Save a customer's birthday to notes
Collect your customer's birthdays so you can send a personalized birthday message or send a special offer to help them celebrate their birthday month. This template will add the birthday to the notes section of the Shopify Customer when a form response is received.
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Step 1. Every time this happens:
A Form response from a customer is created
Step 2. Then...
Customer profile is updated with birthday information
Loved by 1k+ brands using Shopify & Shopify Plus.
Frequently Asked Questions
- What is a template?
- Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
- Can I personalize a template?
- Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
- Can MESA handle the setup for me?
- Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How to get started
Easily add on your Shopify store and free to get started.
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