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Collect Birthday and Gender on Profile and Thank You Pages

By collecting customers’ birthday and gender data, you can enable personalized service and segmented marketing.
This best practice guide explains how to achieve the following using AL CustomerMetaSync:

In this guide, we’ll show you how to collect birthday and gender information using AL CustomerMetaSync and Shopify Email.

Step 1: Create Customer Metafields​

To store information related to birthday and gender, create the following customer metafields:

Go to Settings > Metafields and metaobjects > Customers in the Shopify admin.

  • Date field – To store birthday
  • Single line text field – To store gender

Shopify provides a standard metafield definition for birthdays. This field is automatically created when using tools like Shopify Forms.

Create birthdate metafield

If the gender field has predefined options, you can enable "Limit to preset choices" during metafield creation to restrict answer choices.

Create gender metafield

Step 2: Create Form Block​

In the AL CustomerMetaSync admin, create a form block as follows:

  1. Add two fields: "Birthday" and "Gender"
  2. Enter a label for each field
  3. Link each field to the corresponding metafield created in Step 1

Create birthday/gender form block

Step 3: Insert Form into Profile Page​

Paste the form block into the profile page.
Copy the block ID and paste it into the profile page section in AL CustomerMetaSync.

Insert form block to profile 1

⚠️ Note: Since the theme customizer uses dummy data, the form cannot be submitted properly in that environment. Please test by logging into your store, as shown in the attached image.

Insert form block to profile 2

Step 4: Insert the Form Block into the Thank You Page​

The same or a different form block can be displayed on the thank you page as well.

Paste the created form block into the thank you page.
Copy the block ID and paste it into the thank you page section in AL CustomerMetaSync.

Insert form block to thank you 1

⚠️ Note: As with the profile page, test by placing a test order rather than in the theme customizer. Forms won’t function correctly in the customizer.

Insert form block to thank you 2

On the thank you page, any information already collected will be hidden. The image below shows a form where gender has already been collected, so only the birthday field is shown.

Insert form block confirm

With this setup, you’re ready to launch birthday/gender-specific campaigns, email marketing, and exclusive offers.