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

What is an opt-in?

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. 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?

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

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

• Go to the Checkout page.

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

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

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

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

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

• 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.

• Scroll to the top and click SAVE

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

If you face any issues with us, do reach out to us on our email - [email protected]