Please Note:
This guide is specifically aimed at Merchants who are using a Shopify Online Store 2.0 compatible theme.
Some themes have a vast amount of code and variables that need to be taken into consideration before moving to an Online Store 2.0 compatible theme. Shopify has released full documentation on how to migrate your current theme to Online Store 2.0 - Online Store 2.0 overview and migration options
Please discuss these options with your developer/agency to assess the best path for your store.
Shopify Online Store 2.0 provides you with more tools to build out new page templates and storefronts for your online store. It also allows you to add app functionality directly into your pages using app blocks, ensuring a smoother integration between your store and any 3rd party apps that you use to enhance your online store.
Prior to Shopify Online 2.0, in most cases, app developers would determine the best page, position and point in the customer journey to surface their apps within a Shopify store. With Online Store 2.0, you now have full control over the page and position an app should be delivered into.
Not only can the app be added to a page directly through the theme editor, but app blocks also contain settings that will allow you to customise the app block without the need to log into the 3rd party app. This is a sea change for both merchants and app developers.
The Happy Birthday sign-up form app block
The ability to drop in the Birthday sign-up form to a page of your choosing provides you with the opportunity to tell people why they should join your Birthday Club and what they can expect from it. It puts the messaging under your control.
Please Note:
One key principle we must mention is that App Blocks must be added at the template level rather than at the page level.
You will therefore need to either add the Happy Birthday App Block to an existing template in your store, or, create a new template including the App Block and then use that template as the basis for a new or existing page.
How do I set this up?
You can now add our Birthday Sign-up Form app block to any page on your store via the Theme Customizer!
Within your Shopify admin area, navigate to Online Store > Themes:
Then click the Customize button next to the theme you want to add the app block to:
The theme editor will then open up.
Click the + Add block option in the area you would like to position the block and you should now see a Birthday Capture Form app block available to add to your templates:
This will deliver our sign-up form into your template:
There are several settings available for the app block that you can see in the right-hand pane of the Theme editor:
Whilst selected within the Editor, the app block can be Repositioned, Duplicated, Hidden or Removed:
Once you are happy with the placement of the App Block, click the Save button:
That's it! Your Birthday Sign-up form is now located exactly where you wanted it!
Can I style the Happy Birthday app block?
Yes! It is possible to customise the Happy Birthday app block in various ways. You may wish to apply the colours of your branding, or perhaps tweak the spacing between the form elements.
Please see our guide Styling the Happy Birthday app block for further details.
Can I translate the Happy Birthday app block?
Whilst you can enter any language you require into the Happy Birthday app block form titles/descriptions, other UI elements of the app block such as Name and Email Address labels will require changing on the backend of the app by us. Please just let us know the changes you require.
Our guide Can you translate the Happy Birthday app for our local language? has more details.
Need any help?
If you would like any advice or support setting this up, please don't hesitate to get in touch.