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Allow Special Instructions & Personalization on Shopify with Order Notes

Key Takeaways:

How to Enable Special Instructions on Shopify Orders

Shopify is one of our favorite ecommerce platforms for its extensively customizable themes and user-friendly backend. If you’re among the 1.7 million business using Shopify to sell online, we have a quick 2-in-1 tip when it comes to improving your customers’ experience.

Do you sell customizable products, or items that can be personalized? Chasing down a buyer to find out exactly what they wanted can be tough when they’ve already submitted their order. Your request for more details may get trapped in spam or otherwise ignored for hours, even days before you have enough information to move forward with creating their order. Maybe you’ve even shied away from offering customizable products for fear of slowdowns and communication hiccups like these.

We have good news: There’s an easier way. Easy as 1-2-3, in fact:

  1. Allow notes to seller at checkout.
  2. Change the default instructions that appear with that text box at checkout.
  3. Enjoy all the time you’ve saved yourself and your customer.

If you have a Shopify store and you’re ready to improve your customer experience when it comes to personalized products, add a custom note field with this 2-minute tip.

What are Order Notes?

When you turn on order notes, you’re actually adding a text box to the shopping cart on your store. You may have seen this type of feature yourself from the shopper side when you visit your favorite online retailers. Etsy stores, where customizable and commissioned products are incredibly common, the order notes text box is an indispensable tool for communication between seller and shopper.

You can use order notes to collect special instructions from customers about how to prepare and deliver an order. Most free Shopify themes let you enable an order notes text box on your cart page.

Shopify Help Center

When Should I Turn on Order Notes?

While including a place for customers to send special instructions can be an invaluable asset to streamlining the steps in your sales pipeline, it may not be the best move for every product in your store. Give your customers control when they need it! Here are a couple instances when order notes are a great idea for your business:

Personalized or Customized Products

The order notes section is best suited to the products in your shop that allow buyers to put their own spin on what they get. A ball cap with bespoke embroidery, for example, would require customers to tell you which words they want added to the hat. They can spell it all out for you in the order notes section to ensure you’re on the same page.

Bundled Products

Bundled or bulk products are another opportunity to improve communication between you and your buyers using order notes. If you’re selling 5 lb. bags of mixed candy, for instance, a text box at checkout would allow shoppers to tell you which candies they want included in their mix.

The same goes for bundles like gift sets wherein customers can mix and match products to create the perfect pack – an exceptional option for upselling during the holidays. Jewelers could allow shoppers to indicate which earrings, necklace, and bracelet get packaged together for the ultimate Mother’s Day gift, while a home electronics company could invite shoppers to pair a set of speakers with their choice of wireless headphones for a music lover’s ideal birthday present. 

The presence of a Notes to Seller text box for products that don’t allow for or require personalization may confuse your customers. In that case, leaving this setting turned off can prevent shoppers from submitting special instructions or requesting alterations to your products when they can’t be readily accommodated.

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Creative Director/Senior Designer

Tom DiGrazia

With over a decade and a half of professional design experience, Tom brings his knowledge of design principles and focus on user experience to every aspect of his contribution to TTG. Paying special attention to each client’s brand, personalized needs and individual interests, he strives to create compelling concepts utilizing intuitive and highly-refined design solutions. In addition to traditional and digital design work and oversight at TTG, Tom also boasts a wide portfolio of web development projects with the company, allowing him to stretch his CSS and HTML skills across multiple platforms and disciplines. He feels that being a designer in the digital landscape of websites, eCommerce solutions, email marketing platforms and social media, it is important to understand the code that goes into these areas as it assists his ability to tailor designs specifically targeted to achieve the best end result and further builds understanding and communication with backend development teams.

In his off hours, Tom is an avid pop culture enthusiast, staying up to date on the latest shows, films, comics and games. He can also typically be found taking part in a whole host of artistic activities that help him further stretch his creative legs. Regardless of the activity, Tom is always accompanied by his dog, Eli, and his cat, Tib.

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As Senior Marketing Strategist & Analyst at Technology Therapy Group, Courtney is energized by the ability to flex both her left and right brain daily. Courtney discovered her passion for Marketing at Bryant University, where she spearheaded research on students’ perceptions of Social Media Marketing for her Honors Capstone Project. After graduating Bryant in 2012, she joined the Technology Therapy team, where she’s honed her skills in social media, search and social advertising, email marketing, SEO, and more.

Since joining the team, Courtney has created digital marketing strategies and managed campaigns for clients across the country, ranging from plastic surgery centers, to jewelry stores, to construction companies. With a cohesive, cross-channel approach and a focus on data-driven decision making, she has increased their leads by up to 217%. But Courtney doesn’t leave her zeal for social media at the office; she also runs a local foodie Instagram account with her husband to document their meals across Rhode Island and beyond. Check them out: @hoppilyfed.

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