Customizing Your Shopify Plus Checkout Opt-In Box

      Customizing Your Shopify Plus Checkout Opt-In Box

        Article Summary


        SMS & Email
        Supported plans

        Free, Starter, Pro, Premium

        eCommerce Platform

        Shopify, Shopify Plus

        Before you start sending out SMS campaigns, you need to put together a list of subscribers - people who have agreed to receive promotional text messages from you. Checkout subscription is one of the easiest and most natural ways to grow your audience.

        We will now go through the process of customizing your Shopify Plus checkbox.

        New Shopify Plus customers

        Customize your checkbox

        Simply go to the Settings menu of your main Yotpo SMSBump dashboard and select TCPA Checkbox.

        TCPA checkbox

        Here you can customize your Shopify checkout opt-in box by filling in the following fields:


        Box Container: You can choose whether or not your opt-in box should be separated into a different container.


        Heading and description: Using a powerful call-to-action will prompt shoppers to subscribe to your SMS service. We recommend changing the default texts to top-converting messages that reflect your brand identity, such as:

        Receive updates & offers via SMS!

        YES - I want access to new product launches, inspo & more!

        Consent message: This section includes the mandatory pre-written compliance text under the checkbox. We recommend using the default message to ensure compliance.

        Privacy Policy text and link: The Privacy Policy hyperlink appears after the consent message. Just paste the URL of your store’s Privacy Policy page in the link section.

        Please note:
        If you haven’t already done so, to be fully compliant, Shopify will require you to set up your Terms of Service and Privacy Policy in the legal settings of your store. In order to do it, go to your Shopify Admin → Settings → Policies and insert the full compliance text in the Terms of Service and Privacy Policy sections.

        You can preview what your checkbox will look like with the help of the Live preview button at the top of the settings.


        Now your opt-in checkbox should look something like this:


        After you have filled the information in all fields and are happy with your preview, you need to hit Save.

        Add the code to your Shopify checkout

        Now go to the Shopify Plus side menu, click on Themes, then on the Actions drop-down menu, and select Edit code.


        Under Layout, select {/} checkout.liquid to access the checkout file. Copy the generatedcode from the Settings menu:

        {% include 'smsbump_checkout_marketing_subscription' %} 

        and paste it above the </body> tag.

        If the checkout.liquid file is missing, please ask the Shopify Plus support to enable this file for you.


        Save your changes by clicking on the button in the top right corner.


        Please note:
        Keep in mind that for the SMS marketing subscription preference to be saved, the customer needs to complete the checkout and finish their order. If the customer doesn’t complete the checkout process, they won’t be signed to your text marketing services, and no SMS automations or flows will be triggered.

        Existing Shopify Plus customers

        If you are an existing Shopify Plus merchant, you should first disable your text marketing consent in Shopify. Go to the Checkout settings, scroll to the Consent for marketing section, untick the SMS marketing checkbox, and save.

        Sms marketing

        Then, follow the setup instructions as if you are a new Shopify Plus customer, as shown above.

        Was this article helpful?