Please Note:
- This article is for merchants who have migrated their store to use app block compatible thank you and order status pages.
Happy Birthday is an app block compatible app, making it much easier for Shopify merchants to collect Birthday Club sign-ups on their app block compatible post-purchase pages.
Quick Links
- What are pp block compatible post-purchase pages
- Using the checkout editor to add the Happy Birthday app block
- App block settings
- That's it!
- Identifying birthdays collected via app block compatible post-purchase pages
- FAQs
- Need any help?
What are app block compatible post-purchase pages
With app block compatible post-purchase pages, merchants can make code-free customizations to their thank you page and order status page using apps. The goal is to enhance the buying journey by building more personalised post-checkout experiences for customers.
Once you have migrated your store to use app block compatible post-purchase pages, you will need to include the Happy Birthday sign-up app block into your Order Status Page and Thank You Page using the Shopify checkout editor.
Using the checkout editor to add the Happy Birthday app block
Within the Shopify Admin, go to Settings > Checkout and you will see a card titled Configurations. Click on the Customize button to enter the checkout editor:
Shopify checkout customization
The Happy Birthday app block can be added to both the Thank You Page (the initial post-purchase page after checkout) and the Order Status Page (the page used to display the order summary at any point after the initial purchase).
You will need to add and configure the Happy Birthday app block for each post-purchase page separately, however, the steps you need to take are identical for each.
Within the left-hand panel of the checkout editor, locate and click the Apps link at the bottom of the pane. Then use the search bar to look for for Happy Birthday and it will appear as an available app block for the page:
Click on Birthday Capture and then select either the Thank You Page or Order Status Page options. As previously mentioned, we recommend adding the app block to both pages, so just repeat the necessary steps for each.
Click on Thank You and the checkout editor preview panel will update to show the Happy Birthday app block positioned on your Thank You Page. It's initial position may depend on whether you have additional apps on the page. The positioning icons can be used to raise or lower the position of the app block:
The left hand panel will also update to display the app block settings:
App block settings
Sign-up form text
When the app block is added to your chosen post-purchase page, the Birthday Sign-Up Form will appear with default text for the title, introduction, button label and the thank you message:
The app block settings on the left-hand side of the page will allow you to override these defaults. The Birthday sign-up form will begin to update as you start typing in your preferred text, making it straightforward to see which setting controls each element of the Birthday sign-up form.
Date format
The date format within the Birthday sign-up form will be taken from your settings in the Happy Birthday app. Take a look at the following article if you wish to change your Happy Birthday Date Format.
Testing the thank you message
When customers join your Birthday Club, a message will be displayed thanking them for joining. You have full control over this message from within the app block settings area.
To take a look at the message in action, submit a birthday within the preview pane of the checkout editor:
The thank you message will then appear.
To tweak the thank you messaging, edit the Thank you text field via the app block settings and hit save.
Refresh the checkout editor so that the Birthday sign-up form appears once again, re-submit your birthday and you should see your updated thank you message in action.
That's it!
Hit the Save button in the top right of the checkout editor and your Birthday sign-up form will start appearing on your app block compatible Thank You page.
Repeat this process to add the Birthday sign-up form to the Order Status page. Again, you will see the option to customise Order status pages by clicking on the dropdown in the top bar of the checkout editor.
The app block settings will need to be applied manually to each of these pages.
Identifying birthdays collected via app block compatible post-purchase pages
When customers join your Birthday Club via your app block compatible post-purchase pages, the Happy Birthday app will identify those customers as having been captured via the Extensible Checkout channel:
FAQs
I have disabled my Birthday sign-up form in the Happy Birthday app, but it is still appearing in my app block compatible post-purchase pages
The setting for enabling/disabling the Birthday sign-up form within the Happy Birthday app does not control the Birthday sign-up form on app block compatible post-purchase pages. To remove the Birthday sign-up form from your app block compatible post-purchase pages, you will need to visit the Thank You Page and Order Status Page within the Shopify Checkout Editor and remove the Happy Birthday app block from each. Don't forget to hit save!
Will my Happy Birthday sign-up form automatically appear on the Order Status Page and Thank You Page or do I have to add it manually using the Checkout Editor?
You will need to make sure that you have added the Happy Birthday app block to both the Order Status Page and Thank You Page using the Checkout Editor.
Need any help?
If you would like any advice or assistance related to adding the Birthday sign-up app block to your app block compatible post-purchase pages, then please don't hesitate to get in touch.