What is Customer Fields?
Customer Fields is a Shopify app that allows Merchants to create custom fields and forms to collect unique information about their customers.
Why should I integrate Happy Birthday with Customer Fields?
We often see Merchants swapping out their default customer registration form with a custom form by Customer Fields. By adding a Birthdate field to that registration form, you can also grow your Birthday Club each time a customer registers with your store and includes their date of birth.
How does it work?
Once the integration is enabled, Customer Fields will send a webhook to the Happy Birthday app for each customer registration. If that profile contains a Birthdate, the customer will be added to the Happy Birthday app.
If any changes are made to the Birthdate within the Customer Fields app, these changes will be also be pushed through to the Happy Birthday app.
Requirements for the Customer Fields integration
You will, of course, also need the Happy Birthday app installed into your Shopify store.
You will also need to have created a data column within the Customer Fields app to store a customer's date of birth and this field must also be included within your customer registration form.
You will be asked to select your Customer Fields date of birth data column field as part of enabling the integration within the Happy Birthday app.
You will need to enable the integration between Happy Birthday and Customer Fields via the Integrations view of the Happy Birthday app. Please read our Customer Fields integration set-up guide for more information on enabling and configuring the integration and how to set-up your data column if you have not already done so.
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!