I want to collect customers birthday to send an offer on their bday

Shopify Discussion

Topic summary

A Shopify store owner wants to collect customer birthday data to send automated birthday vouchers. They’re using the Reformation theme and have created banner pages with “Get your treat” call-to-action buttons.

Progress made:

  • Successfully created promotional banner and landing pages (shown in attached images)
  • Built an HTML form that collects birthday dates

Current challenge:

  • The form currently sends birthday data via email instead of saving it to customer profiles
  • Need to integrate collected birthdays into Shopify’s customer database for segmentation

Suggested solutions:

  • Use line item properties to capture data during checkout
  • Add birthday input field to customer registration form (customers/register.liquid)
  • Implement a dedicated birthday discount app like “Happy Birthday Email Discount” to automate voucher sending

Status: The discussion remains open as the original poster seeks guidance on properly storing birthday data in Shopify’s customer system rather than receiving it via email.

Summarized with AI on October 25. AI used: claude-sonnet-4-5-20250929.
1

Hi guys,

I would like to collect customers birthday data and use to send a voucher as a gift . Somethign like the below:

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image1528×662 96 KB

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image1596×1320 123 KB

Any idea how to achieve this? I am currently using “Reformation theme”.

Thank you all in advance.

Tom

1 Like
2

If you want to collect customers birthday data from inside the product you can use these via line item properties. You can see this extra info in your cart and the orders in the store and for you as the store owner you will get these along with the order details in the backend.

Best

3

Hi @Ahazoh ,
Go to Online Store → Themes → Edit code.
Open customers/register.liquid
Add this input field :

<label for="birthday">Birthday</label>
<input type="date" name="customer[note][Birthday]" id="birthday">

Now use this app to send automated birthday vouchers.
Happy Birthday Email Discount app : Shopify Happy birthday discount app
These apps let you trigger a discount code on/around the customer’s birthday.
Thanks
Manoj

4

Hi guys,

Thanks for the reply but I guess I am looking for something different. I was able to create the banner page:

image
image2372×986 529 KB

Once you click “Get your treat” it redirects you to the page below:

image
image1718×1168 115 KB

How do I add a form to that page to collect customers birthdays ?

THANK YOU

5

Hi all,

I managed to create a page with html code with collects the birthday dates but it is sending an email to me. How do I get the data to be saved under customers? like a new segment for birthdays? any ideas?

Thank you so much