🔓 SMS Campaigns are unlocked 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) and our Terms of Use

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

In this article

  • How customers opt-in to marketing via Marsello's sign-up forms
  • How customers opt-in to marketing online via you BigCommerce store
    > 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 BigCommerce settings including; your privacy policy and your online checkout settings (step-by-step instructions on how to do this below).
  • BigCommerce’s “Subscribe to our newsletter” 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 BigCommerce 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 age verification to your BigCommerce store
  • In addition to that 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. Msg & data rates may apply. 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 online via your BigCommerce store

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

There may be several updates that you need to make to your BigCommerce 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: Update your privacy policy

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

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

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✔️ Update your privacy policy

1. In your BigCommerce admin, go to Storefront > Web Pages

2. Under View Web Pages, click Privacy Policy

3. Scroll to Web Page Details 

4. In the Page Content page, 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.


5. Click Save & Keep Editing

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

Recently, BigCommerce released a new Checkout Type, Optimized one-page checkout (Recommended). This checkout type has a marketing opt-in checkbox that is built-in to the checkout process.  
📖 Read more: BigCommerce's Optimized one-page checkout

⚠️ Important: To use Marsello's SMS Campaigns, you must have the ability for your customers to give permission to receive email and SMS marketing from your store via an opt-in checkbox.

If you are looking to send SMS campaigns through Marsello, please update your checkout process to be Optimized one-page checkout (Recommended) to make sure that the customer can give you permission to send emails and/or SMS messages to them.

To check your BigCommerce Checkout Type:  

1. In your BigCommerce admin, go to Advanced Settings > Checkout

2. Next to Checkout Type, identify which option you are currently using:

  • If you are currently using the Optimized one-page checkout (Recommended), there is nothing extra that you need to do. The "Subscribe to our newsletter" opt-in is already available for your customers.
    📝 Please note: It is recommended that you also update the text to let the customer know that they are also opting-in to receive email and SMS marketing from your store. In order to do this, you will need access to a developer to update your content on your checkout page. 
  • If you are currently using one of the other checkout options, you will need to evaluate if you want to update your checkout process.
    ⚠️ Important: Before you update your Checkout Type, please take into consideration your chosen Payment Gateways and any other apps that may be affected by this change. Learn more: BigCommerce's Optimized one-page checkout

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 BigCommerce. 

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, CCPA TCPA and TCIA. 

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