How it works

Follow these 3 simple steps to start collecting customer birthdays for targeted birthday rewards

form icon

Form Submitted
App connector: Form • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures customer birthday information when they voluntarily submit it through your form, giving you permission to use their data for birthday promotions.

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.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step verifies the customer exists in your Shopify store and grabs their email address, which Yotpo Loyalty requires to match the birthday to the correct customer profile.

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.

yotpo logo icon

Set Customer's Birthday
App connector: Yotpo Loyalty • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step saves the birthday information to the customer's Yotpo Loyalty profile, enabling you to create targeted birthday campaigns and rewards.

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.

Make it your own

Customize this workflow even further:

Schedule birthday emails in advance
Set up time delays to automatically send birthday greeting emails or SMS messages on the customer's actual birthday, with special discount codes that expire after a set period.
Create birthday reward tiers
Connect additional conditions to offer different birthday rewards based on customer loyalty status, total spending, or membership length - VIP customers get bigger birthday surprises.
Track birthday campaign performance
Store birthday submission data in tables to measure conversion rates, track which customers redeem birthday offers, and analyze the ROI of your birthday marketing campaigns.
Add birthday verification
Deploy AI agents to verify birthday authenticity by checking submission patterns, ensuring customers can't abuse the system with fake birthdays for multiple rewards.

Frequently asked questions

What information do customers need to provide on the form?
Customers only need to select their birth date using the date picker. The form automatically captures their customer ID if they're logged into your store, so they don't need to enter their email or name manually.
Can customers update their birthday after submitting the form?
This workflow only handles the initial birthday submission. If customers need to update their birthday, they would need to submit the form again, or you'd need to manually update it in Yotpo Loyalty's dashboard.
Will this work for customers who aren't logged into my store?
No, this workflow requires customers to be logged in because it uses their customer ID to match the birthday to their Shopify profile. Anonymous visitors won't be able to successfully submit birthday information through this form.
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.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

Related templates you'll love

Recommended workflows that pair well with this template

Ready to start collecting customer birthdays for targeted birthday rewards?

Join thousands who've automated their work and saved an average of 3.5 hours every week.

Start with this template — It's free
7-day free trial • 3 min setup • Cancel anytime