• BLOCK SETUP GUIDES • SETUP GUIDE

How to Add Delivery Instructions to Shopify Checkout

By Rivio Support Team
3 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Use Delivery instructions on its supported pages to help customers with the task described below. Configure it in Rivio, save its activation state, and then add the corresponding block in Shopify’s checkout and accounts editor.

Supported pages and requirements

Supported pages: Checkout. Checkout placement requires Shopify Plus. Your Rivio app plan must also include the feature. Check the page labels on the current block card before setup.

When to use this block

  • Collect access details or a delivery note before an order is placed.

Configuration settings

Setting How to configure it
Label Use Delivery instructions or another clear label.
Helper text Explain which details are useful, such as a side-door bell or access instructions.
Input settings Review the text controls provided by the editor.
Order verification Submit a test note and locate its saved value on the resulting order.

Use the controls available in your current configuration screen. Save a clearly named configuration, then confirm that Shopify’s editor uses that same configuration.

Screenshot to add: The Delivery instructions configuration form with its content and appearance settings visible.

Rivio blocks add content or input fields to supported checkout and account pages. Configure the content in Rivio and place the block in Shopify’s editor.

Worked example: Collect useful delivery notes

Example setup: Optional instructions field with the label Delivery instructions.

Step-by-step instructions

  1. Open UI extension blocks and find Delivery instructions. Check the supported pages on its card.

  2. Choose Set up or Manage and create a configuration with a clear internal name.

  3. Enter Delivery instructions as the label.

  4. Add helper text such as Tell us about access details or a safe place; avoid promising a carrier will follow every request.

  5. Review the preview with a realistic note, such as Ring the side-door bell.

  6. Review the preview and any display conditions. For the first demo, leave optional conditions empty so you can isolate placement.

  7. Save as Active. Open the Checkout and Accounts Editor, select the intended configuration and supported target page, and add the matching Rivio block in a supported location.

  8. Select the saved configuration if prompted and save Shopify’s editor. Test the actual customer page on desktop and a phone.

Verify the result

Test case Expected result or verification
Note submitted with completed order Verify Ring the side-door bell in the resulting order data.
No note in optional field Checkout can proceed subject to other rules.
Long note Check the supported limit and readable stored value.

Important: Instructions do not change a shipping rate or guarantee carrier compliance. Checkout-step UI blocks require Shopify Plus. For another surface, use only the pages supported by this block’s card.

If the result is different

Check What it means / what to do
Block unavailable in checkout Confirm Shopify Plus and the supported target location.
Visible but behavior differs Check the individual saved block options and actual checkout result, including submitted data or fees.
Configured block differs from the preview Check the selected configuration and test on the actual supported customer page.

Add and verify each supported placement

  1. Open Settings → Checkout in Shopify admin and customise the intended configuration.
  2. Select the exact supported page: Checkout. For Profile, use the customer-account page selector.
  3. Add the matching Rivio app block in a supported location and select the saved configuration if prompted.
  4. Save the editor. Add and save each other intended page separately; one placement does not establish every placement.
  5. Preview desktop and mobile, then test the actual checkout, completed order, or signed-in account appropriate to that page.

Screenshot to add: Shopify’s editor showing the Delivery instructions block on the selected supported page, followed by the final customer view.

Limitations

  • The field collects a request; it does not guarantee the carrier will follow it.
  • Do not assume the note is passed to a fulfilment integration without testing that integration.

Display conditions depend on the page. Customer tags require logged-in customer context. Selected shipping method is unavailable on Order status. On Profile, only Customer, Language, Market, and Time on page conditions are evaluated; cart and order conditions are ignored.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.