Receiving email & SMS marketing opt-in with WooCommerce

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

🔓 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 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 WooCommerce store.

In this article:

• Before you get started
• How customers opt-in to marketing via Marsello

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 WooCommerce settings including; your privacy policy and your online checkout settings (step-by-step instructions on how to do this below).
WooCommerce’s “Subscribe to our newsletter” consent at the checkout will impact both email and SMS subscriptions. 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 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 

Marsello built in the marketing opt-in on my account details page and at checkout. 

My account page:

Checkout:

⚠️ IMPORTANT: These are the only two options to opt customers into WooCommerce. Upon the initial sync from WooCommerce to Marsello, all customers are synced with a does not accept marketing" status as there is no marketing opt-in status on the customer profile.
If you have a list of customers that you know accept marketing, this can be done during the onboarding process or can be updated via your POS integration (if connected).  

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.