To build a successful contact list to send your promotions to, it is mandatory to get permission from subscribers to receive your campaigns. Permission is required by International Law and our Terms of Use.

Same as with 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 have a possibility to unsubscribe from a particular channel at any time. Follow this link to learn more about the different contact statuses in Omnisend.

So, before you send your first SMS campaign, make sure your contacts gave you permission to receive SMS marketing from you.

Contents

Ways to collect SMS opt-in
Changes in Shopify Checkout

Ways to collect SMS opt-in

  1. 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 has to offer and how you can easily enable the consent collection for SMS channel using any type of 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, there will be two Segments reflecting 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 correct subscription status.

Roll back the changes in the checkout marketing settings

NOTE! Before you start reading the steps described below, you need to know that these steps are needed only if you’ve enabled the SMS opt-in feature already. Those Omnisend customers who were 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:

  1. Roll back the changes in the checkout marketing settings

  2. Roll back the changes in the mobile phone field label

  3. Roll back the changes in the privacy policy

  4. Roll back the changes in the checkout footer settings

  5. Disable SMS opt-in feature in Omnisend

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 Checkou&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. Roll back 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. Filter “Phone label” > 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. Roll back 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 default one if you want.

4. Roll back 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.

5. Disable SMS opt-in feature in Omnisend

1. Go to Store Settings > Settings > click Collect SMS consent

2. Make sure you have completed all previous steps.

3. Disable opt-in:

If you have any questions, don't hesitate to reach out to our Support team!

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