SMS marketing for Shopify stores: a practical setup guide

How Shopify store owners can start SMS marketing: collecting consent at checkout, the first automations to turn on, and campaigns that drive repeat sales.

·2 min read

Text messages are one of the most direct ways for an online store to reach customers. For Shopify merchants, the pieces are mostly already in place: phone numbers at checkout, order events and customer tags.

The work is setting it up in the right order.

Collect consent first

Enable SMS marketing consent at checkout and add a sign-up option on your site, such as a pop-up or footer form. Use clear consent wording that names your store, mentions marketing texts and explains how to opt out. Without consent, a phone number on an order is for order updates only.

Turn on the core automations

Start with messages that are useful to the customer: a welcome text for new subscribers, an abandoned checkout reminder, order and shipping updates, and a post-purchase thank-you or review request. These run in the background and usually produce most of the revenue from texting.

  • ✓Welcome message with what to expect.
  • ✓Abandoned checkout reminder within a few hours.
  • ✓Shipping and delivery updates.
  • ✓Post-purchase thank-you and review request.

Then run campaigns

Once automations are working, send occasional campaigns: new arrivals, restocks and sales. Segment by purchase history so customers hear about products they are likely to want, and keep frequency modest so the list stays healthy.

Key takeaways

  • →Collect clear SMS consent at checkout and on site.
  • →Turn on welcome, abandoned checkout and shipping texts first.
  • →Add campaigns once automations run smoothly.
  • →Segment by purchase history and keep frequency modest.

Put this into practice with Text2Sale

Import leads, create follow-up campaigns, organize replies, and connect texting, calling, and appointments in one workspace.

Frequently asked questions

Can I text every customer who gave a phone number at checkout?

Only about their order, unless they also opted in to marketing texts.

How often should a store send marketing texts?

Many stores do well with two to four campaigns a month, plus automations.

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