CWILL Pop up Email can collect subscribers' birthdays and store them in the Shopify customer metafield. Follow these steps to celebrate customers' birthdays using Shopify Flow and Shopify Email. Note: Make sure Shopify Email is installed before you begin.
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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