Sync Customer birthdays from Shopify notes and Metafields

Introduction

In this article, we'll walk you through how to automatically sync customer birthday data from Shopify notes and metafields into your system, making it easier to personalize communications, points when customers enter their birthday, and enhance the overall customer experience.

Why do we need to sync?

When customers enter their birthday during sign-up, the information is saved in Shopify’s Metafields and Notes. When customers enter their birthday to the signup form during sign-up, the information is saved in Shopify’s Metafields and Notes. Syncing allows automated birthday points, enhancing customer loyalty and engagement. Without syncing, the birthday data stays only in Shopify, and customers won’t receive any birthday points.

Shopify Note Attribute

Here are the steps to sync Customers' birthdays from Shopify notes and Metafields:

Step 1: Go to Loyalty rewards >> Settings >> General settings

Note: Ensure that the Note attribute will be added to the customer

Step 2: i.)  Scroll down to - Sync customer birthday to AiTrillion from Shopify notes and metafields

 ii.) Enable the button - Map with Shopify's customer note attribute. 

Map with Shopify's note attribute using a key-value format - Add the Key name and click on Save settings.

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2. Map with Shopify's note attribute as one continuous string: It will automatically sync the Shopify note attribute as one continuous string.
   
   
   
   

Now, once customers submit the registration form with their birth date, they will receive birthday points on their birthday.

Shopify Metafield sync

Step 1: Go to Loyalty rewards >> Settings >> General settings

Note: Ensure that the Metafield data is synced from another app. The Metafield must be public, as private fields are not accessible.

Step 2: Enable the button Map with Shopify's customer metafield. Add the Enter Metafield name and click on Save settings.

Now, birthdate will be synced, and points will be assigned to Customers for the birthdate entered through a different app or form.

Important notes

1. Customer birthdays can be synced only if the date of birth is already stored in Shopify Notes or Customer Metafields through AiTrillion's Form builder or Membership.
   
2. Ensure the Notes or Metafield attribute is publicly accessible and correctly mapped in AiTrillion.
   
3. Birthday data is synced only for customers who have provided their date of birth in a form.
   
4. Changes made to the mapping will apply to future syncs and will not retroactively update previously synced data unless reprocessed.
   
5. After a successful sync, customers become eligible for birthday rewards and birthday-based automations.
   
6. Re-syncing will update existing birthday data in AiTrillion if changes are made in Shopify.
7. Test the setup with a sample customer record before syncing birthdays for all customers.
   
8. Ensure birthday reward settings are enabled so customers can receive rewards on their birthday.
   

Next⏭️

Earn point activity for Refer a Friend

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