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shopify sidekick loyalty birthday

Set Up Birthday Rewards for Customers

Create an automated birthday rewards system that sends personalized offers to customers on their special day.

πŸ“‹ Prompt
Run in Sidekick
Set up a birthday rewards program for my Shopify store in the [STORE_NICHE] niche.

The birthday reward should be a [REWARD_TYPE] (percentage discount, fixed amount off, free product, or bonus points) with a value of [REWARD_VALUE]. The reward code should be valid for [VALIDITY_DAYS] days starting from [DAYS_BEFORE_BIRTHDAY] days before the customer’s birthday.

Birthday data collection:

  Add a birthday field to the [COLLECTION_POINT] (account registration, post-purchase survey, or popup)
  Store the date in the customer metafield namespace [METAFIELD_NAMESPACE] with the key [METAFIELD_KEY]
  Only collect month and day to reduce privacy concerns: [COLLECT_YEAR] (yes or no)


Automated email sequence:

  Email 1: Sent [DAYS_BEFORE_BIRTHDAY] days before birthday with a teaser message
  Email 2: Sent on the birthday with the reward code and a personalized subject line including [CUSTOMER_FIRST_NAME]
  Email 3: Sent [REMINDER_DAYS] days before the reward expires as a reminder


Each email should match my brand voice which is [BRAND_VOICE] (e.g., playful, professional, warm). Include subject lines, preview text, and body copy for all three emails.

Set a minimum purchase requirement of $[MINIMUM_PURCHASE] to use the birthday reward. The reward should be limited to one use per customer per year and should not stack with other promotions tagged [EXCLUDED_PROMO_TAG].

Also describe how to handle customers who add their birthday after the date has already passed for the current year.

How to Use

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions
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Joy Loyalty

Sidekick can tag customers and issue discount codes, but Shopify has no native points ledger. Joy runs the points, tiers, and redemption side.

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