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Understand SMS Opt-in Methods

Learn how to collect SMS opt-in from your clients at the checkout on Shopify stores or via Omnisend signup forms

Ira avatar
Written by Ira
Updated over a week ago

To build a successful contact list to which you can send your promotions, subscribers must give permission to receive your campaigns. Consent is required by International Law and our Terms of Use.

Like email permissions, you must 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.

Hence, before sending your first SMS campaign, make sure your contacts allow you to send SMS marketing to them.


Ways to Collect SMS Opt-in

1. Via Omnisend signup forms.

To collect SMS opt-ins via the Omnisend signup forms, follow this link and learn about the 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 the landing page forms.

3. Use text to join promotions. With Text to join, your customers can easily sign up for your SMS marketing list by texting a keyword to your number. All that’s left for you is to promote your keyword in different ways, like email or Facebook, to gather new leads.

4. Use checkout opt-in for Shopify and WooCommerce 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:

The second segment shows the customers having TCPA records.

Shopify Checkout

Shopify has released a new feature: SMS collection in checkout. Previously, SMS opt-ins could not be collected by default in Shopify checkout, so Shopify merchants were looking for workarounds to collect SMS subscribers during checkout.

With the new feature, Shopify merchants can now go to Settings> 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.

WooCommerce Checkout

Our plugin allows you to add an SMS opt-in checkbox at checkout of the WooCommerce store as well. To enable the SMS opt-in at the checkout page, go to the Omnisend Plugin and check the second box, 'Add an opt-in checkbox to the checkout page.' Just like the Email opt-in, you can change the opt-in checkbox consent text for SMS as well.

Once this is done, the consent box will be added to your store's checkout page. During the checkout process, everyone who checks this box will be synced to Omnisend as an SMS subscriber.


If you have any questions, don't hesitate to reach out to our Support Team via in-app chat or [email protected].

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