Can Happy Birthday app auto tag a customers Shopify record with their birthdate?
Yes! There is a setting within the app that can auto tag the customers Shopify record with their birthdate when they sign-up to your Birthday Club. The customers date of birth can also be appended to their customer note.
These options can be found under Settings > Advanced Features > Auto tag customer records:
There is also the option to apply a prefix to those tags. The Tag prefix is editable and optional. If you would prefer to apply the tags without a Tag prefix, then leave the input field blank before saving your settings:
If you have enabled the feature to auto tag customers with their date of birth and would now like to backdate the tagging to all previous birthday sign-ups, then please contact us to arrange a backdating task.
Please 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.
Need any help?
If you need any help with this or any other feature, then please don't hesitate to get in touch.