✅ 1. What Is a Legal Text Message Opt-In?
📜 Defined by Law (U.S. & Canada):
Customers must give express written consent before receiving marketing texts.
Marketing messages include:
Sale promotions
Event invites
Asking them to subscribe or take action
❌ You cannot text customers to ask them to opt-in. That’s already considered a marketing message.
🚫 2. What Doesn’t Count as a Legal Opt-In?
Verbally giving a phone number: Not enough.
Heartland profile field “Opt-in to receive messages”:
Input by staff, not the customer.
Lacks required legal text and customer action.
❌ Not considered valid written consent.
🛠 3. How to Collect Legal Opt-Ins in OneShop
🔹 Method 1: OneShop Signup Form
URL format:
yourstorename.oneshop.com/sign-upIncludes:
Phone number field
Required legal consent text
📍 Use cases:
Embedded in emails
Printed on QR codes in-store
Linked on your website or social media
🔹 Method 2: OneShop Customer-Facing Tablet
Used at checkout or customer service counters
Customers input their phone number directly and accept marketing opt-in
✅ Captures valid written consent
🔹 Method 3: Heartland + OneShop Bar (iPad Only)
When checking out, if a phone number is in the profile but not opted in, the OneShop bar shows a “Sign Up” button
Staff can flip the iPad and let the customer input their info
✅ Legal opt-in is captured with the required text
📌 4. Tracking Opt-Ins in OneShop
OneShop tracks and confirms opt-ins through its approved channels only
Only opted-in customers will appear in:
Broadcast lists
Automated text workflows
🛑 OneShop does not use the Heartland profile opt-in field for text consent.
🎯 5. Best Practices to Grow Your Text List
Display QR codes linking to your OneShop signup form in-store
Add the link to:
Email footers
Order confirmation pages
Loyalty reward emails
Train staff to ask customers to opt in using the tablet or the signup prompt during checkout