Using edrone, you can collect and store your customer's personal data, including birth dates. This can then be used to engage with each client and offer them special rewards on their special day using the Birthday scenario.
But how to collect customer birth dates?
This can be easily achieved with edrone's on-site features: Pop-ups or Web Layers.
When creating a Pop-up or Web Layer with a subscription form, you just need to add a date of birth field: in the Design section, select Elements, then the relevant Container, and choose Birthday Select.
Don't forget to include checkboxes for data processing consent!
This element can be freely placed wherever you want in your Pop-up or Web Layer. Once a user fills out that form and confirms their subscription (Double Opt-in), their Customer Profile will be created (if new) or updated (if existing) with their birthday info, which you will be able to check on the About section of their profile.
What if I already have their birth dates and only need to upload it to edrone?
This is the easiest situation – just import your customers' birthdays into edrone's system! To learn everything about the import process, click here.
If you use IAI or Vtex platforms, you don't have to import the CSV file. The data can be downloaded directly from the plaform thanks to the API.
Need more help?
If you have any further questions about how to set up Web Layers, please do not hesitate to contact us at firstname.lastname@example.org