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How to set up and manage the ReConvert Birthday Collector widget in Flow Builder | Shopify

The Birthday Collector exists as a widget inside ReConvert. It is available on the Thank You page and Order Status pages. Shopify Plus merchants can also deploy the widget on the checkout page.


Please note that some minor differences may exist between certain pages and specific widgets If you are a Shopify Plus merchant adding the widget to Checkout, note that the customer must complete their order for the data collected to be saved (to both the order and customer metafields - see later in this article)Birthdays can be saved to Shopify as both customer metafields and order metafields. You will see values after a real order is completed


Add the Birthday collector widget


  1. In the ReConvert editor click Add widget on the page you want to edit



  1. Click Birthday Collector



  1. In Form name, enter a clear internal name



  1. Click Edit text and write the customer-facing copy


  • You can add hyperlinks
  • You can change text size and alignment
  • You can use bold text formatting
  • You can use different colors




  1. Click Save in the top-right-hand corner of the screen



Configure the date field


  1. Open the birthday widget and click the Date picker block



  1. Click Configuration



  1. Set Field name (internal) using a consistent convention that includes page, slot, and widget, for example checkoutpage_condition1_slot1_birthdaycollector



  1. Turn Title on or off



  1. If Title is on, enter the title customers will see above the field




  1. Set the Label shown on the input. Include a format hint, for example Birthday (YYYY-MM-DD)



  1. Choose whether the field is Required



  1. If Required is enabled, enter Error text for invalid or missing input, for example Please enter your birthday in MM/DD format



  1. Click Save in the top-right-hand corner of the screen



Store birthdays in Shopify


  1. Click Data collection



  1. Tick Store as customer metafield to save birthdays on the customer record



  1. Tick Store as order metafield to save birthdays on the order record



We would recommend keeping both of these options enabled so that the data collected appears in both the customer and order metafields


  1. Click Save in the top-right-hand corner



Configure submit and after-submit behavior


  1. Click on Submit button



  1. Click on Submit



  1. Select Button type (primary, secondary, or plain)



  1. Enter the text you would like to appear on your submit button



  1. Click to go back



  1. Click on the After submission → Text block



  1. Enter the text that you want to show to your customers upon completion. Usual formatting applies.



  1. Click on Save



Test the widget


  1. Place a real test order in your store, that triggers the page where the widget is added



  1. Confirm the birthday field appears as configured



  1. Enter a date using either:-
  • ‎ ‎ ‎ ‎ the date picker


  • Or type a date manually following the required format



  • If the format is wrong, you will see your Error text




  1. Click Submit



  1. Confirm the success or thank you message appears



Shopify Plus merchants using the widget on the checkout page, please note that if the customer does not complete the purchase, any data collected in the birthday collector will not be saved or accessible.If you are incentivizing the submission of birthdays, you may wish to state that a submission will only count as a qualifying birthday if the order is placed


View saved birthdays in Shopify


Customer record


  1. In Shopify admin, go to Orders



  1. Open the customer linked to the order and click View customer


You can also access the same record directly from Customers in the Shopify menu


  1. Under Metafields, click View all to see the saved birthday in the customer metafield



  1. To always show this data on the customer page by default:


  • Click View definitions



  • Pin the relevant metafield



  • The birthday metafield will now appear automatically on all customer pages



Order record


  1. In Shopify admin, go to Orders



  1. Open the order that collected the birthday



  1. Under Metafields, click View all to see the saved birthday in the order metafield



  1. To always show this data on the order page by default:


  • Click View definitions



  • Pin the relevant metafield



  • The birthday metafield will now appear automatically on all order pages



Well, that’s a wrap!


If this article did not solve your issue, our support team is available 24/7. Just click the live chat button at the bottom-right corner of this page


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Updated on: 08/09/2025

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