4. Add Checkout & Post-Purchase Extensions

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

Written By Giftnote Team

Last updated 4 months ago

1. Giftnote Checkout Extension (Shopify Plus Only)

This feature is exclusive to Shopify Plus.

Let customers leave a personalized gift message directly at checkout. No extra steps. Fully native.

1. Enable the Giftnote Checkout Widget

To activate the widget:

  • Go to Shopify Admin → Settings → Checkout

  • Click Customize

  • In the checkout editor, click “Add app block”

  • Choose Giftnote Message (v2)

  • Click Enable block

You can drag the block anywhere on the checkout page.

2. Customize Widget Settings

In the Giftnote app:

  • Go to Settings → Widgets → Checkout Widget

From here, you can control:

  • Delivery method: Hide or show “on delivery” (optional for digital gifts)

  • Phone number field: Optional for SMS delivery

  • Surcharge product: Upsell a premium gift experience (linked to a Shopify product or variant)

  • Hidden products: Exclude widget for specific products (e.g. third-party gift cards)

  • Region control: Show/hide widget by shipping country

3. Optional: Charge for Gift Messages

If you want to monetize the widget:

  • Create a digital product in Shopify (e.g. “Digital Gift Message”)

  • Set vendor = Giftnote

  • Link this product in the widget settings as the surcharge product

  • You could also use this feature to upsell gift wrapping or additional gifting elements and include the Giftnote message as part of this

This adds a charge to the order when customers choose to send a gift message.

Click here for a more detailed article on the set up

4. Troubleshooting

  • Not appearing in checkout?

    • Confirm you're using a Shopify Plus plan

    • Make sure the Giftnote app embed is enabled

    • Confirm the block is added to the correct checkout template

  • Need to hide it for some products?

    • Use the Hidden products setting in Giftnote → Widget Settings

Notes

  • Requires Shopify’s Checkout Extensibility

  • Not compatible with vintage checkout or third-party gift card products

  • Ideal for brands who want to offer premium gift options natively

2. Enable Gift Messages on the Order Status Page (All Shopify Plans)

Giftnote’s Order Status Page widget lets customers add or edit a gift message after completing checkout, a key feature if they missed it during purchase or changed their mind.

Available to all Shopify merchants — no Plus plan required.

Step 1: Add the Giftnote Widget to the Order Status Page

  1. In Shopify Admin, go to Settings → Checkout

  2. Click Customize

  3. In the editor, toggle the view to "Order Status Page" at the top

  4. Click Add App Block, then select Giftnote Message

  5. Place the block where you want it to appear

  6. Click Save

You can drag it above or below existing blocks for optimal visibility.

Customers will now:

  • Add a gift message if they didn’t earlier

  • Edit their message before it’s sent

  • All from the Order Status (Thank You) Page

Step 2: Configure Widget Settings in Giftnote

To customize what the widget displays:

  1. In Shopify Admin, go to Apps → Giftnote

  2. Click Settings → Widgets → Order Status Widget

  3. Adjust the following options:

    • Delivery method default (email or SMS)

    • Hide "on delivery" method (optional)

    • Hide phone number field (optional)

    • Exclude widget for specific products

    • Customize copy/language

Click Save once done.

⚠️ After saving, refresh the Checkout Editor in Shopify to see your updates applied live.

Step 4: Add a Link to the Shopify Order Confirmation Email

To drive post-purchase engagement, add a direct link to let customers add or update their gift message from the confirmation email.

In Shopify:

  1. Go to Settings → Notifications

  2. Edit the Order Confirmation and/or Shipping Confirmation emails

  3. Paste the following snippet wherever it fits best (you can add custom styling):

{% comment %} Gift Message Email Block for Shopify Order Confirmation Emails {% endcomment %} <br> {% assign giftnote_attribute_count = 0 %} {% for attribute in order.attributes %} {% if attribute.first contains 'giftnote_' %} {% increment giftnote_attribute_count %} {% endif %} {% endfor %} <h4 style="margin-top: 20px;"> {% if giftnote_attribute_count > 1 %} Your gift purchase 🎁 {% else %} Purchasing as a gift? 🎁 {% endif %} </h4> <a href="{{ order.order_status_url }}"> {% if giftnote_attribute_count > 1 %} View and edit your gift message {% else %} Add a gift message to your order {% endif %} </a> {% comment %} Gift Message Email Block for Shopify Order Confirmation Emails {% endcomment %} 

You can change the text to suit your tone or branding.

Reach out to support@giftnote.com if you need help with this

Metafields vs Order Attributes

Giftnote now uses Shopify Metafields, not order attributes. This:

  • Keeps your order data cleaner

  • Supports better integration with Klaviyo, Shopify Flow, and other apps

Still need order attributes for internal workflows?
→ Toggle them back on in Giftnote → Settings → Widgets

Use Cases for Order Status Gifting

  • A customer forgets to include a gift message at checkout

  • Someone realises post-purchase they sent the gift to a recipient

  • You want to boost participation in gifting without disrupting purchase flow

  • reduce customer support enquiries