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Your customer’s birthdays and gender can be collected in Shopify and automatically synced to Engage. By then setting up an Engage automation with a birthday trigger, you can send relevant offers and messages to your contacts at the right time.

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Collect birthdays in Shopify

This is how birthday data is collected.
1

Locate the birthday metafield

The Voyado Birthday metafield is a dedicated customer metafield in Shopify.Settings → Metafields and metaobjects → Customers → Voyado Birthday
2

Collect birthday data

You can collect birthday data in several ways:
  • Enter it manually in Shopify
  • Use a third-party application
  • Add the field to a Shopify form to collect it automatically from customers
Choose the method that best fits your workflow.
3

Set up birthday automation trigger

Contact’s birthday is a standard automation trigger in Engage:

Learn more about the Contact's birthday trigger

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Collect gender in Shopify

This is how gender data is collected.
1

Locate the gender metafield

The Voyado Gender metafield is a dedicated customer metafield in Shopify.Settings → Metafields and metaobjects → Customers → Voyado Gender
2

Configure validation rules

In the metafield settings, you can adjust validation rules. You can remove options from the field if needed. However, you cannot rename existing options, as they must match the values defined in the Engage platform to sync correctly.
3

Collect gender data

You can collect gender data by:
  • Entering it manually in Shopify
  • Using a third-party application
  • Adding the field to a Shopify form to collect it automatically

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The Shopify form

Here’s an example of how your Shopify form can look when the birthday and gender fields are included:
Birthday and gender in a form
In the Shopify form settings, you can edit the field’s title, make a field mandatory if needed, and choose the format in which the field should be displayed.