Please Note:
- This article is for merchants on the Shopify Plus plan who have migrated away from using checkout.liquid and are now using checkout extensibility to manage their thank you and order status pages.
- Shopify will expand the availability of extensibility on the thank you and order status pages to all merchants on the Basic, Shopify, and Advanced Plans in due course.
Happy Birthday is a checkout extensibility compatible app, making it much easier for Shopify Plus merchants to collect Birthday Club sign-ups on their checkout extensibility enabled post-purchase pages.
Quick Links
- What is checkout extensibility
- Using the checkout editor to add the Happy Birthday app block
- App block settings
- That's it!
- Identifying birthdays collected via extensible checkout
- FAQs
- Need any help?
What is checkout extensibility
Checkout extensibility will eventually become the sole way for merchants to customize their Shopify Checkout. As a result, checkout.liquid has been deprecated and will be removed August 13, 2024.
Checkout extensibility is a suite of powerful platform features that make it easier for merchants to customize the checkout in a way that's app-based, upgrade-safe, higher-converting, and integrated with Shop Pay.
With checkout extensibility, merchants can make code-free customizations to their checkout using apps and branding tools as well as a collection of components and APIs provided by Shopify. The goal is to enhance the buying journey by building more personalised checkout and post-checkout experiences for customers.
Once your store has been migrated to use checkout extensibility, if you would like to continue to collect Birthday Sign-ups after checkout, then you will need to include the Happy Birthday sign-up form 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 Checkout customization. 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.
You will see the option to customise the Thank you and Order status pages by clicking on the dropdown in the top bar of the checkout editor:
Select a post-purchase page from the dropdown
Let's go ahead and customize the Thank You Page.
Within the checkout editor, click on the dropdown selector at the top of the page and select the Thank you option:
Within the left-hand panel of the checkout editor, locate and click the Add app block link at the bottom of the pane:
Happy Birthday will then appear in the left-hand panel as an available app block for the page:
Click on the Birthday Capture app block and the checkout editor preview panel will update to show the Happy Birthday app block at the top of your Thank You Page.
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 the post-purchase checkout extensibility Thank You Page.
Repeat this process to add your Birthday sign-up form to your 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 extensible checkout
When customers join your Birthday Club via the checkout extensibility 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 checkout extensibility 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 the checkout extensibility post-purchase pages. To remove the Birthday sign-up form from your checkout extensibility 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 form to your checkout extensibility post-purchase pages, then please don't hesitate to get in touch.