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Save a customer's birthday to a Yotpo Loyalty customer

Forms by MESA to Yotpo Loyalty Automation Template

An 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 Template

Here's how this template works:

Step 1: Everyt time this happens:

Forms by MESA
A Form response from a customer is created

Step 2: Then do this:

Retrieve the customer's profile

Step 3: Then do this:

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Set the birthday date in Yotpo Loyalty & Referrals
Done!