How to Enable and Customize Notes on Your E-Commerce Checkout Page

Discover how to enable and customize the Notes section on your e-commerce store’s checkout page. Let customers provide personalized instructions with ease.
Product Updates and Tutorials: Additional Notes in Checkout Page for Ecommerce Stores

Enhancing the checkout experience is crucial for any e-commerce store. With the new Notes feature, you can now provide customers the option to leave personalized instructions or additional details about their order directly at checkout. This simple addition helps improve customer satisfaction and ensures smoother order processing for store owners.

What’s New?

The Notes feature is designed to give e-commerce store owners more flexibility while offering customers a way to share specific order details. Here’s what it includes:

Enable/Disable Toggle

Store owners now have full control over the Notes section with an easy-to-use toggle labeled “Enable Notes at Checkout.” Found in the Checkout settings, this toggle allows you to activate or deactivate the feature based on your store’s requirements.

Notes Checkbox Flow

A checkbox labeled “Add Notes” appears between the Shipping Details and Payment Options sections on the checkout page. When customers check the box, a textbox appears for them to leave specific instructions or preferences about their order. If the checkbox is left unchecked or the textbox is left blank, the Notes section will simply appear as empty in the order details.

Customizable Text Options

To match your store’s branding and tone, you can customize the Notes Heading Label (e.g., “Special Instructions”) and Placeholder Text (e.g., “Leave specific details about your order here”). This ensures the Notes section fits seamlessly into the design of your checkout page.

Step-by-Step: How to Enable and Customize the Notes Section

Setting up the Notes section is easy and takes just a few minutes. Follow these steps to enable and customize this feature:

  1. Access the Store Builder
    • Open your Store Builder and navigate to the Checkout Page under your E-Commerce Store pages.
  2. Enable the Notes Section
    • Select the Checkout element on the page.
    • Go to the Advanced Section in Settings on the right-hand menu.
    • Locate the Form Options section and toggle on the “Enable Notes at Checkout” option.
  3. Customize Notes Text
    • In the General Settings, scroll to the Text Options section.
    • Edit the Notes Heading Label (e.g., “Add Notes to Your Order”) and the Placeholder Text (e.g., “Leave any special instructions or preferences here.”) to suit your store’s needs.
  4. Save and Publish
    • Once you’ve configured the settings, save your changes and publish the page.
    • The Notes section will now be live on your checkout page for customers to use.

Why Enable the Notes Feature?

The Notes feature adds significant value to your e-commerce store by enhancing both functionality and customer experience:

Personalized Customer Experience

The Notes section lets customers share specific details about their order, such as special delivery instructions, gift messages, or customization requests. This personal touch makes customers feel valued and understood, leading to higher satisfaction and trust in your store. By allowing them to communicate their needs directly, you show a commitment to offering a tailored and thoughtful shopping experience.

Streamlined Communication

With the Notes feature, you’ll have all the essential details provided upfront during checkout, eliminating the need to follow up with customers for clarifications. Whether it’s a specific delivery window or product customization request, having this information readily available ensures smoother order processing and reduces delays. It simplifies communication for both customers and store teams, saving time and effort on both ends.

Adaptable Settings

The ability to toggle the Notes section on or off gives store owners the flexibility to adapt the feature to their needs. For example, you might enable it for stores that sell customizable products or during holiday seasons when customers often have special requests. This adaptability ensures the feature remains relevant and beneficial based on your store’s unique offerings and circumstances.

Custom Branding

With the option to customize the Notes Heading Label and Placeholder Text, the feature can be tailored to align perfectly with your store’s branding and tone of voice. Whether you’re aiming for a professional or friendly style, this level of customization helps the Notes section blend seamlessly with your checkout design, creating a consistent and polished experience for your customers.

Key Points to Remember

Here are a few essential things to note about this feature:

  • The Notes section is optional for customers. If they don’t check the Notes checkbox, no additional notes will appear in the Order Details.
  • If a customer checks the Notes checkbox but leaves the textbox blank, the Notes section in the Order Details will show as empty.
  • Store owners can toggle the Notes section on or off as needed, allowing for flexibility based on the store’s requirements.

The ability to enable and customize a Notes section on your e-commerce store’s checkout page is a simple yet impactful feature. It allows customers to provide detailed instructions, making their shopping experience more personalized and efficient. For store owners, it’s an easy way to streamline communication and ensure orders are processed accurately.

Take advantage of this feature today to enhance your checkout process, improve customer satisfaction, and create a more seamless shopping experience.

Screenshot showing the "Enable Notes at Checkout" toggle option in the Advanced Section of the Store Builder settings.
Screenshot of the checkout page showing the Notes checkbox and textbox for customers to leave additional instructions.
Screenshot of the Text Options settings in General Settings, highlighting editable fields for the Notes Heading Label and Placeholder Text.
Screenshot of the Order Details page showing the additional notes provided by a customer during checkout.

author avatar
Brianna Johns
Hi, I’m Brianna! As the Digital Architect at First Direct, I specialize in media buying, analytics, and optimizing campaigns to ensure they resonate and deliver results. I also manage FirstDirect360, acting as the wizard behind the curtain to enhance the platform's impact. My passion lies in precision, innovation, and driving success through continuous improvement.

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