Happy Birthday by Union Works Logo

Happy Birthday by Union Works

A Data-Driven Review by GetEcomTools

This app offers a straightforward way to automate birthday emails and discounts, helping merchants forge stronger customer relationships and boost loyalty with minimal ongoing effort.

Paid from $10/mo
Post-purchase
Shopify POS
Easy setup

About Happy Birthday by Union Works

Happy Birthday by Union Works provides a focused solution for a key Job-to-Be-Done: fostering deeper customer relationships through personalization. Its core design principle is to make birthday marketing accessible, aut...

Rating

5/5

Reviews

143

Free Plan

No

Updated

Aug 2025

Official Links:

The GetEcomTools Verdict: Our Data-Driven Analysis

Our Take:

"The app excels at delivering a high-impact, automated loyalty program that drives sales, though brands seeking advanced, all-in-one campaign management may need to integrate it with specialized email platforms to achieve full retail marketing potential."

Best for:

Shopify merchants of all sizes who prioritize a simple, 'set-it-and-forget-it' solution for building a high-converting birthday marketing channel.

Key Consideration

Brands requiring deep, native customization or all-in-one email automation, as relying on this app alone may feel like using a specialized tool for a multi-channel campaign.

Data-Driven Performance Snapshot

Overall Performance

Outstanding
Justification:

The platform's capabilities enable a highly effective, automated birthday marketing channel. While the core system delivers robust results for customer retention, strategic integration with external tools can unlock even greater potential for building enduring brand loyalty.

Justification:

Core design principles support an exceptionally straightforward setup process. The tool is engineered to help merchants launch a birthday loyalty program with minimal technical effort, paving a clear path to enhanced customer engagement.

Justification:

The system's design is positioned to directly influence sales and repeat purchases. Its focused approach on timely, personalized offers provides a reliable mechanism for boosting revenue and cultivating a loyal customer base.

Justification:

Feature integrations facilitate connections with popular marketing platforms like Klaviyo and Omnisend. This allows the app to function as a powerful data capture tool within a broader tech stack, though it places reliance on these external systems for more advanced campaign logic.

Pros & Cons: Key Findings From Our Analysis

Pros

Drives Loyalty

The app's core function of sending automated birthday emails with discounts is a proven driver of repeat business. As noted by some merchants, these campaigns convert effectively, providing a direct pathway to increasing sales and forging stronger, more personal customer relationships that enhance long-term brand equity.

Simple Setup

The tool is consistently praised for its intuitive and straightforward implementation. A point raised by users is the ability to get the birthday program running quickly, allowing store owners to focus on strategy rather than technical hurdles and begin building their loyalty-driving asset without delay.

Cons

External Tool Reliance

The app specializes in birthday capture and basic email sending, requiring integration with external ESPs like Klaviyo or Omnisend for advanced campaigns, such as discount reminder emails. While this adds a step to the workflow, it also allows merchants to leverage best-in-class tools for each specific task, creating a more powerful, specialized marketing stack. Integrate with your preferred ESP to build sophisticated, multi-touch campaigns.

Value Proposition

The pricing tiers scale primarily based on the number of birthday club members, without adding significant new features at higher levels. This straightforward model offers cost predictability, yet scaling brands should evaluate if the value justifies the cost increase compared to the features offered. Assess your growth trajectory against the plan limits to ensure the value aligns with your long-term loyalty strategy.


The Deep Dive: Full Analysis & Audited Data

Pricing scales directly with customer list size, offering predictable cost forecasting.

The entry point at $10/month is accessible for new stores looking to implement a core loyalty feature. The model's primary scaling vector is the number of stored members, which makes costs easy to predict as your audience grows. However, the feature set remains consistent across all tiers. This structure is ideal for businesses that value simplicity and predictable costs over access to advanced features as they scale their loyalty programs.

Base

$10.00

/ monthly

Usage & Quotas

1,000

/ month
Birthday Club Members

Upgrade plan for more

Key Features

  • Checkout Extensibility enabled
  • Send timed birthday and follow up emails
  • Capture birthdays on post purchase pages
  • Capture birthdays on Shopify POS
  • Capture birthdays on landing pages
  • Integrations with popular ESP's

Growth

$20.00

/ monthly

Usage & Quotas

5,000

/ month
Birthday Club Members

Upgrade plan for more

Key Features

  • Checkout Extensibility enabled
  • Send timed birthday and follow up emails
  • Capture birthdays on post purchase pages
  • Capture birthdays on Shopify POS
  • Capture birthdays on landing pages
  • Integrations with popular ESP's

Unlimited

$40.00

/ monthly

Usage & Quotas

Unlimited

Birthday Club Members

Key Features

  • Capture in multiple places
  • Send timed birthday and follow up emails
  • Capture birthdays on post purchase pages
  • Capture birthdays on Shopify POS
  • Capture birthdays on landing pages
  • Integrations with popular ESP's

1.What is the main purpose of the Happy Birthday app?

The Happy Birthday app automates sending personalized emails and optional discounts to your customers on their birthdays. This creates a simple, effective loyalty program designed to boost sales and build stronger customer relationships. It's a proven way that drives loyalty.

2.Is the Happy Birthday app easy to set up?

