Share:
Table of Contents
Learn how to create and send birthday coupons to your customers in WooCommerce.
One thing successful eCommerce stores get right is knowing how to build real relationships with their customers. It’s not just about making a sale, it’s about creating moments that feel personal. One of the simplest yet most impactful ways to do that is by sending out birthday coupons. A small, well-timed discount can make someone feel noticed and appreciated, and in many cases, it provides them with the perfect reason to return and make a purchase.
For WooCommerce store owners, this is a golden opportunity, but it doesn’t come built-in. WooCommerce doesn’t collect birthdates by default or have a way to send out automated birthday emails. So, unless you’re manually tracking dates and sending coupons one by one (which, let’s be honest, nobody has time for), this strategy gets left behind. That’s a lot of potential customer goodwill and revenue slipping through the cracks.
In this article, we will show you how to create and send birthday coupons to your customers.
Let’s get started.
Key Takeaways:
- Birthday coupons are a simple yet powerful way to create a personal connection with your customers and encourage repeat purchases.
- You can collect customer birthdays either during account registration or at checkout by adding a custom date of birth field.
- After collecting this data, export the customer list along with their birthdates and email addresses.
- Then, segment the list by birthday month or day and send out personalized coupon codes in bulk.
Birthday coupons aren’t just a nice gesture; they’re a strategic way to drive engagement and boost sales without being pushy. When someone receives a discount on their birthday, it feels personal. It’s not just another promo email; it’s a message that says, “Hey, we remember you.” That kind of attention stands out in crowded inboxes and builds real customer loyalty over time.
From a business perspective, it also makes perfect sense. People are more likely to spend on or around their birthday. Whether they’re treating themselves or shopping with birthday money, they’re already in the mood to buy. A well-timed offer nudges them in your direction instead of someone else’s. And because birthday coupons feel exclusive, customers are more inclined to use them quickly, which can help you generate repeat purchases faster.
Now that you know why birthday coupons are worth doing, let’s break down how to actually make it happen in your WooCommerce store.
The first hurdle? WooCommerce doesn’t collect birthdates by default when someone creates an account. That means we need to step in and add a way to capture that info ourselves.
One option is to ask customers for their date of birth during account registration using a user registration plugin. Another approach is to include a birthday field at checkout; this way, you can collect the data while they’re already filling in their details.
Once you’ve gathered those dates, you can export your customer list with their birthdates and email addresses. From there, you can segment them based on birth month or day and send out birthday-specific coupon codes in bulk. To pull this off smoothly, you’ll need a few tools:
- Checkout Field Editor by ThemeHigh – to add the date of birth field
- WooCommerce Order Import Export Plugin (Premium) – to export customer data
- WooCommerce Smart Coupons (Premium) – to generate and manage coupon codes
Install all these plugins and follow the steps below:
Step 1: Add the Date of Birth Field at Checkout
Go to WooCommerce > Checkout Form from your WordPress admin dashboard.
Select the Billing Fields tab, click on the +Add field button.
- Choose the Type as ‘Date’.
- Enter a Name for the custom field.
- Enter the Label and the Default Value.
- Make sure the Required option is checked.
- Click on Save & Close.
This will add the DOB field to the checkout page.
Step 2: Export Customer Details from WooCommerce
Now we need to export customers’ email addresses along with their birthdates. To do that, we’ll use the WebToffee Order Import Export Plugin. It makes it easy to pull that info into a spreadsheet so I can organize and use it for sending out the birthday coupons.
- Go to WebToffee Import Export (Pro) > Export.
- Choose Order as the Post type to export.
- Choose Advanced export as the export method.
- Skip the third step if you don’t want to apply any filters for exporting data.
- In the fourth step, deselect all the default fields selected to export.
- Select customer_email from the Default fields and meta:dob from the Custom meta fields.
- Proceed to the next step and choose a file format to export.
- Click Export.
We now have the customer data file, which includes email addresses and dates of birth.
Step 3: Send Birthday Coupons to Customers
To bulk generate and send coupons to these customers, we will use the Smart Coupons Plugin.
You can also automate sending coupons using any CRM tools, or bulk-generate coupons to customers on their Birthday month.
For example, if a group of customers has their birthdays in January, we can sort the data by birthday month and send coupon emails to go out at the start of each month. It’s an easy way to stay consistent without having to manage each date individually.
- Now, go to Smart Coupons > Bulk generate.
- Select the number of coupons to be generated. We’ll choose nine as we are sending out coupons to nine customers who have birthdays in January.
- Choose the discount type as Percentage discount.
- Enter the coupon amount as you prefer.
- Add a custom message that customers will see after the coupon has been successfully applied.
- Choose where to show the discount coupon.
- Then choose a format for the coupon code. You can use your creativity to create coupon codes using a custom prefix and suffix.
- Enter the length of the coupon code.
- Now, go to the Usage restriction tab and enter the email addresses of customers you want to send the coupons to in the Allowed emails section.
- Then, click on Generate coupon.
And that’s it! The plugin takes care of generating the coupon and sending it out to the customer automatically.
They’ll be able to use the coupon just like any other, right from the cart page during checkout.
Offering birthday coupons is one of those small touches that can have a big impact on your WooCommerce store. It turns a regular marketing message into something personal, timely, and genuinely appreciated by your customers. When done right, it not only boosts sales but also deepens customer loyalty—something money can’t always buy.
Even though WooCommerce doesn’t offer this feature out of the box, setting it up isn’t as complicated as it seems. With just a few plugins and a bit of upfront setup, you can collect birthdates, segment customers, and automatically send out birthday offers that feel intentional rather than automated. Whether you prefer a simple monthly email or want to plug it into your broader CRM setup, you’ve got options that scale with your store.
The goal here isn’t just to push another discount, it’s to show your customers that you’re paying attention. And in eCommerce, that’s what keeps people coming back. So take the time to put this in place. It’s a small investment that can turn into lasting customer relationships, and plenty of birthday-driven sales along the way.
