Once you have enabled the Privy integration within the Happy Birthday app, you will need to either add a birthdate field to an existing Privy popup, or, create a new Privy Display.

This guide will walk you through the necessary steps.

Login to your Privy account.

Create a new Privy Display or select an existing Display and then go to the edit screen.

Select the Form tab.

Hover over the Form Fields segment and then click on the Click to edit link/icon to the right of the input field/s:

Click on the Add Field button/dropdown and then select Birthday in the Customer Attributes section:

Select the format of Birthday that matches what you have set-up in the Happy Birthday Email app.

To check, go to Happy Birthday App > Your campaign and look for the Date format information which will tell you your selected date format;

Feel free to change the Privy Field Label from Birthday to Date of Birth or something of your choosing:

You can decide whether or not you wish to make the Birthday field required or optional by unchecking/checking the Required checkbox.

If you do not make the field required, then not all subscribers will be added to your Birthday Club.

Hit the Save button.

That's all you need to do to ensure that new subscribers with Birthdays will be added to your Birthday Club in the Happy Birthday app.

If you chose to add the Birthday field to an existing Privy Display, then we'd recommend that you also check the design of your popup to make sure that the height and layout can accommodate the new field.

To do this, click onto your Privy Display and click on the to the Create tab:

In the Popup Design section, click on the Click to edit link/icon:

You will then see the Popup Designer which you can use to alter the layout and text in your popup:

We suggest that you alter the wording in the popup to explain why you're asking the subscriber for their date of birth.

Make sure you Save your changes!

If you are creating a Privy Display for the first time, here is a handy guide from Privy on how to set-up your first Privy Display:

https://help.privy.com/docs/learn/displays/create-a-display

Once you have created your first Display, revisit this guide to go through how to add the Birthday field to your popup.

Make sure you publish your Privy Display and that's it!

If you'd like to find out what happens when a visitor subscribes using your Privy popup, then please read our article on what happens when the Privy popup is submitted.

Please get in touch with support if you need any further assistance.