If you already have a list of customers with birthdates, then you can import your data into the Happy Birthday app via CSV file.
Please make sure however that you are on a Happy Birthday Plan that can handle the number of Birthday Club members that you are about to import into your Birthday Club.
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 do have a drop-down selector that allows you to pick the correct format used, but it will always be easier to follow your preset birthdate format
- Customer First Name (Optional)
- Customer Last Name (Optional)
Caution - Do you have permission to email these contacts?
Please do not import lists of contacts that you do not have permission to email. We monitor bounce rates and complaints from our email sending service and will automatically turn-off email sending where we can see that lists have a large proportion of bounces or complaints.
Do you have our MailChimp, Klaviyo or Sendinblue integration enabled?
If you have MailChimp, Klaviyo or Sendinblue enabled, then please get in touch with us upon completion of your import and 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.