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To get started, you’ll need to enable SMS Consent in Shopify.
  • Log into Shopify admin.
  • Head to your Checkout settings.
  • Scroll down to Marketing consent, and check the box under SMS marketing.

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Add phone number as required

While still in Checkout settings on Shopify:
  • Scroll up to Form options.
  • Set Shipping address phone number as Required.
  • Save your changes.

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Customize your opt-in language

This is where you can offer a discount to new subscribers. While you’re still in your Settings:
  • Scroll down to the bottom and select Manage checkout language.
  • In the box next to Filter, type in “SMS”.
  • Under Accept sms checkbox label, enter your discount copy. We recommend something like: Get 10% off your next order when you sign up for texts (1 time only). Get cart reminders + more!
  • Save your changes.
If you have an Abandoned Checkout Experience, Shopify indicates that you should clearly mention cart reminders in the label.

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Test your checkout experience

Head over to your live site and review your checkout page. You should see phone number as a required field and a checkbox for SMS right at the bottom. The checkbox will not be pre-selected to remain TCPA compliant.
Note: When a customer opts in at checkout, we’ll automatically send a legally compliant opt-in confirmation SMS. You can view and update the message here.

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Create a new Flow in Emotive

  • Log into Emotive and navigate to Flows.
  • Click on the New Flow button, then choose the Discount on Next Order template.
  • Add or create a new discount code in settings. This should be the discount amount you offered at checkout.
Note: Make sure to keep the default setting of “Once” so each subscriber from checkout only receives the offer once.
  • Click Next, and then you can review the Experience and customize your copy.
  • Publish your new Flow.
You’re all set! Now you’re maximizing opt-in collection at checkout, and driving repeat purchases by giving new subscribers who order a discount on their next purchase. All opt-ins from checkout will automatically be added to your subscriber list in Emotive.