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How to add a birthday sign up form to an email flow (to collect birthdays)?

  • August 15, 2022
  • 5 replies
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Contributor II
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Hello,

I have read the article ‘how to collect customer existing birthday’, but I still have a question about the 3rd point of the list in that article which is:

  • 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.

What I did already is: I made an email and conditional split trigger to check the birthday value (in the welcome series email flow), I made sign-up form to fill in the birthday value, there’s already a ‘birthday property’ and I made a segment/list for birthday people.
However, I don’t know how to add the sign-up form to to the email, so people can be redirected to the sign up form on the website and are able to fill in their birthday. 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

Best answer by alex.hong

Hi @Excessive,

Thanks for sharing to the Community.

For this to work, I would recommend creating a sign up from on your site and adding a link to the signup from on your site in the reminder email of your conditional split. Then you can redirect users to your site and have them fill the form there.

 

Thanks,

Alex

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alex.hong
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  • alex.hong
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  • August 15, 2022

Hi @Excessive,

Thanks for sharing to the Community.

For this to work, I would recommend creating a sign up from on your site and adding a link to the signup from on your site in the reminder email of your conditional split. Then you can redirect users to your site and have them fill the form there.

 

Thanks,

Alex

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Anyi
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    Excessive
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  • Excessive
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  • August 29, 2022
alex.hong wrote:

Hi @Excessive,

Thanks for sharing to the Community.

For this to work, I would recommend creating a sign up from on your site and adding a link to the signup from on your site in the reminder email of your conditional split. Then you can redirect users to your site and have them fill the form there.

 

Thanks,

Alex

 

Hi Alex,

Thank you for your response. Okay, then I have another question. Would it be possible to only go to that sign up-form on the website when people click the link in their ‘fill in your birthday’-email they receive?

 

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alex.hong
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  • alex.hong
  • Klaviyo Alum
  • 1552 replies
  • August 30, 2022

I think I’m a bit confused with the question @Excessive .

If you just add a link to your “fill in your birthday email” then wouldn’t customers automatically get redirected from your email to that page with a form on it?

Lucia937
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  • Lucia937
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  • 27 replies
  • June 23, 2024

Hi, I’m trying to achieve the same thing as OP but I am stuck on a few things:

 

what would I choose for targeting (“show to all visitors”? “only show on certain URLs”?) and display (for example “only on a custom trigger”?) settings to make sure that this form won’t appear to people just visiting my shop? 

 

Also where/how can I find the link to that form in order to then link to it from my email? 

Thanks in advance

Lucia937
Active Contributor IV
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  • Lucia937
  • Active Contributor IV
  • 27 replies
  • June 25, 2024

Hi, @alex.hong  I’m trying to achieve the same thing as OP but I am stuck on a few things:

 

what would I choose for targeting (“show to all visitors”? “only show on certain URLs”?) and display (for example “only on a custom trigger”?) settings to make sure that this form won’t appear to people just visiting my shop? 

 

Also where/how can I find the link to that form in order to then link to it from my email? 

Thanks in advance

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