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 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. 


Before you start
Ways to collect SMS opt-in
Changes in Shopify Checkout
Enabling SMS opt-in on Omnisend

Before you start

  • SMS opt-in collection at the checkout is available for Shopify stores only

  • The feature is available for all Omnisend pricing plans

  • SMS opt-in feature can be enabled by Owner, Admin, and Manager user roles on Omnisend. 

  • For Omnisend to start collecting phone numbers as subscribed for text messages you will need to make changes to your store's checkout and to enable this feature in Omnisend. 

  • Shopify’s “Email marketing” consent at the checkout will impact Email SMS subscription. This means that if the SMS opt-in feature is enabled, your clients provide the phone number and mark the consent checkbox at the checkout to receive offers from Omnisend, they will subscribe to both, email and SMS marketing.

  • We will collect phone numbers from the shipping page too. By default, Omnisend is importing phone numbers from contact or billing information on Shopify. When SMS opt-in feature is enabled, we will import phone numbers from the shipping address page as well, if that information is not available in contact information.

  • We will collect phone numbers from the Abandoned cart checkout as well if you have Abandoned cart automation enabled in your Omnisend account.

The priority of importing phone number as a Contact’s phone number from Shopify is the following:

  1. Contact information - we will look for the phone number here first.

  2. Shipping information - when the SMS consent collection feature is enabled, otherwise we will skip it.

  3. Billing information - when none of the above is available. If the phone number was provided within the billing info, the subscription status is set to non-subscribed.

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.

Continue reading this article to learn how to collect SMS opt-in via the Shopify checkout!

Changes in Shopify Checkout

With the default settings, all of the customers providing their phone numbers at the check-out page are added to Omnisend with non-subscribed status. If you follow this guide and enable SMS opt-ins collection at the check-out page, customers leaving their phone numbers and marketing consent will be added to Omnisend with subscribed to SMS channel status and will have the TCPA consent record (relevant for the US consumers) added to their profiles.

The procedure consist of the 4 main steps:

  1. Get customer consent

  2. Enable users to enter their mobile phones and change its label

  3. Update privacy policy

  4. Configure checkout footer

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 to your text message campaigns and automation.

1. Open your Shopify Settings > Checkout

2. Scroll down to the “Email marketing” section > select to show a sign-up option at checkout > click SAVE

3. Scroll down to the “Checkout language” section > click Manage checkout language

4. Filter “Checkout Marketing” to find the Accept marketing checkbox label > paste the following text:
Keep me up to date on news and exclusive offers via email and text messages*

5. Confirm the changes by clicking SAVE.

2. Enable users to enter their mobile phones and change its label

1. Go to Settings > Checkout > change “Shipping address phone number" to be optional

2. Scroll down to the “Checkout language” section > click Manage checkout language

3. Filter “Phone label” > find “Phone label” and “Optional phone label” > paste the following text:
Mobile phone number for news and exclusive offers

4. Confirm the changes by clicking SAVE.

3. Update privacy policy

1. Go to Settings > Legal

2. Scroll down to “Privacy policy” and add the following text to your policy:
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.

🛈 If you do not have your own privacy policy yet you can create and start working with the default policy provided by clicking Create From Template button.

3. Once done, confirm the changes by clicking SAVE.

1. Go to Online Store > Themes > click Actions > click Edit language

2. Filter “Checkout shop policies” > find the “Privacy policy” > paste the following text (don't forget to replace [YOUR STORE NAME]:
*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.

Enabling SMS opt-in on Omnisend

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

2. Make sure you have completed all the needed Changes to Shopify Checkout. Confirm that you have made the changes by marking the checkbox

3.Enable opt-in:

Congratulations, you can now start collecting consent for SMS from your clients via the Shopify checkout!

When the store changes are completed successfully and SMS opt-in feature on Omnisend is enabled, here is what you will see in your Shopify checkout:

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

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