Happy Birthday is a 3rd party app that will help you build brand loyalty with automated birthday discount rewards.
Happy Birthday integration with Omnisend will allow you to synchronize your contacts' birthday dates that are collected via the Happy Birthday Email & Discount app. You will then be able to use that information to trigger Birthday automation emails via Omnisend.
Contents
Before you start
Benefits
Setup process
Capturing new subscribers and information they provide
Greet your customer on sign-up
Trigger Birthday automation
Before you start
Currently this integration is available for Shopify stores.
All Omnisend plan users can integrate with Happy Birthday app.
Benefits
Collect your customer's sign-ups and birthday dates at your store check-out, after completing a transaction or by sharing a link to the Landing Page inserted to your website.
Trigger custom automation on the customer's sign-up.
Use the Birthday date to trigger Birthday automation on your customers' special day.
Setup process
Step 1. In Omnisend, go to → Apps → Search for "Happy Birthday Discount" → Click on "Connect Now" → Copy an API Key.
Step 2. Install the Happy Birthday App into your store. And make sure you have Omnisend app already installed.
Step 3. In your Happy birthday account click on the Integrations tab > find Omnisend > Paste an API Key that you copied in the 1st step.
Step 4. In Omnisend, check the box that all the steps are done and confirm the changes:
That's it! Your contacts' birthday dates will now sync from Happy Birthday app to Omnisend.
Keep in mind that when app is connected, we do not synchronize your existing contacts in Happy Birthday Discount application. If you’d like us to initiate a sync between your Happy Birthday app and your Omnisend account, simply contact the Happy Birthday app support team. They’ll coordinate the setup and aim to complete the sync within 48 hours of your request.
Capturing new subscribers and information they provide
When the integration with Omnisend is complete from the Happy Birthday side, your email subscribers will be added to Omnisend immediately. However, apart from the email address, you may also push your customers' data.
Now, let's check how these properties are assigned to the customer's profile.
While other applications might not be able to assign the value to the default field, Happy Birthday app does it and can trigger Birthday automation.
Greet your customer on sign-up
Happy Birthday Discount application doesn't trigger the default welcome automation, but you may set-up custom automation. There are a few properties you need to consider, when setting-up the segment settings for the automation workflow trigger:
customers are passed with subscribed status;
the opt-in and birth dates are assigned to the customer's profile.
Trigger Birthday automation
Once Happy Birthday app is connected with Omnisend, the birthday dates of your clients will become available in Omnisend. Your default Birthday email automation workflow will trigger the workflow on successful sign-up.
This automation will provide you with another opportunity to great your customers, offer some incentives with the Discount code element, and encourage your customers to make a sale.
Didn't find the answer to your question? Reach out to our support team through the in-app chat or at [email protected] – our team is available 24/7.