A very useful feature in the Happy Birthday app is the ability to add a Birthday Club Member's date of birth to their Shopify customer record, either as a tag or note. We have also recently extended this feature to also allow this to be added as a Shopify customer metafield.
The benefit of having this data stored against a Shopify customer record
Having the customer's DOB stored as a customer note, tag or metafield is useful if you provide any type of personal recommendations services for your customers. When looking up a Customer's record, the date of birth note, tag or metafield can be useful in building a profile on which to base your recommendations.
Appearance
Here is how the date of birth appears when applied as a Customer Note:
Here is how the date of birth appears when applied as a Customer Tag:
Here is how the date of birth may appear when applied as a metafield:
How can I enable this feature?
For more details on how to add Birthday Club Member's date of birth to their Shopify customer record as a tag, note or metafield, then please see the relevant guides linked below:
Auto tag a customers Shopify record with their birth date
Storing birth dates in Shopify customer metafields
Need any help?
If you would like any advice or support related to this article, then please don't hesitate to get in touch.