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Birthday, Anniversary & Win-Back Automations — A custom-built Shopify app that runs set-and-forget lifecycle campaigns — birt — 1/1Illustrative preview

A custom-built Shopify app that runs set-and-forget lifecycle campaigns

— birthdays, anniversaries, replenishment reminders and lapsed-customer win-backs — across email and SMS. Built, installed and supported by ECOSIRE.

What is Birthday, Anniversary & Win-Back Automations?

A custom-built Shopify app that runs set-and-forget lifecycle campaigns — birthdays, anniversaries, replenishment reminders and lapsed-customer win-backs — across email and SMS. Built, installed and supported by ECOSIRE. Built to order by ECOSIRE for Shopify (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

Birthday and anniversary reward automations that fire single-use discount codes generated via the Admin GraphQL discountCodeBasic mutation
Replenishment-cycle reminders timed per customer from each product's repurchase cadence, derived from orders/paid webhook history
Lapsed-customer win-back flows with escalating offers driven by days-since-last-order thresholds you define
Date-of-birth and anniversary capture forms embedded on account, checkout-adjacent or post-purchase pages, writing to customer metafields
Lifecycle data stored in a dedicated customer-metafield namespace (active / at-risk / lapsed stage, DOB, anniversary) — no tag sprawl
Real-time event capture via Admin GraphQL API webhooks (customers/create, orders/create, orders/paid) with HMAC verification
Dynamic discount incentives with configurable value, single-use enforcement and expiry to protect margin
Email and SMS channel delivery through your existing ESP/SMS provider (Klaviyo, Shopify Email, Twilio and similar)
Lifecycle-stage reporting dashboard showing segment counts and revenue recovered per automation
Consent-aware sending that respects Shopify marketing-consent state and SMS opt-in before any message is dispatched
Scheduled segment evaluation so campaigns run set-and-forget without manual flow building
Installed on your store via scoped OAuth — only the access scopes the app actually needs

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your Shopify.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

About this Product

Most Shopify stores leave easy retention revenue on the table because their lifecycle marketing depends on someone remembering to build a flow. Birthday, Anniversary & Win-Back Automations is a build-to-order Shopify app that ECOSIRE designs, codes and installs on your store so the highest-intent moments — a customer's birthday, the date they'll run out of a consumable, the day they quietly lapsed — trigger the right message automatically.

This is not an instant App Store download. After purchase, our team builds the app against your catalog, customer data and brand, then installs it on your store via OAuth with only the scopes it needs. We register Admin GraphQL API webhooks (customers/create, orders/create, orders/paid) so every relevant event is captured in real time, and we store date-of-birth, anniversary and lifecycle-stage data in customer metafields under a namespace we own — no fragile tags, no spreadsheet exports.

The engine evaluates segments on a schedule: birthdays fire reward offers with dynamic, single-use discount codes generated through the GraphQL discountCodeBasic mutation; replenishment reminders are timed from each customer's purchase cadence per product; win-back flows escalate offers as days-since-last-order grows. Messages go out over email and SMS through your existing provider, and a lifecycle-stage report shows how many customers sit in active, at-risk and lapsed buckets — and what each automation recovered.

Because it's built to order, the logic matches your products and margins rather than a generic template. ECOSIRE owns the build, the install and ongoing support. Typical delivery is one working week depending on data readiness and the channels you connect.

What you get

  • A custom Shopify app built for your store, installed via scoped OAuth by the ECOSIRE team
  • Configured Admin GraphQL webhooks (customers/create, orders/create, orders/paid) with HMAC verification
  • Customer-metafield schema for DOB, anniversary and lifecycle stage, plus capture forms wired into your storefront
  • Birthday, anniversary, replenishment and win-back automation logic mapped to your products and margins
  • Email + SMS delivery integration with your existing provider, including consent checks
  • Lifecycle-stage reporting view inside the app for segment and recovered-revenue tracking
  • Admin walkthrough session plus written configuration notes for your team
  • Post-launch support window for fixes, tuning and Shopify API-version updates

Who this is for

Retention Marketer

Wants set-and-forget lifecycle revenue without rebuilding flows every quarter. Gets birthday, replenishment and win-back automations tuned to real purchase cadence, plus a stage report that shows what each one recovered.

