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How to collect customer existing birthday?

Forum|Forum|5 years ago
January 25, 2021
17 replies
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Hi there,

I have a website and I want to collect my customer Birthday Date which customer already exists in my Klaviyo Account.

Can anyone help me out from this?

Thank You.

This topic has been closed for replies.

Best answer by retention

@forman There’s a lot of ways to approach this, so I’m excited to see others in the community to contribute to this!

Here’s a few ideas:

Create a Segment of users who you don’t have Birthdays, and show them a dedicated Klaviyo Signup Form popup, flyout, or embedded form to collect them. The nice thing is this will only show to people who you don’t have a Birthday date value yet.
Add the Birthday to your Manage Preferences page. See this Klaviyo Documentation: Alternative: Collect Birthdays Using a Subscribe/Manage Preferences Page
Add a Birthday Email into any of your existing flows. Add a conditional Split Trigger to check the Birthday value, if it’s empty, send an email to remind someone to provide a Birthday. This would be great in your Welcome Series or your Post Purchase Series.
Create a dedicated web page, with an embedded Klaviyo Signup Form for a Birthday and drive people to that page from your website, social media, or from Flow Messages.
Create a Giveaway or Sweepstake where the Birthday is one of the optional fields to get an additional entry (or required for entry) to the giveaway. If you use a Third Party tool that integrates with Klaviyo like Gleam.io, Viralsweep.com - you can have those fields map directly into Klaviyo.
Embed a Klaviyo Signup Form to collect Birthday on the Confirmation page on checkout after they purchase for repeat customers or when customers purchase.
If you use a Loyalty Program like Smile.io or Yotpo Loyalty, they have a built-in Birthday field that users can submit for loyalty points.

Looking forward to other ideas!

---

Joseph Hsieh // retentioncommerce.com // twitter: @retenion

Show previous replies

stephen.trumble

Klaviyo Alum

Hey @kloapparel

I made a quick video to show you how to add a birthday field into your signup form! Hope this helps.

-Stephen

A

Anonymous

Hey @kloapparel

I made a quick video to show you how to add a birthday field into your signup form! Hope this helps.

It will not allow me to watch the video without signing up for the platform.

stephen.trumble

Klaviyo Alum

Hey @kloapparel

you can add a block where the input field is Date and select profile property to be the birthday.

-Stephen

K

karinl

Contributor I

I’m confused on how to set it up in my welcome flow. There are lots of instructions in this thread for how to do it in forms and other ways but not by email in a flow. I only want to collect the birthday in the email, nothing else, so is there a way to connect a pop up to the email without using or creating anything on my website? (keep it entirely in klaviyo). or do I only have the option to create a link to something like what is mentioned above that I need to create (outside but linked to) klaviyo.

E

Excessive

Contributor II

Hello,

I have a question about the 3rd point of the above list. I would like to implement the 3rd point:

Add a Birthday Email into any of your existing flows. Add a conditional Split Trigger to check the Birthday value, if it’s empty, send an email to remind someone to provide a Birthday. This would be great in your Welcome Series or your Post Purchase Series.

I already made a conditional split trigger to check the birthday value (in the welcome series email flow) and I made signup form to fill in the birthday value. However, I don’t know how to add the sign up form to to the email. What I mean is that when the reader receives the fill-in-your-birthday email (some time after they signed up for the newsletter), the reader is able to click a button in that email and gets to the signup form where he/she can fill in the birthday date.

Does anyone know if that is possible and how to do it (otherwise)?

Thanks in advance!

Luna

E

Excessive

Contributor II

I’m confused on how to set it up in my welcome flow. There are lots of instructions in this thread for how to do it in forms and other ways but not by email in a flow. I only want to collect the birthday in the email, nothing else, so is there a way to connect a pop up to the email without using or creating anything on my website? (keep it entirely in klaviyo). or do I only have the option to create a link to something like what is mentioned above that I need to create (outside but linked to) klaviyo.

I have the same question!

C

cesslabalan

Contributor I

Hi there,

I have a website and I want to collect my customer Birthday Date which customer already exists in my Klaviyo Account.

Can anyone help me out from this?

Thank You.

@forman There’s a lot of ways to approach this, so I’m excited to see others in the community to contribute to this!

Here’s a few ideas:

Create a Segment of users who you don’t have Birthdays, and show them a dedicated Klaviyo Signup Form popup, flyout, or embedded form to collect them. The nice thing is this will only show to people who you don’t have a Birthday date value yet.

Can you show a detailed way how this can be set up?

So once they fill out the form, their birthday will be automatically added to their current profile?

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