A customer's birthday is a great opportunity to engage with them, make them feel appreciated, and strengthen their loyalty/affinity towards your brand. In this guide, we will show you how to create an automated email that will arrive in their inbox on their birthday. You can also include a coupon code for them as well.

This doesn't just apply to human birthdays. You could also follow this guide to ask for a pet's birthday, a membership anniversary, an event's date, or anything else you can think of.

With Metorik this is very easy to set up as long as you have their birthday date stored in your store's website in the correct format. With Shopify, these are stored as Additional Details and for WooCommerce they are stored as meta_data on the user profile.

For this filter to work correctly you must have the dates stored in the proper date format:  YYYY-MM-DD.

So for example 12th of June 2020 would be stored as: 2020-06-12. 

Collecting birthdays for WooCommerce

First you need to ask customers for their birthday.

One option is to use a plugin like Custom User Registration Fields for WooCommerce to add a birthday field to the customer registration form. You'd then be able to segment customers by the birthday field in Metorik.

Or you may want to ask for the birthday during checkout using a plugin like Custom Fields for WooCommerce or one of the many other plugins for 'custom checkout fields' available on WordPress.org. Then you'd be able to segment orders by the birthday field in Metorik.

Set up the automatic emails

We will be using Metorik Engage to send the emails which if you aren't familiar with using yet, you can read about in full on how to set up an email automation here (and also watch the accompanying video on that page as well for a complete walkthrough)

For this type of automation, we will be using a Customer automation, so you can go through the usual process of starting a one from the Engage tab in Metorik

Selecting the correct audience

Once you reach step two of the email setup process, we will use the powerful Segmenting Tool to filter down on the birthday filter (or whatever field name you have that data stored under).  

Next, make sure to check the Date checkbox, so that it will let you select the anniversary option from the dropdown options and you can then select is today.

Final steps

The rest of the process will be exactly the same as setting up any other customer automation. You can customize the layout and structure the content of the email to your liking, plus also add an automatic dynamic coupon code for them to use.

To make sure that the customer receives the email each year on the birthday, check the send multiple times option in the extra settings:

Or if you only want it to send once per customer, you can leave this setting unchecked:

Once you have activated the automation, any time it is a Customers birthday they will receive the email!

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