Last updated: May 2026 Category: Segments
Overview
BeyondCart can capture a customer's birthday (month and day, no year) and use it to power segments, flows, and campaigns. Birthdays are a high-converting moment — a thoughtful birthday push or discount feels personal, not promotional.
Only the month and day are stored. The birth year is never collected. This keeps the targeting simple ("birthday today", "birthday this week") and avoids handling sensitive age data.
How Birthdays Are Captured
Customers add their birthday from the profile screen in your mobile app. Once they save it, it is associated with their customer profile in BeyondCart and immediately becomes available for segmentation.
Note: Birthdays are immutable once set. If a customer enters the wrong date, they will need to contact support to have it corrected. This prevents abuse — for example, a customer changing their birthday every week to keep claiming a birthday discount.
[Screenshot: Mobile app profile screen showing the birthday input]
Targeting by Birthday in Segments
The Birthday rule appears in the segment builder under Profile Rules. You can target customers in five ways:
Rule | Use For |
Birthday is today | Same-day campaigns: "Happy birthday — 20% off today only". |
Birthday in the next N days | Pre-birthday lead time: build excitement, send a reminder coupon. |
Birthday month equals X | Monthly birthday campaigns: "April birthdays, this one is for you". |
Birthday day equals X | Day-of-month targeting (rarely useful on its own). |
Has birthday on file | Sizing your audience: how many customers have given you a birthday? |
Birthday Today
Targets every customer whose birthday is today (in UTC).
[Screenshot: Segment builder with Birthday is today rule]
Birthday This Week
Targets customers whose birthday falls within the next 7 days. Use this to send a "birthday week is coming" preview.
Birthday Month
Targets everyone born in a specific month. Useful for monthly birthday clubs or seasonal campaigns ("December babies, here is your holiday gift").
You can also pick multiple months — for example, "Born in summer (June, July, August)" for a seasonal bundle.
Has Birthday on File
A True / False filter that lets you measure how many customers have actually given you their birthday. Combine with other rules to build "known birthdays + paying customers" audiences.
Common Combinations
High-value birthday targeting — send a bigger discount to your VIPs:
Birthday is today
AND LTV > $500
Pre-birthday paying customers — soft reminder with no discount:
Birthday in the next 7 days
AND Is Paying Customer is True
Seasonal birthday push — winter birthday holiday gift:
Birthday month is in [12, 1, 2]
AND Has App Session in last 30 days
Tips and Best Practices
Encourage customers to enter their birthday by offering a small in-app perk for setting up their profile. This expands your addressable audience.
Send the message at a sensible local hour. Pair the segment with a Flow that uses a Delay node to fire at, say, 10am in the customer's timezone.
Keep year-round consistency. A "happy birthday" message that goes out every year requires no maintenance — the segment automatically picks up everyone whose birthday matches today.
Watch out for Feb 29. Customers born on Feb 29 are matched on Feb 28 in non-leap years (handled automatically by birthday-driven flows).
FAQ
Q: Why no birth year? A: BeyondCart intentionally avoids age data. Storing only month and day keeps segmentation simple and reduces the privacy surface. Age-based targeting is not currently supported.
Q: Can I import birthdays from Shopify or another platform? A: Not directly through the segment builder. If you have customer birthdays in another system, contact support about a one-time bulk import.
Q: What happens if a customer signs up but never enters a birthday? A: They simply will not match any birthday rule. Use the "Has birthday on file" rule to size your known-birthday audience and tailor your prompts to encourage profile completion.
Q: Can I let customers update their birthday if they made a mistake? A: Birthdays are locked once set. Direct the customer to support, who can update the value on their profile.
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