> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.qikify.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Auto issue credit on customer's birthday

If you saved your customer's birthdays as a Customer metafield, you can set up a Koin program to automatically issue them credits as Birthday gift.

### I. Create Customer Segment

You will need to create a customer segment that includes members with birthday today.

Go to Customers > Segments > template > use the keyword "Birthday" to use the sample segment. You can refer to the sample segment and update based on the metafield you set.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/1/b/1/b1b1419571e56000/d0c98f3f-9b02-42b0-a772-0bbc4b_6havgn.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/1/e/f/d1ef2d1f8e0cb800/e190df45-6ed5-4b58-97ad-9a47a6_uknleb.png)

###

II. Create a Koin custom program

Go to Koin > Programs and create a new custom program for this scenario. You can set up the credit amount you want to issue the customers.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/8/b/1/e8b1b1b272218800/dd1d6c5b-6565-44a3-bfc8-d9e29a_147ol3y.png)

Learn more about Custom program here [Create Custom Program with Koin](https://support.getkoin.io/en/article/create-custom-program-with-koin-1s4rtcw/)

### III. Create Shopify Flow

Create a Flow with this logic:

* Whenever a new customer joins the Segment on step I
* Double check if customer have been issued this promotion on this year or not (by checking the metafield)
* If they have not, then issue credit (with the program on the previous step)
* Then, update the metafield to make sure customers won't receive birthday credits again this year.

This is a sample flow for your reference: [sample](https://drive.google.com/file/d/1ypd8sS1GMX_AvB4ik9X0liSw8tRxxl4H/view?usp=sharing)  
[  
](https://drive.google.com/file/d/1ypd8sS1GMX_AvB4ik9X0liSw8tRxxl4H/view?usp=sharing)

|| This template only applies to 2026. You need to adjust the value to apply for a year to ensure the customer receives the credit only once per year

That's all!