Setting Up Customer Birthday Collection for Birthday Discounts

Paras Pansuriya

To enable birthday discounts, collecting your customer’s birth date is essential. Depending on your Shopify setup, there are two ways to capture this data through the new customer account (login flow) or the legacy customer account (signup form).

Make sure you follow the method that matches your store configuration.

For New Customer Accounts (Login-Based Profile Flow)

If your store is using Shopify’s new customer accounts, customers manage their details through a profile page.

To collect birthdays:

  • Go to your Theme Editor
  • Navigate to the Customer Profile page
  • Click Add Block
  • Select Birthday Profile (Discountify)
  • Save changes

Once added, customers can enter their birth date directly in their profile after logging in.

This method is recommended for modern Shopify stores as it keeps the experience clean and user-friendly.

For Legacy Customer Accounts (Signup Form Method)

If your store is using legacy customer accounts, you need to collect the birthday during registration.

To do this:

  • Go to Online Store → Themes
  • Click Edit Code
  • Open the file: main-register.liquid
  • Add a birthday input field inside the registration form

code:

<div class="field">
  <input type="date" name="customer[note][birthday]" id="birthday" placeholder="Birthday">
  <label for="birthday">Birthday</label>
</div>

This ensures the birth date is captured when the customer creates an account.

Choosing the Right Method

  • Use Profile Block method → if you are on new customer accounts
  • Use Signup form method → if you are on legacy accounts

Only one setup is required based on your store configuration.

Why This Matters

Without collecting the birth date, birthday discounts cannot be triggered.
Capturing this data allows you to:

  • Automatically send birthday offers
  • Personalize customer experience
  • Increase repeat purchases
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