Customer Club Scheduled Tasks

Background jobs for loyalty program management, points, birthdays, and member notifications

The Customer Club scheduled tasks manage all aspects of the loyalty program, including point expiration, birthday rewards, membership lifecycle, and member notifications.

Available Tasks

TaskDescriptionType
Approve Membership ReminderSend reminders to members who haven't approved consentsDelta
Birthday PointsAward birthday points and send notificationsDelta
Delete Expired PointsRemove expired loyalty points from member accountsFull
Delete Inactive MembersRemove or deactivate members without consent approvalFull
Expire Soon NotificationNotify members about points expiring soonFull
Monthly ReportGenerate and email monthly membership statistics reportFull
Point Balance NotificationNotify members when points reach a thresholdDelta
Set Interests SpecialAutomatically assign interests to members based on storeDelta
NewsletterProcess and send scheduled newsletters to segmentsFull

Overview

Customer Club tasks maintain the health and engagement of your loyalty program:

  1. Point Management - Handle point expiration, notifications, and balance alerts
  2. Member Lifecycle - Manage consent reminders, inactive member cleanup
  3. Engagement - Birthday rewards, newsletters, and personalized communications
  4. Reporting - Monthly statistics for program performance tracking

Prerequisites

Most Customer Club tasks require the following tenant settings to be configured:

  • CustomerClubSettings.IsEnabled must be true
  • Specific settings for each task (documented on individual task pages)
  • Email notification templates configured for member communications

TaskRecommended ScheduleReason
Birthday Points0 6 * * * (6 AM daily)Award points early in the day
Delete Expired Points0 1 * * * (1 AM daily)Clean up during off-peak hours
Expire Soon Notification0 8 * * * (8 AM daily)Send during business hours
Monthly Report0 7 1 * * (7 AM on 1st)Generate after month-end
Newsletter*/5 * * * * (every 5 min)Process scheduled newsletters promptly
Other tasks0 2 * * * (2 AM daily)Run during off-peak hours

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