How to collect phone numbers for WhatsApp marketing at Shopify's checkout

Step 1/6

1. Log in to your store’s admin panel, then navigate to Settings → Checkout
2. Locate the Customer contact method section, and select "Phone number or email", as shown in the screenshot below.

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Step 2/6

1. Look for the Customer information section on the same page.
2. Set Shipping address phone number to either "Required" or "Optional". We recommend choosing "Required" for best results.

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Step 3/6

1. Locate the Marketing options section on the same page. Select all checkboxes as shown in the screenshot below.

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2. click "Save".

Step 4/6

1. On the same page, navigate to Customize sign-up labels, as shown in the screenshot below.

Step 5/6

1. On the page shown, locate the "Accept marketing checkout label" box:

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2. Update the text field in this box using one of the following suggestions:

• Get order updates & offers via WhatsApp

OR

• Sign up for order updates, exclusive offers, and news via WhatsApp and Email

OR

Write your own message - make sure to include any other channels you’re using.

For example, if you also use SMS, you could write: Get order updates & marketing offers via WhatsApp and/or SMS

3. Click Save to apply your changes.

Step 6/6

1. On the same page, use the search bar at the top and type "Phone".
2. Locate the fields “Phone Label” and “Optional phone label”, and update both with the following text:

Phone number for orders, delivery & offer updates

XXXXXX

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This helps clearly communicate to customers what their phone number will be used for—especially if they choose to check out using only their email.

3. Don’t forget to click Save in the top-right corner of the page when you're done!

Updated on: 05/08/2025