How to Set Up Birthday Email Automation in Shopify

Sending birthday emails is a fantastic way to connect with your customers on a personal level and show that you value them. It can also encourage repeat purchases by offering special birthday discounts or gifts. Here’s a step-by-step guide on how to set up birthday email automation in your Shopify store.

Setting up birthday email automation in your Shopify store is an excellent way to connect with customers on a personal level and boost sales. To start, choose an email marketing app that supports birthday email automation, such as Klaviyo, Omnisend, or Mailchimp. Install the chosen app from the Shopify App Store and integrate it with your Shopify store. Next, collect your customers' birth dates by adding a birthday field to your signup forms or manually entering the information in customer profiles

Once this data is collected, create a birthday flow in Klaviyo. Navigate to the Flows tab, create a new flow from scratch, and set the trigger to the birthday field. Design your birthday email with a personalized message and a special offer, using Klaviyo’s email editor to customize the design. To ensure relevance, add a conditional split based on customer behavior, tailoring the message according to their shopping history.

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