Skip to main content

Birthday Rewards Integration

When you combine AL CustomerMetaSync with a loyalty program app, you can grant rewards such as points on customers' birthdays.

In this best-practice guide, we explain how to build the following setup using AL CustomerMetaSync:

  • Setup for using birthdays with the VIP loyalty program
  • Setup for using birthdays with Dokopoi

Common configuration​

To store the birthday information, create the following customer metafield:

From the Shopify admin, go to Settings > Metafields and metaobjects > Customers and add a new definition.

  • Date field – To store birthday

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

Create birthdate metafield

Create birthday form block

Place the birthday form on the pages where you want to collect birthday data, such as the profile page, thank you page, or order status page. The following is an example on the profile page:

Insert form block to Profile

How to configure VIP birthday rewards​

To grant birthday points in the VIP loyalty program, the birthday must be stored as a customer tag in a specific format.

For details, see the Stack VIP loyalty program docs: Birthday points

Download the following sample Flow (.flow) files and import them into Shopify Flow. They will create the appropriate VIP birthday tags when a birthday is submitted.

Download Flow samples

Click one of the links below to download the Flow (.flow) file for each scenario.

The following is the Flow configuration used when a birthday is submitted via the profile page and a VIP birthday tag is added.

Flow alias setting

Replace the Block ID with the Block ID issued by AL CustomerMetaSync in your own store.

To use metafield data in Flow, you need to assign an alias. If you are not sure how to configure aliases, follow these steps:

  1. Add variable > customer > metafield > select your birthday metafield > select Birth date
  2. Set an alias (for example, birthDate)
  3. You can access the birthday with {{customer.ALIAS.value}}

For Add customer tags, use the following Liquid:

{%- assign month = customer.ALIAS.value | slice: 5, 2 | plus: 0 -%}Birthdate:Month:{{ month }}

⚠️ If you set the alias name to birthDate, use the following:

{%- assign month = customer.birthDate.value | slice: 5, 2 | plus: 0 -%}Birthdate:Month:{{ month }}

How to configure Dokopoi birthday rewards​

In Dokopoi, you can grant birthday points by creating a segment based on the birthday metafield, without needing to use Flow.

For more details, see Dokopoi docs: Grant birthday points.