Emailing customers on their birthday
Send your customers a personalized birthday email automatically using Metorik Engage. This guide walks through setting up a customer automation that triggers when a customer's birthday arrives.
Before you can send birthday emails, you need to collect birthday data from your customers. This guide focuses on WooCommerce stores. See the prerequisites section below for how to capture birthdays.
Prerequisites: Collecting birthday data
Metorik can only email customers on their birthday if you've already captured that date somewhere in your store data. For WooCommerce stores, there are two common approaches:
Registration form: Use a plugin like Custom User Registration Fields for WooCommerce to add a birthday field to your customer registration form.
Checkout form: Use a plugin like Custom Fields for WooCommerce to ask for the birthday during checkout.
The birthday field must be stored as a date-type custom field for Metorik to recognize it. See Custom Fields for more.
Setting up the birthday automation
Create a Customer automation
Go to the Engage tab in Metorik and click New Automation. Choose Customer automation as the resource type. If you're new to automations, see Building an Automation.
Define the audience
In step two, use the Segmenting Tool and add a filter for your birthday field. Check the Date checkbox, select Anniversary, and set it to is today. This matches any customer whose birthday falls on the current day, regardless of year.
Customize your email
Design your birthday email using the Email Builder. Optionally add a dynamic coupon — see Engage Discounts & Coupons.
Configure send frequency
In Extra Settings, check Send automation multiple times to send every year on the customer's birthday. Leave it unchecked to send only once per customer.
Activate the automation
Activate the automation. Metorik will now send a birthday email to any customer whose birthday matches the current day. 🎉
How the anniversary filter works
When you set a date field to Anniversary → is today, Metorik checks if the month and day of the stored date match today's date — the year is ignored. This is what makes birthday matching work year after year.