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How to Stay TCPA & CTIA Compliant

In order to be fully TCPA and CTIA compliant and send text marketing messages to customers in the USA and Canada, you must do 3 things: get a customer’s prior written consent to subscribe for SMS marketing, update your privacy policy page and configure your checkout footer language. In addition to that we advice you to set your Quiet Hours and to always include an opt-out Option in your text messsage campaigns and automations.

 

1. Getting Written Customer Consent 

 

Here is how you can obtain a customer’s written consent to receive text marketing notifications:
 

1. Enable Accept Marketing Option: 

 

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



 

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

 

3. Scroll down to Checkout language and click on Manage checkout language

 

4. 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.”

 

 

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

 

2. Enable Phone Fields and Change Placeholder

 

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

 

2. Scroll down to Checkout language and click Manage checkout language.

 

3. 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"
 

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


 

 

3. Updating Your Privacy Policy 

 

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


1-settings-legal-shopify-smsbump
 


If you don’t have your own privacy policy, click the Create From Template button to display a sample to work with. If you prefer to use your own privacy policy, continue on to the next step.

 


 

 

2. Edit your privacy policy add/copy the following text:


“Text Marketing and notifications: By subscribing to text notifications you agree to receive recurring automated marketing messages at the phone number provided. Consent is not a condition of purchase. Reply STOP to unsubscribe. HELP for help. Msg & Data rates may apply. More info view Privacy Policy and ToS.”


 

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

4. Configuring Your Checkout Footer 

 

1. 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:

 

"I consent to receive recurring 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 may apply. View Privacy Policy & ToS."

 

5-privacy-policy-shopify-smsbump

 

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


 

Disclaimer: We work with a top attorney to help us draft our documents but keep in mind that we are not a certified legal advisor. We encourage you to consult a legal advisor who is familiar with TCPA before using our legal texts.

 

5. Set Quiet Hours

 

1. Go to Apps -> SMSBump Marketing and Automation by SMSBump. Select Settings and scroll to the Quiet hours field. Set it to Enabled and set the quiet hours for your area The recommended settings are From 21:00 (9 PM) to 8:00(8 AM).

 

Video Tutorial: Watch here

 

2. Confirm the changes by clicking the Save button at the bottom.

 

6. Include an Opt-out Option in Automations


1. Go to Apps -> SMSBump Marketing and Automation by SMSBump. Whenever you are activating an Automation, you need to make sure that this automation has the Opt-out option enabled.

 

Important: Please mind that the digits after STOP will be different for you as they are unique for every store. If your customers text back STOP without them, they will still have successfully opted out to text marketing. 

 

2. When creating your text message, make sure that there is space between the link in curly brackets “{ }” and the unsubscribe tag “STOP####”.

 

3. Confirm the changes by clicking the Save button at the bottom.

 

4. Don’t forget to repeat those steps for other Automations that have the status Active.

 

 

7. Include an Opt-out Option in Text Marketing

 

1. Go to Apps -> SMSBump Marketing and Automation by SMSBump. Whenever you are creating a Text Marketing campaign (via Shopify Customers, Specific Phone numbers or Lists) always make sure to have the STOP option checkmarked in the Text Area.

 

Important: Please mind that the digits after STOP will be different for you and WILL NOT say "8388".

 

 

And that’s a wrap


Congrats! You’ve completed all the necessary steps needed for full TCPA & CTIA compliance. Your checkout page should look like this.

 

9-final-checkout-compliance-smsbump

 

Further Reading


If you would like detailed information from the FCC (Federal Communications Commission) on the TCPA read this privacy manual. For the official CTIA best practices please consult this guide

 

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