Put the Order-Edit Link in the Shopify Confirmation Email

Where to place a self-serve edit link after checkout, the copy that gets used, and the mistakes that send people to support anyway.

Editorial illustration for Put the Order-Edit Link in the Shopify Confirmation Email

Key takeaways

  • The confirmation email is the highest-intent post-purchase surface you already send. If the edit link is not there, self-serve will under-used.
  • One button: "Change address or items". Two links ("address" vs "add a product") split a simple job.
  • Repeat the link on the order status page. Email is not opened by everyone; the status page is bookmarked by some.
  • Disable or rewrite the button after the cut-off. A live link that errors is worse than no link.

You built a portal. Nobody opened it. That is usually because the only door was a sentence in a help centre article.

The order confirmation is already in the inbox, already about this order, already trusted. That is where the door goes.

One button, one job

"Need to change your address, add an item, or update the delivery note? Change this order." One URL. The portal can still have separate screens inside. The email should not look like a sitemap.

Place it above the fold of the email, after the order summary, before the footer legal. People scan. A link in the footer next to "unsubscribe" is not a feature.

Order status page too

Not everyone opens email on the device they will use to type a new address. The Shopify order status page is the other place they already go. Same link, same cut-off behaviour.

After cut-off

Swap the button for a line: "We've started packing this order, so the details are locked. Questions? Reply to this email." A 500 from an expired token is an engineering bug that presents as a broken store.

Guest checkout

If the portal requires a login and they bought as a guest, you have created a ticket. Use the same customer-access token model Shopify uses for order status. Anything else is friction you will pay for in chat.

Transactional email is not a newsletter. Put the operational link in it and get out of the way.

Frequently asked questions

Can I add this without a developer?

If your edit app provides a customer link per order, you can usually drop it into the notification template. Test with a real order, not the Shopify preview dummy, because the URL is order-specific.

Won't this increase edits?

Yes. That is the point. Edits in a portal are cheaper than edits in a ticket. If volume scares you, tighten the rules, do not hide the link.

Should SMS get the same link?

If you send shipping SMS, a short "Need to change something? [link]" is useful. Do not add a second marketing SMS just for the portal.

What about customers who checkout as guest?

The link must work with the order-status token Shopify already emails them. Requiring an account for a guest order sends them to support.

Ninety9 Team

We build 5 conversion apps used by Shopify merchants in Bulgaria and beyond. Everything we write here comes out of what we see in real store data.

Keep reading

Related articles