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how to capture birthday information in klaviyo

How to capture birthday information for birthday flow klaviyo [+live examples]

Introduction:

Establishing strong and meaningful connections with customers has become paramount for businesses striving to stand out. Among the most impactful of these is the “Birthday Flow,” a targeted strategy that allows businesses to create unforgettable experiences for their customers on their special day.

In this blog, you’ll learn ‘how to capture birthday information for birthday flow klaviyo’.

If you already know the ways to collect birthday information, click here to check out how to set up ‘Birthday Flow in Klaviyo’.

How to Capture Birthday information for Birthday Flow Klaviyo?

You can collect birthday data by using:

Signup form

→Signup form for existing profiles

→Preference page

Campaigns

→Flow emails

How to Collect Birthday via Signup Form?

To collect birthday data from new leads, add another step to your signup form for birthdays [For new profiles]

how to collect birthday information through signup form

 

How to Collect from Existing Profiles or for Those Without Birthday Info?

→First, create a segment for those whose birthday is not set.

klaviyo segment for those whose birthday is not set

→Then, simply create a signup form to target that segment.

birthday flow in klaviyo

 

How to Collect Birthday via Preference Page?

If you want to collect birthday info through the preference page, follow these steps:

→Go to the list where you are collecting email addresses.

→Click on the “Subscribe and Preference Page” option.

→Ask for birthday on both subscribe and preference pages [ you can see an example added for you ]

Brand: NY Spice Shop

right format to collect date property in klaviyo

 

→Publish it, and you’re done. 🙂

How to do that?

So follow me : )

→drag and drop the DATE input field from the left side option to your subscribe or preference page

→Make settings on the left side for date property [ have a look at the below image ]

Birthday data in preference page klaviyo

 

 

IMPORTANT:

You must format dates as either YYYY-MM-DD or MM/DD/YYYY. Note that dates cannot be formatted in the DD-MM-YYYY format For reference Source: Klaviyo 

Now what …..after collecting birthday info, Time to set up the BIRTHDAY FLOW IN KLAVIYO : )

Hope you loved this article ‘how to collect birthday information for birthday flow klaviyo’.  : )

”Wanna take your E-commerce business to next level with proven email marketing strategies? You’re just ONE step away. DM ‘Klaviyo consultation’ at info@alixemail.com” or cick here to schedule a meeting

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FAQs:

1] What is a Birthday Flow in Klaviyo?

Answer: Birthday Flow in Klaviyo is an automated email marketing campaign designed to celebrate customers’ birthdays with personalized messages and special offers.

2] How does Birthday Flow benefit businesses?

Answer: Birthday Flow enhances customer engagement, fosters loyalty, and increases the chances of repeat purchases by creating personalized experiences for customers on their birthdays.

3] Can I customize the Birthday Flow emails?

Answer: Absolutely! Klaviyo allows you to fully customize the content, design, and timing of the Birthday Flow emails to align with your brand and tailor the experience for your customers.

4] How do I collect birthday information from customers?

Answer: You can collect birthday information through sign-up forms, preference centers, or account settings on your website, making sure to offer value or incentives to encourage customers to provide this data.

5] Is it possible to automate the Birthday Flow campaign?

Answer: Yes, Klaviyo’s automation capabilities allow you to set up the Birthday Flow once, and it will automatically send personalized emails to customers on their birthdays without any manual intervention.

6] What kind of offers can I include in the Birthday Flow?

Answer: You can offer exclusive discounts, freebies, or special gifts to customers as a token of appreciation for their loyalty on their special day.

7] Can I track the performance of the Birthday Flow campaign?

Answer: Absolutely! Klaviyo provides detailed analytics, allowing you to monitor the success of your Birthday Flow and make data-driven improvements for future campaigns.

8] Are there any best practices for creating an effective Birthday Flow?

Answer: Yes, some best practices include keeping the email copy personal and friendly, creating a sense of urgency for time-sensitive offers, and ensuring mobile responsiveness for a seamless user experience.

9] How often should I send Birthday Flow emails?

Answer: Sending a single email on the customer’s birthday is usually sufficient. However, some businesses opt for a multistep sequence to extend the celebration and engagement.

10] Can I use Birthday Flow for other special occasions?

Answer: Absolutely! While Birthday Flow is primarily designed for birthdays, you can adapt this strategy to celebrate other milestones, such as the customer’s anniversary with your brand.

4 thoughts on “How to capture birthday information for birthday flow klaviyo [+live examples]”

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