How to Set Up Shopify Order Notes and Attributes With Funnelish

How to Set Up Shopify Order Notes and Attributes With Funnelish

Why Order Notes and Attributes Matter

When a customer places an order through your Funnelish funnel, the order syncs to Shopify for fulfillment. By default, only standard order information is passed — customer name, email, address, and product. But many businesses need to pass additional information: gift messages, engraving instructions, flavor preferences, referral sources, or custom delivery instructions.

Understanding Order Notes vs Line Item Attributes

  • Order Notes — Free-form text attached to the entire order. Best for general instructions that apply to the whole order (e.g. gift message, delivery instructions).
  • Line Item Attributes — Key-value pairs attached to a specific product in the order. Best for product-specific customization (e.g. engraving text, color preference, personalization details).

How to Pass Order Notes From Funnelish to Shopify

Method 1: Custom Form Field Mapped to Order Notes

  1. In the Funnelish checkout page editor, add a custom text field (e.g. "Gift Message" or "Special Instructions")
  2. In the Funnelish-Shopify integration settings, map this custom field to the Shopify Order Notes field
  3. When a customer fills in the field and completes checkout, the text appears in the Order Notes section of the Shopify order

Method 2: Automatic Order Notes From Funnel Data

You can configure Funnelish to automatically add specific funnel data to every order note — for example, the UTM source, the funnel name, or whether an upsell was accepted. This is useful for reporting and fulfillment routing.

How to Set Up Line Item Attributes

  1. In Funnelish's Shopify integration settings, navigate to Product Automations
  2. For the specific product, add custom attributes you want passed to Shopify
  3. Map the attribute name (e.g. "Engraving Text") to the corresponding Funnelish form field value
  4. When the order syncs to Shopify, the line item will include the custom attribute

Viewing Order Notes and Attributes in Shopify

In Shopify Admin, open any order to see Order Notes in the Notes section on the right side of the order detail page, and Line Item Attributes under each product shown as property name-value pairs. Both are also exported in Shopify's order CSV exports and accessible via Shopify's API.

Passing Order Notes to Your Fulfillment Partner

If you use a 3PL or fulfillment service, check whether they read Shopify order notes in their WMS. Most major fulfillment partners support Shopify order notes and can act on them automatically — printing gift messages, following special packing instructions, or routing orders based on attribute values.

Capture Richer Order Data From a High-Converting Funnel

Browse our Funnelish funnel templates — all designed with clean checkout forms that can be extended with custom fields for order notes and attributes without disrupting conversion flow.

Frequently Asked Questions

What is the difference between Shopify order notes and line item attributes?

Order notes are free-form text attached to the entire order, visible in the order detail page — best for general instructions like gift messages or delivery notes. Line item attributes are key-value pairs attached to a specific product line in the order — best for product-specific customization like engraving text, personalization details, or color preferences.

How do I pass a custom checkout field from Funnelish to Shopify order notes?

In the Funnelish checkout editor, add a custom text field (e.g. Gift Message). Then in your Funnelish-Shopify integration settings, map this custom field to the Shopify Order Notes field. When a customer fills in the field and completes checkout, the text automatically appears in the Notes section of the corresponding Shopify order.

How do I set up line item attributes in the Funnelish-Shopify integration?

In Funnelish's Shopify integration settings, go to Product Automations. For the specific product, add the custom attribute name (e.g. Engraving Text) and map it to the corresponding Funnelish form field value. When the order syncs to Shopify, the line item includes the attribute as a name-value property visible in the order details.

Can I automatically add funnel tracking data to Shopify order notes?

Yes — configure Funnelish to automatically append funnel data (UTM source, funnel name, upsell accepted/declined status) to order notes on every order. This is useful for reporting, routing orders to different fulfillment workflows, or segmenting post-purchase email sequences based on which funnel or campaign drove the order.

Can my 3PL or fulfillment partner read Shopify order notes?

Most major 3PLs and fulfillment services that integrate with Shopify can read order notes through the Shopify API or direct WMS integration. Check with your specific fulfillment partner whether they support reading and acting on order notes such as printing gift messages or following special packing instructions.

Are Shopify order notes and line item attributes visible in CSV exports?

Yes — Shopify includes order notes in the Notes column of order CSV exports. Line item attributes are included in the Lineitem properties column. Both are also accessible via Shopify's Admin API, making them available for integration with external fulfillment systems, ERPs, or reporting tools that read Shopify order data programmatically.

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