Other than the legacy ReCharge Checkout, Happy Birthday does not integrate directly with any other 3rd Party / offsite cart or checkout. This means that you may not benefit from the Happy Birthday sign-up form being presented to customers immediately after a successful transaction.
If, however, your customers are redirected to the Shopify Order Status Page (OSP) after a successful transaction, or if they are sent a notification with a link to their OSP to view the particulars of their order, then we have a workaround to ensure that the Happy Birthday sign-up form will be displayed.
Why would I need a workaround?
Within the OSP, we look out for a specific object that is only created when the native Shopify Checkout has been used to place the order. We use that object to determine whether or not to display the Happy Birthday sign-up form. If the object is not present, we need to find another way to determine whether or not to display the sign-up form, therefore, we need to implement a workaround.
What is the workaround?
By adding a small snippet of code to your Shopify settings, we have the information we need to determine whether or not to display the Happy Birthday sign-up form.
Within your Shopify Admin area go to:
Settings > Checkout and accounts > Order status page > Additional scripts
Add the following code into that area. It can be anywhere in that section, but make sure that it is not embedded within another code block:
<script type="text/javascript">
var hb_order_email = "{{ order.email }}";
</script>
Here is how it will look if you have no other code within your Additional scripts area:
Hit Save and that's it!
Your customers should now be able to see the Happy Birthday sign-up form when viewing the Shopify OSP.
Test the workaround by viewing an existing OSP where the order was placed via an external cart / checkout. If you're not sure how to do that, please take a look at our article on how can I check if the Birthday sign-up form is being displayed to customers?
Need any help?
If you have any questions about this workaround for 3rd party carts / checkouts, or if you would like any advice or support implementing this into your store, then please don't hesitate to get in touch.