To set up opt-in at checkout for Shopify, setup is required within Shopify and within ReSci:
Compliance Note: With this method, double opt-in flow is required for compliance purposes.
Setup in Shopify
Go to Settings and click the Checkout icon:
Add the ability to collect phone numbers under Contact information at the top of your checkout page
- Scroll down to the Customer contact section
- Under To check out select the radio button next to Customers can check out using either their phone number or email
Add an opt-in checkbox to get permission to contact your customers
- While in the Checkout section, scroll down to Email marketing
- Select Show a sign-up option at checkout
Add disclaimer copy to the opt-in
-
Staying in the Checkout section, scroll down to Checkout language
- Click on the Manage checkout language button
- Scroll down to Checkout marketing
- In the Accept marketing checkbox label field, paste the following (replace [your name] with your Brand Name):
- I agree to receive emails or SMS messages from [your name]. By joining via text messages, I agree to receive recurring marketing messages (e.g. cart abandon) from [your name] at the mobile number used to send the join text message. Msg & data rates may apply. Msg frequency varies. Consent is not a condition of any purchase. STOP to unsubscribe, HELP for help. View our Terms of Service and Privacy Policy for details.
- Scroll to the top of the page and click Save
Collect phone numbers under the Shipping address at the bottom of your checkout page
- Back in the Checkout section, scroll down to Form options
- Under Shipping address phone number, select Optional
- Click Save
Add disclaimer language to the Phone tooltip
-
In the Checkout section, scroll down to Checkout language
- Click on the Manage checkout language button
- Scroll down to Phone tooltip, paste the following (replace [your name] with your Brand Name):
- By joining via text messages, I agree to receive recurring marketing messages (e.g. cart abandon) from [your name] at the mobile number used to send the join text message. Msg & data rates may apply. Msg frequency varies. Consent is not a condition of purchase. STOP to unsubscribe, HELP for help. View our Terms of Service and Privacy Policy for details.
- Scroll to the top of the page and click Save.
Add code to your checkout page that enables the Opt-in at Checkout SMS messages to be sent to your customers
Note: The below code snippet includes modal display and purchase tracking.
- In the Checkout section, scroll down to Order Processing and find the section labeled Additional scripts
- Copy the code below and paste it into the top of the Additional scripts section
- Click Save
If ReSci SMS code already exists in the Additional scripts section, please replace it with the code below
Important: Replace 'Client ID' in the code below with the Client ID found in your SMS dashboard under Settings—>Company—>Client ID
{% if first_time_accessed %}
<script async src="https://assets.voyagetext.com/voyage.production.js"></script>
<script type="text/javascript">
/* <![CDATA[ */
(function(){if(window.voyage)return;window.voyage={q:[]};var fns=['init','event','track'];
for(var i=0;i<fns.length;i++){(function(fn){window.voyage[fn]=function(){
this.q.push([fn,arguments]);}})(fns[i])}})();voyage.init('Client ID', { popup: true });
/* ]]> */
</script>
<script type="text/javascript">
voyage.track('Purchase', { amountCents: {{ order.total_price }} });
{% if order.customer.accepts_marketing == true %}
const marketingPhone = '{{ order.customer.phone}}' || '{{shipping_address.phone }}' || '{{billing_address.phone }}';
marketingPhone && marketingPhone.length > 9 && voyage.track('MarketingPhone', { marketingPhone });
{% endif %}
</script>
{% endif %}
Setup ReSci SMS Dashboard
Create an Opt-in at Checkout campaign:
- Navigate to the SMS dashboard.
- Click List Building in the left navigation bar.
- Click the + New list building campaign button in the upper right.
- Select Opt-in at Checkout.
- Click Next.
- Enter your Welcome Message text and Link URL, and then click Done.
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