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
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.
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.
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
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.
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.
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
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.
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.
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
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.
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.
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
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.
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.
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
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.
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.
Updated on: 29 / 07 / 2021