Happy Birthday delights your customers with a yearly birthday email containing a unique, one-time discount code to redeem at your store. It's the all-in-one Birthday Club that captures sign-ups, sends the birthday email, and tracks conversions, all in one place.

How does it work?

After installing the app, customers can join your Birthday Club through any of these channels:

The Happy Birthday Checkout app block on your Thank You and Order Status pages, the recommended setup. You'll need to add the app block via the Shopify checkout editor.
The Happy Birthday Theme app block on a custom theme page - for a dedicated Birthday Club page on your storefront.
Your Birthday Sign-up Page - a hosted landing page at {your-store}/apps/birthday.
Shopify POS - capture birthdays in-store using the Happy Birthday POS UI Extension.
Integrations - sign-ups flow in automatically from Klaviyo, Mailchimp, Omnisend, Brevo, Customer Fields, and Privy.
Manual entry or CSV import - for adding existing customer birthdays in bulk.

Once a customer joins, the app schedules their birthday email, usually sent on or just before their birthday, with a unique discount code. They redeem at your store, and we track the conversion automatically.

How should I configure the app?

Open Apps → Happy Birthday → Your campaign and click Edit your campaign. The Birthday campaign editor opens in a modal where you can:

Add your logo or a banner image to the email
Personalise your subject line and message
Customise button and link colours to match your brand
Set your discount type, amount, and expiry
Set your birthday email send time and how many days before the birthday it goes out
Configure tagging, Shopify Flow triggers, and customer metafields

For deeper guides, see Styling the Birthday Email, Personalising the Birthday subject and message, Setting up your discount code, and Setting the birthday email schedule.

Follow-up emails

If Happy Birthday is sending your emails, enable the follow-up email feature. It sends a second email a few days later to remind customers to use their discount before it expires. See How to enable follow-up birthday emails.

Integrations

Two flavours, depending on what you need:

Send birthday emails or SMS

Klaviyo - see How to enable the Klaviyo integration
Mailchimp - see How to enable the MailChimp integration
Omnisend - see Omnisend integration basics
Brevo - see How to enable the Brevo integration
Shopify Email - see Shopify Email integration

Collect Birthday Club sign-ups

Mailchimp - collect sign-ups via your existing Mailchimp forms
Klaviyo - collect sign-ups via your Klaviyo forms
Customer Fields - add a birthday field to your customer registration form
Privy - collect sign-ups via your existing Privy forms
Brevo -collect sign-ups from your Brevo forms

Growing your Birthday Club

Once your campaign is set up, focus on growth:

Import existing customer birthdays - see How can I import existing customer birthdates into the app?
Email your existing customers with a link to your Birthday Sign-up Page - most existing customers don't yet know they could join.
Add a Birthday Club link to your store's main menu or footer pointing to your Birthday Sign-up Page ({your-store}/apps/birthday).
Promote on social - drop the Birthday Sign-up Page link into your bio on Instagram, TikTok, and any other channel where customers can find you.