How to collect transactional SMS consent on Shopify checkout pages

Learn how to collect transactional SMS consent on Shopify checkout, thank you, and order status pages and sync it to Klaviyo. You can collect both transactional and marketing SMS consent on these pages via an SMS app block, which you’ll set up in Klaviyo and then install in Shopify.

Before you begin

Before starting, make sure that you:

• Have Klaviyo SMS enabled
• Have integrated Klaviyo with Shopify
• Have Klaviyo onsite tracking enabled 

About SMS app blocks

• You can use SMS app blocks to collect marketing consent, transactional consent, or both.
• You can create multiple SMS app blocks and place them on different pages, including:
• For Shopify Plus only: Checkout pages (billing, shipping, and credit card info pages, and one-page checkout)
• Thank you pages
• Order status pages
• You can view and edit your SMS app blocks in Klaviyo, though you must add or delete them within Shopify.

Set up your SMS app block

Follow the instructions below to set up an SMS app block. If you’d like to create multiple app blocks to collect different forms of consent in different places, simply repeat this process. You can also install the same app block on multiple Shopify pages. 

1. In Klaviyo, select Audience > Growth tools.
2. Next to Add an app to your Shopify page to collect SMS subscribers, select Set up.
   
3. Name your app block something descriptive, such as the page where it will live. One app block can live on multiple pages, or you can create multiple app blocks.
   
4. Select the list that SMS subscribers will sync to. Generally, you’ll want to select the same list you chose in your integration settings. Your customers will be sent double opt-in messaging in accordance with the list’s settings. Transactional-only subscribers will not receive double opt-in messaging.
5. Click Next.
6. Under Select a consent type, choose one of the following:
• Transactional and marketing
• Transactional with optional marketing
• Transactional only
• Collect phone number without consent
  
7. Next, add the heading text for your app block, as shown in the image below. On the right, you’ll see a preview of what your app block will look like in Shopify. Please note that this preview will not reflect your Shopify theme colors, which the app block will inherit automatically when installed in Shopify.
   
8. Click Next.
9. Edit your disclosure text if needed. Then, click Next.
10. Edit additional content for your app block. These fields are:
• Input label
  The label on the phone number field.
• Invalid text
  Message displayed when the form encounters an error.
• Submit button text
  The language on the submit button (e.g., “Sign up”).
• Success message
  The message the user receives after submitting their phone number successfully.
11. When you’re finished, click Next.
12. On the next page, click the copy icon to copy the app block ID, and save it somewhere accessible.
    
13. Now, you’re ready to disable consent collection (if needed) and then install the app block in Shopify.

Disable SMS consent collection in Shopify

Consider disabling Shopify’s native checkbox to avoid having duplicate checkboxes on your checkout page if you:

1. Are a Shopify Plus customer,
2. Previously collected marketing consent at checkout via the Shopify’s native checkbox, and
3. Want to collect marketing consent via an SMS app block at checkout.

To do this:

1. In your Shopify admin, click Settings at the bottom of the left sidebar.
2. On the Settings page, click Checkout.
3. Under Marketing options, toggle off SMS.
   
4. Click Save.

Please note that you’ll want to leave your Shopify integration setting Sync your Shopify SMS subscribers to Klaviyo checked, in order to continue syncing Shopify subscribers collected via other means (such as Shopify forms) to Klaviyo.

If you want profiles subscribed via SMS app block to sync back to Shopify, make sure that this setting is enabled. 

Install the app block in Shopify

1. In your Shopify admin, select Online Store.
2. Find your Shopify theme and click Customize.
3. Select the Home page dropdown and click Checkout and customer accounts to be brought to the checkout editor.
4. Select the Checkout dropdown, and then select the page where you’d like to place your app block.
5. Scroll to the section where you’d like to add your app block and click + Add app block.
   
6. Click the Klaviyo app block labeled Opt-in at checkout. 
7. Under Klaviyo App Block ID, paste the ID you saved from Klaviyo.
   
8. (Optional) You can toggle on Include app block in Shop Pay if desired.
9. Click Save. 
10. You should now see your app block live on the page you selected. 

Manage your SMS app blocks

To manage your app blocks:

1. Navigate to Audience > Growth tools.
2. Next to Add an app to your Shopify checkout page to collect SMS subscribers, click Manage.
   
3. Here, you’ll be able to view all your SMS app blocks.
   
4. To create a new app block, click Create app. 
5. If you click the 3 dots next to an app block, you’ll see the following options:
   • Manage list
     Manage the list associated with your app block
   • Rename
     Rename your app block
   • Edit
     Edit your app block
   • Install
     View instructions about installing your app block in Shopify
   • Clone
     Clone your app block
   • Delete
     Delete your app block in Klaviyo. Please note that this will not delete it in Shopify, but it will render blank and not take up any space. You can remove your app block in Shopify by selecting it, then clicking the Trash icon.
     
     

Additional resources

Getting started with Shopify

How to send order updates via SMS for Shopify

How to ask for transactional consent separately