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 campaign tab under the Marketing section of your Loyalti Dashboard.  
  2. Enter your business name and contact information. 

For best results use a Business website. Social media pages like Facebook or Instagram may not be approved. 

  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: Shopify Settings Graphic

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

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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.