Below you’ll find quick onboarding steps and answers to most questions. If you get stuck, send us a message in the chat or email support@giftnote.com

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Changelog

Giftnote Team

Our big September update rebuilt the Giftnote app. If you used Giftnote before, start here to see what moved and what's new.

September 2026 update: what's new

3. Gift orders and messages

1. What's new in the September update: start here

4. Gift cards and store credit

6. Integrations and notifications

2. Your new home in Shopify admin

5. Multi-gift and your gifting storefronts

8. Settings, plans and what you can configure

What early access is, how to ask for it, and which features are available that way today.

10. Early access features: try new Giftnote features before they launch

7. Analytics and conversions

9. What's changed, retired, or needs your attention

Quick Go Live - Core Plan

Discover how Giftnote captures gift recipients at checkout and converts them into customers, with real merchant ROI examples.

1. What Is Giftnote and How Does It Work?

Install Giftnote, follow the in-app Setup guide step by step, and find the help article for each step.

1. Get Started with Giftnote

How to add the Gift Message widget to your product and cart pages, enable the popup app embed, and customize it via Designs.

3. Add Gift Message Widget

Create a Giftnote-compatible gift card product and template, check it shows as Active, and set expiry, fulfilment and code format.

4. Add eGift Cards

How to add the Giftnote checkout and order status page extensions, and where their settings now live in the app.

5. Add Checkout & Post-Purchase Extensions

Brand Giftnote's built-in gift emails and SMS so you can launch without waiting on Klaviyo or another integration.

6. Design Email & SMS templates

A checklist to confirm before launching Giftnote — app embed, notifications, gift card product setup, and a live test order.

7. Giftnote Go-Live Checklist

Giftnote Admin

Nick Kennedy

Now your customers can purchase multiple gifts in a single transaction—perfect for corporate gifting!

Set up Multi Gift - Pro Plan

Step by step guide to get set up Multi recipient gifting fast!

Onboarding Multi Gift

How a multi-gift order flows from one master draft order through payment and tax to per-recipient orders and delivery tracking.

1. How Multi Gift Works

How to enable Multi Gift on the Professional plan and configure its per-storefront settings — products, approval rules, offerings, shipping, tax and more.

2. Set Up Multi Gift (Professional Plan)

How to stop Multi Gift master orders double-counting in Shopify revenue reporting by filtering them out with the GNMG-Parent tag, and what the Cancel the main order setting does.

4. Updating Shopify Reporting for Multi Gift

How to add a dynamic multi-address shipping notice to checkout, hide loyalty, gift wrap, upsell and shipping insurance blocks from multi-gift checkouts, and where to find the exact rate name to target.

3. Add a multi-address notice to your Shopify checkout

A guide on how to use Multi Gift, Promote it and how to resolve common issues.

Using Multi Gift: Advanced Options & Troubleshooting

How to point a branded subdomain at your Giftnote storefront, which DNS record to add, and what to check if you set this up before September 2026.

2. How to Set Up Your Custom Gifting Subdomain

How to add the Multi Gift Redirect button to product pages, the cart or cart drawer, or older themes with a Liquid snippet, and how to check it's live from Giftnote settings.

1. Add the Multi-Gift Button to Your Shopify Store

3. How to Add Product Labels in the Multi-Gift Portal

How to find a customer's multi-gift order and fix the common problems: CSV uploads, missing shipping rates, submission errors, approval, payment and missing recipient orders.

4. Troubleshooting Multi-Gift Orders

CSS techniques to customize your Multi Gift portal's look, including the native toggle and CSS option for hiding the recipient toolbar.

1. Customising the look of your Multi Gift portal

The portal is a private ordering tool, not a storefront. What that means for your SEO, how storefront visibility and custom domains work, and what to tell an agency that flags it in an audit.

3. Why does the Multi Gift portal not appear in Google?

What the gift progress widget shows buyers after a multi-gift checkout, how to add it in Shopify, and where to change its wording or turn it off.

2. Gift progress widget: what buyers see on the thank-you and order status pages

 Integrations 

Connect Giftnote to Ometria and send gift events to your Ometria flows.

Ometria

Connect Ometria with your API key and choose which Giftnote events are sent to your Ometria flows.

How to set up Ometria Integration

Connect with our API to build custom integrations.

Giftnote API

How to authenticate against the Giftnote Merchant API with a Bearer token, the gift-cards endpoint, and the 60-request token-bucket rate limit.

Set up Giftnote with Attentive to trigger Email & SMS messages to gift recipients and track conversions from personalized gift experiences.

Attentive

Step-by-step guide to moving your Giftnote gift message and gift card emails from Klaviyo to Attentive, including merge fields, images, testing and common errors.

