Privy's Get Started Checklist

 

The following checklist is your roadmap to getting started with Privy.

Completed Getting Started Task Related Resource
Account Setup
Create a Privy account Sign up on Privy.com
 Connect your store/site Install Privy on your site
Set up a sending domain for email Use a custom email domain
 Update your business address Update your email footer address
 Import existing subscribers/contacts Import and manage contacts
 Connect and configure integrations Integration options
Build Core Convert Displays

Create a welcome discount display

Create a welcome discount display

Convert displays examples

Create a cart saver display

Create a cart saver display

Create a cross-sell display

Create a cross-sell display

Review other display ideas

Create a spin-to-win display

Create a free shipping bar

Set up display targeting

 Use audience targeting conditions

Sync collected contacts to other tools using automation rules

Syncing contacts overview 

Create Emails
See if Privy Email is right for you

Overview of Privy Email

Getting Started with Privy Email

Create an after-signup email

Set up an after-signup email

Create abandoned cart emails

Send abandoned cart emails

Abandoned cart examples

Create purchase follow-up emails

Send purchase follow-up emails

Purchase follow-up examples

Create a customer winback email

Send a customer winback email

Winback email examples

Create a welcome email

Send welcome emails

Welcome email examples

Create a newsletter email

Send newsletter emails

Newsletter examples

Create Texts
See if Privy Text is right for you

Overview of Privy Text

Getting Started with Privy Text

Create an after-signup text Set up an after-signup text
Create an abandoned cart text series  Send abandoned cart texts
Create a one-time broadcast text Send a broadcast text
Create Coupons
Create coupons for your content

Create and manage coupon codes

Insert a coupon into your content 

Observe and Improve
Get a snapshot of your performance Overview of the Privy homepage
Dig into your performance

Overview of Privy Reports

Analyze display performance

Analyze email performance

Iterate and test your content  Create an A/B Test

Additional Resources

You're ready to go, but why stop there? Here are some more resources to keep you going.

  • Become an Expert - Learn from some of the best minds in e-commerce and take your current strategy to the next level with Privy's Masterclasses and Ecommerce Marketing Show.
  • Boost Your Industry Knowledge - If you're looking for fresh ideas or that next win, look no further. The latest e-commerce tips, tricks, and insights are available on the Privy Blog.
  • Contact Support You can reach Privy's support team by submitting a ticket here or via chat when you are logged in or reading our Knowledge Base articles. 
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