> For the complete documentation index, see [llms.txt](https://help.recart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.recart.com/sms/enable-sms-subscription-on-shopify-checkout.md). # Enable SMS Subscription on Shopify Checkout Use this guide to add an SMS opt-in checkbox to your Shopify Checkout so you can grow your subscriber list with every purchase. #### Table of Contents * [Why Enable Checkout SMS Opt-in](#Why) * [Setup Steps](#setup-steps) * [Step 1: Update Your Shopify Policies](#step1) * [Step 2: Enable the Phone Number Field](#step2) * [Step 3: Turn On SMS Marketing Consent](#step3) * [Step 4: Enable the Welcome Message in Recart](#step4) * [Best Practices](#bestpractices) * [Consent Disclosure Language](#consent-disclosure) * [What's Next](#whatsnext) ### Why Enable Checkout SMS Opt-in When shoppers complete a purchase, they're already engaged with your brand—making checkout an ideal moment to capture SMS consent. Subscribers who opt in here sync automatically to Recart, so you can message them right away. **Important:** You're responsible for making sure your SMS opt-in at checkout complies with the laws that apply to your business and your subscribers, including TCPA (US), CASL (Canada), and any local regulations. Keep your opt-in language clear and honest about what subscribers will receive, and make sure your Privacy Policy and Terms of Service include SMS-specific terms before you turn this on. Recart gives you the tools to collect consent, but responsibility for lawful collection stays with your store. ### Setup Steps Follow these four steps to add an SMS opt-in checkbox to your checkout. Before you start, make sure your Privacy Policy and Terms of Service are published in Shopify — if they're not set up yet, follow our guide: How to Create Privacy Policy and Terms of Service in Shopify. #### Step 1: Update Your Shopify Policies 1. Copy the templates from our SMS Marketing Terms and Conditions & Privacy Policy article 2. In Shopify, go to **Settings** > **Policies** ![Shopify\_Policies1](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FtuXTpstrhzktgKKajcXg%2Fenable-sms-subscription-on-shopify-checkout-1.png?alt=media) 3. Click on each to **edit** your **Privacy Policy** and **Terms of Service** pages 4. Paste the filled-out templates at the end of each existing policy 5. Click **Save** #### Step 2: Enable the Phone Number Field You need to display the phone number field at checkout to collect SMS subscribers. 1. In Shopify, go to **Settings** > **Checkout** 2. Find **Shipping address phone number** in the Customer information section 3. Set it to **Required** or **Optional** 4. Click **Save** ![shopify checkout shipping settings](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FqAPChqPFKYYfRsXmJMdB%2Fenable-sms-subscription-on-shopify-checkout-2.png?alt=media) #### Step 3: Turn On SMS Marketing Consent This adds the SMS opt-in checkbox to your checkout page. For the exact consent wording, see [Consent Disclosure](#consent-disclosure) Language below. 1. In Shopify, go to **Settings** > **Checkout** 2. Scroll to the **Marketing options** section 3. In the **SMS** row, open the dropdown and select **Checkout only** ![Shopify Marketing SMS consent](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FZY8sRotTd23LurZc5lCj%2Fenable-sms-subscription-on-shopify-checkout-3.png?alt=media) 4. Click the edit (pencil) icon next to the SMS label to update your **disclosure** ![edit shopify marketing disclosure](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2Fmds0IUmmnVgAco566rNn%2Fenable-sms-subscription-on-shopify-checkout-4.png?alt=media) 5. Paste the relevant **disclosure** in the box (see [Consent Disclosure Language](#consent-disclosure) below) ![Edit shopify disclosure box](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FZEgs8t0GPPYEVE74snc2%2Fenable-sms-subscription-on-shopify-checkout-5.png?alt=media) 6. Click **Save** #### Step 4: Enable the Welcome Message in Recart Greet new checkout subscribers with an automated welcome message. 1. In Recart, go to [SMS Welcome Messages](https://app.recart.com/sequences/sms-welcome) 2. Click on **Welcome Checkout Subscription** 3. **Update**the wording of your flow. Your legal message is not editable to remain compliant - but you can include follow ups, add a discount code and use conditional splits in your flow; to name a few. Use our default welcome flow for inspiration. ![Recart Checkout Flow example](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FOVosimaPRZujLz1659pZ%2Fenable-sms-subscription-on-shopify-checkout-6.png?alt=media) 4. **Review** your flow to make sure you've connected all your messages 5. Click **Active** ### Best Practices * **Required:** Publish your Privacy Policy and Terms of Service before enabling SMS consent. Shopify won't allow the feature without them * **Required:** Customize the checkbox label to set clear expectations - see disclaimer options below * **Recommended:** Set the phone number field to **Optional** rather than Required to avoid checkout friction * **Avoid:** Using vague opt-in language that doesn't clearly state what subscribers will receive ### Consent Disclosure Language The consent language you use depends on where your subscribers are and how your SMS is set up. Use the version that matches the [phone number configured in your account](https://app.recart.com/settings/sms). * **Two-way messaging** uses a number that can both send and receive texts, so subscribers can reply STOP to opt out or HELP for support. A common example is a TFN or a Short Code. * **One-way messaging** can only send, not receive — a common example is an alphanumeric sender ID, where your brand name appears as the sender instead of a phone number. Because replies don't reach a one-way sender, STOP and HELP don't work, so subscribers unsubscribe through the link included in each message. Good news — your legal welcome message is already configured in your Recart account, based on whether you have one-way, two-way, or both types of messaging set up. No action needed here. The only place you need to update your consent language is your opt-in disclosure at checkout, below. #### Disclosure for two-way messaging numbers: By checking this box and providing your phone number, you agree to receive recurring automated promotional and personalized marketing text messages (including messages created using AI) from \[Brand] at the number provided. Consent is not a condition of purchase. Reply HELP for help and STOP to cancel. Msg frequency varies. Msg & data rates may apply. You also agree to our Terms of Service and Privacy Policy. #### Disclosure for one-way messaging numbers: By checking this box and providing your phone number, you agree to receive recurring automated marketing text messages from \[Brand] at the number provided. Consent is not a condition of purchase. Msg frequency varies. Msg & data rates may apply. To unsubscribe, use the unsubscribe link included in your messages. You also agree to our Terms of Service and Privacy Policy. **Not sure which applies to your store?** Reach out to Recart Support and we'll check your account and advise on the best setup for the countries you're messaging. ### What's Next Once checkout SMS opt-in is live, you can: * Create a Welcome Flow to engage new subscribers immediately * Set up Abandonment Flows to recover lost sales * Build Segments to target checkout subscribers with tailored campaigns If you have questions, [contact our Customer Support team,](https://help.recart.com/en/articles/360794-how-do-i-contact-recart-support) we're happy to help. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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