Set up Gift Notes when customers should be able to add or correct a sender name, recipient name, or gift message after checkout. Each visible field must be connected to an order attribute, an order metafield, or a property inside a JSON order metafield.
Before you begin
- Ask your fulfilment team where it currently reads gift-note data.
- If another app already creates gift notes, reuse the same field references so an edit updates the existing data.
- Create any required Shopify order metafield definitions before configuring the fields.
Enable gift-note editing
- In Order Editing, open App Settings.
- Select Editing blocks.
- Open Gift Notes and Personalization.
- In Gift Notes, choose Let customers save gift notes on the order.
- Select Add gift note fields.
If gift-note fields are already configured, the action is Edit gift note fields.
Configure the fields
The editor contains From, To, and Message. A field is hidden from customers when its required reference is blank, so you only need to configure the fields your store uses.
For each field:
- Choose a Source.
- Enter the required reference.
- For a JSON metafield, enter the JSON property that contains the value.
- For Message, optionally enter a positive Character limit. Leave it blank when you do not need an explicit limit.
- Select Save.
Source | Reference format | Use it when |
|---|---|---|
Order attribute | Exact attribute key, such as | Your checkout, theme, or fulfilment workflow uses Shopify order attributes. |
Order metafield |
| Each gift-note value has its own structured order metafield. |
JSON metafield |
| Several gift-note values are stored inside one JSON order metafield. |
The metafield reference must contain both a namespace and key. A JSON metafield also requires a property; otherwise that field is not saved.
Start with standard attribute fields
Select Use standard attribute fields to prefill the following configuration:
Gift-note field | Order attribute |
|---|---|
From |
|
To |
|
Message |
|
The standard setup also starts the message with a 250-character limit. Review these keys before saving: using them helps only when your fulfilment workflow reads the same attributes.
If standard fields were already applied, the action becomes Reset to default fields. Resetting replaces the field draft in the editor; review it before selecting Save.
What the customer experiences
During the editing window, the customer sees each configured gift-note field and its current value. When they save an edit, Order Editing writes the new value to the source you selected on the Shopify order.
The app does not print a gift card or instruct the fulfilment team by itself. Your warehouse, theme, or connected app must read the configured value and use it in the fulfilment process.
Check the setup
- Find an existing eligible order with the same gift-note data your normal checkout uses.
- Open the order while it is editable.
- Confirm only the configured From, To, and Message fields appear.
- Change each visible value and save the edit.
- Open the Shopify order and confirm the correct attribute, metafield, or JSON property was updated.
- Confirm the updated value reaches the fulfilment view or connected app used by your team.
If a value is not saved
- Confirm an order-attribute key exactly matches the key used on the order.
- For an order metafield, use
namespace.keyand confirm its definition exists on orders. - For a JSON metafield, confirm both the metafield reference and JSON property are present.
- If the message limit is set, enter a positive whole number.
- Confirm gift-note editing is enabled and the order is still editable.
