Whether you're using Shopify POS in your retail store or whether you use it for selling goods at conferences, exhibitions, events or pop-ups, you can still collect customer Birthday sign-ups during POS transactions via our POS feature.
How to enable the collection of Birthdays via Shopify POS
Go to the Happy Birthday app, select the Settings view and then select the Manage button on the POS Birthday Sign-up setting:
You then need to enable the feature by checking the POS enabled checkbox within the POS Settings section:
This will enable you to be able to start collecting birthdays via POS.
How do I capture birthday's via POS?
Please take a look at the following video with an overview of the steps outlined below:
Once you have checked the POS enabled setting the Happy Birthday app, you'll want to see it in action.
After a POS checkout has been completed, you will see the Happy Birthday tile within the POS Order Summary screen within the APPS section.
Click on the Happy Birthday Email tile:
You will then see the Birthday Sign-Up Form as shown below:
You can either ask the customer for their birthdate or, spin the iPad around (stand dependant) and ask them to fill in their d.o.b and then ask them to hit the submit button.
The ability to capture Birthday's is only available once the transaction is complete.
If you had already created the customer as part of the checkout process, or you selected a previous customer to be associated with the order, then the Email address field will be pre-populated within the Birthday Sign-Up Form.
We do recommend selecting the customer prior to checkout as this will also let you see if they have already joined your birthday club. If they are already birthday club members then both the Email address and Birthdate fields will be pre-populated.
Once birthdates have been captured via POS, that's it! The app will take care of emailing your customers with a discount code on (or possibly before) their special day.
What if I don't want to embarrass my customers by asking for their year of birth
The format of the birthdate will display depending on the format you have selected within the Happy Birthday app. Should you wish to change the format, or perhaps hide the Year of birth field, then we have an article that explains the various options for setting the birthday date format.
Changing the date format won't affect the dates of customers already signed-up to your Birthday club, it will just change how we present the date format in forms and in the user interface of the Happy Birthday app.
Need any help?
If you would like any advice or support setting this up, please don't hesitate to get in touch.