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Save a customer's birthday to a Yotpo Loyalty customer

time saved Saves 3 minutes

An excellent way to engage with your customers is by offering special rewards on their birthday. This template will save a customer's birthday to Yotpo Loyalty when a form response is received. Let your customers treat themselves on their birthday and build a little brand loyalty in the process.

Step 1. Every 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

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Tea Drops

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‚ÄúMESA automated our tasks. Their support team has been great and they've helped setup a number of workflows for us quickly.‚ÄĚ