Use Seguno: Email Marketing with Shopify Flow to automatically send a birthday email to subscribed customers.
This setup uses a Shopify Flow workflow and a Seguno marketing email action.
Warning:
A paid Seguno subscription is required.
Requirements
To create this automation:
Install Seguno Email Marketing
Install Shopify Flow
Have a paid Seguno subscription
Store customer birthdays in a metafield (metafields.facts.birth_date)
Note:
Birthday data must exist in the customer metafield before the automation can send emails.
Collect customer birthdays
Use Seguno Popups & Forms to collect subscriber birthdays.
Open Seguno Popups & Forms in Shopify Admin.
Create or edit a popup or embedded form.
In the Form section, add the Birthdate content field.
Save and publish the form.
The birthday field stores the value in the customer metafield used by the Flow segment.
Tip:
Clearly explain why the birthdate is being collected (for example, "Receive a birthday reward") to increase opt-ins.
Creating the Customer Segment
Shopify Flow cannot share the segment inside the template file, create a customer segment manually using one of the filters below.
Also found in the Segment Templates
anniversary(date: 'metafields.facts.birth_date') = today
AND email_subscription_status = 'SUBSCRIBED'
anniversary(date: 'metafields.facts.birth_date') BETWEEN today AND +7d
AND email_subscription_status = 'SUBSCRIBED'
Also found in the Segment Templates
anniversary(date: 'metafields.facts.birth_date') BETWEEN today AND +30d
AND email_subscription_status = 'SUBSCRIBED'
Note:
anniversary()checks recurring annual dates.email_subscription_status = 'SUBSCRIBED'ensures segments have accurate counts, as only those who opt-in to marketing emails will receive the email.
Warning:
If the metafield name does not match exactly (metafields.facts.birth_date), the segment will not return results.
Import the Shopify Flow template
Download the Happy Birthday automation template file.
In Shopify Admin, click Apps.
Click Flow.
On the Workflows page, click Import.
Select the downloaded Happy Birthday template file.
Click Import to add the workflow.
Customize and activate the workflow
After importing:
Open the imported workflow in Shopify Flow.
Review the customer segment condition.
Click the Seguno "Send marketing email" action.
Create or select a marketing email in Seguno Email Marketing.
Customize the email content and subject line.
Save the email.
The blue "Review" label appears above the final node until the marketing email is configured.
After all nodes show no errors, click Turn on workflow.
Tip:
Personalize the subject line using the customer's first name and include a birthday incentive such as a discount code.
FAQs
How do I send a birthday discount automatically in Seguno?
Create a Shopify Flow workflow that uses a customer birthday segment and a Seguno marketing email action. Include a discount code in the email content.
Can I send the email before the customer's birthday?
Yes. Use a segment with
BETWEEN +7d AND todayorBETWEEN +30d AND todayto send in advance.
Do I need Shopify Flow to send birthday emails?
Yes. This automation requires Shopify Flow to trigger the Seguno marketing email.
What happens if a customer does not have a birthday saved?
The customer will not match the segment and will not receive the birthday email.