# How to collect WhatsApp Business opt-ins for your Shopify store?

## What is an opt-in? <a href="#what_is_an_opt-in" id="what_is_an_opt-in"></a>

An opt-in is when your consumers provide you with their phone number and they agree to receive messages from your business via WhatsApp. Before you send a consumer an outbound WhatsApp message, you must first collect opt-ins.\
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**Things to remember when collecting opt-ins**

* Make it clear to the users that they are agreeing to receive messages from your company via WhatsApp.
* Mention the business name that the user is opting in to receive messages via WhatsApp.
* Comply with applicable privacy laws

A customer can contact your support team directly through a WhatsApp message thread to ask to receive notifications or they can provide you the consent via third-party channels.\
\
It's crucial to remember that you're responsible for storing opt-ins and ensuring that each consumer you contact via WhatsApp has accepted to receive communications from your business via WhatsApp.

## How to collect WhatsApp opt-ins on your Shopify Store? <a href="#how_to_collect_whatapp_opt-ins_on_your_shopify_store" id="how_to_collect_whatapp_opt-ins_on_your_shopify_store"></a>

The easiest and most seamless way to collect WhatsApp Opt-in is when your user is doing the checkout. Shopify already has a mechanism to collect email marketing consent from your users. You can just use the same functionality and extend it to take consent for WhatsApp Opt-in.

Since for WhatsApp campaigns, you would require a mobile number. So, you will have to change your checkout pages to ensure that you are capturing mobile numbers during checkouts.

### **A step-by-step guide to capturing WhatsApp Opt-in for Shopify Store** <a href="#a_step-by-step_guide_to_capturing_whatsapp_opt-in_for_shopify_store" id="a_step-by-step_guide_to_capturing_whatsapp_opt-in_for_shopify_store"></a>

* Go to your store's **Shopify admin** and navigate to **Settings** from the bottom of the left panel

<div align="left"><figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-f6e4d8b9117eea67e3ce93f1f4d1f7628ce36911%2Fimage%20(22)%20(1).png?alt=media" alt=""><figcaption></figcaption></figure></div>

* Go to the **Checkout** page.

<div align="left"><figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-47e32d6ba8c16b5eb00b6cc3dec647575b24c43a%2Fimage%20(23)%20(1).png?alt=media" alt=""><figcaption></figcaption></figure></div>

* In the **Customer contact** section, select the option that allows customers to **checkout using "phone number or email"**:

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-088ef7a0c3608d59e1646032c6c924af54306d18%2FScreenshot_2021_06_29_at_11_47_34_AM.png?alt=media" alt=""><figcaption></figcaption></figure>

* On the same page, go to the **Form options** section. Set the **Shipping address phone number** as Required.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-8254848512ab0b7d48e75d1df6d75ad71e698ce2%2FScreenshot_2021_06_29_at_11_20_45_AM.png?alt=media" alt=""><figcaption></figcaption></figure>

* The move on to **Email Marketing** and select both checkboxes.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-aa399f201e199901a70bbf7671ccbb2eab7d19dc%2FScreenshot_2021_06_29_at_11_50_29_AM.png?alt=media" alt=""><figcaption></figcaption></figure>

* Go to the **Checkout Language** and click on Manage checkout language.

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-04efb5bfb8dbdee4bf0fa99671aaffd6e1fc3a73%2Fimage%20(24)%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

* In the **Manage checkout language** page, go to **Checkout marketing** and update the text of the **Accept marketing checkbox** **label** as shown below

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-b43e154dc31afb7b8b573eeb52da11d1ed2b85e3%2Fimage%20(25).png?alt=media" alt=""><figcaption></figcaption></figure>

* You can customize the texts to include all your channels and the kind of messages you wish to send. Some samples are:
  * Send me order updates on WhatsApp
  * Send me order information, promotional offers, and deals via Email, SMS, and WhatsApp
  * Send me updates on WhatsApp and SMS.
* On the same page, update these fields too
  * **Phone label** - *Phone Number for Order Updates (preferably WhatsApp number)*
  * **Optional Phone label** - *Phone Number for Order Updates (preferably WhatsApp number)*
  * **Phone Placeholder** - *Phone*
  * **Phone tooltip** - *We will send you order updates and exclusive deals on your number via WhatsApp and/or SMS.*

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-75c1866277598df03b98e7b98880f72b35279d2f%2Fimage%20(26)%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

* Scroll to the top and click **SAVE**

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-3cc110e68cf7c6ac76c6784c76e95baa02635e6e%2FScreenshot_2021_06_29_at_12_09_32_PM.png?alt=media" alt=""><figcaption></figcaption></figure>

* Once you have done all the steps, your checkout page will look like this

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2Fgit-blob-2a7c1d491d374a793b55161a5bf8a3b887ac677f%2FScreenshot_2021_06_29_at_12_12_23_PM.png?alt=media" alt=""><figcaption></figcaption></figure>

If you face any issues with us, do reach out to us on our email - <help@quickreply.ai>