This configuration checklist for Shopify checkout page will help you to collect customers’ emails/sms more easily when they are about to buy something. You can also follow up them to turn them into loyal customers.

Main contents:
Enable Customer Account
Enable checkout by phone number
Collect phone number from Shipping Address

If you are on Magento and you want to collect phone number at checkout, see guide here.

Enable Customer Account

Step 1: Go to Checkout setting

After logging into your Shopify admin account, open the Settings on the bottom left of your page and go to Checkout setting

Go to Checkout setting

Step 2: Enable Customer Account

In the Checkout page from Settings, scroll down to find the Customer accounts section to Choose if you want to prompt your customer to create an account when they check out.
Between three given choices, clicking to choose Accounts are required or Accounts are optional to let your guest create an account on your store.

Enable Customer Account

Step 3: Save changes

Save your changes by clicking on the green Save button that can be found in the top right of your page.

Save the setting

Enable checkout by phone number

Step 1: Go to Checkout setting

After logging into your Shopify admin account, open the Settings on the bottom left of your page and go to Checkout setting

Go to Checkout setting

Step 2: Enable Checkout by phone number

In the Checkout page from Settings, scroll down to find the Customer contact section to control what your customers will have to provide when they buy a product from your store.

Between two given choices, click to choose Customers can check out using either their phone number or email to enable either using phone number or email for the orders to your store.

Checkout by phone/email

Step 3: Save changes

Save your changes by clicking on the green Save button that can be found either in the top right of your page.

Save setting

Collect phone number from Shipping Address

Step 1: Go to Checkout setting

After logging into your Shopify admin account, open the Settings on the bottom left of your page and go to Checkout setting

Go to Checkout setting

Step 2: Enable the option

In the Checkout page from Settings, scroll down to find the Form options section to choose whether your checkout form requires extra information from your customer.

At Shipping address phone number field, click to choose Required to make sure that you’ll get the customer's phone number from their shipping address.

Enable checkout by phone number

Step 3: Save changes

Save your changes by clicking on the green Save button that can be found either in the top right of your page.

Save settings
Was this article helpful?
Cancel
Thank you!