Leveraging collected birthday data

EcomSend now enables you to collect subscribers' birthdays and stores this information in the Shopify customer metafield. Follow these steps to celebrate your customers' birthdays using Shopify Flow and Shopify Email.
Note: Ensure that you have Shopify Email installed before proceeding.

Shopify Flow

First Method: Using template

Step 1
Go to your Shopify admin → Marketing → Automations → click View templates button → select Celebrate customer birthday → Use template


Step 2
Select the waiting time you want and edit the email template according to your needs → After that, don't forget to turn on the workflow

Second method: Custom on your own

Step 1
Go to your Shopify admin → Customers → Segments → click Create segment button

Step 2
choose a template → select Customers with a birthday today → Apply filter → click Save segment button → Enter a name you want → click Save button



Step 3
Go to your Shopify admin → Marketing → Automations → click View templates button → click Create custom automation button


Step 4
click Select a Trigger button → select Shopify Triggers → select Customer joined segment → select segment: Customers with birthday today


Step 5
Add an action → select Flow Actions → select Wait → custom the time you want



Step 6
Add an action → select Email Actions → select Send Marketing Email → select and edit the email template according to your needs → After that, don't forget to turn on the workflow

Shopify Email

Step 1
Go to your Shopify admin → Customers → Segments → click Create segment button

Step 2
choose a template → select Customers with a birthday today → Apply filter → click Save segment button → Enter a name you want → click Save button



Step 3
click Use segment button → select Email → choose a template you like → Sending to Customer with birthday today → click review button → check and schedule send

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