How to collect SMS and/or WhatsApp consent at checkout on WooCommerce

You will learn

Learn how to start collecting SMS and/or WhatsApp consent at checkout with your WooCommerce store.

Before you begin

Note that you must:

• Have integrated your WooCommerce store with Klaviyo and use Klaviyo’s WooCommerce plugin version 2.4.0 or higher to collect SMS consent at checkout, or version 3.8.0 or higher to collect WhatsApp consent at checkout.
• Have Klaviyo SMS and/or Klaviyo WhatsApp enabled.
• Create mobile terms of service.
• Update your privacy policy.

You can only collect SMS consent where Klaviyo SMS is available. See this article for information on where you can use Klaviyo SMS.

Please note that SMS consent will not sync from WooCommerce to Klaviyo if your company is age-gated.

Turn on SMS and/or WhatsApp consent at checkout for WooCommerce

Configure checkout consent in Klaviyo after completing the prerequisites above.

1. In Klaviyo, select Integrations.
2. Select WooCommerce.
3. On the integration settings page, find the Marketing consent section, then scroll to Mobile. Under Select channels, select Text message to collect SMS consent and/or WhatsApp to collect WhatsApp consent. You can select 1 or both channels depending on the type of consent you want to collect at checkout. Changing the selected channels replaces the consent checkbox label and disclosure text with suggested wording for those channels, so review both fields before saving.
4. Select a list from the Add subscribers to this list dropdown. This list is used for both channels if you select both. Consent is sent to Klaviyo after the customer submits their order and the order is created in WooCommerce. New subscribers join the list after completing the opt-in process for their channel, as explained in the Outcome section below.
5. Under Consent checkbox label, include the text you wish to appear next to the checkbox on your checkout page.
6. Under Consent disclosure text, review the suggested language or add your own. Replace placeholder company information and policy links with your own. Disclosure text is required for TCPA compliance when you collect SMS consent, including when you select both channels. If you collect only WhatsApp consent, disclosure text is recommended.
7. When you are done, click Save settings in the lower right corner.

If you want to stop collecting consent at checkout, navigate to Integrations > WooCommerce and, under Mobile, deselect the channels you want to stop collecting consent for (Text message and/or WhatsApp). Then click Save settings.

Outcome

Klaviyo receives the checkout opt-in after someone:

1. Inputs their phone number.
2. Selects the checkbox to accept SMS and/or WhatsApp marketing.
3. Finishes placing their order (consent will not be synced until the order is placed).

Joining your selected list depends on the opt-in settings for each channel:

• SMS: If your list uses double opt-in and your sending number supports replies, customers must confirm their subscription before they become SMS subscribers and join the list. For branded sender IDs, Klaviyo skips the confirmation text because customers cannot reply. Learn more about double opt-in.
• WhatsApp: If WhatsApp double opt-in is enabled for your account and your list uses double opt-in, customers must confirm their subscription before they become WhatsApp subscribers and join the list. WhatsApp double opt-in requires a paid Mobile Messaging plan. Learn more about WhatsApp double opt-in.

Additional resources