Note: The instructions below are intended for Shopify stores (i.e. Basic Shopify, Shopify, Advanced Shopify). If you have Shopify Plus, see Configure Checkout (for Shopify Plus).
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 Form options 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 Email marketing section. Check the box that says SMS regulations. Also note that Shopify recently added an SMS option. Support for this option is coming soon but for now please leave this option disabled as well.
- Click Save at the bottom of the page.
- Find the Checkout language section and then click Manage Checkout Language.
- Search for Checkout Marketing. Remove the text within the field, Accept marketing checkbox label and replace it with 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.