{"id":816,"date":"2026-02-15T10:00:00","date_gmt":"2026-02-15T09:00:00","guid":{"rendered":"http:\/\/wordpress-newcraft-wordpress-c65f4c-91-98-137-5.traefik.me\/?post_type=marketing-post&p=816"},"modified":"2026-02-28T06:09:34","modified_gmt":"2026-02-28T05:09:34","slug":"sync-birthdays-metafields-shopify","status":"publish","type":"marketing-post","link":"https:\/\/newcraft.dev\/nl\/posts\/sync-birthdays-metafields-shopify\/","title":{"rendered":"Auto-Sync Birthdays: Use DOB Metafields Anywhere in Your Shopify Store"},"content":{"rendered":"\n

Auto-syncing birthday data to DOB metafields in Shopify makes your birthday marketing far more flexible. Instead of locking birthday data inside a single app, storing it as a native metafield means Klaviyo, Omnisend, and any other tool connected to Shopify can access it directly. Here’s why this matters and how to set it up.<\/p>\n\n\n\n

What Are DOB Metafields in Shopify?<\/h2>\n\n\n\n

Shopify metafields are custom data fields you can attach to any Shopify object: customers, products, orders, or collections. A DOB (date of birth) metafield stores your customer’s birthday directly on their Shopify customer record. This is different from birthday data stored only inside a marketing app’s own database.<\/p>\n\n\n\n

When birthday data lives in a metafield, it’s accessible to any Shopify app or tool that reads customer metafields. That includes Klaviyo, Omnisend, Mailchimp integrations, and Shopify Flow automations. You’re not locked into a single tool’s ecosystem.<\/p>\n\n\n\n

Why Sync Birthdays to Metafields?<\/h2>\n\n\n\n

The practical advantage is portability. If you collect birthdays with one app but want to send birthday emails through Klaviyo, you need the birthday data accessible to Klaviyo. Metafields are Shopify’s native data layer. Any properly integrated tool can read them.<\/p>\n\n\n\n

It also creates a single source of truth. Instead of birthday data siloed in multiple apps, one metafield value is the authoritative record. Update it once, and every connected tool sees the change.<\/p>\n\n\n\n

How Birthday Apps Sync to DOB Metafields<\/h2>\n\n\n\n

Apps like Happy Birthday App for Shopify collect customer birthdays through checkout widgets or forms, then automatically write the date of birth to a designated customer metafield. The sync happens in the background every time a birthday is collected or updated.<\/p>\n\n\n\n

Once in the metafield, the birthday is available to your email platform, your Shopify Flow automations, and any other app that queries customer data. You set up the connection once, and the data flows automatically from that point forward.<\/p>\n\n\n\n

Using DOB Metafields with Klaviyo and Omnisend<\/h2>\n\n\n\n

Klaviyo can sync Shopify customer metafields as custom properties. Once the DOB metafield is mapped, Klaviyo’s birthday flow trigger uses it to send birthday emails at the right time. The same applies to Omnisend and other email platforms with Shopify metafield integration.<\/p>\n\n\n\n

This setup gives you the best of both worlds: a dedicated birthday collection app handles the UX and data capture, while your existing email platform handles the sending. No need to migrate to a new email tool just for birthday automation.<\/p>\n\n\n\n

Setting Up DOB Metafields in Shopify<\/h2>\n\n\n\n

To use DOB metafields, you first define the metafield in your Shopify admin under Settings > Custom Data > Customers. Create a new metafield definition with a date type and a consistent namespace and key (e.g., custom.date_of_birth). Your birthday app then writes to this field, and your email platform reads from it.<\/p>\n\n\n\n

The namespace and key matter: your birthday app and your email platform need to reference the exact same metafield path. Check both tools’ documentation to confirm the correct format before setting up the integration.<\/p>\n\n\n\n

Related Articles<\/h2>\n\n\n\n

More ways to manage your birthday data:<\/p>\n\n\n\n