Note: The instructions below are intended for Shopify stores (i.e. Basic Shopify, Shopify, Advanced Shopify). If you have Shopify Plus, the integration is not currently supported.
In order for your Shopify customers to join your Community, you’ll need to configure the following settings from your Shopify dashboard.
- Navigate to Settings > Checkout and scroll down to the Customer Information section. Under Shipping address phone number, select Required.
- We recommend this setting to ensure that your customers will provide a phone number. We can not message customers that don't provide a phone number, so at a minimum, this field should be optional.
- We recommend this setting to ensure that your customers will provide a phone number. We can not message customers that don't provide a phone number, so at a minimum, this field should be optional.
- Scroll down to the Marketing Options section. Check the box for SMS and click Customize sign-up labels
- Search for the term "Marketing" to find the Checkout Marketing section. Within the field for Accept marketing checkbox label, insert the following text:
Keep me up to date on news and exclusive offers via email, and I also want to receive exclusive texts for [insert your name] Shopify customers from and on behalf of [insert your name]/Community. If I’m not an existing [insert your name] Community Member, please text me an invitation at the number I provided below. I also agree to Community’s Privacy Policy (community.com/privacy) and Terms (community.com/terms). Message & data rates may apply. Message HELP for help, STOP to cancel.
🚨 Important: Remember to replace all instances of [insert your name] with your Community Leader name.
- Click Save. Your checkout page should now resemble the screenshot below.
After completing the steps above, please return to Connect Shopify Store to continue setup by creating a new Private App.