SMS is a relatively but significant communications channel for eCommerce stores, but typically collecting consent has been a pain. Some people may be wondering whether Shopify itself can help them collect it at checkout.
🎯 In short, yes, Shopify can collect SMS consent from buyers at checkout. You can manually change the marketing consent label in your settings to collect SMS consent or use a plugin that supports it, like Klaviyo.
⚠️ Note: This option is only available to collect SMS consent in countries that Klaviyo supports SMS. See the full list of countries here.
Before You Start
How To Collect SMS Consent with Shopify’s Native Settings
- First, log into your Shopify store
- Then go to Settings > Checkout
- Check the box “Show an option to subscribe at checkout”
- Save Changes
- Now go down and click “Manage checkout language”
- Search “phone”
- Update the Phone labels to mention that you will share promotions or news with subscribers
- Update the tooltip to explain why you would need the phone number
- Click the green Save button in the top right-hand corner.
How To Collect SMS Consent with Klaviyo
- (If you do not already have Klaviyo): First you will need to have a Klaviyo account. A starter account is free up to 250 contacts.
- Next, you’ll need to make sure you have an SMS enabled account. This is a fairly involved process and best explained by Klaviyo themselves here.
- (If you have not integrated Klaviyo and Shopify): In your Klaviyo account, go to your account in the top right-hand corner and click Setup Wizard to complete connecting your store to Klaviyo.
- Then, to finish preparing, make another list for just SMS subscribers on
- Now, go to your integrations tab in Klaviyo, select Shopify.
- Then, click on Shopify.
- Now, click the checkbox next to Collect SMS subscribers.
- Click the blue Update Settings in the bottom right hand corner.
💡 Tip: Clicking the Sync customer SMS subscription status to Shopify setting is recommended by Klaivyo because the data on who is subscribed for SMS will sync with your Shopify database.