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Receiving email & SMS marketing opt-in with BigCommerce
Receiving email & SMS marketing opt-in with BigCommerce
Updated over a week ago

For BigCommerce merchants

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.

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 (more details 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 online 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 preference in-store via BigCommerce

⚠️ Important: To use Marsello on your BigCommerce online store, please enable the required site under the Integrations page.

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.

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.

✔️ At checkout: 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

Screen_Shot_2020-02-12_at_2_1.png

4. In the Page Content page, add the following text to your Privacy Policy:

💬 Text example:
"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


✔️ 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 into the checkout process.

⚠️ 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:

Optimized one-page checkout type:

  • 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.

⚠️ Important: 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. To do this, you will need access to a developer to update your content on your checkout page.

Other checkout types:

  • 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.


🎉 Congratulations

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


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 merchants – to seek legal advice for counsel on how they specifically should prepare for GDPR, TCPA and TCIA.


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