I'm looking for a solution and wondered if anyone has successfully implemented this.
For our loyalty programme, we would like to offer Birthday incentives. I'd like to add a field to the customer details, which can be downloaded into a spreadsheet and added to a mailchimp database, for example. Each month we would send an incentive to the people who have their birthday in that particular month.
Could anyone advise on what the best way is to go about this?
Thank you, Michele
Hi Jenn, thank you for that. A big issue with that is that it costs $1 per registered customer per year, which will cost us a huge amount.
We're looking at using Tags for customers who sign up in store and tag their account with the Month of their birthday, exporting to excel and extracting the database by month into MailChimp. I'm not sure how to incorporate this workaround for online customers however.... Any thoughts? Thank you.
This is a common use case for the Customer Fields app. You can add a birthday field to your registration form(s), and easily segment customers by birthday month and/or day.
If you want to take it to the next level, you can trigger certain actions during a logged-in customer's birthday month (or exact birthday). For example, you could: