Giftnote Admin

Giftnote Team

Options for upselling giftnote for profit

Charge for gift messages and gift wrap

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)

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)

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

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

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

Feedback

Changelog

Install Giftnote and go live, step by step. Want us to do it? Email support@giftnote.com for a complimentary onboarding on any paid plan. We aim to have you set up within 48 hours.

Getting started

What Giftnote does for your store, how gift messages, gift cards and Multi Gift work, and how to start setting it up.

1. What Is Giftnote and How Does It Work?

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

2. Get Started with Giftnote

Add the gift message widget to your product page, cart and cart drawer, turn on the Giftnote Control Panel app embed, and change its wording and style.

3. Add Gift Message Widget

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

4. Add eGift Cards

Add Giftnote's gift message step to Shopify checkout (Shopify Plus) and the order status page (any plan), and set their options in the app.

5. Add Checkout & Post-Purchase Extensions

Put your logo, colours and wording on Giftnote's built-in gift emails and SMS, so you can launch without Klaviyo or another email tool.

6. Design Email & SMS templates

A checklist to run before launch: app embed, widget, notifications, gift card product, delivery tracking and a real test order.

7. Giftnote Go-Live Checklist

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

For stores that used Giftnote before September 2026: the five things to check after the update, and a summary of what changed in each area.

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

Where Giftnote lives in Shopify admin since the September 2026 update: the Home page, navigation, the Setup guide and the Settings hub.

2. Your new home in Shopify admin

What changed for gift orders and messages in the September 2026 update: live syncing, the 15-minute Send Now window, automatic carriers, and new ways to fix an order.

3. Gift orders and messages

What changed for gift cards and store credit in the September 2026 update: one searchable list, shop-wide expiry, checks before a card sends, and liability exports.

4. Gift cards and store credit

What changed for Multi Gift in the September 2026 update: bigger campaigns, Shopify tax, up to three storefronts, custom domains, and settings that moved into each storefront.

5. Multi-gift and your gifting storefronts

What changed for integrations and notifications in the September 2026 update: supported tools, per-event control, Klaviyo event names, and test buttons.

6. Integrations and notifications

What changed in Analytics in the September 2026 update: the seven reports, faster loading, and how recipient conversions are tracked.

7. Analytics and conversions

Where each old Giftnote setting moved in the September 2026 update, what's new in Settings, and how plans work now.

8. Settings, plans and what you can configure

Everything that changed or was retired in the September 2026 update, split into what to check and what needs no action.

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

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

Let shoppers add a gift message and choose when it's delivered. Included on the Core and Professional plans.

Gift messages

Find, create, edit, resend and archive gift orders and their gift messages.

Manage gift orders

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

Find a gift order and its message by searching and filtering in Giftnote, or open it from the Giftnote summary block on the Shopify order page, then view or edit it.

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

Add the Giftnote summary block to your Shopify order page once, so you can see gift details on any order without leaving Shopify admin.

3. Viewing Gift Notes via Shopify Order Admin

Edit a gift order's message, recipient details, delivery method or scheduled time, and what to check before you resend it.

4. Modify a gift order

Check whether a gift notification went out and resend a single one from the gift order's Notifications card, without sending duplicates.

5. How to resend messages

Archive a gift order so Giftnote stops sending anything for it, what archiving does and doesn't do, and when to edit or cancel in Shopify instead. Giftnote has no delete.

6. Archive or stop a gift order

Change how the gift message widget, emails and SMS look and read, and charge for gift messages or gift wrap.

Customise the widget and emails

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?

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

3. Custom Widget for Messages

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

4. Customising Email

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

5. Customizing SMS

Nick Kennedy

Sell digital gift cards and issue store credit, delivered straight to the recipient. Included on the Core and Professional plans.

Gift cards and 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

Give a customer store credit straight from their order in Shopify admin, using More actions → Issue store credit.

3. Issue Store Credit Directly from a Shopify Order

Giftnote links every gift card to a Shopify customer profile for the recipient. How to find recipients in Shopify, and where to set a gift card expiry.

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

How to turn on gift card expiry and set the validity period with the Years, Months and Days fields, plus what to check first.

5. Gift Card Expiration

What each setting on Settings → Gift Cards → Advanced Settings does: expiry, auto fulfill, allow discounts and code format.

6. Gift Card Advanced Settings

Add the Check balance block so customers can see what's left on a gift card: one click from Settings → Gift Cards, or place it yourself on a product or cart page.

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 disables a gift card when its Shopify order is cancelled for fraud, and how to review gift card orders by hand.

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

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?

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

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?

Export your gift cards or a liability report from Settings → Exports, and download the file for reconciliation or your accountant.

14. Export Gift Cards and Liability Reports in Giftnote

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

Let a company or customer send gifts to many people in one order, each with their own message. Professional plan.

Multi Gift (corporate gifting)

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

Set up Multi Gift

What your customer does to send gifts to many people in one order, and what Giftnote does after they pay: one Shopify order per recipient, then delivery tracking.

1. How Multi Gift Works

Turn on Multi Gift (Professional plan) and set up each part in order: products, order tags, approval, fees, branding, wording, shipping, forms, notifications, discounts and tax.

2. Set up Multi Gift

Add two banners to your Shopify Plus checkout that explain the billing address and the "cancelled" status on multi-gift orders, hide blocks that don't suit bulk gifting, and what to do without Plus.

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

Stop multi-gift orders double-counting in Shopify revenue reports: what the Cancel the main order setting does, and how to filter main orders out with the GNMG-Parent tag.

4. Updating Shopify Reporting for Multi Gift

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

Advanced options and troubleshooting

Add the Multi Gift Redirect button to your product pages, cart or cart drawer (or paste a Liquid snippet on older themes), and check it's live from Giftnote settings.

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

Give your Multi Gift storefront its own web address: claim a free giftnote.shop address or add one DNS record for your own subdomain, plus fixes if it isn't working.

2. How to Set Up Your Custom Gifting Subdomain

Add labels such as "Best seller" to products in your Multi Gift storefront with a gntag() product tag in Shopify.

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

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

Restyle your Multi Gift storefront with the Custom CSS field: the two rules that stop CSS failing, how to check it applied, ready-made snippets, useful selectors and an AI prompt to write your own.

1. Customising the look of your Multi Gift portal

What the gift progress widget shows buyers after a multi-gift checkout, how to add it in Shopify's checkout editor, 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

Why your Multi Gift storefront isn't built to rank in Google, how visibility and custom domains work, and what to tell an SEO agency that flags it in an audit.

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

What your Giftnote analytics, metrics and notification emails mean.

Analytics and definitions

What the numbers on your Giftnote Home page mean, what each gift order's lifecycle and delivery status tells you, and how to find and export orders.

1. Understanding Your Analytics

What every number on Giftnote's Analytics pages means, report by report, and where to find the metrics you used before September 2026.

2. Definitions: Metrics

A short definition of each Giftnote notification for gift orders, gift cards and Multi Gift, and which older emails each one replaces.

3. Definitions: Emails

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

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

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

Dotdigital

Connect Dotdigital so each Giftnote gift event triggers a Dotdigital email campaign: create an API user, map events to campaign IDs, test, then turn it on.

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

For stores already connected to Yotpo: how the connection works, which Giftnote events to use and the fields each carries. New stores can't connect Yotpo.

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

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

2. Klaviyo Giftnote Events

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

3. Klaviyo flow templates and event reference

Real Klaviyo gift message, eGift card and order confirmation emails from Giftnote merchants, to give you ideas for your own.

4. Klaviyo Template Showcase

Six Klaviyo segments built on Giftnote events, from gift recipients to repeat gifters, with email ideas for each.

5. Klaviyo + Giftnote segments

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

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

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