You can collect information via custom checkout fields, forms, popups, or via 3rd party services connected to your CRM. With over 65 plugin integrations, WP Fusion gives you a lot of options for doing this. In order to use a customer’s birthday in a coupon automation, you first need to get it into a custom field in your CRM. Collecting birthdates from your customers In this tutorial we’ll be working with WooCommerce and CartFlows for the checkout, Elementor for popups and forms, and ActiveCampaign as the CRM, but the same concepts could be applied to any of WP Fusion’s supported ecommerce plugins or supported marketing automation systems.
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