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Private Notes with Creem

Welcome to Creem’s Private Notes documentation! This feature allows you to seamlessly include private notes that are automatically shared with customers after their purchase.

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Getting Started

Setting up private notes for your product is straightforward and requires minimal configuration:

1. Navigate to Your Product Settings
   • Log into your Creem Dashboard
   • Go to “Products” section
   • Create a new product
   • Enable “Private Notes” feature

2. Configure Your Private Note
   • Enter the note content that customers will receive
   • Save your configuration

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How It Works

Once configured, the private note system works automatically. When a customer completes a purchase, they’ll receive your private note in multiple locations:

• Email Receipt: The private note appears in the purchase confirmation email

• Customer Portal: Customers can access the note anytime through their portal

• Order Confirmation Page: The note is displayed immediately after purchase (when no redirect URL is set)

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Best Practices

• Keep notes clear and concise
• Include relevant information for post-purchase actions
• Consider adding support contact information
• Use different notes as needed for different product versions

Pro Tips

• Use formatting to highlight important information
• Include next steps if applicable
• Consider different customer scenarios when writing your note

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Common Use Cases

• Service Purchases: Share onboarding information or next steps
• Course Access: Provide login credentials or access instructions
• Digital Content: Password to spreadsheets
• Premium Customer Support: Contact numbers, emails or other channels