If your customer opts in to receive messaging within Shopify it will carry over into your Patch account. Whether the opt-in is done via the checkout page or if someone manually updates the Customer’s status from their profile page.
There are various states and levels of the opt-in status for both Email and SMS. Below you will find the breakdown of how each state and level maps into your Patch account. Please note that if you update an opt-in status from your Patch account that will not then update the customer profile in Shopify, the sync process for this only works from Shopify -> Patch, not in the reverse.
Email & SMS Marketing Consent
Patch Field Name:
Email/SMS Marketing Consent State or Shopify Email Marketing Consent State
*If a filter within Patch contains both Patch and Shopify fields the naming within the field selector dropdown will include ‘Shopify’ as the prefix to differentiate between the two. If the filter only contains Shopify fields (no Patch fields) then it will not include Shopify as the prefix. An example of Shopify-only fields being available would be the Customer Inclusions section of the Shopify Settings Page within Account Settings.
Marketing Consent State Value Mapping:
Invalid -> Email On = Null/Unselected
Pending -> Email On = Null/Unselected
Redacted -> Email On = Null/Unselected
NotSubscribed -> Email On = Null/Unselected
Subscribed -> Email On = True/Yes
Unsubscribed -> Email On = False/No
Marketing Consent Opt-In Levels:
Shopify Email Marketing Consent State Documentation
Shopify SMS Marketing Consent State Documentation
Shopify Marketing Consent Opt-In Levels (applies to SMS and Email)
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