Step 1: Create a Salesforce Campaign
In Salesforce, go to the App Launcher.
Search for and select Campaigns.
Click New.
Fill in:
Name: e.g., “Store Newsletter List”
Check "Active"
Type: e.g., “Email”
Click Save.
This campaign will collect all opted-in customers as Campaign Members.
Step 2: Connect the Campaign to Your Store
In the StoreConnect app, go to StoreConnect Navigation → Configuration → Stores.
Choose the store where you want the opt-in to appear.
Open the Additional Relationships tab.
Click into the Campaigns section and then click New.
Fill in the following:
Name: Internal name for this configuration.
Campaign: Select the campaign you just created.
Opt-In Text: This is what customers will see at checkout (e.g., “Sign up for news and promotions”).
Auto-Opt-In: (Optional) Tick this to have the box checked by default (Note: this may violate privacy laws in some jurisdictions. Verify before use).
Extra Info: Any other internal notes.
Click Save.
Step 3: Test It on Your Website
Go to your storefront and add a product to the cart.
Proceed to checkout.
Scroll to the bottom of the page—you’ll now see a checkbox to sign up for email updates using your opt-in text.
If the customer ticks this box and places an order, they will be added as a Campaign Member.
Step 4: Customer Account Management
- If the customer logs into their account and visits Contact Details, they can opt in or out at any time by checking/unchecking the marketing box and clicking Update.
Step 5: View and Manage Your Mailing List
Go back to the Campaign record you created.
Under the Campaign Members section, you’ll see a growing list of contacts who opted in.
You can now use this list for email marketing, newsletters, or engagement campaigns using Salesforce or integrations like Marketing Cloud.