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 |
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Create a cart saver display |
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Create a cross-sell display |
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Review other display ideas |
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Set up display targeting |
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Sync collected contacts to other tools using automation rules |
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Create Emails | ||
See if Privy Email is right for you | ||
Create an after-signup email | ||
Create abandoned cart emails | ||
Create purchase follow-up emails | ||
Create a customer winback email | ||
Create a welcome email | ||
Create a newsletter email | ||
Create Texts | ||
See if Privy Text is right for you | ||
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 | ||
Observe and Improve | ||
Get a snapshot of your performance | Overview of the Privy homepage | |
Dig into your 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.