Adding SMS marketing consent checkboxes to convenient locations in your store, such as customer sign-up, checkout, and the customer account, is an excellent way to collect customer mobile numbers and consent to send them your marketing content through text messages.
Before you start
Things you need to know:
You must install Dotdigital for Magento 2 email version 4.22.0.
You must install Dotdigital for Magento 2 SMS version 1.6.0.
To ensure the collection of valid mobile numbers for effective SMS delivery, we recommend enabling phone number validation.
Learn more in Use transactional SMS notifications in Magento Open Source and Adobe Commerce
1. Enable SMS marketing consent
In your account, go to Stores > Configuration > Dotdigital > Consent and find the heading SMS.
You can choose which areas of your store you want your customers to be able to sign up for your SMS messages:
During account registration
During checkout
In the My Account section
To enable SMS registration, expand the store area drop-down menu and select Yes.
If you don’t want to give customers the option to sign up in a certain area of your store then select No.
For Sign up text, enter the text you want to display next to the checkbox when a customer opts in to your SMS marketing.
For SMS marketing consent text, enter the consent text you want to display underneath the mobile number field when a customer opts in to your SMS marketing.
Including consent text lets you describe what the customer is consenting to and a link to your privacy policy. This text is stored as a
ConsentInsightrecord against the contact. If no text is enteredConsentInsightdata is not captured.
Select Save config.
SMS marketing consent checkboxes are now added to the following areas for your customers:
Create new customer account page
Customer account subscriptions page
Customers can unsubscribe themselves from here too.
Customer shipping page
2. Enable SMS sign-up messages
You can also send an optional confirmation message to your customers that sign up to your SMS messages.
SMS sign-up
To send a message to customers that sign up to SMS:
In your account, go to Stores > Configuration > Dotdigital > Marketing Consent and find the heading SMS Templates.
For SMS Sign-Up, expand the Enabled drop-down menu and select Yes.
Select the Message field and enter your message.
This can include variables such as {{ first_name }} and coupons.
To learn more, select the ? icon next to the Message field.
New account SMS sign-up
To send a message to new customers that sign up to SMS during account registration:
In your account, go to Stores > Configuration > Dotdigital > Marketing Consent and find the heading SMS Templates.
For New Account SMS Sign-Up, expand the Enabled drop-down menu and select Yes.
Select the Message field and enter your message.
This can include variables such as {{ first_name }} and coupons.
To learn more, select the ? icon next to the Message field.
Send coupon codes
If you want to send coupon codes in your SMS sign-up messages:
Set up a Cart price rule in your account.
Learn how in Step 1 of Use dynamic content coupon codes in Magento Open Source and Adobe Commerce.
After creating your Cart price rule, go to Marketing > Cart Price Rules.
Find your Cart price rule and copy its ID.
In your SMS message, enter {{ coupon rule_id: X }}, and replace the X with your Cart price rule ID.
3. Map SMS subscribers to a list
After you have enabled SMS marketing consent you need to map your SMS subscribers to an appropriate Dotdigital list.
Learn more in Map lists in Magento Open Source and Adobe Commerce.
Subscribe and unsubscribe a customer to SMS marketing
If a customer contacts you directly and requests to be added or removed from your SMS marketing, you can manually subscribe and unsubscribe the customer in your account:
Go to Customers > All customers.
Use the search bar and filters to find your customer.
Select Edit.
Select Dotdigital.
Select the Subscribed to SMS marketing checkbox and enter the customer’s SMS mobile number.
Select the checkbox again to unsubscribe the customer.
Subscription status
Your customer’s subscription status can be checked inside your Dotdigital account using the Single customer view.
Learn more in Single customer view.
Unsubscribes
When a customer unsubscribes from your SMS marketing through your store, they are removed from the corresponding list. However, the status is not updated in Dotdigital’s Single customer view. This is to prevent the contact being unsubscribed from other connected stores or data sources linked to them.
It's important to ensure you always map your subscribers to the correct list and use it as a way to determine subscription status.
ConsentInsight
You can view consent Insight records for a customer by using the Single customer view:
Open the Single customer view for a contact.
Select the Insight data tab at the top of the page.
Expand the Insight data drop-down menu in the top left of the page and select ConsentInsight.