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
- Via the Birthday sign-up page
1. Adding a birthday via the Happy Birthday app admin area
Go to the Happy Birthday app and select the Customers view:
Existing customers will be listed in this view:
Click on the Add new customer button:
You will then see a new customer 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 customer listing:
2. Adding a birthday via the Birthday Sign-up Page
We create a page in each store called the Birthday Sign-up Page. This page contains a sign-up form for your Birthday Club and is used to capture Birthday sign-ups from visitors or previous customers who would like to join your Birthday Club.
To visit the Birthday Sign-up Page and add a Birthday manually, the url is as follows:
https://{{ your shopify domain}}/apps/birthday
Please read our article on the Birthday Sign-up Page, to find out more.
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!