How to collect SMS consent at checkout on BigCommerce
You will learn
Learn how to start collecting SMS consent at checkout for BigCommerce. This should take about 5–10 minutes total. To make it easier, we recommend logging in to your BigCommerce and Klaviyo accounts and keeping both open.
Why collect SMS consent at checkout?
Gathering consent for SMS marketing on your checkout page is the simplest way to grow your list. BigCommerce stores can take advantage of this with Klaviyo, allowing you to extend your reach with text message marketing. Consent will be synced to Klaviyo when someone inputs their phone number, opts in to SMS marketing, and clicks Continue in the Shipping step on the checkout page, making it easy to grow your SMS list.
Before you begin
Note that you must:
- Have turned on SMS in Klaviyo.
- Create a mobile terms of service
- Update your privacy policy
Tip: Have the links for your privacy policy and terms of service ready, as you will need them when you update your Klaviyo integration settings.
You can only collect SMS consent where Klaviyo SMS is available. See this article for information on where you can use Klaviyo SMS.
In Klaviyo: update your integration settings
- Click your organization name in the bottom left corner.
- Navigate to Integrations > BigCommerce.
- Check the Sync your BigCommerce SMS subscribers to Klaviyo box.
- Select the list you want SMS subscribers to sync to. Note that you should use a different list for SMS than email if you are also collecting email subscribers. Assigning a separate list for each channel ensures that consent is properly applied to the correct channel.
- Below the list, paste the links for your privacy policy and terms of service.
- Copy the code snippet and keep it on hand.
- Click Save to save these changes and go to your BigCommerce store.
In BigCommerce: add the script via script manager
- In your BigCommerce store, navigate to Storefront > Script Manager.
- Choose Footer for the script's location on page.
- Select Checkout for where the script will be added.
- Select the most applicable script category. For SMS consent at checkout, we recommend that you pick Targeting; Advertising.
- Choose Script as the script type.
- Paste the snippet of code in the Script Contents box below.
- When you have finished making your selections and have pasted the script, click Save.
- Optional: If you want to adjust the placement of the field on your checkout page
- Head to Advanced Settings > Account Sign Up Form.
- Head to Advanced Settings > Account Sign Up Form.
- Click into the Address Fields tab.
- Move the phone number field to the bottom of the list.
Outcome
Your checkout page will now look similar to the one shown below.
Now, when someone enters their phone number, selects the checkbox to accept SMS marketing, and clicks Continue in the Shipping section, they will automatically sync to your designated Klaviyo list, making it easier and faster to grow your SMS 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.
- How to add a Klaviyo embed form to your BigCommerce site
Learn how to add a Klaviyo embed form to your BigCommerce site, which requires creating the form in Klaviyo, and then pasting it's embed code to your site’s files where you want it to appear (e.g., the footer).
- How to turn off SMS consent at checkout for BigCommerce
Learn how to stop collecting SMS consent at checkout for BigCommerce.