Shopify: Birthday and Anniversary Coupon Email (Automation Recipe)


Do you want to make your loyal Shopify customers feel special and celebrated? Add this special day coupon automation to your Shopify coupon marketing strategy.

This automation helps you celebrate customers on a specific date, like their birthday or the anniversary of them signing up with you.

You can use this birthday and anniversary coupon Shopify email automation to send your customers...

- Birthday wishes
- Birthday rewards
- Birthday promotions
- An anniversary email
- Shopify loyalty promotions
- Special birthday offers
- Anniversary coupons

...all of which reward customers and build customer loyalty.

The birthday or anniversary email in this automation uses Shopify product blocks to easily import your Shopify product listings into your emails -- and personalize those listings based on your customers' interests.

The trigger in this automation uses a date-based custom field for an event such as a birthday or anniversary. Feel free to adjust the settings to what special day makes sense for your business. It is currently set to trigger on the month and day of the custom field and then send out an email.

Before you import this automation, integrate your Shopify store.

Here's how the Shopify birthday and anniversary coupon email automation works:

1. The automation's trigger checks to see if today is a contact's anniversary or birthday. (You need to create a date-based custom field for this automation.)
2. If today's date matches the date-based custom field, the automation is triggered.
3. The contact enters the automation and receives the special promo email. Use a Shopify product block to show items that your contact can use their birthday coupon or discount on. You can also use the product block to show items based on your customers' past purchases.
4. The automation waits 1 week.
5. The automation checks to see whether or not the contact has clicked a link in the email.
6. If the contact has clicked a link in the email, they are assigned the tag "Used Special Day Coupon." The contact then exits the automation.
7. If the contact hasn't clicked on a link in the email, they exit the automation without being tagged.

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