Save a customer's birthday to a Yotpo Loyalty customer
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
“Not only did they create customized workflows that saved us from using a developer, but the support team is amazing.”
★★★★★
Tea Drops“Simple and easy to use. Great staff to help support and accomplish goals. Lots of integrations and tons of ways to customize.”
★★★★★
Knowing Labs“MESA automated our tasks. Their support team has been great and they've helped setup a number of workflows for us quickly.”
★★★★★
Beauti