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Receiving email & SMS marketing opt-in with WooCommerce
Receiving email & SMS marketing opt-in with WooCommerce
Updated this week

For WooCommerce users

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 WooCommerce store.

Before you get started

Here are some things to know:

  • Currently, WooCommerce does not have a built-in, opt-in marketing functionality. Customers must opt-in via Marsello on the My Account Page or at the checkout.

  • For Marsello to collect mobile numbers as subscribers for SMS messages, you will need to make changes to your WooCommerce settings including; your privacy policy and your online checkout settings step-by-step instructions on how to do this below.

  • When you install the Marsello plugin, Marsello automatically inserts an email & SMS marketing opt-in to your online store checkout and my account page. This means that if the customer selects the consent checkbox then they are agreeing to receive promotional email and/or 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 WooCommerce store. One way you can help prevent these visitors is by adding an age selection form to your storefront.

  • 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, these form templates come 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.

Default text disclaimer:

*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.

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


Capture customers' marketing opt-in preferences in-store via WooCommerce

⚠️ Important: To use Marsello on your WooCommerce online store, please enable the required sites under the Integrations page and install the Marsello for WooCommerce plugin.

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

⚠️ Important: By default, customers do not accept marketing, and they must opt-in to receive marketing through Marsello.

When the Marsello plugin is installed, it automatically adds an email & SMS marketing opt-in to your online store checkout and my account page.

Your customers experience

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

My account page

Checkout

This will automatically update the customers' accept marketing preferences in Marsello.


🎉 Congratulations

You can now start collecting customers' consent to receive email and SMS marketing via Marsello and WooCommerce.


What's next?

As your subscriber list begins to grow, you can create marketing campaigns to help increase sales and further drive customer loyalty.

Marketing initiatives:


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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