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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.


For best results you can offer a small incentive to customers who sign up for your text marketing services - for example a 10% discount with their next purchase.


We will now go through the process of customizing your Shopify Plus Checkout opt-in box:


Simply open the Settings menu of your main SMSBump dashboard and select TCPA Checkbox.


Then you need to fill in a Heading of your choice, a Description and the obligatory Consent message:


“By checking this box I consent to receive automated marketing by text message through an automatic telephone dialing system. Consent is not a condition to purchase. STOP to cancel, HELP for help. Message and Data rates apply. Recurring messages. View Privacy Policy & ToS.”



In the Privacy Policy Link section insert the URL of your Privacy Policy page.


You can always preview how your checkbox will look like with the help of the Live preview button. 


After you have filled the information in all fields, you need to paste the generated code in your checkout.liquid.


Adding the Code

1. In your Shopify Plus side menu, click on Themes. Afterwards, click on Actions and select Edit code from the dropdown menu.



2. Under Layout you should select {/} checkout.liquid to access the checkout file. Copy the generated code in the Settings menu and paste it in here.



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


Congrats, you’ve successfully updated your checkout box!


Important: Keep in mind that this will only help you set up the checkbox on your checkout page. This does not trigger any text messages being sent to your subscribers.


In order to achieve this, you need to go to the Flows section within the SMSBump app and add a special Order Created trigger as part of your ongoing flows or create a new one:


When it comes to the condition, you need to check the number of orders. If it is below 2 (YES), send an Order paid text message with the 10% discount. If the order number is equal or > 2 (NO), send regular Order paid message or end flow.





This was our quick tutorial on how to customize your Shopify Plus Checkout and set up a Welcome Flow with a special discount for your new subscribers.


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