How to integrate Roadmap with Klaviyo](/reviews/integrations/klaviyo-review-integration/how-to-integrate-roadmap-with-klaviyo.md)
* [When to use Roadmap, Shopify, or Klaviyo for discounts](/discounts-and-gwp/using-gwp-and-discounts/when-to-use-roadmap-shopify-or-klaviyo-for-discounts.md)


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