This article is aimed specifically at Merchants who wish to send out Birthday Emails via the Happy Birthday app (default). If you are using MailChimp, Klaviyo or Omnisend to send out your Birthday emails then scheduling will need to be handled within the settings of that service.
Happy Birthday provides the option to send out Birthday emails either on the day of a customer's birthday or any number of days before that customer's birthday. It also allows Merchant's to set the time of day when the email should be sent. The time will be based on the timezone of the Merchant's Shopify store.
Email Sending Schedule
The settings associated with scheduling your birthday email can be found by going to Settings > Birthday Email Campaign and then scrolling down to the Email Sending section:
Days Before Birthday
By default, the campaign is set to send the birthday email on the day of the Customer's birthday. Change this value to a positive number, for the birthday email to go out that many days before the Customer's birthday.
Entering a negative number in this field will not send the birthday email that many days after the Customer's birthday.
By default, the send time of the email is set to 10:00 in the morning. The send time is based on your store's timezone. Feel free to change the send time to suit your needs.
Find out why we think you should be sending out Birthday emails ahead of time.
Need any help?
If you have any questions about scheduling birthday emails then please do just get in touch.