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How to Collect Subscribers at Checkout

Follow these four steps to capture subscriptions during checkout:

 

 

1. Enable Customers to Opt-In to Text Message Marketing

 

 

 

Add an opt-in checkbox to your store’s checkout page by enabling it from Shopify Settings Checkout > Email Marketing > Show a sign-up option at checkout. 

 

 

 
 

Confirm the changes by clicking the Save button at the top or bottom.

 

What you need to do next is to scroll down to Checkout language and click on Manage checkout language. Search for Checkout Marketing. The field there is called Accept marketing checkbox label.

 

Copy and paste the following text: 

 

“Sign up for exclusive offers and news via text messages & email.”

 

 

 

 

Confirm the changes by clicking the Save button at the top or bottom.

 

 

2. Enable Phone Fields and Change Placeholder

 

 

Go to Settings > Checkout and make Shipping address phone number to be optional.

 

 

 

Then, scroll down to Checkout language and click Manage checkout language. Find the Phone label setting. This field will be located just below the State and territory placeholder.

 

Under Phone Label and Optional Phone Label add:

 

"Phone number for updates and exclusive offers"

 

Confirm the changes by clicking the Save button at the top or bottom.

 

 

3. Updating Your Privacy Policy

 

From the Shopify admin panel, go to Settings > Legal and scroll down to Privacy Policy.

 

 

 

If you don’t have your own Privacy Policy, you can click the Create From Template button to use a Shopify privacy policy generator that will help you create one. If you prefer to use your own Terms of Service, continue on to the next step.

 

Paste the following text into your Privacy Policy after completing the bracketed placeholders and removing the brackets:

 

 

TEXT MARKETING NOTIFICATIONS
By subscribing to [CompanyName] text notifications, you agree to receive automated marketing text messages from us about our products and services at the phone number you provided when you subscribed, and that the messages may be sent via automatic telephone dialing system or other technology. Message frequency is recurring. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP, END, CANCEL, UNSUBSCRIBE or QUIT to opt-out and HELP for customer support. You may receive an additional text message confirming your decision to opt-out.  You understand and agree that attempting to opt-out by any means other than texting the opt-out commands above is not a reasonable means of opting out.
 
 
 

 
 

Confirm the changes by clicking the Save button at the top or bottom.

 

 

4. Configuring Your Checkout Footer

Go to Theme in your Online Store. From the Actions dropdown choose Edit Languages and select Checkout & system tab.

 

Search for Checkout shop policies and under Privacy Policy paste the following text after completing the bracketed placeholders and removing the brackets:

 

By checking the sign-up box for text message offers and clicking [Continue to shipping], I consent to receive recurring automated marketing text messages from [CompanyName] at the number provided, and I agree that texts may be sent using an auto dialer or other technology. Consent is not a condition of purchase. Text STOP to cancel, HELP for help. Message and Data rates may apply. For more information see [Terms of Service] & [Privacy Policy].
 
 
  • Edit [Continue to shipping] if necessary to match the text on the button associated with this call-to-action.
  • Replace [CompanyName] with the name of your company.
  • If you call your terms “Terms of Use” or something else besides “Terms of Service”, replace [Terms of Service] with the applicable title.
  • Add hyperlinks to [Privacy Policy] and [Terms of Service] so they link to the relevant document.  ​

 

Note: If you change “Continue to shipping” say something different in your store, you should update the text.

 

 

 

Confirm the changes by clicking the Save button at the top.

 

If you have followed all the steps so far, your checkout page should look like this:

 

 


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