Happy Birthday ships an app block for the Shopify checkout editor. It's the recommended way to capture birthdays on your post-purchase pages and it works on both the Thank You Page and the Order Status Page.
Recommended setup: add the app block to both pages. Most customers see the Thank You Page just once, but they may revisit the Order Status Page a few times, so doubling up maximises the chances of Birthday Club sign-ups.
Using the checkout editor to add the Happy Birthday app block
In your Shopify admin, go to Settings → Checkout.
Find the Configurations card and click Customise to open the checkout editor.
The Happy Birthday app block can go on the Thank You Page, the Order Status Page, or both. Add it to each page separately, the steps are identical for each.
At the top of the Checkout Editor, click the Apps icon, then search for Birthday.
The Birthday Capture app block will appear:
Click the Birthday Capture option, then choose either the Thank You Page or Order Status Page. We'd recommend doing both, just repeat these steps for each.
Once added, the preview panel updates to show the app block in place. Use the position icons to move it up or down the page if you want it higher or lower:
App block settings
The app block settings will either appear in the left or right-hand panel and will show the settings available for the app block. You can edit the following options:
Sign-up form text
Title
The headline that sits at the top of the form. Treat it like the question you're asking the customer e.g. "Can we send you a discount code on your birthday?" or "Want a treat on your birthday?". If you leave this blank, the form falls back to its default title.
Introduction text
A short line that appears just under the title, used to encourage sign-up e.g. "Sign-up to our Birthday Club and prepare to be delighted!". One sentence is plenty; it's not the place for terms or small print.
Button text
The label on the submit button next to the date fields. Defaults to "Submit". Most stores swap this for something warmer like "Sign me up", "Join the club", or "Get my discount".
Thank you text
The confirmation message that replaces the form once a customer's birthday has been captured. Tell them what happens next, e.g. "Thanks! We'll email you a discount code on your birthday." This is your one chance to set expectations, so be specific about when the email lands.
Terms & conditions text
Small print shown beneath the form. Use it for anything you need on record, typically a short note that they're joining your Birthday Club, a link to your privacy policy, and any limits on the birthday discount (one-time use, minimum spend, product or collection exclusions). Plain text only here; if you need a clickable link, paste the full URL.
Please note:
The date format isn't set on the Checkout app block itself!
It is a global setting that applies to every sign-up surface (the Checkout block, the Birthday Sign-up Page, POS, integrations, admin sign-ups etc.)
When picking your date format select from from dd/mm/yyyy, mm/dd/yyyy, mm/dd, dd/mm, or yyyy/mm/dd.
Heads up:
Formats without a year mean we can't calculate ages, so age cohort analytics on your dashboard won't show.
When you're happy with the placement of your app block and the copy, hit Save.
Testing the thank you message
Place a test order on your store. After checkout, you'll see the Happy Birthday app block on the Thank You Page. Submit a date and you should see your custom thank-you message:
That's it the app is now capturing birthdays from the post-purchase flow.
Identifying birthdays captured via the app block
Open Happy Birthday → Members.
Each row shows the Sign up channel column, which tells you exactly how that member joined your Birthday Club:
FAQs
Do I need to migrate to checkout extensibility first?
Yes. App blocks only work on the new app-block-compatible Thank You and Order Status pages. If your store hasn't migrated yet, follow Shopify's checkout-extensibility migration guide first.
What happens to customers who already joined?
If a member of your Birthday Club places another order, the app block won't show as they're already signed up.
Need any help?
Please get in touch with support if you need any further assistance.