Enable SMS Opt-In at Shopify Checkout

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   Are you a Shopify Plus merchant? This article is for merchants wishing to collect subscribers at checkout in a non-Shopify Plus shop. While you can enable checkout using the steps below, we recommend you consider enabling subscriber collection using Postscript SDK. Learn more here

With Shopify, you can compliantly collect SMS subscribers during the checkout process and have those subscribers flow through to Postscript. 

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.

What to Know About SMS Collection at Checkout

  • Subscribers who opt-in at Shopify Checkout fall under the Subscriber Created (Keyword, Popup, API) trigger filter category. This means they will receive any welcome series automation triggered with this filter. (Note: Subscribers opting in via a Shopify Plus checkout will not be included in this category).
  • Postscript will only collect subscribers via Shopify Checkout if the subscriber completes their order.

Ensure Phone Number Collection Field is Visible

Ensure the phone number collection field is visible so that your opt-in checkbox appears. While you can require the phone number, SMS opt-in should always remain optional.

  1. Select Settings in the bottom-left corner of your Shopify Admin dashboard.
  2. Select Checkout on the right side of the page.
  3. Locate the Customer information section.
  4. Under Shipping address phone number, select Optional.
  5. Select Save in the top-right corner of the page.

  1. Select Settings in the bottom-left corner of your Shopify Admin dashboard.
  2. Select Checkout on the right side of the page.
  3. Locate the Consent for marketing section.
  4. Select the second checkbox labeled Show an option to subscribe at checkout. A blue SMS consent callout should appear below it.
  5. Select Save in the top-right corner of the page.

Customize Opt-In Checkbox Language

When collecting subscribers, you can customize what language appears alongside the opt-in checkbox.

  1. Select Settings in the bottom-left corner of your Shopify Admin dashboard.
  2. Select Checkout from the Settings menu.
  3. Scroll to the bottom of the page and select Manage checkout language.
  4. We recommend you enter Marketing in the search bar to help you quickly locate the Checkout & system / Checkout marketing section.

  5. In the Accept SMS checkbox label field, enter your desired text (i.e., Text me incredible content and exclusive news and deals.)

What Happens Next?

Postscript will add new subscribers as your Shopify customers opt-in to SMS marketing. Postscript will also sync opt-in statuses for subscribers and customers between Postscript and Shopify. 

You can test your opt-in flow if desired. If you've already opted-in to your store with your testing number, you'll need to unsubscribe the number first.

View Subscribers Who Opted-in Through Shopify Checkout

You can view how many subscribers have opted-in via Shopify Checkout from your Postscript dashboard.

First, you can hover over your New Subscribers icon to see a list of your subscriber sources. You can adjust the time frame (e.g., Last 7 daysLast 30 days, etc.) in the top-right corner of the dashboard. Shopify Checkout subscribers appear as Shopify Checkout Customer Consent Subscribers.

If you want to view specific subscribers who have opted-in via Shopify Checkout, then you can create a customer segment and view the subscriber data.

Create Your Segment

  1. Select Messaging in the side menu of your Postscript dashboard, then select Segments.
  2. Select Create Segment in the top-right corner of the page.
  3. Name your segment.
  4. Choose Subscriber Opt-In Source from the first filter drop-down.
  5. Since you want to view Shopify Checkout subscribers, select Shopify Checkout Customer Consent from the drop-down that appears. Once selected, you should be able to see the number of subscribers included in this segment.
    • Note: This option will not appear until you have had at least one subscriber opt-in through Shopify checkout.
  6. Select Save Segment.

View Segment Subscribers

  1. Select your new Shopify Checkout segment from your segments list.
  2. Locate and select View Subscribers beneath the segment name.
  3. This page lists subscriber contact details, date subscribed, and a link to their subscriber detail page.

Get Support

Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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