Growing your Birthday Club with Klaviyo Forms
If you use Klaviyo forms on your site to gather subscribers, you can also collect their birthdate at sign-up. New subscribers with a birthdate will automatically be added to the Happy Birthday app, and a unique Birthday Discount Link will be generated and pushed back into their Klaviyo profile ready for when they enter your Birthday Email Flow.
Please Note: This feature is specifically for merchants who have enabled the Klaviyo integration within the Happy Birthday app. See our Klaviyo integration basics article if you haven't done this yet.
Request your Happy Birthday Webhook URL
Contact our support team to request the Klaviyo Forms feature. We'll provide you with a unique webhook URL and a data payload to use in the steps below.
The webhook URL will look something like this:
https://happybirthday.unionworks.app/klaviyo/webhook/yourbrandnotmine.myshopify.com/dc6e77210b7ed34b2229a11d47cacfc9
And the data payload will look like this:
{ "email": "{{ person.email }}", "first_name": "{{ person.first_name|default:'' }}", "last_name": "{{ person.last_name|default:'' }}", "birthday": "{{ person.Birthday|default:'' }}" }You will need both of these in the steps below.
Set up your Klaviyo sign-up form
Your sign-up form needs to include a Date field linked to the Birthday property.
There are two ways to do this:
Use Klaviyo's default Birthday form. Klaviyo includes a pre-built Birthday sign-up form you can use straight away. Add additional name fields if required:
Or Add a birthday field to an existing form. In your form editor, drag a Date block onto your form and set the Profile property to Birthday
Can't find the Birthday property in Klaviyo?
This property is created the first time the Happy Birthday app sends a contact to Klaviyo. To create it, manually add a test customer to the Happy Birthday app and the property will then appear in Klaviyo. See our guide on adding Birthday sign-ups manually for help.
If you don't already use Klaviyo forms, see Klaviyo's guide to creating sign-up forms to get started.
Select your Klaviyo List
Make sure your form is directed to the Klaviyo list you want to use for your Birthday Club. In the form editor, click your form's CTA button and use the List to Submit dropdown to select your list:
When you're ready, set the form to Live.
Create the Klaviyo Flow
In Klaviyo, create a new flow from scratch using List as the trigger and select the list associated with your sign-up form. Add a Webhook action below the trigger:
Set up the webhook by pasting in the webhook URL and data payload provided by our support team, then save and set the flow to Live:
What happens next?
When a customer completes your sign-up form and subscribes to your Klaviyo list, the flow will trigger and send their details to the Happy Birthday app. We'll take it from there.
Please note:
If you manually edit a birthdate on a Klaviyo profile, that change won't carry over to the Happy Birthday app. Be sure to update the birthdate in the Happy Birthday app too.
Need Help?
Please get in touch if you need further assistance, we'll be happy to help.