How to Customize Your Shopify Checkout Opt-In Box
SMS marketing is consent-based. This means that for legal and privacy reasons you need to make sure you send text messages only to customers who have explicitly agreed to receive marketing messages from your online store.
Shopify customers can subscribe to your SMS marketing program through a checkbox in the checkout section of your store.
Once they provide their phone number, agree to receive your offers via the dedicated sign-up checkbox, and complete the purchase process - they become your SMS subscribers.
We will now walk you through all the steps required to customize your checkout opt-in box for both new and existing Shopify customers.
New Shopify customers
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.
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:
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 an 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.
If you manage an EU/International store and follow GDPR, please use the following text:
Text Marketing Terms and Conditions:
We are using a text messaging platform, which is subject to the following terms and conditions. By opting in for our text marketing and notifications, you agree to these terms and conditions.
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
- 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.
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:
Existing Shopify customers
If you are an existing Shopify customer and you want to switch to the new checkout opt-in method, just make sure to first remove all existing compliance content from your checkout page via Shopify admin.
Step 1: Switch the text "Email or mobile phone number" in the Contact information section to "Email" from Online Store → Themes → Actions → Edit Languages → Checkout & System. Section: Email or phone label.
Step 2: Switch the checkbox text below from "Sign up for exclusive offers and news via text messages and/or email" to "Email me with news and offers" from Online Store → Themes → Actions → Edit Languages → Checkout & System. Section: Accept marketing checkbox label.
Then, follow the setup instructions as if you are a new Shopify customer, as shown above.
This was our tutorial on how to set up and customize your Shopify Checkout Opt-in Box. If you have any questions, please feel free to contact us.