How it works
Follow these 2 simple steps to start collecting customer birthdays and storing them in customer notes for future birthday marketing campaigns
Form Submitted
Form Submitted
Update Customer
Update Customer
Make it 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.
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.
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.
Ready to start collecting customer birthdays and storing them in customer notes for future birthday marketing campaigns?
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