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SMS Opt-In Guide: eCommerce Checkout
SMS Opt-In Guide: eCommerce Checkout

Looking to grow your SMS list at checkout? This compliance guide ensures your practices meet legal standards.

AccountManager avatar
Written by AccountManager
Updated over a month ago

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To legally text your contacts, express written consent is required. This can be obtained by providing customers with a checkbox to opt-in to your text messages at the point of sale.

Checkout Page Checklist

The following guidelines apply to all checkout pages collecting subscribers, including Shopify Plus merchants and those using custom checkouts or integrations with Recharge or ChartHook:

All other merchants are currently unable to collect subscribers at checkout. This restriction includes soliciting SMS marketing consent from the primary customer contact field used for account identification and login.

Compliant opt-in language must be visible and located on the same popup, form, or checkout page where a user opts in. It cannot be concealed or placed on a separate page.

Type

Description

Email Field

The text inside the email field should only ask for an email address, not an email and phone number.

Text Below the Email Field

The text below the email field should only mention email, not phone or SMS.

Opt-in Checkboxes

Opt-in checkboxes for both email and phone number should be optional and therefore not pre-checked.

Compliance Language

Compliance language should appear directly beneath the phone field and not elsewhere on the page.

"I agree to receive recurring automated marketing text messages (e.g. cart reminders) at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy."

Terms of Service

Provide a direct link to your terms of service.

Privacy Policy

Provide a direct link to your privacy policy.

Checkout Footer

Your Terms of Service and Privacy Policy should be linked in your checkout page footer

TCPA-Approved Compliance Language

I agree to receive recurring automated marketing text messages (e.g. cart reminders) at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy.

Note: To collect subscribers in compliance with legal regulations, your shop's Terms of Service and Privacy Policy must be accessible within the opt-in language. This can be achieved by hyperlinking the terms directly.

If hyperlinking is not possible, the full URLs for both the Terms of Service and Privacy Policy should be included, allowing viewers to search for or access these documents as needed.


Sharing Third Party Data?

If you're sharing third party data with other providers, you'll need to update your privacy policy to include the following...

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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