SMS Opt-In Policy
This page documents how shoppers opt in to text messages sent through Cartbeat Comebacks and related SMS features. Merchants using Cartbeat send messages on behalf of their own store; Cartbeat provides the platform, delivery, and compliance controls described here.
Who may receive texts
Only past customers of a Shopify merchant who have explicitly opted in to SMS marketing may receive comeback (win-back) texts. Cartbeat does not text abandoned-checkout shoppers who never completed a purchase.
How opt-in is collected
Cartbeat records opt-in with a timestamp and source. A phone number captured at checkout alone does not constitute SMS consent · Cartbeat only records consent when Shopify reports an explicit SMS marketing opt-in.
- Shopify checkout SMS checkbox · when a shopper checks the store’s SMS marketing box at checkout, Cartbeat syncs
buyer_accepts_sms_marketingand the consent phone from Shopify webhooks (shopify_checkoutsource). - Shopify customer consent updates · order completion and
customers_marketing_consent/updatewebhooks keep Cartbeat aligned when consent is granted or revoked in Shopify Admin or checkout. - Checkout or account signup checkbox · unchecked by default, with clear SMS disclosure and links to the merchant’s terms and privacy policy.
- Marketing signup form · dedicated SMS consent language (not bundled silently with email-only signup).
- Merchant import · only for contacts who previously gave express written consent to receive SMS from that merchant; import source is logged.
- Verbal or paper consent · merchant must retain proof; Cartbeat stores the opt-in event when the merchant records it in their systems.
Live opt-in example (for verification)
Reviewers and merchants can view a merchant-branded sample checkout at cartbeat.app/sms-opt-in-example · it shows the Shopify checkout SMS marketing checkbox as shoppers see it from the store (North & Thread in the sample). Cartbeat does not inject this UI; Shopify renders it when SMS marketing is enabled. When a shopper checks the box, Shopify sends buyer_accepts_sms_marketing via webhooks and Cartbeat records consent before any comeback SMS is sent.
Recommended merchant disclosure (checkout / signup)
Merchants should display language substantially similar to the following adjacent to an unchecked SMS opt-in checkbox:
Sample opt-in copy for merchants
☐ By checking this box, you agree to receive recurring automated marketing text messages (e.g., comeback offers and promotional store updates) from [Store Name] at the mobile number provided. Msg & data rates may apply. Msg frequency varies. Consent is not a condition of purchase. Reply STOP to cancel, HELP for help. Privacy Policy · Terms of Service.
What messages are sent
- Comeback / win-back marketing SMS · infrequent promotional texts to lapsed buyers who opted in at checkout, with a tracked claim link (coupon, gift, or BOGO configured by the merchant). Typical frequency: at most one text per customer per 90-day window.
Cartbeat Comebacks does not send abandoned-cart SMS to shoppers who never completed a purchase. Email recovery handles abandoned checkouts separately.
Every marketing message includes opt-out instructions. Cartbeat appends Reply STOP to opt out. when the merchant template does not already include it.
Message frequency
Comeback texts are limited by merchant-configured rules: minimum days since last order, cooldown between texts, and monthly send caps. Typical frequency is at most one comeback text per customer per 90-day window, subject to merchant settings.
How to opt out
- Reply STOP (or STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT) to any message · processed automatically; no further texts are sent to that number across Cartbeat-powered sends for that store.
- Reply HELP for assistance or contact the merchant’s support channel.
- Email info@cartbeat.app to request suppression or data deletion.
Technical enforcement
Cartbeat blocks sends when:
- No recorded
sms_opt_in_attimestamp (when explicit opt-in is required · default on). - Customer replied STOP or is otherwise suppressed.
- Customer has no valid phone number on file.
- Merchant has disabled Comebacks or the customer is outside eligibility rules.
Data & subprocessors
Phone numbers and consent timestamps are stored to honor opt-in/opt-out. SMS delivery is provided by Twilio. See our Privacy Policy for retention and GDPR webhooks.
Contact
Questions about this policy: info@cartbeat.app
Cartbeat