thread Re: birthday in Archived Discussions (Read Only)

birthday

velofesta — Fri, 05 Nov 2021 20:23:40 GMT

I see BIRTHDAY fields in the CUSTOMER profiles as default fields. But I do not see how that I can add or require BIRTHDAY data upon check-out. I am dealing with events and the CUSTOMERS age would be a big help. FYI: using Square Up in Spain in Beta.

I have read about sending MARKETING forms and emails to gather that info, but nothing easy to find in setup and force on checkout.

Re: birthday

MJD — Sat, 06 Nov 2021 17:38:59 GMT

Hey there @velofesta! I'd love to be able to help you out today and it's great to connect with one of our Spanish beta friends : )

If you are using Square Online, while I don't believe you can collect birth dates at checkout an alternative would be a pop-up. Please go to Communications > Pop-Ups > Collect Emails > Form Fields > Birthday > Toggle on once you have done this you can publish the pop-up to your Square Online site to collect email addresses along with the Day and Month of the Birthday!

If this helps, please mark it as best answer to help others in the future!

Re: birthday

Bronze_Palms — Fri, 08 Apr 2022 17:27:21 GMT

You can also send an email marketing blast to your current clients to obtain the form fills for preexisting clients. Look under "Marketing".