2. Set Up Multi Gift (Professional Plan)

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

Written By Giftnote Team

Last updated About 1 hour ago

Setting up Multi Gift

How to access

Multi Gift is included on the Professional plan only. Your Multi Gift rate is shown on Settings → Subscription. To enable Multi Gift:

  1. Go to Giftnote > Settings > Subscription.
  2. Under Change your plan, select the Switch to button on the Professional plan.
  3. Once upgraded, Multi Gifts appears in the Giftnote menu.

Only the Shopify account owner can upgrade plans.

Every Shopify setup is a little different, so once your store is configured, place a few test orders to confirm everything works as expected. This helps make sure your ERP integrations, reporting tools and internal processes line up with your Multi Gift workflow.

Storefront settings and shop-wide settings

You can run more than one storefront. Each storefront has its own settings tabs: Identity, Branding, Products, Pricing, Shipping, Form, Language & Content and Advanced. Go to Giftnote > Settings > Multi Gifts and select Edit on the storefront you want to change. Order settings are different. Order approval, the main order, order tags and cleanup timers are shop-wide and apply to every storefront. Find them under Settings > Multi Gifts > Advanced settings. If you're looking for a setting and can't find it, check whether it belongs to a storefront or to the whole shop.

1. Enable products in the Giftnote sales channel

To display products in your Multi Gift store, they must be included in the Giftnote sales channel.

  1. In Shopify, go to Products.
  2. Select the products you want to include (use Select all for bulk).
  3. Click the three dots (…) menu → Include in sales channels → Giftnote → Include Products.
  4. Repeat for relevant Collections.

Can't see your products in the storefront?
The collection you want to show may also need to be published to the Giftnote sales channel. Open the collection in Shopify and check its sales channels, as well as the products inside it.

2. Configure settings

  • Staff alerts — Multi Gift admin emails go to the contacts on Settings > Profile & Contacts that have the Administration category turned on. There is no separate contact email per storefront.
  • Allow Discount Codes — lets customers enter discount codes during Shopify Checkout for Multi Gift orders. This is shop-wide, under Settings > Multi Gifts > Advanced settings.
  • Track Inventory — checks inventory levels against Shopify before allowing purchase. Set per storefront on the Advanced tab.
  • Show Back to Shop — displays a link back to your main shop. Set per storefront on the Branding tab, in the Display card, next to Show Banner, Show View More Shops, Show “Start New Order”, Show Edit Order and Show Recipient Toolbar.

Order settings

Found under: Giftnote → Settings → Multi Gifts → Advanced settings → Order tags. These apply to every storefront.

Every multi-gift order carries at most three Shopify tags: a fixed role tag (GNMG-Parent on the master, GNMG-Child on each child), a shared family-code tag common to every order in the group, and one optional custom tag you configure per side (Your own tag on the main (parent) order and Your own tag on recipient (child) orders). The page previews exactly what your next multi gift will be tagged with. The role and family tags are automatic and cannot be changed — the custom tag is the only part you control, and only its first comma-separated entry is used if you enter more than one.

Order approval: rules now describe when to hold an order

Found under: Giftnote → Settings → Multi Gifts → Advanced settings → Order approval. The toggle is Require your approval before recipient orders are created. It replaces the old Auto Approval setting.

Rules now describe when review is REQUIRED — the opposite of what Auto Approval rules meant in earlier versions of Giftnote.

  • Toggle off (default) — no approval step. Giftnote creates every recipient order automatically.
  • Toggle on, no rules — every order is held for your approval before recipient orders are created.
  • Toggle on, with rules — an order is held for review when any rule matches (e.g. “recipient count greater than 100”). A rule now describes a needs-review condition, not a safe-to-skip-review condition.

Add as many rules as your workflow needs. The Paid orders awaiting review cleanup timer on the same page sets how many days an order can wait for your review before Giftnote acts on it, so review held orders promptly.

If you are recreating a rule you remember from an older setup — for example “recipient count at least 10” used to mean auto-approve those orders — entering that same rule today will instead PAUSE every order with 10 or more recipients for manual review. Re-check what behaviour you actually want before saving a rule.

3. Offerings

Found under: Giftnote → Settings → Multi Gifts → Edit on your storefront → Pricing and Products tabs. There is no Offerings tab.

