🔓 SMS Campaigns are coming soon as an add-on feature to the Marsello Pro Plan.

To build a successful customer list that you can send campaigns to, it's mandatory to get the customer's permission before they can receive marketing emails and/or SMS from your store. Permission is required by International Law (including GDPR, TCPA, TCIA & CCPA) and our Terms of Use

As mentioned in the SMS Marketing Compliance Introduction and GDPR Introduction, to collect SMS and Email Marketing opt-in from your customers, there may be some changes that you need to make to your Shopify store.

In this article

  • How customers opt-in to marketing via Marsello's sign-up forms
  • How customers opt-in to marketing in-store via Shopify POS
  • How customers opt-in to marketing online via Shopify eCommerce
  • How to edit your online checkout & account creation process

Before you get started

Here are some things to know: 

  • For Marsello to collect mobile numbers as subscribers for SMS messages, you will need to make changes to your Shopify settings including; your store account creation form and your online checkout settings and language (step-by-step instructions on how to do this below).
  • Shopify’s “Email marketing” consent at the checkout will impact both email and SMS subscription. This means that if the customer selects the consent checkbox then they are agreeing to receive promotional email and SMS messages from your store.  
  • TCIA prohibits any illegal or improper promotion to persons under 18 years of age. Based on the practices and standards of your industry and community, you may need to discourage visitors under a certain age from browsing your Shopify store. One way you can help prevent these visitors is by adding an age selection form to your storefront. Here's more information on how to add an age gate to your Shopify store. 
  • In addition, we advise you to always include the ability for customers to opt-out from receiving marketing. By default, Marsello automatically includes an 'unsubscribe' link on all email templates and 'Reply STOP to unsubscribe' on all SMS templates. 

We also still encourage you to consult a legal advisor familiar with GDPR, TCPA and TCIA before gathering contacts or sending promotional emails or text messages.

How customers opt-in to marketing via Marsello's sign-up forms

Marsello has two different types of sign-up forms: pop-up forms & landing page forms. Both of these form templates comes with a text disclaimer that lets the customer know that by submitting the form, they are opting-in to receive both transactional and promotional email and SMS messages from your store. 

*I agree to receive transactional and promotional emails and text messages (to the email address and phone number provided). Consent is not a condition to purchase. You can opt-out or change your email and SMS preferences anytime. 


📖 Learn More: How to create sign-up forms in Marsello

⚠️ Important: If you are using another app for sign-up forms, it is very important to update your forms to also include a disclaimer that lets the customer know that by submitting the form, they are opting-in to receive both email and SMS marketing from your store. 

How customers opt-in to marketing in-store via Shopify POS

When a new customer makes a purchase in-store, the staff member will ask if they would like to create a store account. It is very important that during this process the staff member asks the customer if they want to receive marketing sent via email and SMS. 

If the customer accepts marketing via email and SMS:
The staff member will enter their name, email address, mobile number and then update their Accepts marketing preference to ON

The customer will then be automatically added to your Shopify and Marsello database, and they will be eligible to receive email and SMS marketing from your store.

If the customer doesn't accept marketing:
The staff member will enter their name, email address, mobile number and make sure their Accepts marketing preferences remains OFF

The customer will be automatically added to your Shopify and Marsello database, but will not be eligible to receive email and SMS marketing from your store.

How customers opt-in to marketing online via Shopify eCommerce

As mentioned in the Marketing Compliance Introduction, consumers have to provide “express written consent” before they can receive marketing via email or SMS.

There may be several updates that you need to make to your Shopify eCommerce store in order to receive full consent from the customer. The settings that you need to update are addressed in the following sections:

✔️ At checkout: Allow your customers to enter their mobile number

✔️ At checkout: Allow your customers to give consent to receive marketing

✔️ At checkout: Update your privacy policy

✔️ At checkout: Update your checkout footer

✔️ At account creation: Allow your customers to give consent to receive marketing


⚠️ Important: The below changes are vital steps towards compliance. Please follow and complete each section.

