You can collect customer birthdays and gender in Shopify and automatically sync the data to Engage.

By setting up a birthday trigger in an automation, you can send relevant offers and messages to your contacts at the right time.

Collect birthdays in Shopify

Step 1: Locate the birthday metafield

The Voyado Birthday is a dedicated customer metafield in Shopify.

Go to:
Settings → Metafields and metaobjects → Customers → Voyado Birthday

Step 2: Collect birthday data

You can collect birthday data in several ways:

• Enter it manually in Shopify
• Use a third-party application
• Add the field to a Shopify form to collect it automatically from customers

Choose the method that best fits your workflow.

Step 3: Set up the birthday automation trigger

Contact's birthday is a standard automation trigger in Engage. See more information about it here.

Collect gender in Shopify

Step 1: Locate the gender metafield

The Voyado Gender is a dedicated customer metafield in Shopify.

Go to:
Settings → Metafields and metaobjects → Customers → Voyado Gender

Step 2: Configure validation rules

In the metafield settings, you can adjust validation rules.

You can remove options from the field if needed. However, you cannot rename existing options, as they must match the values defined in the Engage platform to sync correctly.

Step 3: Collect gender data

You can collect gender data by:

• Entering it manually in Shopify
• Using a third-party application
• Adding the field to a Shopify form to collect it automatically

Here’s an example of how your Shopify form can look when the birthday and gender fields are included:

In the Shopify form settings, you can edit the field label, make it mandatory if needed, and choose the format in which the field should be displayed.

Article last reviewed 04 March 2026 15:05