Product settings & upsells

Giftnote now separates two independent pricing add-ons, where earlier versions combined them into one:

  • Message Fee — charges for a gift message, for example £1 per message. Turn on Charge a message fee. The fee is a real product in your store, so it shows in your Shopify sales and product reports. Include in Child Orders controls whether the message line item is copied to each recipient’s order.
  • Order Fee — a percentage or flat fee applied to the whole order, independent of whether a message is included. This is the setting to use for a general processing/service fee; it is billed once, on the master order only, and is never split across child orders. Choose Percentage of order or Flat amount, and whether it applies to the Product subtotal or Order total.

If you want a fee that only applies when a gift message is present, use Message Fee. The Order Fee card describes itself as independent of the gift message. Pricing also has a Printed Card option, which lets buyers choose a printed-only message on the packing slip instead of an email or text.

  • Primary collection — your default display collection, for example Christmas Gifting (storefront Products tab). Set the Nav label shoppers see and a short Description shown below it.
  • Cart upsell — powers the upsell at the bottom of the cart drawer (up to 8 products), for example Gifts Under £25.
  • Order upsell — a second, independent upsell collection shown after order submission.
  • Additional collections — extra collections in the storefront navigation, such as Festive Gift Guide or Gifts Under £75. Select Add collection, then give each one a nav label, a description and optional sub-items.

Restricting products to a subset of buyers

The old “Gated Products” feature — tagging a product gn_mg_PRODUCTTAG so it only appeared when a buyer entered that access code — has been removed and has no direct replacement toggle. If you were using this to gate specific products behind an access code within a single storefront, that mechanism no longer exists: any product tagged this way is either visible to everyone or not shown at all, depending on your Giftnote sales-channel inclusion, and the access-code gate itself does nothing.

The way to gate browsing now is a separate, dedicated storefront scoped to just the gated collection, with its own URL. It is a different setup step, not a settings toggle. Multi Gift is on the Professional plan, so you can ask us to help set one up: chat with us using the chat button in the help centre or in the app, or email support@giftnote.com, and we'll send a Shopify collaborator request.

4. Branding

On the storefront's Branding tab, upload a favicon, nav logo, header logo and hero banner, choose which elements show in the Display card, set the corner radius and colours (entered as JSON), and add custom fonts or custom CSS if you need advanced styling. See the separate article on customising the portal's look for the rules that apply to the custom CSS field.

Image assets

  • Favicon (icon) — shown in browser tabs and as the storefront avatar.
  • Nav Logo — the primary logo in the storefront navigation.
  • Header Logo — an optional second logo for the header. Leave it blank to reuse the nav logo.
  • Hero Banner — the image at the top of the home page.

Theme

  • Radius — the corner rounding for cards and inputs.
  • Colors (JSON) — your brand colours as HSL values, keyed by name. For example, a primary colour of hue 206, saturation 61%, lightness 53% is entered as { "primary": { "h": 206, "s": 61, "l": 53 } }. If you set a base colour without its matching -foreground colour, Giftnote picks a readable black or white button text for you.
  • Custom Fonts — select Add font and enter the font Family, the Weight (for example 400 or 700) and a Source URL (https, for example Google Fonts or a CDN). Set a body font and a heading font.
  • Custom CSS — one block of CSS that overrides the storefront styling.

The Sticky Nav, Custom Nav, Custom Header and Custom Footer HTML sections from earlier versions of Giftnote are not on the Branding tab.

Save if a save bar appears.

5. Language

Found under: Giftnote → Settings → Multi Gifts → Edit on your storefront → Language & Content. Edit the page title, name and description, the copy for Step 1 (Gift Selection), Step 2 (Recipients & Messages) and Step 3 (Checkout), the Order Confirmation and Order Processing Modal text, shared button labels, and footer policy links. Use it to adjust tone and add instructions that guide shoppers.

  • Page Meta — the browser title and shop name shown across the storefront: Page Title, Name and Description. Keep it short, branded and clear.
  • Step 1 — Gift Selection (Home Page) — copy shown while shoppers pick gifts and build a cart.
  • Step 2 — Recipients & Messages — copy shown while shoppers add recipients and write gift messages.
  • Step 3 — Checkout — copy shown while shoppers review their order and submit.
  • Order Confirmation — shown after the order is submitted.
  • Order Processing Modal — shown while the order is being saved and checkout is being prepared, before the buyer has paid. Don't word it as if payment has been taken.
  • Buttons — action labels shown across the steps.
  • Policy Links — add a label and URL for terms, privacy, refund or shipping links in the storefront footer.

Save if a save bar appears, then open your storefront in a private or incognito window to check the changes on every step. Storefront settings are cached, so a normal window can show the old copy.

