Email Marketing
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shopify
sidekick
email-marketing
personalization
Birthday and Anniversary Email
Create a customer birthday metafield, a birthday discount code, and the Shopify Flow trigger that sends the email, plus draft the copy.
đź“‹ Prompt
Create birthday and anniversary emails for my store:
Brand name: [YOUR BRAND NAME]
Product type: [WHAT YOU SELL]
Birthday offer: [DISCOUNT PERCENTAGE/FREE SHIPPING/FREE GIFT/STORE CREDIT]
Offer validity period: [DAYS THE OFFER IS VALID]
Brand tone: [CELEBRATORY/WARM/FUN/ELEGANT]
Collect birthday data via: [SIGNUP FORM/ACCOUNT PAGE/POST-PURCHASE SURVEY]
Create the following emails:
Birthday Email (sent on or before birthday):
Warm, personal subject line (avoid generic “Happy Birthday” if possible)
Celebratory opening that feels genuine
Present the birthday gift or offer clearly
Include unique discount code with expiration date
Product recommendations based on their purchase history placeholder
CTA to treat themselves
Birthday Reminder (3 days before offer expires):
Gentle nudge that their gift is waiting
Restate the offer details
Shorter, more urgent copy
Customer Anniversary Email (annual signup or first purchase date):
Celebrate the relationship, not just a transaction
Include a personalized stat (orders placed, time as customer)
Anniversary-specific offer
Thank them for being part of the brand journey
For each email provide subject line, preview text, and body copy.
Include guidance on collecting birthday data without being intrusive.
Suggest the best timing for sends (day-of vs. week-of for birthdays).
Keep tone personal. These should not read like mass marketing blasts.
In addition to the copy, build this in Shopify:
Create a customer metafield (e.g., namespace/key custom.birthday, type: date) to store each customer’s birthday, populated via the signup form or account page.
Create a discount code matching the birthday offer above, with an expiration window matching the stated validity period.
Build a Shopify Flow that runs on a recurring daily schedule, checks the birthday metafield against today’s date, and when it matches, sends the Birthday Email via Shopify Email/Messaging with the discount code attached.
Build a second Flow (or branch) for the reminder email 3 days before the offer expires.
For the anniversary email, trigger a Flow off the customer’s first-order date on a yearly recurrence.
How to Use
- Copy the prompt above
- Open Shopify Sidekick in your Shopify admin
- Paste the prompt and replace the bracketed placeholders with your details
- Review Sidekick's response and apply the suggestions