After a successful transaction on your Shopify store, the Happy Birthday Sign-up form will appear as a widget on the Order Status Page asking the Customer if they'd like to join your Birthday club.
If the customer chooses to sign-up by adding in their birthdate and submitting the form, we will try to associate the new birthday club member to an existing customer within your Customer Fields app.
To do this, Customer Fields needs to be set to automatically import customers from Shopify when they place an order on your store.
You can find this setting within the Customer Fields app under Settings > Sync Settings:
Once enabled, each Birthday sign-up from the Order Status Page will be pushed back into the Customer Fields app to update the customer record with their birthdate.
Need any help?
If you need any help setting up the Customer Fields integration then please do just get in touch and we'll be happy to help!