Maximizing Subscriber Collection at Shopify Checkout
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    Maximizing Subscriber Collection at Shopify Checkout

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    Article summary

    Products


    SMS & Email

    Supported plans

    All Plans

    eCommerce Platform

    Shopify

    Subscriber Collection Overview

    Boosting subscriber collection during checkout is a strategic way to grow your audience and drive engagement. With Shopify's built-in functionality, you can efficiently collect SMS subscribers while maintaining compliance and enhancing the checkout experience. Here’s how to make the most of this feature:

    Essential Understanding

    Before continuing with this article, you should be familiar with the basic navigation of the Shopify Admin dashboard and how to access the settings for checkout and marketing options.

    Best Practices

    Enable SMS Opt-in During Checkout

    When completing a purchase, a customer can be presented with the option to subscribe to receive texts from your brand - for exclusive offers and sales, new releases, and more. By selecting this opt-in box, they will be added to your SMS subscriber list.

    You can enable the checkout opt-in from your Shopify Settings. Go to Checkout, scroll to the Consent for marketing section, and tick the SMS marketing checkbox.

    Important

    Shopify will require that you have Privacy Policy and Terms of Service documents in your Policy settings in order to use the checkout opt-in.

    Customizing Your Sign-up with a Top-Converting Message

    Shopify’s default settings and text for the following fields are automatically set, and merchants can use them as they are. However, to see your highest subscriber growth, we strongly recommend customizing these areas with best practices for top-converting opt-in languages.

    To do this, scroll down to Marketing Options and click on the Customize signup labels button.

    Then search for SMS to find the labels you want to change.

    The default “accept SMS checkbox” label message is Text me with news and offers. We recommend changing it to one of the following top-converting types of call to action instead:

    • An offer for exclusive information and perks: Receive updates & offers via SMS and gain access to new product launches, inspo & more!

    • A message customized for your brand: Join our VIP (Very Inclusive Perfume) SMS list for early access to our best deals and new arrivals!

    • A general call to action: Sign up for our SMS list and be the first to receive exclusive updates about sales, discounts, and more!

    • A message with a discount offer: Sign me up for SMS updates to unlock 20% off my next order!

    Adding a Phone Number for Shipping to Make SMS Sign-up Faster

    Make opting into SMS faster for customers by including a Shipping address phone number field during checkout. Now, when shoppers click the checkbox to opt-in to your SMS marketing, their shipping address and phone number will autofill the Mobile phone number field, making it even easier for them to sign up to text with you.

    To set this up, go to the Checkout settings, scroll to the Customer information section, and under Shipping address phone number, select Optional.

    Adding a Pop-up after Purchase

    If customers have skipped the opt-in during checkout, you can provide one more reminder to get them to sign up for your SMS list by offering order updates via SMS. Here, your customers can sign up to receive transactional texts, as well as marketing offers. Here’s an example!

    First, you must create your Post-purchase Pop-up in the SMS & Email app. To do so, go to Subscriber Collection, then select Pop-up. Customize your Pop-up to fit your style preferences. We recommend that you use a prompt to “Track your Order” and add detail underneath about receiving shipping updates and exclusive offers.

    Now you must set up the pop-up so that it appears only on your Thank You page! Configure behavioral settings for the pop-up to appear only on this page by doing the following: Navigate to Behavior in the Pop-up Editor, and Add an Advanced Condition. Select “Part of URL” and write “thank_you” in the field provided.

    This pop-up will only show with URLs ending in thank_you, prompting customers to subscribe after making a purchase from you!

    Now that you have customers opting in for shipping updates, as well as your regular marketing messages, we need to set up Shipping Confirmation texts if you do not have them set up already. This will automatically send Shipping Updates so that customers can track their orders.

    1. Navigate to Create Flow > Transactional Flows > Shipping Confirmation.

    2. Update the message to match your brand’s voice, if needed.

    Every time an order is shipped, your SMS subscribers will receive updates via text.

    Don’t forget to set up a Welcome automation so that you can send a text to your new subscribers and make a great first impression.


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