Birthly Documentation

Overview

Customers add their birthday and automatically receive a personal coupon by email on their special day, once a year.

• Automatic birthday emails
• Personal one-time coupons
• Customers come back

Best for: Every store with returning customers

Installation

1. Download birthly-birthday-coupons.zip from My account › My plugins or from your order email. Do not unzip it.
2. In WordPress, go to Plugins › Add New Plugin › Upload Plugin, choose the zip and click Install Now, then Activate.

Requires WordPress 6.0+, PHP 7.4+, WooCommerce 7.0+. Works with any theme, block themes and page builders.

Features

• Birthday field in My account and at registration
• Optional field at checkout, classic and block
• Personal one-time coupon restricted to the customer’s email
• Percentage or fixed amount, validity and minimum order
• Your subject and message with tags
• Send on the day or a few days before
• Test email button and upcoming birthdays count

Shortcodes

Paste a shortcode in any page, post, widget or page builder text block.

• [birthly_preview]

Options of each shortcode are described in the Features above and in the plugin settings page.

For developers

Customize the plugin from your theme’s functions.php or a small plugin, without editing its files (your changes survive updates).

Filters

• birthly_active
• birthly_sanitize

add_filter( 'birthly_active', function ( $value ) {
	// Change $value here.
	return $value;
}, 10, 1 );

Actions

• birthly_admin_after_form
• birthly_admin_before_form
• birthly_admin_form_end

Updates

Updates are free. When a new version is out, it appears in Dashboard › Updates of your WordPress site and you can install it in one click, or turn on automatic updates in Plugins. This works for the zip downloaded from your Woo-Plugins account; older copies can be replaced by downloading the latest version from My plugins. See the changelog.

Frequently asked questions