If you already have a list of customers with birthdates, then we can import your data into the Happy Birthday app via CSV file.
Send us your CSV file
We have removed the import feature from the app in order to preserve the integrity and reputation of our domain and will now ask you to send us your file or a link to where we can download it, so that we can take care of the importation process on our end.
This will allow us to cross check a percentage of customers on the CSV file to see if the emails are likely to be real or purchased. It also gives us the opportunity to ask merchants if the customers they are uploading have given them permission to send them a birthday email.
Please Note:
We destroy all CSV's that have been sent to us or attached to helpdesk tickets or downloaded to our local machines as soon as the import has been completed.
Caution - Do you have permission to email these contacts?
If you'd like us to go ahead and begin the process of checking your CSV list, then please send us your file and confirm that you are the controller of that data and that the emails you are providing have given you permission to send them a birthday email (permission could be part of your stores privacy policy or terms of service).
Correct format of CSV file for import
The required fields for the import are:
- Email address - Please make sure you enter only valid email addresses
- Date of birth – Please make sure the date of birth format in your CSV file follows the same format that you have specified within our app. If the formats are different, we can possibly reformat them, but it will always be easier to follow your preset birthdate format. The preset date formats we have available to choose from are:
-
- dd/mm/yyyy
- mm/dd/yyyy
- dd/mm/yy
- mm/dd/yy
- mm/dd
- dd/mm
- dd-mm-yyyy
- mm-dd-yyyy
- yyyy-mm-dd
- dd-mm-yy
- mm-dd-yy
- mm-dd
- dd-mm
- Customer First Name (Optional)
- Customer Last Name (Optional)
Will your current plan cover the number of imported customers?
Please make sure that you are on a Happy Birthday Plan that can handle the number of Birthday Club members that we are about to import into your Birthday Club.
Do you have our MailChimp, Klaviyo or Brevo integration enabled?
If you have MailChimp, Klaviyo or Brevo enabled, then upon completion of your import we will schedule a push of the birthday discount links back through to those contacts.
Need any help?
If you would like any advice or support related to this article, then please don't hesitate to get in touch.