Offer Free Birthday gift during Birthday month

[Soulan]

Hi All, 

I want to capture the birth date and email of my visitors to offer a free gift during checkout when it's their birthday month. 

How do I do this? It's easy to capture the birthdate with a pop up subscribe form, but what do I need to do for it to automatically trigger that free gift during checkout when they eventually shop during their birthday month?

Thanks for the help!

[TristanKing · Accepted solution]

Hey Soulan!

As far as I know there isn't a way to automatically have Shopify add a free gift during their birthday month.  That would probably require a custom app or some detailed coding setup.  However, one way to do it could be:

• Capture their birthday via email or signup form, as you said
• Store that somewhere - in their Shopify Profile, or, even better, inside of Klaviyo if you happen to be using that as your email marketing
• Once it's in your email marketing software (such as Klaviyo), you could set up an email to automatically trigger on their birthday (or birth month), with a discount code
• Create that discount code in Shopify.

The result could be an auto-email that goes out, say, on the 1st of their birthday month, with something like "Hey [NAME]! Your birthday is coming up. To celebrate, use discount code happybirthday to get 20% off your order" - or similar. Where happybirthday is a code you created in Shopify, either for a % value or dollar value off. If there's a specific product you want to offer them as a birthday gift (let's say a Mug worth $20), then you could create the discount code for $20 inside of Shopify applicable only to that Mug, then adjust the wording in the email accordingly.

A bit more info (just to clarify I have zero affiliation with Klaviyo, I just love their stuff!):

• Sending emails based on Birthdays in Klaviyo: https://www.klaviyo.com/blog/why-to-send-birthday-emails-to-your-subscribers
• Set up discount code for a specific product in Shopify: https://help.shopify.com/en/manual/promoting-marketing/discount-codes/create-discount-codes#create-a...

I'd estimate this would take 1-2 hours in total to set up.  Hope it helps!

[witmade]

You can automatically load the cart with a product (and a discount code), using permalinks. Here is an how to do that: https://shopify.dev/apps/channels/cart-permalinks/cart-permalinks

[PackLabelShip]

Hey Soulan!

A little late to the party here, but have a solution without using a discount code. A big problem with adding the item to the checkout is the customer will either need to be logged in or have entered their email to correctly associate them with there user. Since that's the case I would recommend adding the item as a 'surprise' so they don't necessarily see it in checkout but are thrilled to find a gift when they open their box!

This surprise could be great for a monthly subscription, since you know everyone will place at least one order a month!

I made a short video attached below showing how I configure adding a product to a customers order only during their birthday month using our app: Pack, Label, Ship (https://apps.shopify.com/pls-smart-pack-ship)

We handle adding items to orders between the time they're placed and they're imported by 3rd Parties. Whether that be your 3PL, accounting software, or other fulfillment software we're on the case.

Check out this video adding the 'surprise' birthday gifts and how it works: 

Thanks,

Tom