You must update your Shopify checkout settings to capture customers' phone numbers: 

1. Open your Shopify admin and click Settings.
2. Select Checkout and set the Shipping address phone number to Optional or Required. 
3. Click Save. 

There are several different ways to capture opt-in from the cart for Shopify Checkout Integration stores. If you are a Shopify Plus merchant, see Manually installing Opt-in on Shopify Plus. 

Enable Cart Widget Opt-in

The Cart Widget Opt-in allows customers to opt-in to RechargeSMS from the cart. To enable opt-in from the cart:

1. From the RechargeSMS My Shop page, locate the Opt-in Tools section.
2. Under New Subscriber Flow, click Set up your SMS Opt-in Widget. 
3. Toggle on the Enable Cart Widget Opt-in option. This may already be toggled on if you enabled the Cart Widget Opt-in during onboarding. 
4. (Optional) Click Don't like how it looks? Customize it! to change the appearance of the widget on the cart page. 

It can take up to 30 seconds for the Cart Widget Opt-in to appear on your store's cart page. If the Cart Opt-in widget is not available after completing these steps, see Manually install the Cart Widget Opt-in. 

Manually install the Cart Widget Opt-in

RechargeSMS automatically injects the Cart Widget Opt-in code into your Shopify theme. Depending on your store setup or theme, you may need to manually install the widget: 

1. Enable the Cart Widget Opt-in feature. 
2. Click Don't like how it looks? Customize it! and select Manually install instead? 
3. Use the customization options to style the widget. 
4. Select Copy </> in the Widget HTML section to copy the code. 
5. Click Configure Shopify theme to open the Themes page of your Shopify store.
6. On your current store theme, click Actions and select Edit code.
7. Locate the cart file. This is typically the cart-template.liquid or the main-cart-footer.liquid file depending on your store's theme.
8. Paste the copied code from Step 4 after the Subtotal element. 
9. Add <div id="rcsms-cart-widget"></div> to the Subtotal element in the cart. This places the opt-in widget above the check out button in the cart. 
10. Click Save.
11. Preview the cart page on your storefront to confirm the widget is available.

Manually install Opt-in on Shopify Plus

Merchants using the Shopify Checkout Integration on Shopify Plus can manually add the opt-in script to checkout. Adding scripts to the checkout requires Shopify Plus.

To manually add the opt-in script:

1. Enable SMS Marketing in the Shopify Admin checkout settings. This allows the script to function. 
2. In the Shopify admin, click Online Store and select Themes.
3. Click Customize on your live theme. 
4. In the theme editor, click the Home page dropdown to select the Checkout and new customer accounts page. 
5. Add the Recharge SMS Opt-in app block to the desired location on the page.
   
   • If the app block is not available and RechargeSMS is installed, contact Recharge Support. 

Recharge Support cannot assist with making customizations to your storefront or checkout per Recharge's design and integration policy. If you need assistance with making customizations, contact your store’s theme developer or work with a third-party developer.

Capturing opt-in for current subscribers

If you have existing subscribers that you would like to capture opt-in for, you can easily turn this option on for them. Once enabled, the customer will be given the option to opt-in to receive SMS messages.

1. In the RechargeSMS dashboard, click the Messaging status indicator.
2. Use the toggle to enable Current Subscribers.
3. Use the toggle to enable SMS service.
4. Click Close.

The landing page opt-in widget allows customers to opt-in from a custom landing page instead of the cart or checkout pages. This opt-in method is optional, but it allows customers to opt-in to RechargeSMS outside of the checkout flow and increases the chances of customer opt-in.

Step 1 - Enable and customize the widget

1. Open RechargeSMS and navigate to the My Shop page. 
2. Locate the Landing Page Opt-in section and click Create your Opt-in Landing Page. 
3. Enter your store name, logo, and color branding in the Shop Branding fields.
4. Click Save styles to set your configuration.
5. Under Promo Copy, adjust the font color and verbiage used on the widget. 
6. Under Call to Action, adjust the styling and verbiage of the Call to Action (CTA) button. 
7. Verify the customizations on the widget preview. 

Step 2 - Add the widget code to your Shopify theme

1. On the landing page opt-in widget page, select Save and Generate.
2. Select Copy </> to copy the widget code to your clipboard.
3. Follow the instructions provided to access your store’s Shopify Pages editor. 
4. Select Add Page and title it Subscription Management via Text.
5. Select <> to open the HTML editor.
6. Paste the RechargeSMS widget code from Step 2 into the HTML editor and click Save.
7. Select More actions and click View page to preview the opt-in widget on your storefront. You can modify the HTML or CSS code in the page editor to improve the appearance of the widget.

Once installed, share the link to the landing page opt-in widget with your customers through an email campaign, or use a pop-up app like Privy to promote the page to customers who visit your storefront.

If you make changes to your landing page widget at any time, these changes will not update with Shopify. If you make changes, you must replace the code in your Shopify theme with the new code. 

Preview the landing page opt-in customer experience

The landing page opt-in prompts customers to enter the email address and phone number associated with their Recharge account.

After filling in the landing page opt-in details, the customer receives an SMS message with a verification code. The customer enters this verification code into the opt-in widget. 

After the widget validates the verification code, customers receive a verification email. From the verification email, the customer must click Verify Number to proceed. After clicking Verify Number, the customer is redirected to a confirmation page.