Remind Customers To Enter Their Date Of Birth

Remind Customers To Enter Their Date Of Birth

Introduction

Use this automation to quickly remind your customers to enter their date of birth.

Here's a quick 4-minute video to remind customers to enter their birth date

Step 1: Go to the Customers, and click on Add filter.

Step 2: In the filter selection panel, find the filter for birthday under 'Customer' and select the same.

Step 3: Select the 'is empty' option and then apply the filter to create your segment of customers who do not have a birthday entered.

Step 4: Save your segment and give it a name.

Step 5: Now head over to Workflow Automation>WorkFlows> Create

Step 6: Create a workflow as shown below by dragging and dropping a trigger, a filter, and an action.

Step 7. Make your settings, choose your throttling options, click save and turn on your workflow.

    • Related Articles

    • Using a Date Property Trigger with AiTrillion

      Introduction AiTrillion has recently included a Date Property Trigger in its workflow systems. You can now send automatic emails and design workflows for any of the 4 options that this offers. AiTrillion now has a date property trigger as a part of ...

    • Mark Customers as Active or inactive

      Introduction: Inactive customers are those who will not be counted in the AiTrillion billing and will not be a part of your AiTrillion system, including email, SMS, or Web Push. However, a purchase by an inactive customer will reactivate him in ...

    • Import your Customers using CSV file

      Introduction: If you have a customer list that you want to use in Shopify, then you can enter it into a customer CSV file, and then import the CSV file into your Shopify admin. This is a step to step guide to importing Customers using CSV. Process: ...

    • Loyalty reports - to track the loyalty rewards earned by customers

      Introduction In this article, we'll explore customer loyalty reports and the details of the loyalty points earned by customers. Here are the steps to check the Loyalty points report -: Step 1: Go to Loyalty rewards >> Members >> Loyalty members Step ...

    • Change date format for Loyalty and SMS

      Introduction In this article, we'll walk you through the process of adjusting the date format for both Loyalty and SMS features in AiTrillion. To change the date format for Loyalty and SMS, follow these steps -: Step 1: Click your initials in the top ...