Automation Template

Record Customer Birthdays in Shopify Notes

Save 3 minutes every workflow run.

Every step is 100% customizable.

Capture customer birthdays to create personalized experiences and celebrate special occasions. This MESA workflow template automatically saves each customer’s date of birth to the notes section in their Shopify profile when a form response is received. Use this information to send birthday messages or exclusive offers, enhancing customer loyalty and engagement.

Included 7-day free trial for all plans.

Live chat, email support included.

Included Expert workflow setup service available.

Workflow Steps

Step 1. Every time this happens…

A Form response from a customer is created

Step 2. Then…

Customer profile is updated with birthday information

🎉

Loved by 1k+ brands using Shopify & Shopify Plus.

Frequently Asked Questions

What is a template?: Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.

Can I personalize a template?: Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.

Can MESA handle the setup for me?: Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.