Can the birthday date be synced with Shopify?
Yes. Your customers' birthday date can be synced with Shopify in both directions, via a custom field (metafield) of type date in your store. This lets you auto-validate your customers' birthday mission and saves them from having to enter their date manually when it is already known.
1. Retrieve the date from Shopify (Shopify → Loyoly)
If you already store your customers' birthday date in a date-type metafield on Shopify (for example custom.date_anniversaire), you can link this field to your birthday mission.
When creating the "Enter your birthday date" mission, enable the "Automate the mission with a custom field" option.
Select the date metafield from your Shopify store that contains the birthday date.
Save and activate the mission.
For customers who have already filled in their date in this field, the mission is then validated automatically: they receive their points and the mission is no longer shown to them on their loyalty page. Customers without a date filled in can still enter it as usual.
💡 The sync is retroactive: it also applies to your existing customers whose metafield is already filled in.
2. Send the date back to Shopify (Loyoly → Shopify)
The sync also works in the other direction. When a customer completes the birthday mission on the Loyoly side, their date is automatically pushed to the associated Shopify metafield, in YYYY-MM-DD format.
The date is also collected when creating or updating a customer account on Shopify, when the metafield linked to the mission is filled in.
Points to keep in mind
The sync requires an existing date-type metafield on Shopify, to be selected when creating the mission.
If your birthday mission is already active, remember to re-edit it to enable auto-validation via the metafield.
The Loyoly birthday date (loyoly.loyoly_birthdate) is also pushed to Klaviyo, but only for profiles that have completed the mission.
⚠️ If the birthday mission is completed after the birthday of the current year, the gift code is not sent retroactively: it will go out on the next birthday date.
Configure the time and lead time for sending the VIP birthday gift
In Rewards → VIP tiers, open the relevant tier.
On the Birthday gift block, click Edit.
Enter the sending time and the lead time before the day.
Save.
You can choose precisely when your VIP birthday gift is sent to your customers.
Two settings are available:
1. Sending time Select the local time at which the birthday gift should be triggered (e.g. 9:00 a.m. for optimal email open rates, or 6:00 p.m. when leaving the office).
2. Lead time before the day You can send it early:
D-0 (default) → sent on the day of the birthday,
D-7, D-15, D-30 → the gift is sent 7, 15 or 30 days before the birthday, to give the customer time to enjoy their reward on the day.
⚠️ Maximum lead time: 30 days before the birthday.
How to configure
💡 Best practice: sending at D-7 maximizes the business impact — your customer receives the code during their birthday week, which covers pre-birthday orders (a gift for themselves, event planning…) without breaking the magic of the day itself.
Related articles
If you need help setting up this sync, contact our support team via the chat.