You can collect customer birthdays in Shopify and automatically send the data to Engage. With a birthday trigger set in an automation, relevant offers and messages will be sent to your contacts just in time.
Set up a birthday field in Shopify
Voyado Birthday is a special customer metafield in Shopify, which you can find under Settings → Metafields and metaobjects → Customers → Voyado Birthday.
In the metafield settings, you can set validation rules. If you have an age limit set in Voyado, set a maximum date here to apply the same limit to your Shopify customers.
You can set the birthday manually in Shopify, through a third-party application or by adding it to a Shopify form to collect the birthday data automatically – it all depends on your preferred way of working.
Here's an example of how your Shopify form can look with the birthday field 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.
Set up a birthday trigger in Engage
Contact's birthday is a standard automation trigger in Engage. See more information about it here.
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