2. Migrating your Giftnote email flows from Klaviyo to Attentive

Connect Attentive to Giftnote with OAuth, send test events, build a gift journey with Giftnote variables, and grow SMS opt-ins.

1. How to set up Attentive Integration

Dotdigital

Create a Dotdigital API user, connect it to Giftnote, map each Giftnote event to a triggered email campaign, and test with Dotdigital's API logs.

How to setup Dotdigital

Iterable

Connect Iterable to Giftnote with a server-side API key, send sample events, and choose and rename the events Iterable receives.

How to connect Iterable

Yotpo

How to connect Giftnote to Yotpo for email and SMS gifting notifications, which events to configure, and Yotpo's sunset status for new stores.

How to Integrate Giftnote with Yotpo Email

Loop

Turn on the Loop Returns integration so gift recipients get a return link in their Giftnote notifications and your email tool receives it in gift events.

Loop returns Integration

Rebuy

Show the Giftnote gift message widget in your Rebuy Smart Cart and send gift events to Rebuy with an API key.

Rebuy integration

Shopify

The Giftnote triggers and the two Create Gift Card actions available in Shopify Flow, and the fields each one needs.

1. Shopify Flow

Example Shopify Flow setups that use Giftnote triggers and gift card actions to reward gifters, recipients and loyalty members.

2. Incentivize Gifting with Shopify Flow + Giftnote

Klaviyo

Connect Klaviyo to Giftnote, send test events, choose and rename the events Klaviyo receives, and the merge fields to use in your gift emails.

1. How to setup Klaviyo

Looking for inspiration? See how other Giftnote clients have designed their gift message, eGift card/voucher, and customer confirmation emails in Klaviyo to provide a high-quality experience to their customers and their recipients, as well as maximizing brand sentiment and increasing the likelihood of recipients converting into new direct customers.

Klaviyo Template Showcase

How to build them and make money from them

5. Klaviyo + Giftnote segments

Fix the most common Klaviyo + Giftnote issues, from duplicate emails and rejected transactional flows to renamed events and case-sensitive variables.

8. Troubleshooting Klaviyo + Giftnote

How to tell if you are on the original Giftnote Klaviyo integration, how the old events and merge fields map to the new ones, and the order to run the cutover in.

7. Migrating your Klaviyo flows to the new Giftnote integration

A step-by-step checklist for agencies setting up Giftnote's 9 Klaviyo flows, with example designs, plus extra gifting projects you can scope and charge the client for.

6. Klaviyo onboarding guide for agencies: setting up Giftnote flows

Every Giftnote event sent to Klaviyo, all the properties they carry, and copy-paste template blocks for your flow emails.

Klaviyo flow templates and event reference

The current Klaviyo, Attentive, and Iterable event names Giftnote sends for gift orders, gift cards, and multi-gift orders.

2. Klaviyo Giftnote Events

The field-by-field reference for the order attributes and line item properties Giftnote reads from custom or headless checkout integrations.

1. Giftnote Order Attribute Schema Reference

How the Inspired donation gift pilot works, examples, your to-do list, and what happens after the pilot.

2. Inspired donation gift pilot: onboarding

Quick answers to the most common questions from Shopify merchants setting up or managing Giftnote.

Clear explanations of key Giftnote terms, metrics, and data points used throughout the platform.

Definitions

What each Analytics metric and order status means in Giftnote, with each order's lifecycle and delivery status tracked as two separate fields.

1. Understanding Your Analytics

How Giftnote's Analytics overview and its seven dedicated subpages report gifting revenue, conversions, and recipient behaviour.

2. Definitions: Metrics

The notification events Giftnote sends for a gift order — confirmed, complete, and delivered — and how they replace the older per-method emails.

3. Definitions: Emails

Guides for creating, editing, and troubleshooting gift orders inside Giftnote & Shopify.

Managing Gift Orders

How to add a gift message to a Shopify order after checkout using the order number, and what to do if the order already has a message.

1. Create a new gift order

How to add the Giftnote summary app block to a Shopify order page so you can view gift notes without leaving Shopify admin.

3. Viewing Gift Notes via Shopify Order Admin

How to archive a gift order so Giftnote stops processing it, what archiving does, and when to edit or cancel in Shopify instead. Giftnote has no delete.

6. Archive or stop a gift order

How to check and resend an individual notification from a gift order's Notifications card when a message fails to deliver, without sending duplicates.

5. How to resend messages

How to edit a gift order's message, recipient, delivery method and scheduled time, and what to check before resending.

4. Modify a gift order

How to find a Giftnote order using in-app search, or via the Giftnote summary block on the Shopify order page, then view and edit it.

2. Search: How to Find, View and Edit a Giftnote via Shopify Orders

Everything you need to issue, manage, and reconcile digital gift cards or store credit with Giftnote.

