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Adding a customer's date of birth from the Happy Birthday app to a Shopify customer metafield

Storing birth dates in Shopify customer metafields

Can I store birthdays in Shopify Customer Metafields?

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.

How do I edit a members date of birth?

Viewing Birthday Club Member Data

A 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,…

Adding Birthdays to Shopify Customer Records

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…

Can I backdate the Customer Tag/Customer note to previous entries?

Can Happy Birthday app auto tag a customers Shopify record with their birth date? Yes!

Auto tag a customers Shopify record with their birth date

Filtering your Birthday Club Members view

Steve Jones

How to view and organize Birthday Club Member data

Managing members

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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