Members & data
By Steve1 author13 articles
Managing members
How to view and organize Birthday Club Member data
Storing birth dates in Shopify customer metafieldsAdding a customer's date of birth from the Happy Birthday app to a Shopify customer metafield
Can I store birthdays in Shopify Customer Metafields?
How do I edit a members date of birth?If you need to alter the date of birth for a member in your birthday club, you can edit their birthdate from within the Happy Birthday app.
Viewing Birthday Club Member Data
Adding Birthdays to Shopify Customer RecordsA very useful feature in the Happy Birthday app is the ability to add a Birthday Club Member's date of birth to their Shopify customer record,…
Can I backdate the Customer Tag/Customer note to previous entries?If you have enabled the feature to auto tag customers with their DOB and would now like to backdate the tagging to all previous birthday…
Auto tag a customers Shopify record with their birth dateCan Happy Birthday app auto tag a customers Shopify record with their birth date? Yes!
Filtering your Birthday Club Members view
Importing & exporting
How to import and export your Birthday Club members data
How do I add Birthday sign-ups manually?
How can I import existing customer birthdates into the app?If you already have a list of customers with birthdates, then we can import your data into the Happy Birthday app via CSV file.
Exporting your Birthday Club dataExport your Birthday Club members as a CSV
Adding Birthdays into Happy Birthday via a custom webhook URL
Reporting
How to search for and filter your Birthday Club members
Filter your Happy Birthday stats using the date range pickerIf you would like to break down your Happy Birthday stats to a specific time period of your choosing, then you can do this by using the date…
