With Shopify, you can compliantly collect SMS subscribers during the checkout process and seamlessly have those subscribers flow through to your Laylo.

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Enable SMS Collection at Checkout

1. Select Settings in the bottom-left corner of your Shopify Admin dashboard.
2. Select Checkout and accounts on the left side of the page.
3. Locate the Customer information section.
4. Under Customer Contact Method, choose Phone Number or Email
5. Under Shipping address phone number, select Required. This ensures that the phone number collection field is visible so that your opt-in checkbox appears.
6. Scroll down to locate the Consent for marketing section.
7. Select the checkbox labeled SMS Marketing. A blue SMS consent callout should appear below it. Note: See the following guides if you need to update your Terms of Service and Privacy Policy for SMS collection.
8. Select Save in the top-right corner of the page.

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Customize Opt-In Checkbox Language

When collecting subscribers, you can customize what language appears alongside the opt-in checkbox.

1. Select Settings in the bottom-left corner of your Shopify Admin dashboard.
2. Select Checkout from the Settings menu.
3. Scroll to the bottom of the page and select Manage checkout language.
4. We recommend you enter Marketing in the search bar to help you quickly locate the Checkout & system / Checkout marketing section.
5. In the Accept sms checkbox label field, enter your desired text (i.e., Text me incredible drops! pls)

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Why You Should Enable SMS Collection at Shopify Checkout

✅ Easily ensure compliant SMS opt-in for all subscribers.

✅ Customize your checkbox label to offer an opt-in incentive, such as a discount.

✅ Allow Laylo and Shopify to communicate opt-in and opt-out statuses for all subscribers.

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What to Know About SMS Collection at Checkout

Subscribers who opt-in at Shopify Checkout fall under the Subscriber Created (Keyword, Popup, API) trigger filter category. This means they will receive any welcome series automation triggered with this filter. (Note: Subscribers opting in via a Shopify Plus checkout will not be included in this category).

Laylo will only collect subscribers via Shopify Checkout if the subscriber completes their order.

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What Happens Next?

Laylo will add new subscribers as Shopify customers opt-in to SMS notifications and will continue to sync their opt-in statuses between Laylo and Shopify. You can test your opt-in flow if desired. If you've already opted-in to your store with your testing number, you'll need to unsubscribe the number first.

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