Record Customer Birthdays in Shopify Notes

6 min setup

No coding required

Runs automatically

Capture customer birthdays to create personalized experiences and celebrate special occasions. This MESA workflow template automatically saves each customer’s date of birth to the notes section in their Shopify profile when a form response is received. Use this information to send birthday messages or exclusive offers, enhancing customer loyalty and engagement.

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How it works

2 steps to start collecting customer birthdays and storing them in customer notes for future birthday marketing campaigns

App connector: Form • Time to complete: 5 minutes

Why this matters: This creates a web form that customers can fill out to submit their birthday information, which kicks off the entire workflow when someone completes it.

This step generates a customizable birthday collection form that you'll embed on your customer account page. The form includes a header asking "When's Your Birthday?", explanatory text about receiving a special gift, a required date picker field for the birthday, and a hidden field that automatically captures the customer's ID. You'll need to copy the provided embed code and paste it into your Shopify theme's customer account template file at the specified location.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This saves the birthday information directly to the customer's profile in Shopify, making it permanently accessible for future birthday campaigns and customer service interactions.

This step automatically takes the birthday date submitted through the form and stores it in the customer's notes field in Shopify. The system uses the hidden customer ID field from the form to identify which customer record to update, then writes the birthday date to their notes section. No additional configuration is needed since the step pulls the birthday data from the form submission and the customer ID automatically.

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Frequently asked questions

Can I customize the form's appearance to match my store's branding?

Yes, the form uses standard CSS classes that inherit your theme's styling. You can also modify the form's HTML structure, add custom CSS classes, or change the text and formatting to match your store's look and feel before embedding it.

What happens if a customer submits multiple birthdays or tries to change their birthday?

Each new form submission overwrites the previous birthday in the customer notes, so the most recent submission becomes their stored birthday. The workflow doesn't create duplicate entries or maintain a history of changes.

Will this work if I already have information in my customer notes fields?

The workflow will overwrite any existing content in the notes field with just the birthday date. If you need to preserve existing notes, you'll want to modify the workflow to append the birthday to existing notes rather than replace them entirely.

Make this template your own!

Customize this workflow even further:

Add email notifications

Set up automatic email alerts to your team when customers submit birthdays, so you can follow up with personalized offers or add them to birthday marketing segments.

Create birthday reminder campaigns

Connect this to email marketing tools to automatically send birthday discounts or gifts on the customer's special day, turning one-time data collection into ongoing revenue opportunities.

Store additional customer preferences

Expand the form to collect other valuable information like favorite product categories, preferred communication frequency, or anniversary dates for more comprehensive customer profiles.

Trigger loyalty point rewards

Connect to loyalty apps to automatically award points or badges when customers share their birthday, encouraging form completion and increasing engagement.

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