Loyalty Birthday
Wish every loyalty customer a happy birthday automatically — with a bonus SMS, no manual work required.
Principal Features
Date of birth on every card
Adds a Date of Birth field to the customer record and mirrors it — plus phone — directly onto their loyalty card, so cashiers and marketers never have to open the contact form separately.
Automatic day countdown
A computed "Days to Birthday" field on every card, correctly handling the December → January wraparound so nobody's birthday is ever miscounted at year-end.
Daily birthday SMS
A daily scheduled action finds every loyalty card whose birthday is today and sends a fully customizable SMS greeting — zero manual effort, every single day.
Built-in "Birthday Wishes" filter
Instantly see which loyalty cards have an upcoming birthday and an active program — no custom report needed.
Editable message template
Change the greeting's wording at any time through a simple system parameter — no code, no developer required.
Zero extra setup
Works with the customer records and loyalty programs you already have — just set a date of birth and the rest runs itself.
Installation Guide
Requirements
- Odoo 19.0
- Depends on: Loyalty, SMS Marketing
Installation
- Install Loyalty Birthday from the Apps menu.
- No configuration screen to set up — the module is ready to use immediately after install.
Configuration and Usage Guide
1. Set a customer's date of birth
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Open any contact and fill in the new Date of Birth field, right alongside Job Position, Tax ID and Website. That's the only setup step — everything else follows automatically from here.
2. See it mirrored on the loyalty card
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The customer's Date of Birth and Phone are automatically copied onto every loyalty card they hold — there's nothing to sync manually, and it stays in sync if the contact record changes.
3. Find upcoming birthdays instantly
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The Loyalty Cards list gets a one-click "Birthday Wishes" filter, showing every card with an active program and a known date of birth — handy for a manual check or a quick export, on top of the automatic daily SMS.
4. See the actual message that gets sent
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Here's the real result: the scheduled action found a card whose birthday is today and queued exactly this SMS — both placeholders substituted, ready to send.
5. Customize the greeting
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The SMS text is stored as the system parameter
loyalty_program.birthday_sms_template(Settings → Technical → System Parameters, with developer mode on). The default reads:Happy Birthday {name}! We wish you a fantastic day. From {program_name}
Both{name}(the customer's name) and{program_name}(their loyalty program's name) are substituted automatically when the message is sent — edit the parameter to change the wording to match your brand's voice. - Every day, a scheduled action checks every loyalty card for a birthday matching today's date, and sends the SMS to any card with both a date of birth and a phone number on file. Cards missing either are skipped silently — nothing to configure, nothing that can misfire.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 112 |
| Technical Name |
loyalty_birthday |
| License | OPL-1 |
| Website | https://crowe.mv |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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