How to control customer opt-in at checkout ?

This process sets up a workflow where customers must explicitly choose to receive SMS updates, ensuring compliance and valid data collection.

  1. Go to WooCommerce → SMS Settings.
  2. Enable the workflow that requires customers to opt in to SMS notifications during checkout.
  3. Decide whether the opt-in checkbox should be pre-selected or require manual confirmation.
  4. Customize the opt-in label so customers understand what they are agreeing to.
  5. Choose where the opt-in option appears on the checkout page.
  6. If you are using supported providers (such as Vonage or Twilio), enable phone number validation so incorrect numbers are blocked during checkout.
  7. Save your changes.
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The Checkout Experience

In this example, the SMS opt-in option is enabled and the phone number validation is enabled (only available for Twilio and Nexmo) – The customers entered a non valid phone number:

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In this example, the SMS opt-in option is enabled and the phone number validation is enabled (only available for Twilio and Nexmo) – The customers entered a valid phone number:

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Billed annually

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