Growing your Birthday Club with Klaviyo Forms

Please Note:

This article is specifically aimed at Merchants who have enabled the Klaviyo integration within the Happy Birthday app.

What is it and how does it work?

With the release of Klaviyo Webhooks, we've introduced a feature into Happy Birthday that can push your new Klaviyo subscribers straight into your Birthday Club.

If you use Klaviyo forms on your site to gather subscribers for your mailing list, then why not also collect the subscribers birthdate within the same sign-up form? With our new Klaviyo Forms feature, new subscribers that contain a birthdate in their profile will automatically be pushed straight into the Happy Birthday app.

The Happy Birthday app will then push a birthday discount link back into the newly subscribed profile in Klaviyo, ready for when they enter into your Birthday Email Flow. As always, our auto-generated birthday discounts refresh annually for each subscriber, requiring zero maintenance from the Merchant.

The only requirement for this new feature is that the subscribed contact in Klaviyo has signed-up to one of your Klaviyo Lists using a sign-up form that contains a Date field which is linked to the Birthday custom property.

How can I set this up?

Enable the Klaviyo integration within the Happy Birthday app

To try out this feature, you will first need to have enabled the Klaviyo integration within the Happy Birthday app.

Generate a unique Happy Birthday Webhook URL

Please contact our support team to request the new Klaviyo Forms feature and we will generate a unique URL and a data structure for you to use when creating the Klaviyo webhook.

The URL for the webhook will look something like this:

https://happybirthday.unionworks.app/klaviyo/webhook/yourbrandnotmine.myshopify.com/dc6e77210b7ed34b2229a11d47cacfc9

And the data/payload for the webhook will be:

{
"email": "{{ person.email }}",
"first_name": "{{ person.first_name|default:'' }}",
"last_name": "{{ person.last_name|default:'' }}",
"birthday": "{{ person.Birthday|default:'' }}"
}

You will need these in the next few steps.

Adding a birthdate field into your Klaviyo sign-up forms

If you already use Klaviyo forms to add subscribers to your lists, then they will need to be adapted to include a Date field to capture the date of birth of a new subscriber.

Here is a Klaviyo form where a date field has been added and the field has been linked to the Birthday Profile Property:

If you do not already use Klaviyo forms on your Shopify site, please take a look at the Klaviyo landing page for creating forms that will help to guide you through the process:

https://www.klaviyo.com/features/forms-web-personalization

Selecting the associated Klaviyo List

Once you've created your sign-up form, or have amended an existing form to contain a birthday field, you then need to check that you've selected the right list to direct subscribers to. The list you select is important, because any new entry into that list will then enter the Klaviyo Flow that we will create next.

Luckily, Klaviyo makes it easy to change the list your form is directed to in two easy steps:

In the form editor, click your form’s CTA button. This will open a new menu on the left-hand side of the screen
Click the dropdown next to the List to Submit section and choose your new list!

That's it! When you're ready, make sure that the Klaviyo sign-up form is Live!

Please Note:

New subscribers may not be added to your selected Klaviyo List until they have confirmed their subscription. By clicking on the "Yes, I want to subscribe." button within Klaviyo confirmation email, they will then be deemed to have subscribed to your list.

Next up, we'll need to create the Klaviyo Flow that will be triggered when a new subscriber is added to the Klaviyo List associated with your Klaviyo Form.

Creating the Flow in Klaviyo

Please Note:

Each Klaviyo form is assigned to a Klaviyo list. If you have multiple forms that collect birthdates that link to multiple lists, then you will need to repeat these steps for each list.

Follow the steps below to create the Klaviyo Flow. When the flow is triggered, it will send the new subscriber data to the Happy Birthday app.

Select Flows from the left hand column of your Klaviyo account:

Select Create From Scratch from the top right hand side of the page:

Give the flow a name, any name will do, but try and make it something that will help you to remember what the flow is being used for:

Select List as the trigger for the flow:

Choose which of your lists will trigger the flow:

In this example, I have selected the Newsletter list, so new subscribers to that list will trigger the flow.

No filters are required, so click on the Done button in the bottom left of the screen to continue:

You will then see further options to configure the flow. Drag the Webhook Action onto the main stage and a green '+' icon will appear underneath the Trigger. Drop the Action on the green '+' icon:

The left hand side of the page will open up the configuration settings for the webhook.

You will now need the unique Happy Birthday Webhook URL and the data/payload that were provided to you by the Happy Birthday Support Team... (great team... and they love reviews ;)

Add the destination URL:

Clear the JSON BODY payload information and replace it with the data/payload info provided by the Happy Birthday Support Team (really great team!):

At this point, you can preview the webhook and find a profile that contains a birthday to see the format in which the data will be sent to the Happy Birthday app.

Once you are happy, click on the Save button.

Your flow is now saved, but it is still in Draft status. Make sure that you set your Klaviyo Flow to Live for the Trigger to start working:

What happens next?

That's it! When a customer next subscribes to your selected Klaviyo List, it will trigger the Klaviyo Flow which will send the Webhook to the Happy Birthday app and then we will take it from there!

FAQs

A customer submitted the Klaviyo sign-up form, but has not been added to the Happy Birthday app

There are two reasons why this may happen:

1. The customer did not provide a Birthdate when they signed up and therefore, if there is no birthdate, we can not add them to the Happy Birthday app.

2. The customer has not yet confirmed their subscription to your Klaviyo List, therefore the webhook has not yet been sent to the Happy Birthday app. As soon as they confirm their subscription, the Klaviyo Flow will be triggered and the customers details will be sent to the Happy Birthday app.

I can't find the Birthday custom property in Klaviyo

If you've only just enabled the Klaviyo integration within the Happy Birthday app then the Birthday Custom Property may not yet have been created in your Klaviyo account:

To create the Birthday property, manually add a customer (e.g. a test customer) to the Happy Birthday app and within a few seconds, the Birthday property will be created in Klaviyo.

Take a look at our article on how to add Birthday sign-ups manually if you need guidance.

What happens if I update the Birthdate in Klaviyo

Unfortunately, if a Birthday is manually changed within Klaviyo, there is no automatic update that gets sent through to the Happy Birthday app. You would need to log into the Happy Birthday app and make the same birthdate change there also.

How do I enable this feature?

The feature can currently only be turned on by our support team. Please contact our support team to request this feature and we will get back to you as soon as we can with the details that you need.

Need any help?

If you'd prefer us to help you with the set-up of the Klaviyo Flow and test that everything is working end-to-end, then please get in touch and we'll walk you through the steps. If you'd like us to access your Klaviyo account to do this, we will let you know the email address that you will need to provide temporary access to.

Klaviyo Integration Basics

I have enabled the Klaviyo integration, but my Klaviyo contacts do not appear in the Happy Birthday app?

How do I push existing Birthday Club members into Klaviyo?

Adding the birthday discount link to your Klaviyo email template

Articles in this section

Please Note:

Quick Links

What is it and how does it work?

How can I set this up?

Enable the Klaviyo integration within the Happy Birthday app

Generate a unique Happy Birthday Webhook URL