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

Loyalty Program for WooCommerce syncs customer birthday data to Omnisend automatically. When a customer saves their birthday in their WooCommerce account, the date is pushed to their Omnisend contact as the loyaltyBirthday custom property. You can then use Omnisend’s automation builder to send a birthday email that fires every year on the right date.

Prerequisites

• Omnisend integration enabled under Loyalty Program → Settings → Integrations → Omnisend 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 Omnisend contact as the loyaltyBirthday custom property. The date is stored in YYYY-MM-DD format. No manual import is needed.

Step 1: Confirm the Custom Property in Omnisend

Omnisend creates custom properties automatically the first time a value is sent via the API, so no manual setup is required. After a customer saves their birthday, you can verify the property exists by opening any synced contact in Omnisend and checking their custom properties for loyaltyBirthday.

Step 2: Create a Birthday Automation in Omnisend

1. In Omnisend, go to Automation and click New Workflow.
2. Choose Custom Trigger or start from the Date-based template if available.
3. Set the trigger to fire based on a Contact date property.
4. Select loyaltyBirthday as the property.
5. Set the timing, for example on the day of or 1 day before, and set it to repeat yearly.
6. Add an Email block and design your birthday message.
7. Activate the workflow.

Tips for the Birthday Email

• Use Omnisend’s personalisation tags such as {{contact.firstName}} to greet customers by name.
• Mention their birthday points bonus and link to your loyalty program page so they can see their updated balance.
• A birthday-specific discount code alongside the points notification is a strong combination for driving a purchase on the customer’s birthday.