SMS Sign-Up Box on the Checkout Page for Shopify

1) Overview

Add an SMS sign-up box at Shopify checkout so customers can opt in to text message updates (e.g., shipped, out for delivery, delivered). This improves opt-in rates and ensures WeSupply can message customers who consent at checkout.

2) Before You Begin

• Your Shopify store is connected to WeSupply.
• You have SMS enabled in your WeSupply account (active sender/number where applicable).
• You’re able to customize checkout (Shopify admin permissions).
• You have a short compliance disclosure (e.g., “By subscribing, you agree to receive SMS updates… Msg & data rates may apply.”).

Important Note!

This feature is exclusive to Shopify Plus stores. If you’re not on Shopify Plus, consider upgrading to take advantage of this powerful tool.

3) Step-by-Step Instructions

Step 1 — Access Your Shopify Admin

1. Go to your Shopify admin dashboard.
2. Click on Online Store in the left-hand menu.
3. Select Customize for the Dawn theme.
   

Step 2 — Edit the Checkout Page

1. In the theme editor, navigate to the Checkout page.
   
2. Look for the WeSupply SMS Sign Up block in the available sections.
   
3. Drag and drop the block to better fit your aesthetic or design.

Step 3 — Save Your Changes

1. Preview the Page to ensure the SMS Sign-Up Box appears correctly on the Checkout page.
2. Click Save to apply the changes to your live store.

Step 4 — Test the Feature

1. Go through the checkout process and confirm the SMS Sign-Up Box appears on the Checkout page.
   

4) Best Practices

• Keep copy short & clear: “Get SMS updates about your order” works well.
• Stay compliant: Default the checkbox to unchecked; include compliance language and a link to your terms/privacy where applicable.
• Match voice & region: Adjust wording and timing for your markets (e.g., quiet hours).
• Measure impact: Track opt-in rate and downstream engagement (deliverability, clicks).
• Train support: Ensure your CX team knows where to see SMS consent and how to opt customers out when requested.

5) Troubleshooting / FAQ

The checkbox isn’t showing at checkout.

• Confirm Enable SMS and Show SMS sign-up at checkout are On in WeSupply.
• In Shopify, ensure phone is permitted at checkout.
• Check theme/checkout customizations or app blocks that might hide the section.
• Clear cache and test in a private window.

Customers don’t receive texts after opting in.

• Verify the order actually reached a trigger status (e.g., shipped).
• Confirm your SMS sender is active and you have credits/plan coverage.
• Check the phone format (include country code when required).

Can we pre-check the box?

• For compliance, keep it unchecked by default unless your legal team approves otherwise in your jurisdiction.

Where do I see consent?

• In the WeSupply order/customer view, confirm SMS opt-in = true and the stored phone.

6) Summary

Enable SMS in WeSupply, turn on Show SMS sign-up at checkout (Shopify), add your label and compliance note, and verify phone collection is allowed in Shopify. Test with a real checkout, confirm consent is captured in WeSupply, then trigger a status update to validate delivery of SMS notifications.