In your Lightspeed eCom (E-Series) online store, you can ask customers to give consent to receiving marketing communication from you. To opt in, they will need to check a dedicated box at checkout. You can collect customer emails to further send built-in marketing emails or form a list of opted-in customers and send out targeted promo emails using third-party services like Mailchimp.

Information about marketing email consent in eCom will be synced to the Customers section in Retail POS.

Adding the sign-up checkbox to eCom checkout

You can add the sign-up checkbox to the checkout in your online store following these steps:

1. From Retail POS, go to Online > Settings > General > Cart & Checkout:

   

2. Scroll down to the Newsletters block.
3. Turn on the Request customers' approval for your marketing emails at checkout toggle:

Once it’s enabled, the “Keep me up to date on news and exclusive offers” checkbox will appear above the "Checkout" button in your online store:

By default, this box is unchecked. Customers should tick the box to opt in.

Optionally, you can set up the sign-up option in your eCom admin panel via Marketing > Newsletters or Settings > Legal pages.

Customizing the sign-up option at checkout

You can customize the appearance of the sign-up checkbox in your online store. For example, change the text to get customer consent for both email and SMS marketing. 

Changing the text

You can change the text shown next to the box if you wish:

1. From Retail POS, go to Online > Settings > General > Cart & Checkout.
2. Scroll down to the Newsletters block.

3. Enter a custom text in the Text label field:

   

4. Click Save or press Ctrl + S to save the changes.

Preselecting the option

You can show the checkbox as ticked by default:

1. From Retail POS, go to Online > Settings > General > Cart & Checkout.
2. Scroll down to the Newsletters block.
3. Turn on the Preselect the sign-up option toggle:

Once you enable this setting, the sign-up box will have a check mark inside. Your customers will need to untick this box if they do not want to receive promo emails.

Depending on your business location, you may not be permitted to preselect opt-in/permission boxes.

Checking if a buyer opted in at checkout

You can check whether a buyer has agreed to receive promo emails from you in the eCom admin panel.

In the order details

1. From your eCom admin panel, go to My Sales > Orders.
2. Click on the order to view its details.
3. Scroll down to the Additional Information section in the order details and check the "Accepts email marketing" field:

In the customer’s profile

1. From your eCom admin panel, go to My Sales > Customers.
2. Search for the necessary customer profile.
3. Check if there is the Subscribed to marketing emails notice next to the customer name:

Information about marketing email consent is also synced from eCom to the Customers section in Retail POS.

If your business is based in the EU, your online store will not send abandoned cart reminders to the visitors who haven’t ticked the sign-up option. Such abandoned carts will have the "Customer doesn't accept promo emails" notice in the eCom admin panel > My Sales > Abandoned Carts.

Getting a list of opted-in customers

You can use special services like Mailchimp to send out all sorts of marketing newsletters. To form the list of online customers that want to receive your promo emails and then use that list with an email marketing service, follow these steps:

1. From your eCom admin panel, go to the Marketing > Newsletters page.

2. Scroll down to the Export your email contacts block:

   

3. A CSV file will be downloaded to your device. You can open this file in a text editor or import it into a spreadsheet:

   

Buyers who unticked the “Keep me up to date on news and exclusive offers” box are automatically excluded from the contacts list exported in this section.

Alternatively, you can get a list of customers who agreed to receive promo emails in this way:

1. From your eCom admin panel, go to the My Sales > Customers section.
2. Click Filter in the left upper corner to use filters, then choose Subscribed in the Email Marketing Status block.
3. Tick all the filtered customers and click Mass Update > Export > Export Selected.

As a result, a CSV file will be downloaded to your device. You can use email addresses from the exported file with the newsletter service of your choice.