Goals and Outcomes
Rewarding customers on their birthday is a great way to increase engagement and create a more personalized shopping experience.
How you collect customer birthdays depends on which Shopify customer account experience your store uses:
Legacy accounts: Customers can enter their birthday on your account registration page.
New Customer accounts: Since Shopify does not support a registration form for customer profiles using this account type, you'll need to collect birthdays using a custom solution or add them directly in your Shopify admin.
This article explains the available options for both account types.
Collecting Birthday Dates for Legacy Shopify Accounts
Adding a birthday field to your Shopify registration form lets you collect customers' birthdays as soon as they create an account.
Unlike relying on the Birthday Reward in your Rewards Page, this approach captures the information immediately, so customers don't need to discover and complete the earning rule later.
Add a Birthday Field to the Registration Form
In your Shopify admin, go to Online Store > Themes.
Click Actions > Edit code.
Locate the
Customers/register.liquidtemplate.Note
File names may vary depending on your theme. If you can't locate the template, check your theme documentation or contact our Support team for assistance.
Add the following code where you'd like the birthday field to appear (for example, after the last input field and before the Create account button):
<div id="birthday-wrapper" class="clearfix large_form">
<label for="birthday" class="label">Birthday</label>
<input type="date" value="" name="customer[note][birthday]" id="birthday" class="text" size="30" /></div>This is what it would look like on the registration form:
Date format:
US stores: mm-dd-yyyy
All other stores: dd-mm-yyyy
Yotpo determines the expected format using Shopify's shop.country_code value.
Important
When a customer enters their birthday through the registration form, the date is stored in that customer’s Notes field in Shopify. Yotpo automatically syncs this information to the customer's loyalty profile. If you have a Birthday Reward configured, customers won't need to enter their birthday again in the Rewards Page, and the earning rule will show as completed.
Collecting Birthday Dates for Shopify New Customer Accounts
Because Shopify's new Customer Accounts don't support customizing the account creation form, you'll need to collect birthdays using one of the following methods:
Manually add the birthday in Shopify
Collect birthdays with a custom integration
Option 1: Add the Birthday in Shopify
In your Shopify admin, go to Customers.
Open a customer profile.
In the lower right corner, locate the Notes section.
Type in the customer’s birthday, using this format: “birthday: yyyy/mm/dd“
Example - birthday: 1992/03/10
Save the note.
Go to that customer’s profile page in Yotpo and check if the date was added successfully. You may need to refresh the page to see the updated field.
When Shopify saves the customer record, it automatically notifies Yotpo. If a valid birthday is found in the customer note, Yotpo updates the customer's Birthday field in their loyalty profile.
Note
Updating the birthday in Shopify updates the birthday stored in Yotpo. However, removing the birthday from the Shopify note does not remove the birthday already stored in Yotpo.
Option 2: Collect Birthdays with a Custom Integration
If you'd like customers to enter their birthday while using Shopify's new Customer Accounts, you'll need to build your own birthday collection flow.
Note
This approach requires development work.
For example, you could:
create a Shopify app block,
add a custom form to your storefront, or
build another custom birthday collection flow.
Once you've collected the birthday, your implementation should send it to Yotpo using the Loyalty API. After the birthday is stored in Yotpo, it becomes available for Birthday Rewards and can also sync to supported email and SMS providers for birthday marketing campaigns.