There may be occasions where you need to add a birthday manually to the Happy Birthday app, for example, you may be speaking with a customer over the phone, or a customer emails you to ask you to add them to your Birthday Club.
You may also just wish to add some test birthdays into Happy Birthday to make sure that the campaign is working as expected or to test that you've enabled one of our Integrations correctly.
Adding Birthday sign-ups manually
There are 2 ways you can add a birthday sign-up to Happy Birthday manually:
- Via the Happy Birthday app admin area (recommended)
- Via your custom Birthday sign-up page
1. Adding a birthday club member via the Happy Birthday app admin area
Select the Members view from the Happy Birthday app menu:
Existing members will be listed in this view. Click on the Add new member button:
You will then see the Add member form. Fill it in and hit Save:
You have just created a new Birthday Sign-up. If you have any linked integrations, then they should receive that contact data shortly.
This manual method of sign-up will be reflected within the Sign-up channel column of the Members listing:
2. Adding a birthday club member via your custom Birthday Sign-up Page
If you have already set up a custom Birthday Sign-up Page using the Happy Birthday App block, then you can manually sign up birthday club members via the sign-up form on this page.
If you haven't yet created this custom page, then please see the guides linked below to find out more:
Create a custom Birthday Sign-Up Page using the Happy Birthday App Block
How to add the Happy Birthday app block to your theme
Need any help?
If you have any questions about signing up Birthday Club members manually, then please do just get in touch and we'll be more than happy to help!