✔️ At checkout: Allow your customers to enter their mobile number

1. In your Shopify admin, go to Settings > Checkout

2. Scroll to the Customer contact section, then select Customers can check out using either their phone number or email

3. Scroll to the Form options section, under Shipping address phone number, select Optional

4. Click Save

5. Scroll to the Checkout language section, then click Manage checkout language

6. Under Language, enter Phone label into the filter text bar

7. Under both Phone label and Optional phone label enter the below text:

Mobile phone number for news and exclusive offers

8. Click Save

Your customer will then have the option to check out with their email address or mobile number. 

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✔️ Edit your checkout so customers can give consent to receive marketing

1. In your Shopify admin, go to Settings > Checkout

2. Scroll to the Email marketing section, then: 

  • Select Show a sign-up option at checkout 
  • Make sure that Preselect the sign-up option remains unselected.
    This is important to ensure that your customers' opt-in themselves.  

3. Click Save

4. Scroll to the Checkout language section, then click Manage checkout language

5. Under Language, enter Checkout Marketing into the filter text bar

6. Under Accept Marketing checkout label enter the text: 

Subscribe to stay up to date on news and exclusive offers via email and text messages


7. Click Save

Under Contact Information on your store's online checkout, the customer will now be able to opt-in to receive marketing emails and SMS from your store by selecting the checkbox. 

This will automatically update the customer's accept marketing preferences in both Shopify and Marsello. 

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✔️ Update your privacy policy

1. In your Shopify admin, go to Settings > Legal

2. Under Legal pages, scroll to Privacy Policy

3. Add the following text to your privacy policy:

Text Marketing and notifications: By subscribing to text notifications you agree to receive recurring automated marketing text messages at the phone number provided. Consent is not a condition of purchase. Msg and data rates may apply.


4. Click Save

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✔️  Configure checkout footer

1. In your Shopify admin, go to Online Store > Themes

2. Next to your Current Theme, click Actions > Edit language

3. Under Language, enter Checkout shop policies into the filter text bar

4. Under both Privacy Policy enter the text and edit to include your store's name: 

By checking this box, I consent to receive automated marketing from [YOUR STORE NAME] by email and text message at the email address and mobile number provided. Consent is not a condition to purchase. 


5. Click Save

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✔️  How to edit your store account creation process

When the customer clicks through your loyalty widget or clicks the account icon on your online store to creates a store account, it opens a sign-up form for the customer to enter their first name, last name, email address and create a password.

In order for customers to be able to opt-in to receive your email and SMS marketing, you will need to edit your Shopify account creation sign-up form to add a checkbox to that lets customers indicate whether they want to receive marketing from your store.

1. In your Shopify admin, go to Online Store > Themes

2. Next to your Current Theme, click Actions > Edit code

3. In the Templates directory, search for customers/register.liquid and then click into the customers/register.liquid

4. Find the code that contains the password form field.
The code will look similar to this:

<label for="CreatePassword" class="label--hidden">{{ 'customer.register.password' | t }}</label><input type="password" name="customer[password]" id="CreatePassword" class="input-full {% if form.errors contains 'password' %} input--error{% endif %}" placeholder="{{ 'customer.register.password' | t }}">


5. Below the code that contains the password field, and above the {% endform %} liquid tag, add the following code:

<div><input type="hidden" name="customer[accepts_marketing]" value="" />  <input type="checkbox" name="customer[accepts_marketing]" checked="checked" />  Subscribe to stay updated on news and exclusive offers via email and text message</div>


6. Click Save.

This will update your customer account creation form to have the checkbox to allow customers to opt-in to receive marketing emails and SMS messages from your store.

What's next?

When you have made all of the above updates, in order to get the customer's permission so they can receive marketing emails and SMS from your store, you then need to confirm that you've made the changes in Marsello. 

1. In your Marsello Admin, under Campaigns > SMS Campaign

2. In the pop-up, select the checkbox I confirm that I’ve made the required changes to my online store and read both the SMS Compliance Introduction and Marsello’s Terms of Use.

⚠️ Important: Please make sure you're also familiar with SMS Marketing Compliance Introduction and Marsello's Terms of Use before confirming the above.

3.
Click Create SMS Campaign

🎉 Congratulations you can now start collecting customers' consent to receive email and SMS marketing via Marsello and Shopify POS & eCommerce

Disclaimer: The information provided here is intended to be educational and should not be construed as legal advice. Marsello encourages all of our users — and all eCommerce merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA. 

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