How to collect SMS marketing consent at checkout on Shopify

Learn how to collect SMS marketing consent at checkout on Shopify by updating your Shopify integration settings and then adding a consent checkbox in Shopify.

Before you begin

Collect transactional subscribers

You can now use an SMS app block to collect both marketing and transactional SMS consent on your thank you and order status pages. Shopify Plus customers can also use SMS app blocks on their checkout pages. Learn more about using SMS app blocks.

SMS setup

You can only collect SMS consent in locations where Klaviyo SMS is available. You also must have a sending number for the location where you're collecting consent.

If your Klaviyo account requires SMS age-gating, the Shopify checkout checkbox cannot subscribe customers to SMS. Use an age-gated sign-up form instead. Learn more about using age-gating in Klaviyo.

Before you begin gathering SMS consent at checkout, you need to:

• Set up SMS in Klaviyo.
• Update your terms of service and privacy policy.
• Integrate your Shopify store with Klaviyo.

In Klaviyo: update your Shopify integration settings

The first step to collecting SMS consent at checkout with Shopify is changing your integration settings.

1. In Klaviyo, select Integrations in the left sidebar.
2. Select Shopify.
3. Scroll to Sync settings.
4. In the From Shopify tab, check the box Sync your Shopify Text Message subscribers to Klaviyo.
   

5. Select the list you want to add your SMS subscribers to. If you are also collecting email subscribers, we recommend using different lists for email and SMS so you can manage messaging for each channel separately.
6. Click Update Settings.
7. Complete any authorization prompts in Shopify. When you return to Klaviyo, review the account and store in the confirmation dialog, then click Update Integration.

In Shopify: add SMS consent collection to checkout

The next step is adding SMS consent collection at checkout in Shopify.

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 on SMS.
4. Click Save.

Outcome

Your checkout page will now have a section similar to the one shown below.

Consent will start syncing to Klaviyo when someone does all of the following:

1. Enters their phone number.
2. Selects the checkbox to accept SMS marketing.
3. Clicks Continue to shipping.

If the list is set to double opt-in, which is strongly recommended, customers will have to confirm their subscription before SMS consent is added in Klaviyo. The only exception is when you're using a branded sender ID, which always uses a single opt-in approach since it can't receive messages.

The customer does not need to complete their order to have their consent synced to Klaviyo. Thus, you can more easily and quickly grow your SMS list.

Consent will only sync to Klaviyo if the person is subscribing to SMS in Shopify for the first time. Read about how to add historical Shopify SMS subscribers to your list.

Additional resources