Engaging your customers through SMS is a powerful marketing strategy, but it's crucial to obtain consent first. By following the right steps, you can easily collect SMS opt-ins during the checkout process on your Shopify store, ensuring compliance while boosting your subscriber list. Get ready to discover a streamlined approach that will elevate your SMS marketing game.

Key Takeaways
Collecting SMS consent at checkout is essential for effective marketing and customer engagement, enhancing communication strategies.
To set up SMS consent, go to Settings > Checkout, scroll to Marketing Consent and tick the SMS Marketing box.
Ensuring the phone number field is required at checkout boosts SMS subscription rates and broadens marketing reach.

How to Collect SMS Consent at Checkout

1. Enable SMS consent collection in Shopify:

Go to "Settings" in your Shopify account, then choose "Checkout." Scroll to "Marketing consent" and tick the box for SMS marketing.

2. Make phone number mandatory on checkout:

In Shopify's Checkout settings, scroll to "Form options" and mark "Shipping address phone number" as required. Remember to save changes.

Integrate SMS Marketing App

To collect SMS consent, you'll need to integrate an SMS marketing app with your Shopify store. These apps are specifically designed to handle SMS campaigns, opt-ins, and compliance. Here are some popular options:


Klaviyo is a comprehensive email and SMS marketing platform that seamlessly integrates with Shopify. With Klaviyo, you can:

  • Create customizable opt-in checkboxes for SMS during checkout.
  • Manage your SMS and email subscriber lists in a single platform.
  • Automate SMS campaigns based on customer behavior and preferences.
  • Analyze performance metrics to optimize your SMS marketing strategies.

Klaviyo offers a free plan for up to 250 contacts, making it an accessible option for businesses just starting with SMS marketing.


Emotive is an SMS marketing app built specifically for Shopify merchants. Its key features include:

  • Easy integration with Shopify checkout for collecting SMS opt-ins.
  • Customizable opt-in messaging and branding.
  • Segmentation tools to target specific customer groups with SMS campaigns.
  • Detailed analytics to track performance and ROI.

Emotive offers a 14-day free trial, allowing you to test its capabilities before committing to a paid plan.


While primarily focused on post-purchase upselling, OneClickUpsell also includes SMS opt-in functionality. With this app, you can:

  • Add an SMS opt-in checkbox to your Shopify checkout.
  • Send SMS campaigns for promotions, abandoned cart reminders, and more.
  • Integrate with other marketing tools for a comprehensive strategy.

OneClickUpsell offers a free plan for up to 500 contacts, making it a viable option for small businesses.

These are just a few examples of the many SMS marketing apps available for Shopify. Choose the one that best suits your business needs and budget, and get ready to elevate your customer engagement through SMS.

Customize Checkout Opt-In

Once you've chosen an SMS marketing app, you can customize the opt-in process to suit your brand. Most apps allow you to:

  • Create a clear and concise opt-in message that explains the benefits of SMS updates.
  • Choose the placement of the opt-in checkbox (e.g., before or after payment details).
  • Decide whether the opt-in should be pre-checked or unchecked by default.
  • Customize the design to match your store's branding.

Tailoring the opt-in experience can significantly impact your conversion rate, so experiment to find the optimal approach.

Conclusion: How to Collect SMS Consent at Checkout on Shopify

Collecting SMS consent during the checkout process is a simple yet effective way to grow your subscriber list and enhance your marketing efforts. By integrating the right SMS marketing app, customizing the opt-in experience, and ensuring compliance, you can create a seamless process that benefits both your business and your customers.

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