How to collect WhatsApp Opt-ins

An opt-in is when your shoppers provide you with their phone number and they agree to receive WhatsApp messages from your business. You need to make it absolutely clear to a shoppers that they're agreeing to receive messages from your business through WhatsApp. Failing to do so is not in compliance with Meta's policies.

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.

How to collect WhatApp Opt-ins on your Shopify Store?

The easiest way to collect WhatsApp Opt-in is when a shopper is checking their cart out. Shopify already has a mechanism to collect email marketing consent from your users. You can simply extend it to get consent for WhatsApp. Here's how you do it:

Go to Settings -> Checkout page from your store's Shopify admin

Go to the Customer Contact Method section, and select the option that allows customers to checkout using "phone number or email".

Go to the Customer Information section options section, and set Shipping address phone number as Required

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 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.

Here are a few examples:
Send me order updates on WhatsApp
Send me order information, promotional offers, and deals on Email, SMS, and WhatsApp
Send me shipping updates on WhatsApp and email.

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.

Hit Save when you're done.

Updated on: 24/01/2024

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