Gift Cards/ Store Credit

The differences between Giftnote gift cards and store credit, how each is issued, and which is easier to share.

1. Definitions: Gift Cards and Store Credit

How to issue store credit from the unified gift-card create form, choosing a recipient by email or Customer ID.

2. Create Store Credit

Gift cards automatically carry recipient details in Shopify — how to view them and set a default expiry period, plus legal considerations to check first.

4. Recipient Details on Gift Cards in Shopify, and Setting an Expiry Date

How to set a default gift card expiration period using the Years/Months/Days fields and Enabled switch on the Advanced Settings page.

5. Gift Card Expiration

Short answers on how Giftnote gift cards and store credit work across Shopify Markets currencies, with a link to the full setup guide.

11. Do Giftnote gift cards work with Shopify Markets?

What each Gift Card Advanced Settings toggle does — discounts, expiry, code length and auto-fulfilment — and which setting is now always on.

6. Gift Card Advanced Settings

How to export gift card and liability reports from Settings > Exports — run a per-row export and download the file for reconciliation.

14. Export Gift Cards and Liability Reports in Giftnote

7. Add the Check Balance Widget

Two ways to disable a Giftnote gift card or store credit: from the gift card page in Giftnote, or by deactivating the code in Shopify.

8. Disable a Gift card

How Giftnote automatically disables a gift card when its originating Shopify order is cancelled for fraud, and how to reach support.

9. Gift Card Fraud Prevention

Use Giftnote for gift cards only: set up the gift card product in Shopify, then confirm Giftnote detects it on the Gift Card Products page.

10. Gift Card Only Implementation

Giftnote is built for digital gift cards, but you can still sell a printed card. Here is the workaround, the Shopify limits behind it, and the workflow your team follows.

13. Can I sell physical gift cards with Giftnote?

Step-by-step setup for selling one Giftnote gift card product in each Shopify Markets region's currency, fixing variant names and testing before you go live.

12. Set up gift cards for Shopify Markets

3. Issue Store Credit Directly from a Shopify Order

How to set up gift card accounting and reporting in Shopify, including product filtering and A2X mapping for deferred revenue.

15. Gift card reporting and accounting setup

Advanced setup options for tailoring Giftnote to your store’s design and checkout flow.

Customisation

The cart attributes to set when building a custom gift-message widget, and which ones Giftnote actually reads.

3. Custom Widget for Messages

Which Giftnote notifications have an SMS version, where to edit the text, and the quick fields you can use.

5. Customizing SMS

How to customize the gift message widget's wording and CSS styling, including where each setting lives since the September update.

1. Customising your gift message widget

Set up Hidden products, Blocked markets and exclusion tags, why merchants use them, and what to test in the cart, checkout and order status.

2. How do I hide the gift message widget on specific products?

Every setting on Giftnote's Email design page, plus what you can change on each individual notification email.

4. Customising Email

Options for upselling giftnote for profit

Charging and upselling the customer for a Giftnote or gift wrap

How Shopify Plus merchants create a gift message surcharge product, add the Gift Message checkout block, and link the product under Gift Orders advanced settings.

4. Upselling and Charging for Giftnote at Checkout on Shopify Plus

The setup steps to hide the Giftnote surcharge product from your storefront, packing slips and emails, plus how to turn on auto-fulfilment for it.

2. Pre-Launch Checklist: Giftnote Surcharge Product (Gift Message Fee)

A developer-led way to charge customers for gift messaging on non-Shopify-Plus plans, using a hidden product and cart JS.

1. Charging Customers for Giftnote (Developer Setup)

How to charge for a gift message at checkout: create the surcharge product, add the Gift Message block, and link it under Settings, Gift Orders, Advanced.

3. Upsell Giftnote at Checkout

Answers to the most common Giftnote setup and troubleshooting questions, covering widget display, gift cards, email delivery timing, and dashboard workflows.

1. Giftnote FAQ: Resolving Common Issues & Setup Questions

Diagnose and fix the most common reasons your Giftnote gift message widget isn't showing on your Shopify store, starting from the Online store widgets status in the app.

4. Widget Not Appearing on My Store

Core and Professional plan pricing, included credits, the per-gift fee, how Multi-Gift orders are billed, the Shopify spend cap, and your free first month.

8. Plans, Pricing & Billing FAQ

Troubleshoot a gift message that never arrived: check the order's status and Health in the Giftnote app, fix a missing tracking number, and resend or force the notification.

5. Gift Message Not Delivered to Recipient

Raise your Shopify app billing cap so Giftnote keeps processing gift orders during peak season instead of silently stopping.

How can we help you?

September 2026 update: what's new

Quick Go Live - Core Plan

Set up Multi Gift - Pro Plan

Integrations

FAQ