Cleverific + Send To Many: Let Customers Fix Recipient Addresses

Use Cleverific Order Editing so gifters can correct a recipient's shipping address after checkout, without editing products or the gifter order. Fewer address-change calls for Shopify bulk orders.

Cleverific Order Editing lets customers make their own changes to an order after checkout. With Send To Many, the most useful change is a recipient's shipping address: a gifter who spots a typo or an old address can fix it on that recipient order instead of contacting your team.

Cleverific works on the individual recipient orders Send To Many creates. You keep the gifter order out of it with an order tag, so the order your customer paid for stays as it was.

What Customers Can Change

Change	On recipient orders
Shipping address	Yes
Products or quantities	No. Cleverific doesn't allow product edits on orders Send To Many creates.
Shipping rate	No. The rate stays the same after an address change.
Gifter order	No, once you exclude it by tag (see setup below)

The customer on each recipient order is the gifter, so the gifter makes the change. They open the editor from the order status page or their customer account.

Set Up Cleverific for Send To Many Orders

1. Install Cleverific Order Edit & Upsell from the Shopify App Store and turn on Customer Portal.
2. In Cleverific, go to Customer Portal settings and open Customize order editing.
3. Under Decide which orders can be edited, check Don't allow customers to edit orders tagged with.
4. Enter Send to Many aggregate and click Add. This keeps the gifter order out of the editor.
5. Decide whether to allow customer cancellation. See Things to know below.
6. Place a test order through your multi-recipient checkout, then open a recipient order as the customer and change its shipping address.

tip

Copy the tag exactly: Send to Many aggregate, with a lowercase "to".

Things to Know

• Shipping rates don't change. Cleverific's shipping recalculation is off by default, and flat-rate setups never trigger a rate change. A recipient moved to a farther address keeps their original rate.
• Cancellation applies to every order. Cleverific's cancellation setting can't be turned off for Send To Many orders only. If it's on, a gifter can cancel a recipient order, and the refund goes against that recipient order, not the gifter's payment. Turn cancellation off, or plan to handle refunds for cancelled recipient orders yourself.
• The Sends page shows the original address. A gifter's Sends page in customer accounts keeps the address from their original order. The recipient order in Shopify has the new address.
• Recipients can edit when they're the customer. If your Send preset uses Use recipient as customer, each recipient owns their order and can change its address in Cleverific themselves.
• Address validation is optional. Cleverific checks new addresses with Google Maps for the US and about 40 other countries, and suggests corrections. Contact Cleverific support to turn it on.
• Edited orders are tagged. Cleverific adds Edit Order - Edited by Customer to every edited order, and can add Cleverific: ship addr edit by customer for address changes. Use these tags to filter orders or trigger a Shopify Flow workflow.
• Get notified of edits. Add your team's email under Customer Portal › Communication › Notification emails to hear about every customer edit.
• Plans count edits. Cleverific's plans include a set number of order edits per month, starting at 100 on the Growth plan. Each recipient address change counts as one edit.

Next Steps

• Add the Sends page and order send banner to Shopify customer accounts
• Configure multi-recipient checkout core settings
• Understand gifter and recipient orders
• Automate Send To Many orders with Shopify Flow