Save Customer Birthdays to Yotpo Loyalty

This step automatically activates when a customer fills out and submits the birthday collection form on your website. The form includes a date picker for their birthday and captures their customer ID in the background. The form is pre-configured with a friendly header "Submit your birthday to receive surprises!" and requires the date field to be completed. Once submitted, the form data flows to the next step for customer verification.

This step automatically pulls the full customer record from Shopify using the customer ID captured in the form. It retrieves all customer details including their email address, which gets passed to the final step. The customer lookup happens instantly in the background - no configuration needed. This ensures you're only setting birthdays for legitimate customers in your system.

This step automatically formats the birthday data and sends it to Yotpo Loyalty using the customer's email address for matching. The workflow splits the date input into separate day, month, and year fields as required by Yotpo's system. The customer email from the previous step ensures the birthday gets attached to the correct loyalty profile. Once saved, you can create birthday-specific campaigns and rewards in your Yotpo Loyalty dashboard.