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Requesting customers’ approval for your promo emails

You can use promo emails as an effective marketing tool to encourage repeat purchases. It is a good practice to ask for customer’s consent to receive marketing emails – this way you send promo emails only to those who agreed to that. If your business is based in Europe or you sell goods and services to the EU, you should get such permission from your store visitors by law (see GDPR).

With store you can add a sign-up option to checkout. So your buyers will be able to specify whether they want to receive marketing emails or not and will continue with checkout. Based on the information received, you can form a list of opted-in customers and send out targeted promo emails.

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:

Enable 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:

Option on checkout

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:

Alternative section

Customizing the sign-up option

You might want to customize the appearance of the sign-up checkbox in your store.

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:

Text Label

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

Preselect the option

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

Text Label

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.

Since you can re-name the checkbox, you can also use it for requesting other information from your customers. For example, to get customers’ consent to share their phone numbers with a delivery company, etc. 

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:

Order Details

In the customer’s profile

  1. Go to your store control panel → My Sales → Customers.
  2. Search for the necessary customer profile.
  3. Check if there is the Subscribed to marketing emails notice next to the customer name:Emails allowed.png
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:Export Contacts
  1. A CSV file will be downloaded to your computer. You can open this file in a text editor or import it into a spreadsheet: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. From your store admin, go to My Sales → Customers section.
  2. Click Filter in the left upper corner to use filters, then choose Subscribed in the Email Marketing Status block.
  3. Tick all the filtered customers and click Mass Update → Export → Export Selected.
  4. In the export settings dialog, select the delimiter for your file and the columns that you want to export (by clicking them). Make sure you check the Consent for email marketing column:
    Consent for email marketing.png
  5. Click Download CSV file.

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.

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