How to collect SMS consent at checkout on Magento 2

You will learn

Learn how to collect SMS consent at checkout for Magento 2. In total, it should take around 5–10 minutes to enable this feature.

Consent will be synced to Klaviyo once someone provides their phone number, opts into SMS marketing, and then places an order. 

Before you begin

Note the following about collecting SMS consent at checkout:

• You must have
  • Set up SMS in Klaviyo
  • Created a mobile terms of service
  • Followed best practices for your privacy policy
• You must be on version 2.1.0 or higher of the Magento 2 plugin to use this feature
  • It is not available for Magento 1 stores
• You can only collect SMS consent in countries where Klaviyo SMS is available 

Set up SMS consent at checkout

1. Navigate to your Magento 2 store
2. From the left-hand sidebar, navigate to Stores > Configuration
3. Once you’re on the Configuration page, navigate to Consent at Checkout under Klaviyo
   
4. Find the section on collecting SMS consent
   • This is a separate section than the one for collecting email consent
5. Under SMS, select Yes for Subscribe contacts to SMS marketing at checkout
6. Choose the list you want your SMS contacts to sync to (e.g., SMS Subscribers)
   • If you also gather email subscribers, choose a different list for SMS than the one you use for email 
7. Optional: Edit the text for the SMS opt-in checkbox
   • The default text is as follows
     Subscribe to SMS
8. Optional: Edit the SMS consent text 
   • The default text is as follows
     By checking this box and entering your phone number above, you consent to receive marketing text messages (such as [promotion codes] and [cart reminders]) from [company name] at the number provided, including messages sent by autodialer. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies. You can unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available) in one of our messages. View our Privacy Policy [link] and Terms of Service [link].
9. In this disclosure language, replace the [link] placeholders to include direct links to your privacy policy and terms of service pages 
   • Example
     View our Privacy Policy (https://www.klaviyo.com/legal/privacy-policy) and Terms of Service (https://www.klaviyo.com/legal/terms-of-service)
     
     
10. Optional: Edit the sort order to change the placement of the email and SMS consent boxes
    •  By default, these boxes appear under the first email input and shipping phone number field, respectively
    • If you haven’t rearranged the checkout page, you do not need to change the sort order. If you have changed the layout, adjust the sort order accordingly
11. When everything is set, click Save Config in the upper right

Outcome

Now, when someone adds their phone number, clicks the SMS opt-in checkbox, and places their order, their consent will sync to Klaviyo.

Note that consent will not sync until they finish placing the order and, if applicable, confirms their subscription due to double opt-in. This allows you to more quickly and easily grow your SMS list and reach more customers via this channel.

Additional resources

• Take this course on writing SMS and MMS copy
• Learn the basics of using SMS and email together