Receiving Consent To Send Messages At Checkout

Note: Before you adjust your checkout, if you haven’t already, please ensure you have added and updated your Terms of Service and Privacy Policy as outlined here.

As mentioned in the SMS & MMS Marketing Compliance Introduction, consumers have to provide “express written consent” before they can receive marketing communications via SMS. This article covers the three steps you need to take in order to receive full consent from the customer at the time of checkout. They are:

  1. Request that the customer sign up for marketing updates
  2. Explain that the customer will be receiving text messages from you in a TCPA-compliant manner, meaning that they acknowledge and agree: (a) to receive automated, recurring marketing messages to the consumer’s mobile phone number; (b) which may involve the use of an automatic telephone dialing system (“ATDS”), and (c) that consenting to receive such messages is not a condition of purchase.
  3. Request that the customer provide their phone number in order to receive the text messages

First, update your marketing sign-up option so that it is shown at checkout. Go to Settings > Checkout and scroll down to the Email Marketing section. Make sure Show a sign-up option at checkout is checked and Preselect the sign-up option is NOT checked.

Screenshot from 2019-02-05 18-04-57

Then save the changes by clicking the Save button at the top of the page.

Next, update the marketing sign-up language to specify that you will send text messages. Go to Settings > Checkout and scroll down to the Checkout language section.  Press the Manage checkout language button.

shopify-checkout-language-english

Search for “Checkout Marketing”.  In the field called Accept marketing checkbox label, paste the following:

Keep me up to date on news and exclusive offers by email and text messages*

Peek 2019-03-29 08-12

Save the changes by clicking the Save button at the top of that page.

Next, set up a field to collect the customer’s phone number. Go to Settings > Checkout and find the Form options section. Change the Shipping address phone number to Optional. Then, save the changes by clicking the Save button at the top of that page.

shopify-checkout-form-options

Now add a SMS-specific label to the phone field (to further confirm consent).

Go to Settings > Checkout and scroll down to the Checkout language section.  Press the Manage checkout language button.

checkout-language

Search for “Optional phone label”.  In the fields called Option phone label and Optional phone placeholder, paste the following:

Phone - exclusive offers (per checkbox above)

Screenshot from 2019-02-07 09-44-30

Now you’ll add the details of their text message consent in a footer. At this point you should have a Terms of Service agreement on your site that includes our SMS terms language- please add one using our template if you do not yet have one.

Search for “Terms of service” in the Checkout shop policies section, and paste in the following text:

*I agree to receive recurring automated text messages at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Click to view our Terms of Service.

shopify-terms-update

Then save the changes by clicking the Save button at the top of that page.

Here is an example of how a checkout looks after all of these steps are taken:

Screenshot from 2019-02-07 09-48-20