Set up your buyer information in your store
To engage with your buyers during post-purchase and maximize the success of your deliveries, it is essential to ask them to provide their email address and phone number at checkout. It's quick to set up in your checkout page settings by adjusting a few options.
Why are email and phone number necessary?
- It's required and leveraged by carriers. They will email your customer with important information and can call them before delivering the package to their home, or send a reminder to pick up their package via SMS.
- You increase the coverage of your tracking emails and its marketing assets. Tracking emails will provide customers with key information on their package in addition to carrier notifications. Without email, they cannot be contacted proactively in case of an address issue, for example.
As a note, we also advise you to require both first names and last names. It is used to deliver the package to a home or post office, and can be used to confirm the customer identity in case of a pickup point delivery.
Requiring this info takes a few minutes to set up. Select your e-commerce store below:
Shopify | Set up your Shopify Checkout to require email and phone number
Go to your Shopify Store Settings > Checkout.
1. In the Customer Contact Method section
Select what method customers use to check out
Activate the second option Email
📧 Why should I require the email?
- To ensure the buyer will receive shipping updates. Tracking emails have an average 85% open rate, it's a major driver for your post-purchase engagement.
- Carriers like Mondial Relay only contact the buyer via email. If the email is not set, the buyer will not receive the code sent by the carrier to pick-up the package. It leads to unsuccessful deliveries which are costly for brands.
2. In the Customer Information section
- You need to require
- The first and last names
- the phone number in the last setting Shipping address phone number
🪪 Why should I require both the first and last names?
Some carriers (ex: Colissimo) require it.
In addition, when the package falls back to a post office (ex: La Poste), the post office operator may verify the full name of your customer, and check that it matches with their ID.
đź“ž Why should I require the phone number?
- Most home delivery carriers call the buyer upon delivery.
- Some carriers may send reminders via SMS.
Don't forget to hit save!
To sum up, with these 2 settings, you ensure the buyer provides both their email and phone number.
WooCommerce | Set up your Shopify Checkout to require email and phone number
To require the phone number
- In the WordPress admin panel hover over Appearance and select Themes.
- Click Customise under the active theme.
- Select Template, click WooCommerce, then select the Page: Checkout.
- Then, click on the Shipping address fields.
- In the new panel on the right-hand side of the page select Required for the phone number & email
Note: the exact location and settings can differ on some templates
Prestashop | Set up your Shopify Checkout to require email and phone number
To require the phone number
- On the left side menu, under the Sell tag, click on Customer Settings and Addresses.
- At the bottom of the page, below the Customers list, click "set required fields in this section".
- Click on the “phone_mobile” & mail option
- Click “Save”
Note: the exact location and settings can differ on some templates
Other CMSs | How to require phone number and email at checkout
For other CMS platforms, you can usually find the option to make phone number and email required fields in your store's checkout settings or customer information settings. If you cannot find these settings, don’t hesitate to reach out – we’re here to help if needed!