How to Set Up Save Order Notes
Learn what the order notes data powers and how it improves tracking and attribution for your Shopify store
Overview
Learn more about order notes, how they are used, and how to hide from the frontend or shipping slips.
What Are Save Order Notes Used For?
Order Notes is an evolving integration that we continue to update our server-side destinations expands. In short, here is what these are used for:
- Sending Google Analytics 4 transactions via Shopify server-side notifications. This allows you to ensure near 100% of all order data and revenue from Shopify exist in Google Analytics and GA4.
- Click IDs (e.g. fbclid, gclid,) and UTM parameters are stored by Elevar data layer and added to the order. This can help improve attribution accuracy in your server-side destinations.
When Save Order Notes is enabled, then Elevar's data layer will automatically add the following parameters as additional notes on the order via the Shopify cart object.
- _elevar**fbp
- _elevar**ga
- _elevar_visitor_info
How to Enable Save Order Notes
Access GTM & Events Settings:
- Begin on the Elevar homepage and use the left-hand menu to click on the "My Tracking" tab.
- Navigate to your Sources and click on the Shopify Source.
- Once in the Shopify Source, navigate to the "Setup Steps" box and click on the "GTM & Events" tab.
Customize Event Settings:
- Within the "GTM & Events" Shopify Settings, navigate to the section titled "Event Settings" and click on the "Customize Settings" button.
- Under the drop-down menu, locate and click on the "Save Order Notes" box to enable it.
- After making the desired changes, click on the "Save" button at the bottom of this section.
- (See Figure 1)
Figure 1
How to Disable Order Notes
Access GTM & Events Settings:
- Begin on the Elevar homepage and use the left-hand menu to click on the "My Tracking" tab.
- Navigate to your Sources and click on the Shopify Source.
- Once in the Shopify Source, navigate to the "Setup Steps" box and click on the "GTM & Events" tab.
Customize Event Settings:
- Within the "GTM & Events" Shopify Settings, navigate to the section titled "Event Settings" and click on the "Customize Settings" button.
- Under the drop-down menu, locate and ensure that the "Save Order Notes" box is unselected to disable it.
- After making the desired changes, click on the "Save" button at the bottom of this section.
- (See Figure 2)
Figure 2
How To Hide Order Notes from Frontend of Store
We're aware that some customers showcase order notes on the frontend of the store and/or on shipping labels printed for customers. Some brands display the order notes object in the My Account section. If this is you then your developer can hide Elevar's order notes from displaying.
- Instructions for your developer:
- If you can iterate over the notes collection wherever you are rendering this on the frontend, you can exclude any notes starting with our prefix "elevar".
How To Hide on Ship Station's Order Notes?
We're aware that some customers showcase order notes on the frontend of the store and/or on shipping labels printed for customers
- Check out Ship Station's Guide on Editing Order Details
- You can use a custom task in Mechanic to read the attributes on every order and selectively remove the ones you don't want 15mins (depending on your preference) after the order has been created.
- Here's the task created from Mechanic click here so you don't need to create one.
Other Attribution FAQs
What if the user clicks on one ad => goes to site but doesn't purchase => returns back to site from a different ad and completes purchase?**
The UTM parameters are always updated to the most recent version that is new & unique to that customer. So in this case, your reports will utilize the UTM params from when the user returned back to the website.
What features do I lose with Google Analytics server side conversion tracking?
You might see a drop in conversion attribution in your GA4 reports. We have a backup mechanism that leverages some of the conversion data that Shopify has available for the user, however, the purchase session won't link back to the landing page session for the user. This could impact landing page or other funnel reports.
Updated 2 months ago