How to collect SMS marketing consent at checkout on Shopify
Learn how to collect SMS marketing consent at checkout on Shopify by updating your Shopify integration settings and then adding a consent checkbox in Shopify. One of the quickest and easiest ways to grow your SMS list is by collecting consent at checkout. With Klaviyo’s integration with Shopify, you can reach a wider audience with your SMS marketing.
Before you begin
Collect transactional subscribers
You can now use an SMS app block to collect both marketing and transactional SMS consent on your thank you and order status pages. Shopify Plus customers can also use SMS app blocks on their checkout pages. Learn more about using SMS app blocks.
SMS setup
You can only collect SMS consent in locations where Klaviyo SMS is available. You also must have a sending number for the location where you're collecting consent.
Before you begin gathering SMS consent at checkout, you need to:
- Set up SMS in Klaviyo.
- Update your terms of service and privacy policy.
- Integrate your Shopify store with Klaviyo.
In Klaviyo: update your Shopify integration settings
The first step to collecting SMS consent at checkout with Shopify is changing your integration settings.
- Click your account name in the bottom left.
- Select Integrations, then select Shopify.
- Scroll to Sync settings.
- In the From Shopify tab, check the box Sync your Shopify SMS subscribers to Klaviyo.
- Select the list you want to add your SMS subscribers to. If you are also collecting email subscribers, assign a separate list to each channel, so that consent will get applied properly when subscribers sync into Klaviyo.
- Click Update Settings.
In Shopify: Add SMS consent collection to checkout
The next step is adding SMS consent collection at checkout in Shopify.
- In your Shopify admin, click Settings at the bottom of the left sidebar.
- On the Settings page, click Checkout.
- Under Marketing options, toggle on SMS.
- ClickSave.
Outcome
Your checkout page will now have a section similar to the one shown below.
Now, consent will now start syncing to Klaviyo when someone does all of the following steps:
- Enters their phone number.
- Selects the checkbox to accept SMS marketing.
- Clicks Continue to shipping.
If the list is set to double opt-in, which is strongly recommended, customers will have to confirm their subscription before SMS consent is added in Klaviyo. The only exception is when you're using a branded sender ID, which always uses a single opt-in approach since it can't receive messages.
The customer does not need to complete their order to have their consent synced to Klaviyo. Thus, you can more easily and quickly grow your SMS list.
Consent will only sync to Klaviyo if the person is subscribing to SMS in Shopify for the first time. Read about how to add historical Shopify SMS subscribers to your list.
Additional resources
- How to use Klaviyo email and SMS together
Learn the pros and cons of SMS and email, strategies for using both channels in a flow or campaign, and tips for how to implement these strategies.