Configure birthday collection and offers

Open Marketing > Birthday. Birthday collection and its supported discount offer are separate from a loyalty programme. If the page says the feature is unavailable or needs customer access, resolve that state before advertising it.

Configure collection

1. Complete customer sign-in, then grant the requested customer access if authorised.
2. Enable Ask signed-in shoppers for their birthday. The Account prompt asks for day and month and can be skipped.
3. Choose whether to Let shoppers change it once a year. Explain the purpose in your privacy information and use the data only as described.
4. Review the shopper-facing Words and use Preview as to inspect the offered states.

Configure the treat

If the reward controls are available, select the supported Reward and configure Discount (%) where applicable. Days before a new birthday earns the treat controls the waiting period for a newly supplied birthday.

Follow the editor's save-before-code instructions, then create or verify the offered Code. The Shopify discount and birthday eligibility checks must be ready; text saying that a treat is available does not make it redeemable. Review Shopify's discount rules, including combinations and restrictions.

Check an eligible and ineligible shopper

Using authorised test accounts, confirm the skipped-birthday experience, saving a birthday, the change restriction and waiting period. Check the actual code in checkout for an eligible shopper and confirm that an ineligible shopper is not promised the reward.

This editor does not by itself establish a birthday email or push campaign. Configure and test any supported messaging separately. Previewing a birthday state is useful for wording, but does not prove customer eligibility, scheduled delivery or redemption.