Migrate to the new Shopify built-in checkbox for subscriber collection

On October 6, 2021, Attentive released an update to our integration with Shopify to allow you to sync subscriber data with Shopify and collect opt-ins directly from Shopify's checkout flow. With this integration, Shopify and Shopify Plus clients can unlock several benefits:

  • You can collect marketing opt-ins from the checkout flow through a new Shopify built-in checkbox.
  • You can collect marketing opt-ins by enabling the new Shopify built-in checkbox in your settings (previously required a code modification).
  • You can collect transactional subscribers when users enter their phone number in the shipping update section of checkout (previously required a code modification).

This comprehensive guide outlines the steps you must take if you:

  • Already integrated your Attentive account with Shopify.
  • Added the Attentive checkout checkbox to your Shopify site for marketing opt-in.
  • Want to migrate to the more seamless, native Shopify built-in checkbox.

Note that each section includes an expected result ( ✅ ) after a step is completed.

Checklist

Step 1. Enable subscriber collection in Attentive
Step 2. Remove Attentive code in Shopify
Step 3. Enable Shopify built-in checkbox in Shopify
Step 4. Send transactional or marketing messages to your Shopify customers

Step 1. Enable subscriber collection in Attentive

First, you must update your Shopify integration in Attentive to enable bidirectional syncing of subscribers between the platforms.

Follow the steps to Edit your Shopify integration and enable one or both of the following settings, depending on which type of subscribers you want to collect:

Setting Type of subscribers Description
Collect Marketing Subscribers at Checkout Marketing When this option is enabled, historical and real-time marketing SMS subscriber opt-ins are synchronized between the Attentive and Shopify platforms.
Ingest Transactional Events Transactional When this option is enabled, historical and real-time transactional events and transactional SMS subscriber opt-ins are synchronized between the Attentive and Shopify platforms.


Your integration can now synchronize historical and real-time SMS subscribers between the Attentive and Shopify platforms.

Step 2. Remove Attentive code in Shopify

With the Shopify built-in checkbox, it’s easier than ever to enable the SMS opt-in option at checkout. However, since you currently have the Attentive checkout checkbox installed, we recommend that you remove the Attentive code in your Shopify site before setting up the new Shopify checkbox.

Follow the steps outlined in Remove the Attentive checkout checkbox in Shopify.

The Attentive checkout checkbox should now be removed from your Shopify site.

Note: The Remove the Attentive checkout checkbox in Shopify guide is for customers who want to migrate from the old version of the Shopify checkout checkbox to the new version. In the old version of the checkbox, you had to add a code snippet to Attentive to enable the checkbox.

If you’re not sure whether you need to remove a code snippet, please reach out to your Attentive CSM or contact our White Glove team (whiteglove@attentivemobile.com).

Step 3. Enable Shopify built-in checkbox in Shopify

Now that you’ve removed the Attentive checkout checkbox and enabled the bidirectional syncing in Attentive, it’s time to enable the Shopify built-in checkbox.

Depending on which type of subscribers you want to collect and the type of messages you want to send, complete the following steps:

Subscriber type Settings to enable
Marketing
Transactional


Note
: If you previously customized the marketing checkbox to capture transactional opt-ins as a workaround, make sure to update the Accept marketing checkbox label in Shopify to reflect that it is a marketing checkbox now that you have the ability to enable a transactional opt-in field. Contact our White Glove team or your Client Strategy Manager for steps.

After these settings are enabled, the Shopify built-in checkbox appears, as shown in the following image:

shopify_checkbox.png

✅ You now have the Shopify built-in checkbox appear on your Shopify site and you can collect transactional and/or marketing subscribers.

Step 4. Send transactional or marketing messages to your Shopify customers

Finally, you are now able to send transactional and/or marketing messages through Attentive to your Shopify customers. Depending on the type of messages you want to send, view the following articles:

✅ You can now send transactional and/or marketing messages through Attentive to your Shopify customers.

Articles in this section

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