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Save Customer Birthdays to Yotpo Loyalty

Use this template
  • 100% fully customizable
  • Includes 7-day free trial
  • Live chat, email support
  • Setup services available

Enhance customer engagement by adding birthdays to Yotpo Loyalty profiles, allowing you to reward customers on their special day. This MESA workflow template automatically saves a customer’s date of birth to Yotpo Loyalty when they submit a form response. Celebrate birthdays with exclusive offers, boost brand loyalty, and make your customers feel valued.

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.

How templates work:

Step 1.

Select the template to get started

Find it in the MESA template library and simply click to add it to your dashboard. It’s quick and easy—each template comes pre-configured with all the necessary steps and fields, so you can get started right away.

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Step 2.

Personalize the workflow

Customize the workflow to fit your unique needs using our intuitive, drag-and-drop builder. No coding required! Easily modify any step to match your specific processes.

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Step 3.

Enable the workflow

Once you’ve personalized the workflow, switch it “On” to start automating your tasks immediately.

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Save Customer Birthdays to Yotpo Loyalty

100% customizable. No code required.

Rated 4.8 out of 5 stars on the Shopify App Store

Use this template

Loved by 3k+ brands using Shopify & Shopify Plus.

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