How to Collect SMS Consent at Checkout on Shopify

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Overview

In this article, we run through how to enable consent at checkout on Shopify and Shopify Plus.

One of the quickest and easiest ways to grow your SMS list is by collecting consent at checkout. With Klaviyo’s integration with Shopify, you can leverage this approach and reach a wider audience with your SMS marketing. 

You can only collect SMS consent in locations where Klaviyo SMS is available

Before Getting Started

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

Further, if you want to send to the UK or Australia, you must have an active alphanumeric sender ID

For Those with Shopify Plus

If you previously started collecting SMS consent at checkout on Shopify Plus, you must remove the Klaviyo code snippet from your theme files. If you do not have a Shopify Plus account or did not already enable SMS consent at checkout, skip to the next section. 

To remove the code snippet, click on Themes under Online Store. Click the Actions dropdown menu and select Edit Code

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Navigate to your checkout.liquid file on the left-hand side and locate the Klaviyo code snippet. 

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Remove the snippet and then click Save

In Klaviyo: Update Your Shopify Integration

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

Navigate to the Integrations tab and then select Shopify from the list of enabled integrations.

Under Collect Subscribers > Channels, select Collect SMS Subscribers

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If you are also collecting email subscribers, assign a separate list to each channel. This is so consent will get applied properly when subscribers sync into Klaviyo. 

For those who previously used Shopify Plus to collect SMS consent at checkout, make sure you check the I confirm that I've removed the code snippet and am ready to update box. Then, click Update Consent Collection.

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While not required, we recommend checking the box labeled Sync customer SMS subscription status to Shopify. This setting will automatically backfill your SMS subscription data to Shopify and, in the future, sync this data from Klaviyo to Shopify whenever a Shopify customer subscribes or unsubscribes from SMS.

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Click Update Settings. 

Doing so will bring you to your Shopify store. Here, review the changes. 

When you're ready, click Update App

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In Shopify: Add SMS Consent Collection to Checkout 

Enable SMS Consent at Checkout

To begin, navigate to your Shopify store. Then, click Settings at the bottom of the left sidebar. 

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In the Settings page, click Checkout

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In the Marketing Consent section, click the box for Show an option to subscribe at checkout for SMS marketing

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Scroll down to the bottom of the page and click Save

Review Your Checkout Page

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

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Now, consent will now start syncing to Klaviyo when someone enters their phone number, selects the checkbox to accept SMS marketing, and finishes placing their order. Thus, you can more easily and quickly grow your SMS list.

Additional Resources

Take this course on writing SMS and MMS copy

Learn the basics of using SMS and email together

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