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Understanding and Managing Text Message Opt-Ins in OneShop for Lightspeed

Learn how to legally collect customer opt-ins for marketing texts using OneShop’s built-in tools and best practices.

Updated over 2 weeks ago

📜 1. Legal Requirements for Text Messaging

Law in U.S. and Canada:
To send marketing messages, businesses must have express written consent from customers.

✔️ What qualifies:

  • Customer enters their own phone number

  • Customer confirms they agree to receive marketing texts

  • Consent includes visible legal language at the point of entry

❌ What doesn't qualify:

  • Verbal consent (e.g., telling a cashier their number)

  • A cashier entering the number manually

  • Consent through fields like email/mail preferences in Lightspeed (text is excluded)


💬 2. What Is a Marketing Message?

A marketing message is any communication where the business is:

  • Asking a customer to buy something

  • Promoting a sale or event

  • Encouraging any kind of engagement or action

Examples:

  • “Join our loyalty program”

  • “Come shop our new collection”

  • “Will you opt into our text program?” ← This itself is a marketing message

⚠️ Informational messages (like “Your order is ready”) do not require the same opt-in, but OneShop treats all messages as marketing to remain compliant.


🛠️ 3. How to Collect Legal Opt-Ins in OneShop

Option 1: OneShop Sign-Up Link

  • Provided by OneShop (formatted as yourstore.oneshop.com/sign-up)

  • Customers enter their number and agree to terms

  • Embed in:

    • Email campaigns

    • QR codes in-store

    • Social media posts

Option 2: Customer-Facing Tablet

  • Best and most reliable method

  • Customers enter their phone number during check-in

  • Built-in legal consent language

  • Seamless experience tied into loyalty and CRM


🔍 4. Why Lightspeed Opt-In Fields Don’t Count

  • Lightspeed’s “Consent” checkbox does not include text messaging

  • Text is not listed among mail/call/email options

  • Only staff can click the consent box → not “written consent” by law

  • OneShop ignores these fields for opt-in verification


🧠 Best Practices

  • Always use OneShop’s sign-up tools for text messaging consent

  • Train staff to encourage opt-ins via tablet, not by manual entry

  • Offer incentives like “$5 off next purchase” to encourage opt-ins

  • Review your current opt-in collection methods to ensure legal compliance

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