Founder of a Consumables Brand

Sells products customers reorder on a cycle — coffee, supplements, skincare. Needs replenishment reminders timed per product and per customer so repeat purchases happen without manual chasing.

Lean Ecommerce Ops Lead

Has no developer to wire webhooks, metafields and discount logic. Hands the whole build to ECOSIRE and receives an installed, supported app rather than a half-configured template.

How Birthday, Anniversary & Win-Back Automations Compares

CriterionECOSIRECustom BuildCompetitorShopify Native
Automations tuned to your actual products, margins and purchase cadenceIncludedIncludedPartial supportNot included
Birthday, replenishment and win-back flows out of one coordinated systemIncludedPartial supportPartial supportNot included
Built, installed and supported for you (no in-house dev required)IncludedNot includedPartial supportNot included
Email + SMS delivery through your existing providerIncludedIncludedIncludedPartial support
Instant self-serve install from the Shopify App StoreNot includedNot includedIncludedIncluded
Lifecycle-stage reporting with recovered-revenue attributionIncludedPartial supportPartial supportNot included
One-time build price with no per-message platform fee from usIncludedPartial supportNot includedPartial support
Code and metafield schema you can keep and extendIncludedIncludedNot includedNot included

Frequently Asked Questions about Birthday, Anniversary & Win-Back Automations

How long until the app is live on my store?

This is a build-to-order app, not an instant App Store install. Typical delivery is one working week from purchase, depending on how ready your customer data is and how many channels (email, SMS) you connect. We start with a short scoping call, build against your catalog and data, then install on your store via scoped OAuth and verify each automation before go-live.

Do you provide ongoing support and Shopify API updates?

Yes. ECOSIRE owns the build and supports it after launch. Every purchase includes a post-launch support window for fixes and tuning, and we keep the app current with Shopify Admin API version changes so webhooks and GraphQL mutations don't break. Extended support and retainer options are available if you want continued campaign optimization.

Will this work with my existing email and SMS provider?

In most cases, yes. The app integrates with your existing ESP and SMS provider (for example Klaviyo, Shopify Email, or Twilio) rather than replacing them. We confirm provider compatibility during scoping. If you don't have an SMS provider yet, we can recommend and wire one up as part of the build.

How does it know when to send a replenishment reminder?

We capture order history through the orders/paid webhook and derive each customer's repurchase cadence per product. The reminder fires a configurable number of days before the customer is predicted to run out, so timing is personalized rather than a fixed global delay. You set the lead time and which products are treated as consumables.

Where is the birthday and lifecycle data stored, and is it safe?

Date-of-birth, anniversary and lifecycle-stage data live in dedicated customer metafields under a namespace we control — inside your own Shopify store, not a third-party silo. The app requests only the OAuth scopes it needs, verifies webhook payloads with HMAC, and respects Shopify marketing-consent and SMS opt-in state before any message is sent.

Request a quote

Birthday, Anniversary & Win-Back Automations

A custom-built Shopify app that runs set-and-forget lifecycle campaigns — birthdays, anniversaries, replenishment reminders and lapsed-customer win-backs — across email and SMS. Built, installed and supported by ECOSIRE.

  • Birthday and anniversary reward automations that fire single-use discount codes generated via the Admin GraphQL discountCodeBasic mutation
  • Replenishment-cycle reminders timed per customer from each product's repurchase cadence, derived from orders/paid webhook history
  • Lapsed-customer win-back flows with escalating offers driven by days-since-last-order thresholds you define
  • Date-of-birth and anniversary capture forms embedded on account, checkout-adjacent or post-purchase pages, writing to customer metafields

Request a Quotation

Tell us about your Birthday, Anniversary & Win-Back Automations requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.