How to Collect Subscribers at Checkout
Follow these steps to capture subscriptions during checkout.
Step 1. Go to Shopify Settings and click on Checkout where you will be able to edit your checkout process.
Step 2. To add a sign-up checkbox to your checkout, in the Marketing consent section, check Show an option to subscribe at checkout.
Step 3. Click Save.
Please note that, if you haven’t already done so, Shopify will require you to set up your terms of service and privacy policy in your legal settings for your store to be fully compliant. In order to do it, click on the link in the blue box above, or go to your Shopify Admin → Settings → Legal and insert the full compliance text in the Privacy Policy section, as shown below.
The required compliance text depends on whether you manage a US/Canada or EU/International store. In order to be compliant, choose one of the options below, not both.
If you manage a US/Canada store and follow TCPA/CTIA regulations, please use the following compliance text:
If you manage an EU/International store and follow GDPR regulations, please use the following text:
By entering your phone number in the checkout and initialising a purchase, subscribing via our subscription form or a keyword, you agree that we may send you text notifications (for your order, including abandoned cart reminders) and text marketing offers. You acknowledge that consent is not a condition for any purchase.
Your phone number, name, and purchase information will be shared with our SMS platform "SMSBump Inc", an European Union company with an office in Sofia, Bulgaria, EU. This data will be used for sending you targeted marketing messages and notifications. Upon sending the text messages, your phone number will be passed to a text messages operator to fulfill their delivery.
If you wish to unsubscribe from receiving text marketing messages and notifications reply with STOP to any mobile message sent from us or use the unsubscribe link we provided you within any of our messages. You understand and agree that alternative methods of opting out, such as using alternative words or requests will not be accounted as a reasonable means of opting out. Message and data rates may apply.
For any questions please text "HELP" to the number you received the messages from. You can also contact us for more information. If you wish to opt out please follow the procedures above.
Step 4. Customize checkbox
From your Shopify Admin Settings go to Online Store → Themes → Actions → Edit Languages → Checkout & System.
This is where you get to customize your checkout checkbox. You can fill in:
- The accept SMS checkbox label
- Privacy policy
- Terms of service
How it looks in the admin panel:
Please note that in order to find these sections in the panel, you need to scroll down to the bottom of the page. You can use CTRL+F afterward to quickly locate the boxes.
How it looks on your checkout page:
The compliance text is preset by Shopify and can't be edited.
Both Privacy Policy links (#2 and #4 in the screenshot above) lead to the compliance text you added to the Legal section of your Shopify Admin. The same applies to the two Terms of Service links (#3 and #5 in the screenshot above).
Customers have the option to choose a different phone number, other than the one provided for shipping purposes.
Keep in mind that for the SMS marketing subscription preference to be saved, the customer needs to complete the checkout and finish their order. If the customer doesn’t complete the checkout process, they won’t be signed to your text marketing services, and no SMS automations or flows will be triggered.
Here is an example of a checkout page with email and SMS subscription options:
The required compliance text depends on whether you manage a US/Canada or EU/International store. In order to be compliant, choose one of the options below, not both.
If you manage a US/Canada store and follow TCPA/CTIA regulations, please use the following compliance text:
If you manage an EU/International store and follow GDPR regulations, please use the following text:
By entering your phone number in the checkout and initialising a purchase, subscribing via our subscription form or a keyword, you agree that we may send you text notifications (for your order, including abandoned cart reminders) and text marketing offers. You acknowledge that consent is not a condition for any purchase.
Your phone number, name, and purchase information will be shared with our SMS platform "SMSBump Inc", an European Union company with an office in Sofia, Bulgaria, EU. This data will be used for sending you targeted marketing messages and notifications. Upon sending the text messages, your phone number will be passed to a text messages operator to fulfill their delivery.
If you wish to unsubscribe from receiving text marketing messages and notifications reply with STOP to any mobile message sent from us or use the unsubscribe link we provided you within any of our messages. You understand and agree that alternative methods of opting out, such as using alternative words or requests will not be accounted as a reasonable means of opting out. Message and data rates may apply.
For any questions please text "HELP" to the number you received the messages from. You can also contact us for more information. If you wish to opt out please follow the procedures above.
