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

At Checkout page > Customer Contact Method, please select Require the customer to log in to their account before checkout to remind customers to create an account before check out

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 Customer information 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: 28/03/2023