Note: You must ensure you’ve added and updated your Terms of Service and Privacy Policy before you implement these suggested changes to your checkout. These model agreements may help you do this.

As outlined in this introduction to SMS & MMS Marketing Compliance, consumers must provide “express written consent” before you can send them marketing communications via SMS. In this article, you’ll learn how to get full consent from your customers during the checkout process. There are three steps involved as detailed below: 

  1. Clearly request that your customer sign up to receive marketing communications.
  2. Explain what this means for your customer - that they will receive text messages from you in a TCPA-compliant manner. They must acknowledge and agree: (a) to receive automated, recurring marketing messages to their mobile phone number; (b) that this may entail the use of an automatic telephone dialing system (“ATDS”), and (c) that consenting to receive your marketing messages is not a condition of purchase.
  3. Ask for the customer’s phone number so that they may receive your text messages.

In the first instance, you’ll need to arrange for your marketing sign-up option to be shown at checkout. To do this, visit: Settings > Checkout and scroll down to find Email Marketing.

Ensure that Show a sign-up option at checkout is checked and that the Preselect the sign-up option isn’t checked. See the screenshot below.

Save your changes by clicking the Save button located at the top of this page. 

The next step is to alter the checkout language to state that you will be sending marketing text messages. Visit: Settings > Checkout and then scroll down to the Checkout language area. Click on Manage checkout language.

Scroll down until you find Checkout marketing. In the field labeled Accept marketing checkbox label, copy the text below and paste it into the box where prompted:

Keep me up to date on news and exclusive offers*

Save the changes by clicking the Save button at the top of that page.

Next, set up a field to collect the customer’s phone number. Go to Settings > Checkout and find the Form options section. Change the Shipping address phone number to Optional. Then, save the changes by clicking the Save button at the top of that page.

Now add a SMS-specific label to the phone field (to further confirm consent).

Go to Settings > Checkout and scroll down to the Checkout language section.  Press the Manage checkout language button.

Search for Checkout contact section. In the fields called Option phone label and Phone placeholder, paste the following:

Phone - exclusive offers (per checkbox above)

Now you’ll add the details of their text message consent in a footer. At this point you should have a Terms of Service agreement on your site that includes our SMS terms language - please add one using our template if you do not yet have one.

Search for “Terms of service” in the Checkout shop policies section, and paste in the following text:

*I agree to receive recurring automated text messages at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Reply STOP to unsubscribe. Click to view our Terms of Service.

Then save the changes by clicking the Save button at the top of that page.

Here is an example of how a checkout looks after all of these steps are taken:

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