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

Quick Go Live - Core Plan

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

What Is Giftnote and How Does It Work?

Giftnote turns gifting into a scalable revenue channel for your Shopify store. Whether you're adding gift messages to every order or launching a full-scale corporate gifting portal, this guide will get you live in minutes.


1. Get Started with Giftnote

Use this guide to install and customize the Giftnote gift message widget on your product pages, cart page, and cart drawer. You can install it via the Shopify Theme Editor or manually with a snippet.

2. Add Gift Message Widget 

Shopify’s built-in gift cards don’t work with Giftnote. Here’s how to set up a compatible version, using a custom product and dedicated theme template.

3. Add eGift Cards 

Collect Gift Messages at Checkout (Shopify Plus) & Allow Adding/Editing on the Order Status Page (All Plans)

4. Add Checkout & Post-Purchase Extensions

5. Design Email & SMS templates

This feature sends the gift message when the courier confirms delivery. To work, it requires valid tracking info on the Shopify order.

6. Connect your Shipping Carriers

Verify every prerequisite before launching Giftnote — widget, Klaviyo flows, gift card config, carrier mapping, and test orders.

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 Multi Gift Works

Multi gift is available on the pro plan for gifttote > navigate to giftnote> settings > upgrade to pro plan.

Set Up Multi Gift (Pro Plan Only)

How to Stop Double Reporting On Multi Gift Orders

Updating Shopify Reporting for Multi Gift

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

Using Multi Gift: Advanced Options & Troubleshooting

Customising the Shopify Checkout for Multi Gift

How to Set Up Your Custom Gifting Subdomain

Add the Multi-Gift Button to Your Shopify Store

How to Add Product Labels in the Multi-Gift Portal

This guide explains how to troubleshoot or support a customer who’s having issues with their Multi-Gift order in Giftnote.

Troubleshooting Multi-Gift Orders

Restyle the Multi Gift portal with custom CSS, including the escaping trap that silently breaks pasted rules.

Customising the look of your Multi Gift portal

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

Why does the Multi Gift portal not appear in Google?

 Integrations 

Connect with our API to build custom integrations.

Giftnote API

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

Attentive

How to set up Attentive Integration

Dotdigital

How to setup Dotdigital

Iterable

How to connect Iterable

Yotpo

How to Integrate Giftnote with Yotpo Email

Loop

Loop returns Integration

Rebuy

Rebuy integration

Shopify

Klaviyo Giftnote Events

Shopify Flow

With Shopify Flow and Giftnote, you can automatically reward gifters, recipients, and loyalty members.

Incentivize Gifting with Shopify Flow + Giftnote

Klaviyo

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

Klaviyo: Setup Flows

How to build them and make money from them

Klaviyo + Giftnote segments

Fix the most common Klaviyo + Giftnote issues, from disconnected flows and duplicate emails to case-sensitive event variables.

Troubleshooting Klaviyo + Giftnote

Developer reference for every Giftnote order attribute field, accepted values, validation rules, JS events, and silent failure modes.

Giftnote Order Attribute Schema Reference

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

Learn what every Giftnote dashboard metric, order status, and export option means — plus workarounds for search and reporting.

Understanding Your Dashboard & Analytics

Definitions: Metrics

Definitions: Emails

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

Managing Gift Orders

Create a new gift order

Viewing Gift Notes via Shopify Order Admin

Delete a gift order

How to resend messages

Modify a gift order

You can easily check if an order includes a Giftnote and open it directly from Shopify. Here’s how.

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

Definitions: Gift Cards and Store Credit

Create Store Credit

Adding Recipient Details to Gift Cards in Shopify and Setting an Expiry Date

Gift Card Expiration

How Giftnote gift cards behave across Shopify Markets, which setup to choose, and the variant name display limitation to plan around.

Do Giftnote gift cards work with Shopify Markets?

Gift Card Setting Options

Export Gift Cards and Liability Reports in Giftnote

Add the Check Balance Widget

Disable a Gift card

Gift Card Fraud Prevention

Gift Card Only Implementation

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

Customisation

Custom Widget for Messages

Customizing SMS

Change the wording, colours and placement of the gift message widget without touching your theme code.

Customising your gift message widget

Set up product exclusions, why merchants use them, and the mixed-cart behaviour that surprises most people.

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

Options for upselling giftnote for profit

Charging and upselling the customer for a Giftnote or gift wrap

Upselling and Charging for Giftnote at Checkout on Shopify Plus

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

Charging Customers for Giftnote (Developer Setup)

Giftnote FAQ: Resolving Common Issues & Setup Questions

Diagnose and fix the 5 most common reasons your Giftnote gift message widget isn't showing on your Shopify store.

Widget Not Appearing on My Store

Understand Giftnote Core and Pro plan pricing, per-gift fees, volume discounts, free trials, and the Shopify $999 spend cap.

Plans, Pricing & Billing FAQ

Troubleshoot undelivered gift messages by checking carrier mapping, tracking status, fulfillment data, and Shopify delivery fallbacks.

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.

Increase Your Shopify Billing Spend Cap

Diagnose and fix the 5 most common reasons a Giftnote gift card never reached the recipient, from product setup to Klaviyo flows.

Gift Card Not Received by Recipient

How Send Now, Send Later and On Delivery work, what triggers each one, the tracking fallback, and how to hide an option you don't want to offer.

Delivery Options: Send Now, Send Later, On Delivery

Diagnose and fix invalid gift cards caused by inventory tracking, vendor misconfiguration, or customers bypassing the widget.

Gift Card Showing as "Invalid" in the Giftnote Dashboard

Reference guide to all 9 Giftnote email notifications — who receives each one, when it fires, and how to manage native vs Klaviyo.

Email Notification Types in Giftnote

Every known Giftnote limitation, whether a workaround exists, and its current status — so you can plan around them before a busy period.

How can we help you?

Quick Go Live - Core Plan

Set up Multi Gift - Pro Plan

Integrations

FAQ