How to collect SMS and/or WhatsApp consent at checkout on Magento 2
You will learn
Learn how to collect SMS and/or WhatsApp consent at checkout for Magento 2.
After someone provides their phone number, opts in to SMS/WhatsApp marketing, and places an order, their subscription request is sent to Klaviyo. When double opt-in applies, they must confirm their subscription before becoming subscribed.
Before you begin
Note the following about collecting SMS/WhatsApp consent at checkout:
- You must have
- Klaviyo SMS and/or Klaviyo WhatsApp enabled.
- Created a mobile terms of service
- Followed best practices for your privacy policy
- You must have integrated your Magento 2 store with Klaviyo and be using plugin version 2.1.0 or higher to collect SMS consent at checkout, or version 5.0.0 or higher to collect WhatsApp consent at checkout.
- It is not available for Magento 1 stores
- You can only collect SMS consent in countries where Klaviyo SMS is available. Your Klaviyo account must also have a sending number that supports each country where you collect SMS consent.
For SMS, if your selected list uses double opt-in and your sending number supports replies, customers must confirm their subscription by text before they become SMS subscribers and are added to that list. With a one-way sending number, customers are subscribed without a confirmation text, even if the list uses double opt-in.
Set up SMS and/or WhatsApp consent at checkout
- Navigate to your Magento 2 admin.
- From the left-hand sidebar, navigate to Stores > Configuration.
- Once you’re on the Configuration page, navigate to Klaviyo > Consent at Checkout.
- Expand the Mobile section.
- This section is separate from the one for collecting email consent.
- Under Mobile, select Yes for Collect text message & WhatsApp subscribers.
- For Select channels for consent collection, choose whether you want to collect consent at checkout for SMS only, WhatsApp only, or both SMS and WhatsApp.
- Choose the list you want your SMS and/or WhatsApp contacts to sync to (e.g., SMS Subscribers).
- If you also gather email subscribers, choose a different list for SMS and/or WhatsApp than the one you use for email.
- Under Consent checkbox label, enter the text you want to appear next to the checkbox on your checkout page. Name the channels you selected so shoppers know whether they are opting in to SMS, WhatsApp, or both.
- Next, add Consent disclosure text, which is required for TCPA compliance. Use the default Klaviyo disclosure language or add your own.
- In the default Klaviyo 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)
- Optional: Edit the sort order to change the placement of the email and SMS/WhatsApp 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.
- When you're done, click Save Config in the upper right.
Outcome
Now, when someone adds their phone number, selects the SMS/WhatsApp opt-in checkbox, and places their order, Klaviyo processes their subscription request for the channels you selected.
Customers must finish placing their order to submit their subscription request. When double opt-in applies, they must also confirm their subscription before becoming subscribed to that channel and being added to the selected list.
Additional resources
- How to use Klaviyo email and SMS together
Learn the pros and cons of SMS and email, strategies for using both channels in a flow or campaign, and tips for how to implement these strategies.
- write impactful SMS copy