This article provides a comprehensive guide on how to set up a personalized gift note option for your customers using Gelato, enhancing their purchasing experience with a thoughtful touch.
Setting Up Your Gift Note as a Product
To begin, you'll need to add a product insert to your store. This insert will serve as the physical gift note. Follow these steps:
Navigate to the product page for inserts.
Locate the "Activate branding" section and click the triple dots. Choose "Add product to store."
Confirm by selecting "Add product to store" to initiate the process.
Choose the specific store where you want to offer this insert.
Design your insert and select a mockup. This will be the template for your gift notes.
Input your product details. We recommend unchecking the option to display this product to your store visitors. Since customers can't purchase this insert separately, it's best to keep it hidden within product options.
Set a price for the insert, which can be adjusted based on your pricing strategy.
Proceed to publish the product in your store.
After publishing, visit your e-commerce platform to fine-tune the product details, including images, text, and pricing, if necessary.
Congratulations! You've successfully added the insert as a product to your store.
Connecting the Insert to the Gift Message Option in Shopify
To streamline the gift note process, utilize Shopify apps that facilitate cross-selling or upselling. Link the insert to orders that meet your packaging requirements, and enable a checkbox for customers to include a gift message. This approach ensures a seamless experience for your customers.
Consider these additional tips:
Price Adjustment: Configure your Shopify app to adjust the total order price to include the price of the insert variant chosen by the customer.
Order Syncing: Ensure that when a customer completes a purchase including the insert, it syncs seamlessly with Gelato. If you encounter any issues, double-check the limitations and considerations outlined below, particularly regarding product and shipping country compatibility.
Designing and Automating Your Inserts
While the setup process automates the selection and pricing of gift notes, you'll still need to personalize each insert with the customer's message. To streamline this, leverage Gelato's "Automatically fulfill orders from remote file storage" feature. This enables you to pre-design your inserts and have them automatically added to the corresponding order.
Follow these best practices:
File Naming: Adhere to Gelato's file naming conventions to ensure the insert is correctly matched with the order. For instance, if the pattern is {order_number}_{order_item_number}.png, name the insert file accordingly.
Design Consistency: Maintain a consistent design language across your inserts to align with your brand identity.
Important Considerations
Geographic and Product Limitations: Inserts are subject to availability based on specific countries and products. Stay updated on the latest information by referring to gelato.com and your Gelato dashboard.
Standalone Purchases: Keep in mind that inserts cannot be purchased independently. They must be included as part of an order containing a compatible product.
Order Capacity: Currently, only one insert is allowed per order. Attempting to add multiple inserts will prevent order processing.
Pricing and Compatibility: If you are charging customers for the gift note insert, it's crucial to ensure that the option is only available for compatible products and shipping destinations. This prevents any fulfillment issues.