A customer's birthday month can be collected by OMNI Loyalty to facilitate the automated birthday benefits configurable under Member benefits (for selected plans only).
How can I collect a customer's birthday month?
There are a few different ways you can collect a customer's birthday month into OMNI Loyalty, depending on whether your store is using Customer accounts or Legacy customer accounts
If your store is using legacy customer accounts
you can collect a customer's birthday month via:
1. Enabling the account page widget's complete profile feature
You can go to Settings > Storefront > Optional storefront feature > Complete customer profile - and enable the "Birthday month" option
Customers logged into the legacy account page will be prompted to fill in their birthday month if they have never provided a birthday month before. They will not be able to update the birthday month here once they have submitted.
2. Tagging customers with a customer tag in a specific format
You can add a customer tag in the format of "WVBirthMonth_XX" where XX is the birthday month in numbers from 01 for January to 12 for December
Please note that you should only have 1 tag in such format for each customer. If you delete the existing customer tag without adding a tag in the same format in replacement, the customer's birthday month will NOT be removed
3. Customizing the account registration page
You can engage in our team to customize your account registration page form to collect for their birthday month. So customers are required to submit their birthday month information when registering for an account.
Additional fees for the page customization will be charged.
4. Modifying it directly on the customer profile in the admin or POS interface
You can access the customer's profile in OMNI Loyalty's admin interface or POS to add or modify or birthday month directly.
In Admin - Go to Customers and search for their customer profile. Then click on "Update birthday month" on the top right hand corner
In POS - Search for the customer in our POS tiles and access their customer profile. Click on "Update birthday month" in the list of actions within the profile.
If your store is using customer accounts
You can collect a customer's birthday month via:
Setting up "profile completion bonus" within member benefits
You can go to Benefits > Profile completion bonus to enable the profile completion bonus for Birthday month.
Customers logged into the customer account page will be prompted to fill in their birthday month if they have never provided a birth month before. They will not be able to update the birthday month here once they have submitted.
Enabling two-way sync with customer metafield to allow input
You can go to Program > Data > Customer data and turn on "Enable two-way sync with selected customer metafield" under Birth month section. You will need to select an eligible customer metafield* to sync customer birthday month to/from
Eligible customer metafields must be configured as such
Using the format - Integer
Only values 1~12 is accepted. Each representing a month
Modifying it directly on the customer profile in the admin or POS interface
You can access the customer's profile in OMNI Loyalty's admin interface or POS to add or modify or birthday month directly.
In Admin - Go to Customers and search for their customer profile. Then click on "Update birthday month" on the top right hand corner
In POS - Search for the customer in our POS tiles and access their customer profile. Click on "Update birthday month" in the list of actions within the profile.
Where are customer's birthday month stored?
The birthday month information collected by OMNI Loyalty is stored within an app controlled read-only customer metafield managed by OMNI Loyalty.
This customer metafield cannot be modified directly but you may use the methods shared in the section above to update it's values.