NeoLite Birthday Bash Documentation

1. Introduction

1.1 Welcome & Features

Welcome to NeoLite Birthday Bash, a standalone plugin that emails every WooCommerce customer a unique, expiring discount coupon in the week before their birthday.

It does one job and does it properly. There is no workflow builder to configure and no parent plugin to buy — you set the reward once, and from then on every customer who has given you a date receives a coupon automatically, with a record of what went out and what came back.

Core Features

• 🎂 Automated coupons: A unique coupon is generated and emailed ahead of the date, so the customer has time to plan a purchase.
• 📝 Flexible data collection: Collect birth dates from My Account, the WordPress registration form and the classic checkout, or from the block checkout using a shortcode.
• ⏳ Built-in expiry: Set how long a coupon stays valid to create a natural deadline.
• 📊 Coupon logs: See who received a coupon, when it was issued, and whether it was redeemed — including the linked order.
• 🔒 Privacy-conscious: Only the day and month are stored. The birth year is never collected.

1.2 System Requirements

Birthday Bash is deliberately light, but it does expect a reasonably current stack:

2. Installation & Setup

2.1 How to Install

1. In your WordPress dashboard go to Plugins > Add New.
2. Search for NeoLite Birthday Bash.
3. Click Install Now, then Activate.
4. Open the NeoPlugin menu in the sidebar and choose Birthday Bash.

2.2 The Admin Tabs

Everything lives under NeoPlugin > Birthday Bash, split across these tabs:

3. Collecting Birthdays

3.1 Where Customers Enter a Date

A customer can supply their birthday in several places. All of them write to the same user meta, so a date entered at checkout appears in My Account too.

• My Account: A birthday field is added to the account details screen.
• Registration: Collected at sign-up on the WordPress registration form, so new customers are enrolled immediately.
• Classic checkout: Rendered inline in the checkout form.
• Checkout Block: Add a Shortcode block containing [birthday_bash_checkout_input] to the Checkout page — a shortcode cannot be typed inside the Checkout block itself. The plugin then moves the fields into the checkout’s contact details section and submits the day and month with the order through the Store API.

3.2 Making the Field Mandatory

The birthday field can be optional or required. Setting it to mandatory means a customer must supply a date before completing registration or checkout.

3.3 Shortcodes

Two shortcodes are available if you want to place the form yourself:

4. Coupons

4.1 Configuring the Reward

Coupons are configured once, on the Settings tab, and then applied to everyone:

4.2 When Coupons Are Sent

A daily check looks for customers whose birthday falls in the coming week and issues a coupon so it arrives before the date rather than on it.

That check runs through Action Scheduler in bounded batches of 100 customers rather than in one long request, so a large customer base does not risk a timeout or exhaust memory.

4.3 Coupon Logs

The Coupon Logs tab lists every coupon the plugin has issued: which customer received it, when it was generated, and whether it has been redeemed — with the redeemed date and linked order where applicable. Long lists are paginated.

5. The Email

5.1 Customizing the Message

The birthday email is fully editable. You can set your own subject line, upload a logo, write the greeting and compose the body message.

The message is wrapped in WooCommerce’s standard email layout, with your logo as the header image, so it matches every other email your store sends. It is delivered in HTML, plain text or multipart, following the email type, Cc, Bcc and Reply-to configured under WooCommerce > Settings > Emails > Birthday Coupon — where WooCommerce’s own preview also shows it with sample data.

6. Design

6.1 Styling the Form

The Form Design tab controls how the birthday form looks on the front end, without touching CSS:

• Background, text and border colors
• Border radius and shadow
• Form title and message
• Whether the form is always shown, or only when a date has not been supplied

7. Customer Experience

7.1 My Account

Customers can add or change their birthday from the account area at any time. If they entered a date at checkout, it is already there.

8. Troubleshooting

8.1 Common Issues

8.2 Frequently Asked Questions

Do I need an automation suite or a parent plugin?

No. WooCommerce is the only requirement. Birthday Bash is self-contained — no parent plugin, no workflow engine, no external service. It uses Action Scheduler, which ships with WooCommerce.

Does it work with the Cart and Checkout Blocks?

Yes. The classic checkout renders the field inline with nothing to set up. For the Cart and Checkout Blocks, add a Shortcode block containing [birthday_bash_checkout_input] to the Checkout page: the plugin moves the fields into the contact details section and submits the day and month through the Store API with the order.

What happens if a customer already has a coupon?

Nothing is created. The plugin records that a birthday coupon was issued for that customer in that calendar year and checks before issuing again.

Will it slow a large store down?

The daily check runs in bounded batches of 100 customers through Action Scheduler rather than in one long request, so large customer bases are processed without timeouts.

Do you store the birth year?

No. Only the day and the month are collected and stored, as standard user meta on your own site. Nothing is sent anywhere else.

Is it really free?

Free, and GPL-2.0-or-later. There is no paid tier for Birthday Bash and no feature described in these docs is locked behind one.

8.3 Uninstalling

• Deactivating leaves your settings and logs in place, in case you come back.
• Deleting removes every option, the coupons table, generated coupons and scheduled tasks — across all sites on multisite.