Create a Cart Saver Display

A Cart Saver display encourages visitors who have started the checkout process to complete their purchase if they indicate that they are about to leave. A Cart Saver display combines exit-intent triggers with a popup display, page targeting, and a special offer to make sure that you're taking your best shot to close a sale every time.

Need some inspiration before you begin? Check out some customer examples

Note: The audience targeting used in this guide is only available to Privy accounts integrated with BigCommerce, Shopify, Squarespace, or Wix storefronts. 

Create the display

To create a Cart Saver display: 

  • Navigate to Convert > All Displays and click the New Display button. 
  • On the Plays dashboard, select the Cart Saver option and decide if you'd like to offer the visitor a coupon for signing up.  

  • Customize the display so that it reflects the associated offer (e.g., 10% or $5 off) and your company branding. 
  • Once the design is complete, select the Save option at the upper right.
  • After saving, switch to the Create step and configure the form fields you'd like the display to include. The form collects the visitor's email by default. If you add additional fields, please review your display's design as a larger form can affect your design. You can also review or update the coupon setting selected earlier on this page. 
  • Next, click on the Thank You Page Design option.
  • Use the display designer to customize the thank-you page to reflect your company branding and encourage the visitor to utilize the offer.

  • Select the Save option at the upper right.

Target the right audience

By default, a cart saver display created using the Cart Saver play appears to visitors who have:

  • Met your selected trigger criteria (e.g., An exit attempt).
  • Have products valued at more than $0 in their cart. 
  • Have not already signed up for another display. 

The display will continue on an ongoing basis until it is disabled. To change any of these default options, move to the Settings step, and customize the desired settings. 

  1. Triggers and Visibility determines when and how the display appears to the visitor. 
  2. Audience Targeting is used to target the specific segment of visitors outlined in the section above. Learn more about attributes, activities, and behaviors
  3. Scheduling determines how long the display will appear to visitors. Update the setting if you'd like the display to expire on a specific fixed date.  
  4. Coupon allows you to change the coupon associated with the display

If you make any changes to these settings, be sure to click Save.

Advanced Settings

Advanced settings give you even more control over the behavior of your display. 

  1. Sign Up Rules control how many times a contact can sign up for your display.  By default, this is set to once. 
  2. Sync Integrations once set up will automatically sync each contact that signs up to your preferred ESP.

Follow-up display

To sync the display's signups to another service or send a follow-up message to the customers who have signed up, move to the Follow-up step, and review the following optional options:

  1. Enable and customize the default after-signup email to send an email to the individuals who decided to sign up for the display. 
  2. Select the Add Email to Series option to send additional after-signup emails. 
  3. Select the Create After Sign Up Text option to send an after-signup text message to the individuals who decided to sign up for the display. 

Note: The text message option requires a Privy Text subscription. Additionally, a customer is only eligible to receive texts if their phone number was collected via a Privy display using the phone field, they checked the text opt-in checkbox, and they answered "YES" to the double opt-in message sent to their number. 

Launch the display

Once the display has been created, the target audience selected, and any desired follow-up messages configured, select the Publish button at the upper right of the Follow-up step and confirm your decision in the prompt. 

The cart saver display is now live and will appear to your qualifying customers. 

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