This guide is specifically aimed at Merchants who will be enabling our Klaviyo, MailChimp, Brevo or SMSBump integrations and have selected the option for the Happy Birthday app to auto-generate a discount code for use in their Birthday email or Birthday SMS message.
What is the Generate Discount Page?
The Generate Discount Page is a unique landing page that is enabled for each of your Birthday Club members. It is the page that your Birthday Club members will be sent to when clicking on the link within their Birthday Email/SMS message. This is a dynamic page that the Happy Birthday app creates in your Shopify store, known as a proxy page. Here is an example of what a basic Generate Discount Page will look like:
When a Birthday Club member lands on this page, the Happy Birthday app will generate and display a unique, single usage discount code for that Birthday Club member, based on your birthday discount settings in the Happy Birthday app.
The recipient can either copy that code and paste it in during checkout or, click on the SHOP NOW link (the button text is customisable) to apply the discount automatically to their cart and begin shopping.
Revisiting the Generate Discount Page from the Birthday Email or SMS Message will not create a new discount code. If a discount code has already been created and not yet used, it will just re-display the page and the discount code and the link to auto-apply the discount to the shopping session will still be available to click.
If the discount code has already been used, then the page will state that the discount code is no longer available.
Customising the Generate Discount Page
To customise your Generate Discount Page, go to the Settings view in the Happy Birthday app, scroll down the page to the Discounts section and then select the Manage button on the Generate Discount Page option:
There are 3 main settings that can be customised on this page.
When choosing to use an auto-generated discount code with your Klaviyo, MailChimp, Brevo or SMSBump integration, the Generate Discount Page is enabled by default. We suggest leaving this option ticked:
Days before birthday to allow code - Specify how many days ahead of the Birthday Club member's birthday you'd like the discount code to be eligible from. We suggest that the birthday campaign that you set-up in Klaviyo/MailChimp/Brevo/SMSBump is set to go out at the same time that the code becomes active.
If you send out your birthday email/sms message 1 week before the Birthday Club member's birthday, but only make the discount code active 4 days before their birthday, then the discount link in their birthday email/sms message will only work 3 days after they have received their message. It is therefore important that this setting matches your campaign sending in Klaviyo, MailChimp, Brevo or SMSBump.
Allow code from 1st of birthday month - This setting will make the birthday discount code active from the 1st day of the birthday club member's birthday month. We know that some Email Marketing Platforms allow you to send out the Birthday email on the first day of the birthday month which is why we have built-in this setting.
Demo your discount page - To see what your Generate Discount Page will look like for your Birthday Club members, use the following URL format, swapping out the demo.myshopify.com domain with your own unique Shopify domain:
The page can be used to view any changes you make via the remaining content and layout settings.
You can control the content that is displayed above the discount code as well as including some terms and conditions associated with the usage of the discount which will appear below the Expiry date of the discount.
Here is a short explanation of each setting in the Content section:
Title - The main title that will appear at the top of the Generate Discount Page
Introduction text - A body of text where you can wish the birthday club member a Happy Birthday once again and suggest that they can either copy the code shown below, or apply the code immediately to their shopping session.
Button text - This is the wording you'd like to appear on the button that is used to apply the discount code directly to the current shopping session.
Redirect Link - Once the customer has clicked on the button to apply their discount code to the checkout, the customer will be redirected to the URL specified to begin their shopping session.
Terms text - If you have any terms and conditions that relate to the Birthday Discount Code, here is another opportunity to present those terms and conditions to the holder of the discount code.
Styling the Generate Discount Page
If you are proficient with CSS and HTML you can control some of the layout and styling elements on the Generate Discount Page.
It is possible to customise the Generate Discount Page in various ways. You may wish to apply the colours of your branding, or perhaps tweak the spacing between elements on the page.
Please see our guide Styling the generate discount page for further details.
If you need any help with styling your page to match your theme, then please use either the contact button to the left of that settings page or the link below to get in touch and we'll do what we can to help you.
Need any help?
If you would like any advice or support related to the Generate Discount Page, then please don't hesitate to get in touch.