Configure Anniversaries for User Preferences: Fixed Dates, Reminders and Expiry Setup

This article helps users manage reminders for user-preference anniversary expirations, configurable celebration dates, redemption deadlines and ability to extend expired anniversaries, ensuring they never miss the opportunity to redeem their items.

*Note: Any changes made to the configuration in system settings will only apply to future user preference anniversary celebrations. These changes will not affect the expiration dates or notification emails for transactions that have already been processed.

Once the 'Module Configuration' tab is accessed through 'System Settings' navigate to the Service Celebrations section.

Image – System Settings – Service celebrations section

If 'User Preference Anniversary Settings' checkbox is selected, additional options will appear to configure when the items will be sent:

• Send date - Enter a specific date to schedule all anniversaries to be sent on that day each month.
• First Reminder checkbox - A reminder will be sent X days after the send date to users who have not selected their preferred item (14 days is the default after the fixed anniversary date).

Image: First Reminder Notification received 

• Second Reminder checkbox - A final reminder will be sent X days after the send date to users who have not selected their preferred item (21 days is the default after the fixed anniversary date).

Image: Second Reminder Notification received 

• Set gift expiration checkbox - Define an expiration period.

*Note:  Reminders will stop as soon as the user selects their gift.

The user will receive notifications within the app, as well as an email reminder with a button that redirects them to the 'My Awards' page.

*Note: If the user does not redeem their preferred item within the specified period, it will be considered expired.

Image: My Awards – Expired Swag Item

In the Admin Center, the 'Anniversaries' report can be found under Transactional Reports, with an additional 'Expiring Anniversaries' tab to manage user-configured anniversaries based on individual preferences.

*Note: Admins will have the ability to extend expiration dates by X days for specific users.

Image – Admin Center – Expiring Anniversaries

*Note: Expiring Anniversaries tab will be visible only if the "Expire Anniversary for User Preference" setting is enabled in system settings.

The following filters are available on this page:

• Date From & Date Until – There is no limit on the date that can be selected for starting/ending date.
• Country – A dropdown listing only the countries where at least one user has received an anniversary of this type.
• Status – Displays the item's status (Selected, Not Selected, or Expired) based on whether the user has chosen their predefined item or if the selection period has expired.
• Search Users – allowing the admins to search for a specific user.
  
  

The report includes the following columns below:

• Recipient – Full name of the recipient.
• Username – The recipient’s username.
• Country – The recipient's country.
• Anniversary Sent – The fixed date when the anniversary was sent.
• Expiration Date - The date when the item selection period will expire.
• Status – Displays one of the available statuses (Expired, Not Selected, Selected)

If an item is marked as 'Expired,' a button labeled 'Extend Expiration' will appear next to it.

Image – Extend Expiration feature

Clicking the button will open a modal, allowing the admin to extend the expiration date by X days.

This will help users who are on maternity leave or other extended absences, ensuring their anniversaries don't expire before they have the chance to celebrate.

Image – Extend Expiration Modal

*Note: The new expiration date will be the original received date + X days.

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