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    Birthday Reminder App for Shopify

    Birthday Reminder App for Shopify enables you as a store owner to wish your customers on their birthday and Store owner configures the app by setting a number of days prior to which automatic mail with the special offer will get sent to your customers.
    With the Birthday Reminder App, the store owner enters birthdays and other details of the customer on which the offer emails are sent.

    Features

    • Customers birthday reminder emails to store owner
    • Birthday reminder emails and offers to the customer
    • The store owner can configure the email and its content
    • The store owner can upload vouchers in bulk via CSV
    • Cross browser compatible

    Installation

    On Landing Page, you will find the “install” button. Enter the shop URL where you want to install the app.

    WORKFLOW

    Once the payment is done for the plan, the Birthday Reminder App will be listed here:

    Clicking on the Birthday Reminder App you will be landed on to the dashboard or home page of the Birthday reminder app, from here you can set the general configuration of the app, mail configuration of the app, customer’s birthdays and much more.

    CONFIGURING AND OPERATING THE APP

    Configuration section of the Birthday Reminder App is divided into two sections:

    • General Configuration
    • Mail Configuration

    General Configuration

    From general configuration section of the Birthday Reminder App, you will have to enter the domain name of your shop, and from this section, you can enable/disable the option to send emails to the customer, can set the number of days prior to which the reminder has to be sent and much more.

    Mail Configuration

    Configure, edit, change and reset the content of mail sent to the client from this section of the app. Also, clicking on the reset button all the settings of this section will get reset to default.

    Once you have edited the content of the email, click on the save button to save the settings.
    To receive a test mail, click on send testing mail button.

    Also, please note:

    • The text used inside ‘{ }’ with ‘$’ symbol is a variable (example, {$customer_name})
    • Do not remove these variables as they are representing their corresponding values
    • Following are their corresponding values

    {$customer_name} – Name of customer

    {$discount} – Discount for the customer

    {$coupon_code} – Discount coupon code

    {$valid_till} – Coupon validity

    {$domain_name} – Your Domain Name

    Customer Birthday Section

    This section shows the list of all the customers added along with their email IDs, birth date and the option to enable/disable the option to set a reminder for that customer.

    CSV UPLOAD

    Clicking on the upload CSV file, you can add vouchers via CSV in bulk.
    There will be the option to upload the file. Please make sure that the CSV to be uploaded is in the same format as the example file otherwise it will show errors.
    Also, we have provided the option where you can choose to continue the upload or to stop in case of error while uploading the CSV.

    View Customer Details

    Clicking on “View Details” button, you can view the customer’s details like name, email ID, date of birth and you can assign the coupon to the customer by clicking on Assign Coupon button.

    Once clicked on Assign Coupon Button, a window will open. You have to mention the coupon details which include fields like:

    • Coupon Code
    • End Date of the coupon
    • Discount Type- Fixed or Percentage
    • Price

    Birthday Reminder App- Front end display

    Finally, the very important and the last section of this user manual, in order to display the date of birth field on the front end you will have to copy the below-given code and paste it to customers/account.liquid file.
    Follow the below process:

    • Go to Themes
    • Click on Customize Theme button
    • Click on Edit HTML/CSS button
    • Select any template of customers/account.liquid file where you want to show the link
    • Paste the code and save

    Support

    In case of any further query, feel free to raise a ticket at http://webkul.uvdesk.com/ or drop a mail at support@webkul.com

    Thanks for reading this blog!!! 🙂

    . . .

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