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Consumers must provide “written consent” before they can receive marketing communications via SMS. This guide will show you how to collect this consent when gathering SMS signups during checkout.
We make no representation & warranty regarding accuracy and no attorney-client relationship is created by providing these agreements or recommendations. You are encouraged to consult qualified legal counsel familiar with the TCPA.
Before proceeding, please ensure that you’ve updated your Terms & Conditions and Privacy Policy.

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What constitutes “written consent”?

There are three steps you need to take in order to receive full consent from the customer at the time of checkout:
  1. Request that the customer sign up for marketing updates
  2. Explain that the customer will be receiving text messages from you in a TCPA-compliant manner, meaning that they acknowledge and agree:
    • (a) to receive automated, recurring marketing messages to the consumer’s mobile phone number;
    • (b) which may involve the use of an automatic telephone dialing system (“ATDS”), and
    • (c) that consenting to receive such messages is not a condition of purchase.
  3. Request that the customer provide their phone number in order to receive the text messages

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How do I collect SMS signups at checkout?

To collect SMS signups at checkout, you will need to do the following:
  1. Update your Checkout Marketing Language
  2. Add an optional phone form field
  3. Add a label to your optional phone form field.

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Update your Checkout Marketing Language

First, you need to update the marketing sign-up language to specify that you will send text messages:
  • Log into Shopify and go to Settings > Checkout .
  • Scroll down to the Checkout Language section.
  • Click to Manage Checkout Language.
  • Locate the Checkout Marketing section. In the Accept marketing checkbox label field, paste the following:
I agree to receive recurring automated text messages at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. View our Terms of Service for details.
  • Save your changes.

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Add a phone form field

Next, set up a field to collect the customer’s phone number:
  • Go to Settings > Checkout.
  • Locate the Form options section.
  • Change the Shipping address phone number to Optional.
  • Save your changes.

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Add an optional phone label

Finally, add a SMS-specific label to the phone field to further confirm explicit consent:
  • Go to Settings > Checkout.
  • Locate the Checkout language section.
  • Click to Manage Checkout Language.
  • Locate the _Optional phone label _field.
  • In both the Option phone label and Optional phone placeholder fields, paste the following:
Phone - exclusive offers (per checkbox above)
  • Save your changes.
Here is an example of how a checkout looks after all of these steps are taken: That’s it! You’ve now added the required components to collect SMS contacts at checkout in a compliant manner.