Activate SMS Collection at Shopify Three-Page Checkout – Postscript

Are you in the right place? This article is for non-Shopify Plus merchants who have not yet upgraded to one page checkout. To learn how to collect SMS subscribers at one page checkout, see 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 collect SMS subscribers via Shopify Checkout after the first checkout page when the site visitor selects the Continue to Shipping button.

Enable SMS Collection at Checkout

Select Settings in the bottom-left corner of your Shopify Admin dashboard.
Select Checkout on the left side of the page.
Locate the Customer information section.
Under Shipping address phone number, select Optional. This ensures that 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.
Scroll down to locate the Consent for marketing section.
Select the checkbox labeled SMS Marketing. A blue SMS consent callout should appear below it. Note: See the following guides if you need to update your Terms of Service and Privacy Policy for SMS collection.
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.

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

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 Subscriber Analytics tab.

Scroll down to find the Opt In Source column for a list of your subscriber sources, then find Shopify Checkout Customer Consent Subscribers listed to see how many subscribers were collected at checkout. You can adjust the time frame (e.g., Last 7 days, Last 30 days, etc.) in the top-right corner of the page.

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

Select Messaging in the side menu of your Postscript dashboard, then select Segments.
Select Create Segment in the top-right corner of the page.
Name your segment.
Choose Subscriber Opt-In Source from the first filter drop-down.
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.
Select Save Segment.

View Segment Subscribers

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

Note: If you have already installed the Postscript app, but need to pause funneling SMS subscribers at Shopify checkout into your Postscript account during your migration, see here.

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!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.