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How To Add A Notes Section In Shopify
Last modified: March 12, 2024
When a customer is putting through an order, they will be asked to enter lots of information to help you deliver their goods. Part of this process will be their address, name, and other contact details. However, customers might also want to add notes about the order. This could be to ask for a specific delivery date, or request a specific color when you offer a product that comes in a random assortment.
The notes section is used across eCommerce to help customers make these remarks and it offers customers a much better experience. However, Shopify does not have a notes section in the checkout experience as standard. This means that you have to add it in yourself.
There are lots of apps that can help you with the checkout experience; however, there aren’t great apps for adding notes to the checkout experience. But there are other ways to do this that are quite simple. Follow these steps.
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Step 1 – Log In
Login to your Shopify store with your store credentials.
Step 2 – Themes
Next you need to head to the Online Store and then the themes section of your website. You need to find the theme that you’re looking to edit, the current one that you’re using unless you plan to change your theme.
When you’ve found your theme, you need to click on the ‘Customize’ option.
Step 3 – Cart
Now you need to make changes to your cart settings within the theme file. So you need to find these settings, they can be in either the ‘Theme Settings’ or the sections tabs.
The first thing to do is to click on the theme settings. Look to see if there are theme cart settings available within this section.
If the cart settings are not here, then you need to click on the ‘Sections’ option. Then you need to access your theme’s cart by going into the theme preview and click on the cart icon in the header and that will take you to the preview of the cart page.
Step 4 – Enable Cart Notes
Whichever option you’ve had to use, there should be the choice to enable your order notes.
When you’ve enabled them, you can click on the ‘Save’ option to ensure that order notes are on your cart page.
How To Edit Your Order Notes Label
At times you might want to add more of an instruction onto your notes through the label. This could be when you want to request more information about delivery or if you want to use the section to have gift wrap messages added. If it is the latter, you might be better using an app, like this gift wrap app here.
If however, you prefer to use the current note section available through the Shopify main website, then you could follow these steps.
Step 1 – Log In
Access your Shopify store’s admin section with your store credentials.
Step 2 - Themes
Find the Online Store and then click into the themes section of your website. Find the theme you would like to edit, this is normally the current one that you’re using, unless you plan to change your theme.
When you’ve found your theme, you need to click on ‘Actions’ and then the ‘Edit Languages’ option.
Step 3 – Change Label
In the Filter translation box, type in the following: ‘Special instructions’. This will display the order notes translation. Then you can add your new label of the order notes.
Step 4 – Save
When complete, click on the save option.
Enhancing Customer Experience with Order Notes
Importance of a Note Section
Adding a note section in Shopify allows for personalized customer requests during checkout.
This feature is key for specifying delivery details or product preferences, enhancing the overall shopping experience.
Benefits of Order Notes
A note section can clarify customer instructions, reducing confusion and errors.
It also serves as a direct feedback channel, offering insights into customer preferences and improving service quality.
Optimizing the Notes Section for Better Engagement
Strategic Placement
Place the note section prominently during checkout to ensure visibility and ease of use.
Proper placement can encourage more customers to provide valuable order details and requests.
Customizing the Notes Section
Customize the design of your note section to match your store’s branding.
A distinct, user-friendly note section can improve customer interaction and provide a seamless experience.
Effective Note Practices
Encourage customers to leave detailed notes by keeping the section clear and concise.
Prompt and personalized responses to these notes can foster better customer relationships.
Key Considerations for Adding a Notes Section in Shopify
Customer Interaction and Feedback
Consider how the notes section will facilitate dialogue with customers. It should be intuitive for customers to leave product-related queries or feedback.
Design and User Experience
The notes section must integrate seamlessly with the store’s design. It should be easily accessible without disrupting the checkout flow.
Data Analysis and Utilization
Analyze the data collected from the notes to understand customer behavior. This information can drive improvements in product offerings and services. To help your team quickly identify the notes and its relevance to their role, you can use an emoji in your timeline to signify data analysis and utilization tasks.
Conclusion: How To Add A Notes Section In Shopify
Don’t forget you can let people know they can add a note to their order within the checkout page. By leveraging Shopify’s advanced customization features, you can strategically place this option before the cart and checkout pages, and it might be best to incorporate it within the product description options.
This way, you can ensure that customers are aware of the notes section and can use it to communicate any specific requests or feedback related to their order.
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How can the notes section impact the fulfillment process?
A well-utilized notes section can streamline fulfillment by providing clear customer instructions for packaging and shipping. This can lead to more efficient order processing and increased customer satisfaction.
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Can the notes section on Shopify be made mandatory for customers?
While Shopify doesn’t natively allow for mandatory order notes, merchants can customize their theme code to make this field required. This ensures that no order can be completed without customer input.
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Are there any limitations on the length of the notes customers can leave?
Shopify’s notes section does not impose a strict character limit, allowing customers ample space for detailed instructions. However, excessively long notes may affect the layout of order summaries and invoices.
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