How to collect SMS consent at checkout on BigCommerce

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You will learn

Learn how to start collecting SMS consent at checkout for BigCommerce. This should take about 5–10 minutes total. To make it easier, we recommend logging into your BigCommerce and Klaviyo accounts and keeping both open.

Why collect SMS consent at checkout?

Gathering consent for SMS marketing on your checkout page is the simplest way to grow your list. BigCommerce stores can take advantage of this with Klaviyo, allowing you to extend your reach with text message marketing. Consent will be synced to Klaviyo when someone inputs their phone number, opts into SMS marketing, and clicks Continue in the Shipping step on the checkout page, making it easy to grow your SMS list. 

Before you begin

Note that you must: 

Tip: Have the links for your privacy policy and terms of service ready, as you will need them when you update your Klaviyo integration settings.

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

If you manually installed the Klaviyo.js and specified the checkout page, you will not be able to also collect SMS consent at checkout. We recommend removing Klaviyo.js and then re-installing it automatically. For instructions, see our guide on integrating with BigCommerce.

In Klaviyo: update your integration settings

  1. Click your organization name in the bottom left corner.
  2. Navigate to Integrations > BigCommerce.

    BigCommerce integration page in Klaviyo

  3. In the Collect Subscribers section, check the box for Collect SMS Subscribers.
  4. In the resulting modal, click Continue to confirm that you have edited your privacy policy and terms of service.
    Modal to check that you've updated your terms of service and privacy policy for SMS
  5. Select the list you want SMS subscribers to sync to.
    Note that you should use a different list for SMS than email if you are also collecting email subscribers. Assigning a separate list for each channel ensures that consent is properly applied to the correct channel.
    Setting separate list for SMS and email subscribers
  6. Below the list, paste the links for your privacy policy and terms of service. 
    Section to add links to your mobile terms of service and privacy policy
  7. Copy the code snippet and keep it on hand.
  8. Click Update BigCommerce Settings to save these changes and go to your BigCommerce store.

In BigCommerce: add the script via script manager

  1. In your BigCommerce store, navigate to Storefront > Script Manager.
  2. Choose Footer for the script's location on page.
  3. Select Checkout where the script will be added. 
  4. Select the most applicable script category. For SMS consent at checkout, we recommend that you pick Targeting; Advertising.
    Options for adding SMS consent at checkout in BigCommerce
  5. Choose Script as the script type.
  6. Paste the snippet of code in the Script Contents box below.
    Field to paste the snippet of code for SMS consent at checkout
  7. When you have finished making your selections and have pasted the script, click Save.
  8. Optional: If you want to adjust the placement of the field on your checkout page
    1. Head to Advanced Settings > Account Sign Up Form
      Account Sign up Form page under BigCommerce's Advanced Settings
    2. Click into the Address Fields tab.
    3. Move the phone number field to the bottom of the list. 


Your checkout page will now look similar to the one shown below.

Example of a BigCommerce checkout page that can collect SMS consent

Now, when someone enters their phone number, selects the checkbox to accept SMS marketing, and clicks Continue in the Shipping section, they will automatically sync to your designated Klaviyo list, making it easier and faster to grow your SMS list.

Additional resources

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