Collect customer birthday in registration form

Automatically capture customer birthdays during account creation to maximize birthday reward program enrollment and data collection.

This feature is available for All plans.

What is this feature

The Birthday Collection feature enables merchants to add a date input field directly to their customer registration forms, automatically capturing birthday information when customers create accounts. This data seamlessly syncs with Joy's loyalty program through Shopify's customer creation webhook.

When customers register, they'll see a clean date picker field labeled "Birthday" alongside standard registration fields like name, email, and password. The birthday data gets stored in Shopify's customer notes with the field name "Birthday" and automatically appears in the customer's metafields section within their Shopify admin profile.

Requirements before using this feature

Before implementing birthday collection, ensure you have:

• A Joy Loyalty program with birthday rewards configured

• Access to your theme's liquid template files

• Basic understanding of HTML/liquid code editing

• The correct customer note field name is configured in Joy settings ("Birthday" by default)

Why you should use this feature

Birthday data represents one of the most valuable customer insights for loyalty programs, yet most merchants struggle to collect it effectively. Post-registration surveys have low completion rates, while email campaigns requesting birthday information often go ignored or forgotten.

The registration moment offers a unique opportunity when customers are already providing personal information and are most receptive to sharing additional details. By seamlessly integrating birthday collection into this existing workflow, you capture essential data without creating additional friction or follow-up requirements.

Setting up birthday collection

1

Configuring the Joy system

First, ensure your Joy Loyalty program is configured to recognize birthday data from registration forms.

1. Navigate to your Joy dashboard settings

2. Locate the Birthday field name in register form setting

3. Set the field name to "Birthday" (or your preferred identifier)

4. Save your configuration

This tells Joy where to look for birthday information in Shopify's customer data structure.

2

Adding the birthday field to your registration form

To implement the birthday field, you'll need to edit your theme's registration form template.

1. Access your Shopify theme editor

2. Navigate to the registration form template (usually register.liquid or within customers/register.liquid)

3. Add the following code snippet where you want the birthday field to appear:

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

3

Save your template changes

The birthday field will now appear in your registration form with a clean date picker interface.

Implementation for existing customers

Legacy customer support

For customers who registered before implementing birthday collection, the system provides flexible options for gathering this information through other methods:

• Manual data entry through customer profile updates

• Email campaigns with birthday collection links

• Account profile completion incentives

• Customer service phone interactions

The same field structure applies regardless of how the birthday information is collected, ensuring consistent data management across all customer acquisition channels.

Frequently Asked Questions

What happens if customers don't want to provide their birthday?

The birthday field is optional by default. Customers can complete registration without entering a birth date, and the system will simply proceed without storing birthday information. This maintains registration conversion rates while maximizing data collection opportunities.

Can the birthday field be customized to match our theme design?

Yes, the field uses standard HTML input elements that inherit your theme's existing form styling. You can apply custom CSS classes or modify the styling to match your brand's visual design requirements.

How does this work with privacy regulations like GDPR?

Birthday collection follows the same privacy principles as other customer data in Shopify. Include birthday information in your privacy policy and ensure customers consent to data collection as part of your standard registration process.

Will this affect our registration conversion rates?

Studies show that single additional fields in registration forms have minimal impact on conversion rates when properly implemented. The optional nature of the field and its integration with existing form flow helps maintain registration performance.

Can we use a different field name than "Birthday"?

Yes, you can customize the field name in both the liquid code and Joy settings. Ensure both locations use the same identifier for proper data synchronization.