Getting started
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.
- 1. What Is Giftnote and How Does It Work?What Giftnote does for your store, how gift messages, gift cards and Multi Gift work, and how to start setting it up.
- 2. Get Started with GiftnoteInstall Giftnote, choose a plan, follow the in-app Setup guide step by step, and find the help article for each step.
- 3. Add Gift Message WidgetAdd 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.
- 4. Add eGift CardsSell digital gift cards with a personal message: add a Giftnote gift card product, add the Send as a gift widget to your theme, and check it shows as Detected.
- 5. Add Checkout & Post-Purchase ExtensionsAdd Giftnote's gift message step to Shopify checkout (Shopify Plus) and the order status page (any plan), and set their options in the app.
- 6. Design Email & SMS templatesPut your logo, colours and wording on Giftnote's built-in gift emails and SMS, so you can launch without Klaviyo or another email tool.
- 7. Giftnote Go-Live ChecklistA checklist to run before launch: app embed, widget, notifications, gift card product, delivery tracking and a real test order.
- 8. Which plan do I need?What you can use on the free plan, Core and Professional, and where to find help for each feature.
- 9. Ask Shopify Sidekick about your giftsUse Shopify Sidekick to find gift orders, gift cards and multi gifts, open the right Giftnote page, and find settings, with example questions to try.