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  1. Happy Birthday App
  2. Features and Settings

Features and Settings

Find out about the available features and settings in the Happy Birthday app and how they can be used in your Birthday Campaign

Birthday Emails

  • Styling the Birthday Email
  • Personalising the Birthday Email
  • Scheduling the Birthday email
  • Can I preview or send a test email via the app?

Birthday Club Members

  • Can Happy Birthday app auto tag a customers Shopify record with their birthdate?
  • Viewing Customer Data
  • How can I import existing customer birthdates into the app?
  • Check for Birthday discounts during POS checkout
  • How do I edit a customers date of birth?
  • How do I add Birthday sign-ups manually?
See all 7 articles

Managing Discounts

  • Setting up your discount code
  • The auto-apply discount feature
  • The generate discount page
  • The discount applied landing page
  • The birthday discount link
  • How do I check that discount codes are being created?
See all 7 articles

Collecting Birthdays

  • What is the Birthday Sign-up Form?
  • What is the Birthday Sign-up Page
  • Add a Birthday Club link to your footer
  • Happy Birthday Date Format
  • Collecting Birthday sign-ups in person with POS
  • Customising the Birthday Sign-up Page
See all 7 articles

Using Flow Triggers and Marketing Automations

  • Extending Happy Birthday with Flow Triggers
  • How to send a Birthday Email using Shopify Email
  • How to use the Captured Customer Birthday trigger in Shopify Flow

If you have any questions or require any assistance, then please just submit a support request and we'll get back to you as soon as we can.

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