How to Send Birthday Emails with Brevo and Loyalty Program for WooCommerce

Loyalty Program for WooCommerce syncs customer birthday data to Brevo automatically. When a customer saves their birthday in their WooCommerce account, the date is pushed to their Brevo contact as the LOYALTY_BIRTHDAY attribute. You can then use Brevo’s automation builder to send a birthday email on the right day, every year.

Prerequisites

  • Brevo integration enabled under Loyalty Program → Settings → Integrations → Brevo with a valid API key.
  • Birthday points action enabled under Loyalty Program → Settings → Earning Points so the birthday field appears on the customer account page.

How Birthday Sync Works

When a customer enters and saves their birthday in My Account → Account Details, the plugin syncs the date to their Brevo contact as the LOYALTY_BIRTHDAY contact attribute. The date is stored in YYYY-MM-DD format. No manual import is needed.

Step 1: Create the LOYALTY_BIRTHDAY Attribute in Brevo

Before the sync can store data, the attribute must exist in your Brevo account:

  1. In Brevo, go to Contacts → Settings → Contact Attributes.
  2. Click Add a new attribute.
  3. Set the attribute name to LOYALTY_BIRTHDAY.
  4. Set the type to Date.
  5. Save the attribute.

Step 2: Create a Birthday Automation in Brevo

  1. In Brevo, go to Automations and click Create a workflow.
  2. Choose Start from scratch.
  3. For the entry point, select Anniversary date as the trigger type.
  4. Choose the attribute LOYALTY_BIRTHDAY as the date field.
  5. Set when the workflow should start relative to the date, for example on the day of or 1 day before.
  6. Add a Send an email step and select or create your birthday email template.
  7. Activate the workflow.

Tips for the Birthday Email

  • Use Brevo’s personalisation variables such as {{ contact.FIRSTNAME }} to address customers by name.
  • Mention the birthday points bonus they have received or will receive.
  • Add a CTA button linking to your loyalty program page so customers can see their updated balance.
  • Consider including a birthday-specific discount code to increase conversions.
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