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SMS Marketing

Updated this week

NOTE: SMS Marketing is a feature that is exclusively available to Diamond clients who qualify. Reach out to your account manager if you are interested in enabling this feature.

Related: The ClickBank Advantage

SMS Marketing lets you reach customers who have opted in to receive text messages from you. With high engagement rates, SMS is an effective channel for promotions, purchase follow-ups, and other communications.

This feature is currently available in beta to select high-performing sellers.

How SMS Marketing Works

When enabled, a checkbox appears on your order form allowing customers to opt in to SMS marketing. Phone numbers from opted-in customers are delivered to you via the Instant Notification Service (INS). You then use a third-party SMS provider to send messages to these customers.

Note: ClickBank does not send SMS messages on your behalf. You must use a TCPA-compliant third-party provider.


Getting Started

  1. Contact your account manager to request feature enablement.

  2. Review and sign the SMS Marketing contract.

  3. Select a TCPA-compliant third-party SMS provider.

  4. Ensure you're using the latest version of INS.

  5. Configure your settings (see below).


Configuring Your Settings

You can control the SMS opt-in checkbox at two levels: globally for all products, or individually per product.


Global Settings

To enable or disable the SMS checkbox for all products:

  1. Go to Vendor Settings > My Site > Order Form Control

  2. Click Edit

  3. Check "On by default" to enable, or leave unchecked to disable

  4. Click Save

Product-Level Settings

To override the global setting for a specific product:

  1. Go to Vendor Settings > My Products

  2. Select the product and click Edit

  3. Ensure "Display a Phone Number Field on My Order Form" is enabled

  4. Under SMS Marketing Order Form Behavior, select one of the following:

  • Default to Site Settings – Uses your global setting

  • Disabled on Order Form – Hides the checkbox for this product

  • Enabled on Order Form – Shows the checkbox regardless of global setting

5. Then click Save.

We recommend running a test purchase to verify the opt-in data is being delivered via INS.

Compliance Requirements

To maintain access to SMS Marketing, you must:

  • Obtain consent: Only message customers who have opted in, and retain records of consent

  • Honor opt-outs: Process STOP requests immediately

  • Message appropriately: Avoid excessive frequency and keep content relevant to customer expectations

  • Follow regulations: Comply with TCPA, carrier rules, and FTC regulations

Troubleshooting

If the feature isn't working as expected:

  • Verify you're using the latest version of INS

  • Check your global settings in Order Form Control

  • Check product-level settings for the specific product

  • Confirm your third-party SMS provider is functioning correctly

If you are still encountering issues, reach out to your account manager.

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