Can Happy Birthday app auto tag a customers Shopify record with their birth date?
Yes! There is a setting within the app that can auto tag the customers Shopify record with their birth date when they sign-up to your Birthday Club. The customers date of birth can also be appended to their customer note.
Please note, we can only tag customers that have provided their date of birth and have an existing Customer record in your Shopify store.
How can I enable this feature?
The feature is very straightforward to enable.
Navigate to the Settings view within the Happy Birthday app.
Scroll down to the Advanced Features section and click on the Manage button:
Here, we have provided the ability to add the birth date as a customer note and/or a customer tag:
Enable one or both of the options.
The format of the tag will be a prefix of DOB: followed by the date of birth in the format you have set within the Happy Birthday app. e.g. if you have set the app to capture just the day and month, like this: DD/MM the customer note/tag will read DOB: DD/MM
The format of the Birth date across all of your Birthday sign-up forms can be changed by going to Settings > App Preferences and using the dropdown within the Date format field:
Once enabled, the next customer to sign-up to your Birthday Club will have the Birthday applied to their Shopify customer record as a note or a tag, or both.
Additional tagging options
If you have enabled our SMS Bump integration then you will also see the option to auto tag customers with their preference of contact, whether that be via Email or SMS:
Backdating tags or notes for existing members of your Birthday Club
If you would like to apply birth date tags or notes to members that signed-up to your Birthday Club before you enabled the feature, please submit a request and we will set-up a job to apply them to the corresponding Shopify customer record if one exists in your Shopify store.
Backdating tags or notes to imported members of your Birthday Club
If you are importing email addresses into Happy Birthday and have our tagging or customer note feature enabled, then we will need to process those as a separate task once the import has been completed. Please submit a request and we will set-up a job to apply them to the corresponding Shopify customer record if one exists in your Shopify store.
Need any help?
If you need any help with this or any other feature, then please don't hesitate to get in touch.