Upsell Giftnote at Checkout

Step 1: Create a Digital Product for the Upsell

Giftnote uses a digital product to apply a surcharge when a customer adds a gift message.

To create it:

• Go to Shopify Admin → Products → Add Product

• Name it something like Gift Message or Gift Wrap Fee

• Set the Vendor to Giftnote Surcharge

• Uncheck “This is a physical product”

• Set your price (e.g. $1.99 or $2.99)

• Make it active, but hide it from your storefront (see Pre‑Launch Checklist)

Step 2: Add Giftnote Checkout Blocks

Giftnote provides two checkout blocks:

• Checkout Message – for collecting the message

• Gift Order Surcharge – for charging the fee

To add them:

• Go to Shopify → Settings → Checkout

• Click Customize

• In the checkout editor:

  • Add the Checkout Message block

  • Add the Gift Order Surcharge block

  • Enable "Include app in Shop Pay"

  • Drag and drop the blocks where you want them to appear

Step 3: Link Your Surcharge Product

In the Giftnote App:

• Go to Settings → Widgets → Checkout Widget

• Under Surcharge Product, select the product you created in Step 1

• Click Save

When a customer adds a gift message, this product will be automatically added to their cart.

Step 4: Test the Checkout

• Add a product to your cart

• Go through checkout and add a gift message

• Confirm the surcharge product appears as a line item

If it does, the upsell is working as expected.

Step 5: Optional – Edit Widget Labels

You can update widget copy to make the fee clear.

Example:

“Add a personal gift message for $2.99”

To update:

• Go to Giftnote → Settings → Widgets → Checkout Widget

• Edit the labels and copy fields

• Save changes

Pre‑Launch Checklist: Giftnote Surcharge Product

To avoid customer confusion, follow these developer-recommended steps:

1. Product Settings (in Shopify)

• Vendor: Giftnote Surcharge

• Product Type: Digital Gift Message (optional)

• Requires Shipping: Unchecked

• Tags: giftnote-digital

2. Hide It From the Storefront

Option A: Without Code

• Create a new collection with a condition:
  Product vendor is not equal to Giftnote Surcharge

• Link your navigation to this collection (instead of “All Products”)

Option B: With Code e. g

{% unless product.vendor == 'Giftnote Surcharge' %} <!-- show product --> {% endunless %} 

3. Prevent Checkout With Only a Gift Message

Use this logic to stop users checking out with only the upsell product:

Example:

{% if cart.item_count == 1 and cart.items[0].product.vendor == 'Giftnote Surcharge' %} <script> alert("Please add a product to go with your gift message."); window.location.href = "/collections/all"; </script> {% endif %} 

4. Remove It From Packing Slips

Go to Settings → Shipping and Delivery → Packing Slips, and replace the default loop with:

Example:

{% for line_item in line_items %} {% unless line_item.product.vendor == "Giftnote Surcharge" %} <!-- your layout --> {% endunless %} {% endfor %} 

5. Exclude From Klaviyo Emails

In your Klaviyo template:

Example:

{% if item.Product.Vendor != "Giftnote Surcharge" %} <!-- show product --> {% endif %} 

6. Optional – Adjust Total Item Count on Packing Slips

To exclude the surcharge from item totals:

Example:

{% assign totalProductsOrdered = 0 %} {% for line_item in line_items %} {% unless line_item.product.vendor == "Giftnote Surcharge" %} {% assign totalProductsOrdered = totalProductsOrdered | plus: line_item.quantity %} {% endunless %} {% endfor %} Total items: {{ totalProductsOrdered }} 

Final Go‑Live Checklist

✅ Surcharge product is hidden from storefront and collections
✅ Checkout only works with at least one physical product
✅ Product is excluded from:

• Packing slips

• Klaviyo emails

• Total item counts (optional)
  ✅ Product is auto‑fulfilled (digital)
  ✅ Upsell appears cleanly at checkout