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# 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

1. **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.

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

3. **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).

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

![](https://storage.crisp.chat/users/helpdesk/website/abfa0cd47f75e80/screenshot-2024-09-30-at-93151_mawvrv.png)

5. **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.
 
![](https://storage.crisp.chat/users/helpdesk/website/a1befc48c0023800/2f46429e-3f50-4dd0-97e9-e0573f_12zbzq7.png)

**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.

**Related Articles**
* [How to Tag Orders with Custom Messages Using Shopify Flow or Leap Auto Tags](https://help.upsellplus.com/en/article/how-to-tag-orders-with-custom-messages-using-shopify-flow-or-leap-auto-tags-ped98f/)
* [How to Add Links and Markdown in Text Customizations](https://help.upsellplus.com/en/article/how-to-add-links-and-markdown-in-text-customizations-1xoxxi/)
