Optimized Checkout Settings
Required changes to your checkout to ensure that you are compliant, and we can text customers once they have successfully opted in.
Step 1:
Go to your Checkout Settings in the Shopify Admin Settings
Step 2:
In the Customer Contact Section, select "Customers can only checkout using email"
Note: This will separate out the email and phone fields at checkout.
Step 3:
Scroll down to the Form options and change the Shipping Address Phone number to Optional.
Step 4:
Enable the checkbox for SMS under Marketing Options
Step 5:
Click Save
Step 6:
Scroll to Manage Checkout Language
Step 7:
In the filter bar, type in "Phone"
For Phone Label and Optional Phone Label, copy and paste this text to your settings:
Phone - get support and updates via text
Then save, search "Marketing" in the filter bar, and enter the below text:
Text me exclusive promotions, offers and deals
Lastly, search for "By signing up" in the filter bar, and enter the text below:
By checking the checkbox above, you agree to receive recurring automated messages from [INSERT STORE NAME HERE], including cart reminders, at the phone number provided. Consent is not a condition of purchase. Reply STOP to unsubscribe. Reply HELP for help. Message frequency varies. Msg & data rates may apply. View our {{ privacy_policy_link }} and {{ terms_of_service_link }}.
Once you have completed this, scroll to the top and press save. Congrats you are complete!
💡Tip:
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