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How to Customize Your Shopify Plus Checkout Opt-In Box

Before you start sending out SMS campaigns, you need to put together a list of subscribers - people who have agreed to receive promotional text messages from you. Checkout subscription is one of the easiest and most natural ways to grow your audience.

 

We will now go through the process of customizing your checkout opt-in box for both new and existing Shopify Plus customers.

 

 

New Shopify Plus customers

 

Step 1. Go to Shopify Plus Settings and click on Checkout where you will be able to customize your checkout page.

 

 

Checkout

 

 

 

Step 2. To add a sign-up checkbox to your checkout, in the Marketing consent section, check Show an option to subscribe at checkout.

 

Shopify Plus 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 → Policies and insert the full compliance text in the Privacy Policy section, as shown below.

 

 

Checkout

 

 

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.

 

Shopify Plus checkout

 

 

This is where you get to customize your checkout checkbox. You can fill in:

 

  1. The accept SMS checkbox label
  2. Privacy policy
  3. Terms of service

 

 

How it looks in the admin panel:

 

Checkout

 

 

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:

 

 

checkout

 

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

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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:

Shopify Plus checkout

 

Existing Shopify Plus customers

 

Existing Shopify Plus merchants should first remove the code they inserted in their Shopify Admin panel: Themes → Edit code

 

 

Shopify Plus checkout

 

Under Layout you should select {/} checkout.liquid to access the checkout file. Remove the code you inserted here when you first started setting up your Shopify Plus checkout.

 

{% include 'smsbump_checkout_marketing_subscription' %}

 

Shopify Plus checkout

 

Click on the Save button in the top right corner in order to save the changes. 
 

Then, follow the setup instructions as if you are a new Shopify Plus customer, as shown above.
 

This was our quick tutorial on how to customize your Shopify Plus Checkout. If you have any questions, please feel free to contact us.


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