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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
  1. 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