Collecting SMS Consent on BigCommerce

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Overview

To get started with SMS marketing, one of the first things you need to do is collect phone numbers. When doing so, you must include clear language that explicitly states that by inputting their number, the customer is opting into SMS. You also make sure that the consent syncs from your BigCommerce store into Klaviyo before contacting these customers via text messaging.

In this article, we will run through collecting SMS consent from your BigCommerce store so you build a list that you can send text messages to.

Language for SMS Consent

When gathering phone numbers for SMS marketing, you must include language that explicitly informs people they are consenting to receive text messages from your business, according to TCPA guidelines. Messaging that only says that they are opting into general marking, and does not mention SMS specifically, is generally not seen as sufficient.

Note that while Klaviyo cannot provide legal advice about US compliance and you should always check with legal counsel, the following is an example of language that clearly indicates the person will be consenting to SMS marketing.

By signing up via text, you agree to receive marketing messages at the number provided. Consent is not a condition of purchase. Message and data rates may apply. Message frequency varies. View our Privacy Policy and Terms of Service.

This type of language must be included wherever you collect phone numbers (e.g., as a label for the phone number input on a signup form). It is also important to update your BigCommerce Privacy policy, found under Storefront > Web Pages. There, mention that by entering a phone number during account registration (and/or checkout), the person agrees to receive SMS marketing communications from your business. We recommend consulting a legal professional before updating your Privacy policy page.

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Methods for Gathering SMS Consent in BigCommerce

You should have the option to publish Klaviyo signup forms on your site through your integration. If you are not currently using Klaviyo signup forms or are unsure if you can, head to our article on installing Klaviyo signup forms.

Below, we discuss gathering consent for SMS marketing using: 

Collecting Consent with Popout or Flyout Signup Forms

A simple way to gather SMS consent with Klaviyo is by using the Signup Form Builder to create a popup or flyout form for your BigCommerce store. These forms can include a phone number field as well as the necessary consent messaging. In Klaviyo, you can either create them from scratch, use a pre-built template from the Form Library, or add the phone number field to one of your existing forms.

After selecting your form, add a phone number block into the form and click the Update SMS consent checkbox.

image3.pngYou can change aspects of this box like the label, placeholder text, and whether or not the phone number is required. In addition, you are able to alter the profile property, but this is not recommended if you want to use this property as a phone number in your SMS messages. Further, there’s an option to change the default country, but note that SMS messaging is currently available only in the US.

When you click Publish for a form with the Update SMS consent checkbox enabled, a popup box will appear to confirm that your form meets TCPA guidelines. By clicking the Consent disclosure dropdown, you will find a blurb with legal language that you can copy and paste into a text block on your form. The text will help ensure that your form complies with TCPA rules around SMS marketing consent. You will also need to replace the Privacy Policy and Terms of Service links with those for your brand and add notes to these policies that explicitly mention SMS marketing. If you have questions regarding SMS consent, we recommend contacting your legal counsel.

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As with any popup or flyout form, you can change the timing and frequency for when the form displays as well as in which URLs it should appear in the Behaviors tab. Through this approach, you could, for example, have the form appear when someone is about to leave your site.

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Collecting Consent with Embedded Forms

With an embedded form, you can insert a phone number input field directly onto your site. For instance, you can include an embedded form in a footer as well as most other pages (including the Order Confirmation page). As with a popup or flyout form, add a phone number input field, check the Update SMS consent checkbox, and include language that clearly states the person is opting into receiving text messages from your business.

When you publish a Klaviyo signup form, a popup box will appear with the form’s embed code. You can also get this code from the Behaviors tab on the left-hand side of the page. Copy this code so that you are ready to paste it into your BigCommerce store.

Then, navigate to your BigCommerce store and locate the default signup form, shown in the image below.

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If you don’t see a default form, go to Marketing and then click Email Marketing. Check the Allow Newsletter Subscriptions? box. If you don’t see a default form once this box is checked, note that your theme might not have one built-in.

Next, we’ll locate this signup form in the store’s themes files. Here, we're going to be working with the Cornerstone theme from BigCommerce. Keep in mind that your theme may differ, along with some of the names of files or the locations of code snippets.

Locate your theme files by clicking Storefront > My Themes from the BigCommerce dashboard. Then, select the Advanced dropdown menu and click Edit Theme Files to open the web editor. If you have a default theme, Edit Theme Files may not appear. In this case, click Make a Copy and then edit the copy.

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To add your embed form, you need to find the footer.html file. It is located by clicking into templates > components > common and selecting the footer.html file.

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In this file, search for the word “newsletter”.

This is where the signup form is located in the code. In this case, the form itself is taken from a different file path; i.e., components/common/subscription-form.

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Next, open the subscription form file in the web editor. You only need to replace the form’s input as long as the default header and language match the rest of your site’s. Here, the form’s input exists entirely within the <form> element.

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Highlight the entirety of this element (from the opening to closing tags, as shown above) and replace it with the Klaviyo embed code.

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Save the changes to the theme files for your BigCommerce store. If you are using a copy of the theme files, apply the copy so that it is the current theme.

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Head to your site to see that your Klaviyo embedded form appears in the same place as where the default form for BigCommerce used to be. If you don’t see the new form, go back into Klaviyo and check if it was published.

Additional Resources

Learn more about SMS on the Help Center:

 

 

 

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