Requesting customers’ approval for your promo emails

With your store, you can add a sign-up option to the checkout process. This allows your buyers to specify whether they want to receive marketing emails or not before completing their purchase. Based on this information, you can compile a list of opted-in customers and send out targeted promotional emails to them. This ensures that you're only sending marketing emails to customers who have explicitly agreed to receive them.

Adding the sign-up checkbox

You can add the sign-up checkbox to the checkout in your store following these steps:

1. Go to your store control panel → Marketing → Newsletters.
2. Scroll down to Settings section.
3. Enable the Request customers' approval for your marketing emails at checkout option:

Once it’s enabled, the “Keep me up to date on news and exclusive offers” checkbox will appear above the Checkout button in your store:

By default, this box is unchecked. Customers should tick the box to opt in.

You can also set up the sign-up option via your store control panel → Settings → General → Cart & Checkout tab using the same settings:

Customizing the sign-up option

Customizing the appearance of the sign-up checkbox in your store can help it blend seamlessly with your overall design and branding.

Change the text

You can change the text shown next to the box if you wish:

1. Open your store control panel → Marketing → Newsletters page.
2. Scroll down to Settings.
3. Click Edit.
4. Enter a custom text in the Text Label field:

4. Click Save or press Ctrl + S to save the changes.

Preselect the option

In case of need, you can show the checkbox as ticked:

If you enable this setting, the sign-up box will be shown with a checkmark within it. Your customers will need to untick this box if they are not interested in receiving promo emails.

Note:
Customizing the checkbox to request other information from your customers, such as their consent to share phone numbers with a delivery company, is a great idea. By renaming the checkbox and providing clear instructions or explanations, you can effectively gather the necessary information while ensuring transparency and compliance with regulations. Just make sure to communicate clearly with your customers about why you're collecting their information and how it will be used.

Checking if a buyer opted in

You can check whether a buyer wants to receive promo emails or not in the following sections of the control panel.

In order details

1. Navigate to your store control panel → My Sales → Orders page.
2. Click on necessary order to view its details.
3. Scroll down to Additional Information section in order details:

In the customer’s profile

1. Go to your store control panel → My Sales → Customers.
2. Search for a necessary customer.
3. Check if there is the Promo emails allowed notice next to the customer name:

Note:
If you are based in the EU, your store will not send abandoned cart reminders to the visitors that haven’t ticked the sign-up option. Such abandoned carts will have the "Customer doesn't accept promo emails" notice in store control panel → My Sales → Abandoned Carts.

Getting a list of opted-in customers

You can use special services like Mailchimp to send out all sorts of marketing newsletters. To form the list of customers that want to receive your promo emails and use that list with an email marketing service, follow these steps:

1. Open your store control panel → Marketing → Newsletters page.
2. Scroll down to Create a mailing list manually.
3. Click Export Contacts:

4. A CSV file will be downloaded to your computer. You can open this file in a text editor or import it into a spreadsheet:

Buyers that unticked the “Keep me up to date on news and exclusive offers” box are automatically excluded from the contacts list exported in this section.

Alternatively, you can get a list of customers that allowed to send them promo emails in this way:

1. Open your store control panel → My Sales → Customers section.
2. Choose the Promo Email Allowed option in the Email Marketing filter:

3. Click Export All Found below the customer list:

As a result, a CSV file will be downloaded to your computer. You can use email addresses from the exported file with the newsletter service of your choice.