Save a customer's birthday to a Yotpo Loyalty customer
Forms by MESA to Yotpo Loyalty Automation TemplateAn excellent way to engage customers is to offer special rewards on their birthday. Thankfully, Mesa allows you to save a customer’s date of birth via Mesa Forms so you don’t forget.
Add TemplateHere's how this template works:
Step 1: Everyt time this happens:
A Form response from a customer is created
Step 2: Then do this:
Retrieve the customer's profile
Step 3: Then do this:
Set the birthday date in Yotpo Loyalty & Referrals
Less work. Accomplish more.
Our team will setup this template for you. Just ask!