IMPORTANT: Gift Reminders strictly requires Klaviyo Integration.
Step 1: Enable Gift Reminders
Go to Loyalty Program in the Mage dashboard
Click Create next to "Gift Reminders" in the earning rules section
Set the points customers earn for saving their first gift reminder entry
Set the max recipients per customer (e.g. 5 or 10)
Click Save Changes
Step 2: Configure Reminder Schedule
After creating the rule, you'll see the Reminder Schedule section.
Set First reminder — how many days before the occasion to send the first email (e.g. 30 days)
Optionally set a Second reminder — must be fewer days than the first (e.g. 14 days)
Optionally set a Third reminder — must be fewer days than the second (e.g. 7 days)
Example: With reminders at 30, 14, and 7 days, a customer who saved "Mom's birthday on March 15th" would receive emails on Feb 13, March 1, and March 8.
Step 3: Create a Reminder Reward
A reward must be set for reminders to send. This reward generates a unique discount code included in each reminder email.
In the Gift Reminders settings, scroll to the Reminder Reward section
Click Add Reward
Choose a reward type:
Fixed discount (e.g. $10 off)
Percentage discount (e.g. 15% off)
Free shipping
Free product
Fill in the reward details and save
You'll be redirected back to the Gift Reminders settings
How discount codes work:
A unique code is created per recipient on the first reminder
The same code is included in the 2nd and 3rd reminders
Each customer gets a separate code for each recipient they add
Codes are not shareable and track back to the customer
Step 4: Connect Klaviyo
Skip this step if you've already set up Klaviyo Integration
Gift reminder emails are sent through Klaviyo flows, giving you full control over the email design.
Go to Integrations > Klaviyo in the Mage dashboard
Connect your Klaviyo account (if not already connected)
Enable the Gift Reminder event toggle
Click Save
Step 5: Create a Klaviyo Flow
In your Klaviyo account, create a flow triggered by the "Gift Reminder" event:
Go to Flows in Klaviyo
Click Create Flow > Create from scratch
Set trigger to Metric > Gift Reminder
Design your email template using these available properties:
Variable | What it shows |
| The gift recipient's name (e.g. "Mom") |
| The relationship (e.g. "Mother") |
| birthday, anniversary, or other |
| The date in MM/DD format |
| Days remaining (e.g. "30") |
| Which reminder (1, 2, or 3) |
| The unique discount code |
| The customer's first name |
Recommended flow structure:
Email with subject line like "Don't forget {{ event.Recipient Name }}'s {{ event.Occasion Type }}!"
Include the discount code prominently
Use conditional content based on
Reminder Numberfor different messaging
Pro tip: You can create different email content based on the reminder number. The first reminder (30 days out) might be a gentle heads-up, while the third (7 days out) adds urgency.
What Customers See
In the account sidebar, customers see a "Gift Reminders" section
They click "Add Recipient" and enter:
Recipient name
Relationship (e.g. Friend, Mother, Partner)
Occasion type (Birthday, Anniversary, or Other)
Occasion date (month and day)
They earn points for adding their first entry
They can add up to the maximum number of recipients you configured
They receive emails at the intervals you set up, with a discount code
How We Prevent Abuse
Since gift reminders include discount codes, we've built in protections to stop customers from gaming the system:
One discount code per recipient — each recipient a customer adds gets exactly one discount code, ever. If a customer changes the occasion date, the reminders update but the same code is reused. No new codes from date changes.
Date flip protection — if a customer changes a date back and forth, reminders that were already sent for a specific date won't send again. Our system tracks every reminder sent.
Max recipients limit — you control how many recipients each customer can add (e.g. 5 or 10). This caps the total number of discount codes any single customer can generate.
Customer-locked codes — every discount code is tied to the specific customer's Shopify account. It can't be shared or used by someone else.
FAQ
Q: What happens if a customer deletes a recipient? No more reminders will be sent for that recipient. Any discount codes already generated remain valid until they expire.
Q: What if a customer changes the occasion date? New reminders will fire for the updated date. The same discount code is reused — no new codes are generated for date changes.
Q: Can a customer delete and re-add someone to get a new code? Yes, deleting and re-adding a recipient does create a new discount code since it's treated as a new entry. This is limited by the max recipients cap you set, and the friction of deleting/re-adding discourages repeat abuse.
Q: Do customers need to have Klaviyo profiles? Customers need an email address associated with their loyalty account. When the event fires, Klaviyo automatically creates or matches the profile.
Q: What about Feb 29 birthdays? In non-leap years, customers with Feb 29 occasions will receive their reminders based on Feb 28 timing.
Q: Can I use this without Klaviyo? Currently, gift reminder emails require a Klaviyo connection. The gift recipient data is still stored and earns loyalty points without Klaviyo, but automated reminders won't send.