6. Shipping

Found under: Giftnote → Settings → Multi Gifts → Edit on your storefront. Choose a rate source:

  • Use Shopify Rates (switch) — fetches live rates from Shopify at checkout. These follow your existing Shopify shipping settings, including free shipping thresholds and which products you deliver where. If Shopify returns no rates, your fixed rates are used as a fallback. Best for small recipient counts. Slower for large ones because of third-party carrier lookups.
  • Fixed shipping rates — merchant-defined rates, each with a title, code and rate, for example Standard Shipping at $10 and Overnight Shipping at $30. The buyer picks one option and it applies to each recipient individually. Select Add rate to create more tiers. The first rate in the list is the default option shown to buyers, and you can reorder rates with the arrows. Recommended for large corporate orders where speed and consistency matter more than precision.

The Shipping tab also has Minimum for Shipping Rate (the minimum subtotal of shippable items needed before rates are fetched) and Max Recipients Per Cart (how many recipients one cart can hold before the buyer must start another; 0 = no limit).

Free shipping is now tiered, not just an on/off threshold. You can define multiple price tiers, each triggering a named shipping option becoming free once the cart total (per cart, not per order) reaches that tier — e.g. “spend $75, standard shipping free” and “spend $150, overnight shipping free” as two separate tiers. Set these as Free shipping rules on the Shipping tab. With no rules, the single Free Shipping Threshold applies (0 = disabled).

Test by adding recipients with valid addresses and confirming rates appear per recipient; a “we don't ship to this location” error means your Shopify shipping zones need attention.

7. Form — add custom fields

Customise the order-level form fields customers fill in when placing an order — delivery date, packaging, PO numbers, file uploads, and so on. Inputs are organised into Custom Input Groups on the storefront's Form tab. A badge on each input shows whether its answer is written to the master order or to each recipient's order. Field Maps write built-in storefront data (such as recipient address or delivery date) onto the Shopify order as note attributes, and Review Page Section Order sets the order of sections on the review page. Date fields support blocked-out dates and offset rules, and only collect the date — they do not schedule fulfilment on their own.

Important: a date field doesn't schedule the order. If you use a third-party tool (such as ShipStation or your 3PL) to trigger fulfilment, it can read the selected date from the Shopify order data. Everything the buyer enters is passed to Shopify so your team can use it however you need.

If you're not sure how to build a field or where it should be written, chat with us using the chat button in the help centre or in the app, and we'll help you set it up.

8. Notifications

Multi Gift notifications are shop-wide, under Settings → Notifications, not per storefront. For customers: Multi Gift - Confirmed and Multi Gift - Complete. For staff: Multi Gift - Confirmed (Staff), Multi Gift - Payment Received (Staff) and Multi Gift - Error (Staff). For recipients and shoppers: Multi Gift - Claim Request, Multi Gift - Claim OTP and Multi Gift - Email Verification OTP. Each event lists its channels: email plus connected integrations.

Customer notifications go to the person placing the Multi Gift order and keep them updated through payment and completion. Staff notifications tell your team when orders are placed, paid or hit an error. Open an event on Settings → Notifications to edit its content, and use the email design settings on the same page to apply your branding. The old Multi Gift Denied email is no longer in the event list.

9. Discounts

Offer automated volume discounts — percentage, fixed amount, or free shipping — triggered when an order reaches a spend threshold. Set them as Discount Rules on the storefront’s Pricing tab. If you also allow Shopify Checkout discount codes (shop-wide, under Settings > Multi Gifts > Advanced settings), customers may be able to stack both; use one or the other unless you intend to allow stacking.

Buyers see the available discounts on the cart summary. When the order meets a threshold, the discount applies automatically with no code. For example, spend over $1,000 and get 5% off.

Select Add rule and set a Threshold, a Type (Percentage, Fixed amount or Free shipping) and a Value.

10. Tax

TaxJar is retired. Giftnote uses the tax values Shopify calculates from your Shopify tax settings (the same engine that prices a normal Shopify order), not an estimate from a third-party service. This removes a known issue where the old TaxJar-based estimate over-collected tax on some product categories.

There is no separate “Enable Tax on Messages & Shipping” toggle to configure — tax is calculated the same way your Shopify tax rules already calculate it for any other line item, and applies (or does not apply) to message and shipping charges exactly as your Shopify tax settings say it should. Make sure your Shopify tax settings and product tax categories are correct; Giftnote reads them directly rather than maintaining its own rate table. The final tax is calculated and charged at Shopify Checkout.

Each storefront's Advanced tab has a Show tax to the buyer switch. It only controls whether the buyer sees a tax line at checkout. Whether tax is collected is a shop-wide setting under Settings > Multi Gifts > Advanced settings.