Note: Shopify will soon be rolling out SMS collection at checkout for all shops. We'll update this article as we receive additional information from Shopify.
With Shopify Plus, you can collect subscribers during the checkout process. However, it's essential that you ensure the correct SMS opt-in language is visible and meets the latest compliance standards.
Why You Should Enable SMS Collection at Shopify Checkout
- Easily ensure compliant SMS opt-in for all subscribers.
- Customize your checkbox label to offer an opt-in incentive, such as a discount.
- Allow Postscript and Shopify to communicate opt-in and opt-out statuses for all subscribers.
Add Compliance Language to Your Shopify Theme
Postscript created our Plus SDK which contains code that adds TCPA-compliant language to your checkout page while still enabling you to collect SMS and email subscribers. Let's walk through how to add the Postscript SDK code to your Shopify Plus checkout.
- Select Online Store in the menu of your Shopify Admin dashboard.
- Select Themes from the options listed.
- Locate your current theme and select the Actions drop-down menu.
- Select Edit code from the options listed.
This opens up your Shopify code library and code editor. Select the Layout section to view the various files related to your layout. Locate the file called checkout.liquid.
- Locate the <head> section of the checkout.liquid file.
- Copy the following code into this section:
- Select Save to save your updated code file.
Confirm Your Updated Checkout
Once you've updated your Shopify checkout with the Postscript SDK, you need to test your checkout process.
When testing in Postscript, it's best to use a new or inactive phone number. You can use the same phone number for testing, but you will need to manually unsubscribe the number from your store prior to each test.
For this test, add an item to your cart and proceed to your checkout. Enter the new or inactive phone number in the phone field at the bottom of the checkout and select the updated opt-in checkbox. Once done, select Continue to shipping.
How do you know it works? You can check whether the test phone number you entered is now listed as a subscribed number. At the top of your Postscript app, enter the phone number in the Search Subscribers field. If subscribed, it should appear in the drop-down.
Remove Old Checkout Language
You can remove your old checkout language once you've confirmed the updated SDK checkout is live. You also have the option to pre-check the email marketing field.
- Select Settings in the bottom-left corner of your Shopify Admin dashboard.
- Select Checkout from the Settings menu.
- Locate the Checkout language section and select Manage checkout language.
- Locate the section called Checkout Marketing. You can use the search field at the top of the page to search for it.
- In the field labeled Accept marketing checkbox label, delete your old compliance language and replace it with Keep me up to date on news and exclusive offers via email.
- To remain compliant, do not mention mobile or phone in this field.
- Select Save in the top-right corner of the page.
Return to your Settings menu and select Checkout. This time, locate the Email Marketing section. We always strongly recommend that you give your customers the option to opt-in to any type of communication from your store, including email. That's why we encourage you to leave the Preselect the sign-up option unselected here.
Once done, select Save in the lower-right corner of the page.
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