How to create a Happy Birthday campaign using Klaviyo

It's nice when others remember the days that are important to us. In this guide, we show how to build relationships with your Shopify customers and give them special discount codes for their birthday.

We will use Discounteo and Klaviyo.

Start in the Shopify admin panel > Apps > Discounteo and click the Add automation button. Then select Klaviyo as your Email Service Provider and Happy Birthday as your campaign type.

Add a Discounteo automation

You will be asked to specify your automation details in the next step. Learn more from the article describing how to configure an automated discount.

Copy the code snippet to the clipboard when you have finished setting up the automation.

Discounteo code snippet

Switch over to the Klaviyo dashboard. We will build happy birthday automation. Navigate to the Flows section and click Create Flow.

Create a flow in Klaviyo

We will Create From Scratch.

Create a flow from scratch in Klaviyo

Now, enter the name of your flow, for example, the Happy Birthday campaign.

Name your Klaviyo automation

Now, we need to set the trigger. Select Date Property from the trigger types list. Then from the dropped-down menu pick the date property that will trigger this flow. In this case, it is a Birthday. In the next window, you can specify trigger setup, for example, if a message should be sent before or on a person's birthday. Click Done to save this setting and Done again to save the trigger. You can decide if it should be a one-year or annual campaign. In the second case check the Yearly option. Discounteo will generate a new birthday discount code each year.

Set the trigger for the "Happy Birthday" campaign in Klaviyo

We would like to send an email on a customer's birthday, so drag and drop the Email box to your automation.

Add an email-sending action to your Klaviyo flow

Now we will Edit a birthday message.

Edit the birthday message in Klaviyo

In the next step, you can specify some details of your email, like the subject or sender name.

Specify the details of your Klaviyo "Happy Birthday" email

You can select an email template from the Klaviyo library or create your own.

Klaviyo email templates library

It's time to include a discount code in your email template. Drag and drop a Text element to your template. Then delete the default content from it. Next, switch out to the Source view and paste the code snippet from Discounteo. Save the element and Save Content.

Add a text element to your Klaviyo email template and paste the Discounteo code snippet

Now you can enable your automation. Change your email box status from 'Draft' to 'Live'. Then Save & Exit.

How to enable a Klaviyo flow

Next, we need to prepare a form where the customer can enter their date of birth. One of the solutions is to create a pop-up.

Create a Klaviyo birthday date pop-up

Select the Email subscriber list.

Klaviyo birthday pop-up subscribers list

Now, go to the second step of your pop-up. Here, for example, you can change the date format. Notice that Klaviyo has defined the date formats required for the automation to work correctly. It is MM/DD/YYYY or YYYY-MM-DD format. For more information, see the Klaviyo article Create birthday emails for subscribers (with best practices).

Birthday date format in a Klaviyo pop-up

When your pop-up is finished, you can publish it.

Publish a pop-up in Klaviyo

To publish your pop-up, there is also a confirmation in Shopify needed. When you click Publish Form and Go To Shopify, Klaviyo will redirect you to the appropriate subpage of the Shopify admin panel.

Enable the Klaviyo pop-up in your Shopify store template

Now your customers can get a discount code as a birthday gift.

Klaviyo "Happy Birthday" email with a discount code