How to Collect SMS Consent at Checkout on Magento 2

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Overview

With the Magento 2 and Klaviyo integration, you can quickly grow your SMS subscriber list by collecting consent at checkout. Consent will be synced to Klaviyo once someone provides their phone number, opts into SMS marketing, and then places an order. Note that if you’re syncing customers to a list with double opt-in enabled, customers will get a text confirming their subscription before they are added to that list.

In this article, we run through how to turn on SMS consent at checkout for Magento 2. In total, it should take around 5–10 minutes to enable this feature.

You must be on version 2.1.0 or higher of the Magento 2 plugin to use SMS consent at checkout. Further, the instructions only apply to Magento 2; consent at checkout for SMS is not available for Magento 1.

Before Jumping In

To gather SMS consent at checkout, you must first:

For the first, go to the Account dropdown in the upper right and then click Settings > SMS.

As for the second, your terms of service and privacy policy must detail how you will handle customers consenting to SMS marketing from your brand, as required by TCPA and CTIA guidelines.

Note that Klaviyo SMS is currently only available in the U.S. and you will not be able to collect consent from those with a non-U.S. phone number. 

Enable SMS Consent at Checkout

To get started, navigate to your Magento 2 store. From the left-hand sidebar, navigate to Stores > Configuration.

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Once you’re on the Configuration page, navigate to Consent at Checkout under Klaviyo.

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There, you’ll see a section for collecting email consent and for SMS consent. The two are treated separately, so that you can collect just email, just SMS, or both.

Under SMS, select Yes for Subscribe contacts to SMS marketing at checkout. Next, choose the list you want your SMS contacts to sync to. If you also gather email subscribers, choose a different list for SMS than for email. This makes sure that consent will always be properly attributed to the correct channel.

You can edit both the SMS opt-in checkbox and consent text.

The default for the first is:
Subscribe to SMS.

The default disclosure text reads:
* By checking this box and entering your phone number above, you consent to receive marketing text messages at the number provided from {company name}, including messages sent by autodialer. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies. Reply HELP for help or STOP to cancel. View our Privacy Policy and Terms of Service. 

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Next, input the correct sort order, which allows you 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. Thus, 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.

When everything is set, click Save Config in the upper right. Your checkout page will then look like the following:

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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 Resource

Take this course on writing SMS and MMS copy.
Learn the basics of using SMS and email together.
Find out how to use forms to collect SMS consent.

 

 

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