To build a successful contact list to send your promotions to, getting permission from subscribers to receive your campaigns is mandatory. Consent is required by International Law and our Terms of Use.
Like email permissions, you need to get your contacts' opt-in for promotional content on other marketing channels, such as SMS. Your clients have a right to choose to receive your promotions via email and/or SMS and/or any other channel you use, but at the same time, they can unsubscribe from a particular channel at any time. You can just follow this link to learn more about the different contact statuses in Omnisend.
So, before sending your first SMS campaign, ensure your contacts permit you to receive SMS marketing.
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Ways to collect SMS opt-in
Via Omnisend signup forms.
To collect SMS opt-in via the Omnisend signup forms, follow this link and learn what different types of signup forms Omnisend offers and how you can easily enable the consent collection for the SMS channel using any form.
2. Ask your existing customers to update their preferences via the Subscriber preference center or Landing Page form.
3. Use checkout opt-in for Shopify stores
After you start collecting SMS channel opt-ins, two segments will reflect your contacts' statuses. The first one will show the contacts subscribed to the SMS channel:
While the second segment shows the customers having TCPA records.
Changes in Shopify Checkout
Shopify has released a new feature - SMS collection in checkout. Previously, it wasn't possible to collect SMS opt-in in Shopify checkout by default, so Shopify merchants were looking for workarounds to collect SMS subscribers during checkout.
With the new feature, Shopify merchants can now go to Setting > Checkout:
Then, scroll down to Marketing consent and choose to collect SMS opt-in for checkout:
Omnisend is compliant with the new checkbox, and you can now pass the phone numbers to Omnisend Audience with the correct subscription status.
Rollback the changes in the checkout marketing settings
NOTE! Before you start reading the steps described below, you need to know that these steps are only required if you've enabled the SMS opt-in feature before the Shopify update on October 1, 2021.
⚠️If you started using Shopify SMS opt-in collection after October 1st, 2021, you don't need to follow the guide below.
Those Omnisend customers using our SMS collection workaround before October 1, 2021, need to roll back the settings to make checkout collection work.
The roll-back procedure consists of 4 steps:
Rollback the changes in the checkout marketing settings
Rollback the changes in the mobile phone field label
Rollback the changes in the privacy policy
Rollback the changes in the checkout footer settings
We still encourage you to consult a legal advisor familiar with TCPA before using SMS marketing. In addition to that, we advise you to always include the unsubscribe instruction in your text message campaigns and automation.
1. Open your Shopify Settings > Checkout
2. Scroll down to the "Checkout language" section > click Manage checkout language
3. Go to the Checkout&System tab -> find 'Checkout Marketing' and remove this text if you have it there:
Keep me up to date on news and exclusive offers via email and text messages*.
4. Confirm the changes by clicking SAVE.
2. Rollback the changes in the mobile phone field label.
1. Go to Settings > Checkout > Scroll down to the "Checkout language" section > click Manage checkout language
2. Find "Phone label" and "Optional phone label"> remove the following text if you have it:
Mobile phone number for news and exclusive offers
3. Confirm the changes by clicking SAVE.
3. Rollback the changes in the privacy policy
1. Go to Settings > Legal
2. Scroll down to "Privacy policy" and remove the following text from your policy if you have it:
Text Marketing and notifications: By subscribing to text notifications you agree to receive recurring automated marketing text messages at the phone number provided. Consent is not a condition of purchase. Text STOP to unsubscribe or HELP for help. Msg and data rates may apply. View Terms of use and privacy policy.
You can also click the 'replace with template' button to revert the text in your Privacy policy to the default one.
4. Rollback the changes in the checkout footer settings
1. Go to Online Store > Themes > click Actions > click Edit languages
2. Filter "Checkout shop policies"> find the "Privacy policy"> remove the following text if you have it:
*By checking this box, I consent to receive automated marketing from [YOUR STORE NAME] by text message through an automatic telephone dialing system at the number provided. Consent is not a condition to purchase. Text STOP to unsubscribe or HELP for help. View privacy policy.
3. Confirm the changes by clicking SAVE.
If you have any questions, don't hesitate to reach out to our Support team!