How to Set Up SMS Marketing in Your Shopify Store

Integrating SMS marketing into your Shopify store is a great way to boost your marketing efforts. Here's a straightforward guide to get you started, ensure legal compliance, and make the most out of your SMS campaigns.

Step-by-Step Guide to Enabling SMS Opt-In

1. Navigate to the SMS Campaigns tab under the Marketing section of your Loyalti Dashboard.  
2. Enter your contact information. 
3. Enter your business information. Choose your location of United States or Canada.

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1. Click Create SMS to begin the setup 

2. Go to Your Shopify Settings:

   • Log in to your Shopify admin.
   • Navigate to Settings and then select Checkout. 

3. Enable SMS Opt-In:

   • Scroll down to Marketing Options.
   • Check the SMS Marketing option to let customers choose to receive SMS updates and promotions during checkout.
4. Update Your Legal Policies:

• • Make sure your store’s Terms of Service and Privacy Policy reflect SMS marketing practices. We provide templates that you can customize according to your needs.
  • To access these templates and learn more about staying legally compliant Check out this article. How to Stay Compliant: SMS Terms & Privacy Policy

• • Don’t forget to hit Submit Information to ensure all changes are applied and apply for your toll-free phone number.

Ensuring Legal Compliance

• Get Explicit Consent:

  • Only send SMS messages to customers who have clearly opted in during checkout. This is crucial for complying with marketing laws.

• Clearly State What They’re Signing Up For:

  • Update your store policies to include detailed SMS marketing terms. Use the editable templates in Shopify or consult the Loyalti platform for sample texts.

Complying with SMS Regulations

• Understand Important Regulations:
  • Familiarize yourself with the TCPA (Telephone Consumer Protection Act) and CTIA guidelines to avoid legal pitfalls. You can find the TCPA rules here.
• Avoid Prohibited Content:
  • SHAFT regulations highlight what you should not send in an SMS. Check Twilio’s guidelines for a list of prohibited words and phrases here .

SMS Marketing Best Practices

• Include an Opt-Out Option:

  • Make it easy for customers to stop receiving messages by including an opt-out link or instructions in every SMS.

• Respect Quiet Hours:

  • Avoid sending messages during early morning or late night to respect your customers' time and privacy.

• Manage Expectations:

  • Set clear expectations about the frequency and type of messages customers will receive when they sign up.

Conclusion

Setting up SMS marketing on Shopify is a straightforward process that can greatly enhance your customer engagement. Just make sure to follow these steps carefully to ensure a successful and compliant SMS marketing strategy.