How to collect SMS consent at checkout on BigCommerce

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 in to your BigCommerce and Klaviyo accounts and keeping both open.

Before you begin

Note that you must:

• Have integrated BigCommerce with Klaviyo.
• Have turned on SMS in Klaviyo and have a sending number that supports each country where you want to collect SMS consent.
• Create a mobile terms of service
• Update your privacy policy
• Have a phone number field in the Shipping step of your BigCommerce checkout.

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.

SMS consent at checkout is not supported for businesses that use SMS age-gating. Instead, use a Klaviyo sign-up form with an age gate. Learn how to use age-gating with Klaviyo.

In Klaviyo: update your integration settings

1. Select Integrations in the left-hand navigation.
2. Click BigCommerce.
3. Check the Sync your BigCommerce Text Message subscribers to Klaviyo box.
   

4. Select the list you want SMS subscribers to sync to. If you also collect email subscribers, we recommend using a separate list for each channel to make it easier to target your messages. SMS opt-in grants consent for SMS only, even if you use the same list for email and SMS.
5. Below the list, paste your policy links into Privacy policy URL and Mobile terms of service URL.
6. Copy the code snippet and keep it on hand.
7. Click Save 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. Click Create a script.
2. Choose Footer for the script's location on page.
3. Select Checkout for 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.
   

5. Choose Script as the script type.
6. Paste the snippet of code in the Script Contents box below.
   

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 phone number field on your checkout page:
   1. Head to Advanced Settings > Account Sign Up Form.
      

1. Click into the Address Fields tab.
2. Move the phone number field to the bottom of the list.
   
   

Outcome

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

When someone enters their phone number, selects the checkbox to accept SMS marketing, and clicks Continue in the Shipping section, Klaviyo receives their SMS opt-in. They do not need to complete their purchase for the opt-in to be submitted.

With single opt-in, new subscribers are added to your selected list after opting in at checkout. With double opt-in, they must confirm via SMS before they are added. For countries where you use a branded sender ID, Klaviyo skips this confirmation because branded sender IDs cannot receive replies. Learn more about the double opt-in process.

Additional resources