How to setup a Metafield for order notes

Overview

Utilizing metafields in Shopify allows you to capture and store additional information for orders, such as gift messages or special instructions from customers. This guide will walk you through setting up a metafield specifically for order notes, enabling you to store and access this data efficiently.

To save the contents of a gift note to an order, we use metafields.

Step-by-Step Guide

Access Shopify Admin Settings
Log in to your Shopify Admin panel using your credentials.
Navigate to Settings located at the bottom left corner of the dashboard.

Navigate to Custom Data
Within the Settings menu, select Custom Data.
Click on Orders to manage order-specific metafields.

Add a New Order Metafield Definition
Click on Add definition to create a new metafield then fill in the fields below:

Name: Enter a descriptive name, such as "Gift Note" or "Order Instructions".
Namespace and Key: Set this to upsellplus-checkout.custom-field
Description: Provide a brief explanation of the metafield's purpose (optional).

Select the Content Type
Under Content type, choose Multi-line text.
This allows customers to enter multiple lines of text for their notes.



Save the Metafield Definition
After entering all necessary information, click Save to create the metafield.

Once set up, any notes or messages entered by customers during checkout will be stored in this metafield, accessible within each order's details in your Shopify Admin.



Key Considerations
Data Management: Regularly review and manage the information captured in order notes to enhance customer service and order fulfillment processes.
Customization: Ensure that your storefront's theme is configured to prompt customers for order notes during checkout, utilizing the newly created metafield.

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Updated on: 01/03/2025