With the Shopify integration, you can use Attentive’s campaigns and journeys to send SMS messages to your Shopify customers. Welcome journeys are an effective way to send messages to your Shopify customers who recently opted in to receive messages from you. This article describes how to enable the marketing SMS opt-in option in Shopify and how to send a welcome journey in Attentive to your Shopify subscribers.

Prerequisites

Before you can set up marketing messages for Shopify, you must meet the following requirements:

  • You need to have an existing Shopify or Shopify Plus account.
  • The Shopify integration must be connected.
Important! If you previously modified your Shopify Plus theme with custom code, we recommend that you remove the Attentive checkout checkbox in Shopify in order to use Shopify’s built-in checkbox.

On this page

Steps in Shopify

  1. Enable SMS marketing

Steps in Attentive

  1. Confirm that data syncing is enabled in Attentive
  2. Create a sign-up unit and assign the welcome journey

Steps in Shopify

Step 1. Enable SMS marketing

Complete the following steps to enable the SMS Marketing settings in Shopify:

  1. Sign in to your myshopify.com account.
  2. Click Settings in the lower-left corner and then select Checkout.
  3. Scroll to Marketing consent and in the SMS marketing section, select the checkbox for Show an option to subscribe at checkout.
    marketing_consent.png
  4. Click Save.

For more information, see Collecting customer contact information.

(Optional) Update SMS marketing checkbox copy

If you're planning to provide an offer or discount code for users that opt in, we recommend that you add that copy to the SMS checkbox label.

To change the marketing opt-in checkbox copy in Shopify, complete the following steps:

  1. From your Shopify site, go to Settings > Checkout.
  2. Scroll to the bottom of the checkout page and click Manage checkout language.
  3. Scroll to the Checkout marketing section and update the Accept sms checkbox label field with your desired copy.
  4. Click Save.

The marketing SMS opt-in checkbox appears. Customers can select the checkbox and enter their phone number in the field, as shown in the following image:

text_me.png

Steps in Attentive

Step 2. Confirm that data syncing is enabled in Attentive

After you’ve enabled the Shopify integration, you must confirm that the data syncing setting is enabled so that when subscribers opt in through Attentive or Shopify, that data is synchronized between both platforms.

To confirm that data syncing is enabled:

  1. Navigate to the integrations setup page and locate the Shopify tile.
  2. Click Shopify > Settings.
  3. Confirm that Collect Marketing Subscribers at Checkout setting is enabled.
    collect_mark.png
    Note that you must view the Shopify Subscriber Collection Terms and Conditions.
  4. Click Save changes.

Step 3. Create a sign-up unit and assign the welcome journey

Complete the following steps to create a sign-up unit and assign the welcome journey to it:

  1. Sign in to your Attentive account.
  2. Click the Subscribers tab.
  3. Click + Create sign-up flow. The Create sign-up flow page appears.
      • Note: You don't need to enter a name for this sign-up unit. It is automatically named Shopify Checkout Checkbox after you select the Shopify Marketing template in Step 5 below.
  4. Click Integrations in the Customer touchpoints section.
    integrations_customer_touchpoints.png
  5. Select Shopify Marketing under Templates, as shown in the following image.
    Shopify_marketing.png
  6. Click Create. The Add an offer and a welcome journey page appears.
  7. (Optional) Select an Offer to add a promotional discount. See Offers for more details.
  8. Click the Welcome journey drop-down and do one of the following:
  9. Click Save and continue. The Review your sign-up unit page appears.
  10. Review your sign-up unit to confirm that the configuration is correct.
  11. Click Done. The Activate sign-up unit window appears.
  12. Click Activate. Your sign-up unit and welcome journey for Shopify are now activated.