Yes, the app is designed for an exceptionally fast and simple setup process, allowing you to launch your birthday marketing program with minimal effort. With a 5-star Ease of Implementation score, it has a simple setup that lets you start collecting birthdays and automating emails almost immediately.

3.What are the key features of the Happy Birthday app?

The app's core capabilities include collecting customer birthdays at multiple points, sending automated and timed birthday emails, and offering unique discount codes. You can also integrate with popular email platforms for more advanced campaigns. See the complete list of features for a detailed breakdown.

4.How does the app help with personalized marketing on Shopify?

The app provides crucial zero-party data by collecting customer birthdays, enabling highly personal and timely marketing campaigns that resonate with customers. This targeted approach is a key driver of its high conversion impact, turning a simple celebration into a powerful sales opportunity.

5.How does the Happy Birthday app's pricing work?

The app uses a straightforward pricing model that scales with the number of birthday club members in your list. This makes your costs predictable as your business grows, with no surprises. You can review the different tiers in the pricing analysis.

6.What is the main difference between the pricing plans?

The primary difference between the paid plans is the number of birthday club members you can store, from 1,000 up to unlimited. All plans include the same core features, ensuring you get the full power of the app regardless of your tier. This approach provides cost predictability as you scale, as detailed in the pricing analysis.

7.How can I capture birthdays from in-store customers who aren't buying anything?

You can use the Shopify POS integration to enroll in-store visitors into your birthday club, even without a purchase, by processing a $0 transaction. This is a creative way to grow your marketing list and build loyalty with your local community. Discover more strategies in the merchant playbooks.

8.Does the Happy Birthday app work with Klaviyo or Omnisend?

Yes, the app integrates with popular email service providers, including Klaviyo and Omnisend. This allows you to sync birthday data and use it to power more advanced, multi-step marketing automations within those platforms. This strong integration ecosystem is key for scaling your campaigns.

9.Does this app integrate with Shopify POS?

Yes, the app fully integrates with Shopify POS, allowing you to collect customer birthdays during in-person checkout. This unifies your data collection across both online and physical retail channels. Capturing birthdays on Shopify POS is a core capability detailed in the audited features.

10.How can I send follow-up reminders for unused birthday discounts?

You can build and send follow-up reminder campaigns by integrating the app with a dedicated email platform like Klaviyo. This allows you to leverage your ESP's advanced automation capabilities to maximize redemptions and ROI. Explore this and other advanced workflows in the merchant playbooks.

11.What are the best strategies to increase customer loyalty with this app in 2025?

The best strategy is to consistently use the app's automated birthday emails with a personalized message and an attractive discount. This simple, personal touch makes customers feel valued, which directly drives loyalty and encourages repeat purchases throughout the year.

12.How can the Happy Birthday app boost my store's conversion rate?

The app boosts conversions by delivering highly relevant and personal discount offers at a time when customers are receptive to celebrating. Users report that these birthday emails have very high engagement, leading to a significant conversion impact and a reliable stream of automated sales.

13.How long does it take to set up the Happy Birthday app?

Most merchants can set up and launch their birthday campaign very quickly, often in under an hour. The app is known for its simple setup, which removes technical barriers and allows you to start collecting data and engaging customers right away.

14.What customer data does the Happy Birthday app access?

The app accesses minimal customer data necessary for its core function: the customer's name, email address, and the birthday they provide. This information is used exclusively to send the personalized birthday emails you configure. This is part of the app's standard audited features.

15.What's the best way to implement a Shopify birthday club app for a small boutique in 2025?

For a small boutique, the best approach is to leverage the app's automation to create a 'set-it-and-forget-it' birthday club. Its high rating for ease of implementation means you can quickly launch a professional loyalty program that runs in the background, delighting customers without adding to your workload.

16.How does an automated birthday loyalty program help with customer retention?

Automating your birthday program ensures no customer is missed, creating consistent, positive touchpoints that strengthen their connection to your brand. This reliable engagement is fundamental to its powerful loyalty automation, which turns one-time buyers into repeat customers.

17.Can I customize the birthday email templates?

Yes, you can customize the birthday emails within the app's editor to align with your brand. For complete design control, you can also provide your own custom-coded HTML email, giving you ultimate flexibility. Advanced strategies are covered in the merchant playbooks.

18.What is the most effective way to use birthday discount automation for repeat sales?

The most effective method is to offer a compelling, time-sensitive discount that encourages immediate action. This creates a sense of exclusivity and appreciation, which directly translates into repeat sales and has a proven conversion impact.

19.Are there creative use cases for this app beyond standard birthday emails in 2025?

Absolutely. Merchants use the app creatively by collecting pet birthdays for pet-focused brands or by using the Shopify POS integration to enroll non-purchasing community members into their loyalty club. These unique approaches are outlined in the merchant playbooks.

20.Is this app a good cost-effective loyalty program for a startup?

Yes, it is an excellent and cost-effective loyalty program for startups, with plans starting at just $10/month. Its predictable, usage-based pricing ensures you can build a powerful loyalty channel without a large upfront investment. You can evaluate the options in the pricing analysis.

John Doe

John Doe

E-commerce Specialist

Independent Review
The analysis on this page is the subjective opinion of our review team. Information is provided for guidance and may change over time. We encourage you to perform your own due diligence.