Launch Your First Display

Getting your first display launched quickly is crucial as it allows you to engage with and identify visitors interested in your products. Fortunately, launching your first display is easier than ever and only a few clicks away. 

Before you begin

Before creating and launching your first display, confirming that your site or storefront is connected to your Privy account is important. If you installed Privy through the "app store" or "marketplace" of your e-commerce provider, this is done for you. However, please review this resource if you're not sure that an installation has occurred. Displays cannot be displayed on your site or storefront if the installation hasn't happened.

Create a discount coupon

The first display is a welcome discount and requires a coupon code. This display type is recommended due to its generally good performance for all businesses. In fact, displays with a discount attached result in 5 times the conversions compared to those without one. 

Shopify users: During the setup process, you are automatically presented with a selection of popular coupons. Simply select one to use for your first display. To confirm that the Shopify integration is working correctly, perform an account test under Account > Integrations.

Non-Shopify users: Create a coupon code manually by following these steps. The discount must be appropriate for a welcome discount shown to all new visitors. Even relatively small discounts result in a substantially higher conversion rate.

Create the display

To customize and launch your first display: 

• Navigate to Convert > All Displays.
• Select the Design My First Popup button shown in the "Welcome" message. 

Template Selection

The Template screen lets you choose a starting point that makes sense for your business. Choose a template optimized for the Business Goal you want to reach. Once you've chosen a template, click Get Started.

• To customize this layout, use the display editor to customize the display's content, tabs, and thank you page to match your brand. Please review the linked resources to collect more visitor information with additional fields or enable an automatic after signup message. 
• Next, use the Desktop Preview and Mobile Preview buttons to ensure the display meets your design goals for each view. All layouts are designed for desktop and mobile responsiveness by default; however, it's always best to check. 

The display is ready to collect visitor information and can be launched on your site via the Publish button at the top right. If you aren't ready to publish, select the Save button instead. 

Add Additional Fields and Elements

To add additional fields to the display: 

• Select an element above or below where you want to add the field. 
• Click the "+" above or below the field and select the field or element that you would like to add. 

Add an After Signup Message

To enable an after signup message for the display: 

• Select the Follow Up Step at the top-right of the display editor. 
• Select the default message subject line to access the email editor. Make any desired changes to the default content or design, and make sure to Save any changes. 
• After making your changes, switch the Published toggle to the ON position. 

The after signup message will now be sent to contacts after they signup. This message is not retroactive. If the display is already published, the message will only be sent to new signups. 

Consider what's next

Once your first display is published, other recommended displays (e.g., Cart Saver) will appear on the Convert dashboard depending on your account's setup (e.g., Integrations). Alternatively, you can select the New display option to choose from a selection of other Privy Templates or start from scratch using the Classic option. 

Check out this resource to learn more about these display types. Privy's Getting Started Checklist is also a great place to start and a favorite of the Support and Onboarding Teams.