Tutorial: Collecting WhatsApp Opt-ins at Checkout
The checkout stage is crucial for collecting WhatsApp opt-ins, just as you do for SMS or email. Follow these steps to optimize your opt-in collection process.
1. The Importance of WhatsApp Opt-ins at Checkout
Adding WhatsApp as a communication channel during checkout allows you to stay in touch with your customers on a platform they use daily. This increases your chances of conversion and retention.
2. Steps to Integrate WhatsApp at Checkout
If you are already collecting SMS opt-ins:
Simply update the text of the existing checkbox to include both SMS and WhatsApp.
Example text: "By checking this box, you agree to receive notifications via SMS and WhatsApp."
If you are not yet collecting SMS opt-ins:
Add an additional block below the email opt-in field to collect the phone number.
Clearly state that the number will be used for SMS and WhatsApp.
Example block:
"Phone number (for SMS and WhatsApp)."
"By providing your phone number, you agree to receive notifications via WhatsApp."
3. Tips to Optimize Opt-in Collection
Clarity and Transparency: Clearly explain why you’re collecting their phone number and how it will be used.
Attractive Design: Ensure the checkboxes and blocks are visually aligned with the rest of the checkout design.
Legal Compliance: Ensure your messages comply with applicable consent regulations (e.g., GDPR, TCPA).
How to Set Up WhatsApp Opt-in at Checkout on Shopify: