Opt-In at Checkout for Shopify

Compliance Note: With this method, double opt-in flow is required for compliance purposes.

Please contact your Voyage account manager or service@voyagetext.com if you need help setting up opt-in at checkout.

 

Go to Settings > Click the Checkout icon

Add the ability to collect phone numbers under Contact information at the top of your checkout page

  1. Scroll down to the Customer contact section
  2. 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

  1. Still in the Checkout section, scroll down to Email marketing
  2. Select Show a sign-up option at checkout

Add disclaimer copy to the opt-in

  1. Staying in the Checkout section, scroll down to Checkout language

  2. Click on the Manage checkout language button
  3. Scroll down to Checkout marketing
  4. In the Accept marketing checkbox label field, paste the following (replace [your name] with your Brand Name):
    1. I agree to receive emails or SMS messages from [your name]. By joining via SMS, I agree to receive recurring marketing messages from [your name] at the mobile number used to send the join text message. Msg & data rates may apply. Msg frequency is recurring. Consent is not a condition of purchase. STOP to unsubscribe, HELP for help. View our Terms of Service and Privacy Policy for details.
  5. Scroll to the top of the page and click Save

Collect phone numbers under Shipping address at the bottom of your checkout page

  1. Back in the Checkout section, scroll down to Form options
  2. Under Shipping address phone number, select Optional
  3. Click Save

Add disclaimer language to the Phone tool tip

  1. In the Checkout section, scroll down to Checkout language

  2. Click on the Manage checkout language button
  3. Scroll down to Phone tooltip, paste the following (replace [your name] with your Brand Name):
    1. By joining via text messages, I agree to receive recurring marketing messages from [your name] at the mobile number used to send the join text message. Msg & data rates may apply. Msg frequency is recurring. Consent is not a condition of purchase. STOP to unsubscribe, HELP for help. View our Terms of Service and Privacy Policy for details.
  4. 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.

    1. In the Checkout section, scroll down to Order Processing and find the section labeled Additional scripts
    2. Copy the code below and and paste it into the top of the Additional scripts section
    3. Click Save

    If Voyage 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 Voyage 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', '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 %}

    Voyage

    Create an Opt-in at Checkout campaign

    1. In your Voyage dashboard click List Building in the left navigation bar, then click the + NEW LIST BUILDING CAMPAIGN button in the upper right
    2. Select Opt-in at Checkout and click NEXT
    3. Enter Welcome Message text, Link URL and click SAVE OPTIN