Create an Embedded Form

Embedded forms are used to gather information about your visitors and customers. The main feature of this type of display is that it's fixed directly or "embedded" on the page of your website. This presentation differs from most Privy displays that are associated with a display animation, such as sliding in or popping up.

Need some inspiration before you begin? Check out the Privy Display Galleries.

Create the display

To create an embedded form display: 

  • Navigate to Convert > All Displays and click on the New Display button. 
  • On the Templates dashboard, select Get Started under the "Prefer the classic creation experience?" card on the bottom right of the page, provide an internal name, and then click the Create Display button. 
  • In the Create step of the display builder, select the desired Form fields and Validations for the display if you hope to collect signups.

  • Next, select the Add a Display option. 
  • Select Embedded Form from the sidebar, customize a template, and click the Choose selected option in the upper right.
  • Customize the form's design and content, and then select the Save option at the upper right.

  • After saving, a new After Signup Action section will be available under the Create tab, click on the section and select the desired option. 
  • If you decide to use a thank you page, customize its design and content, and then select the Save option at the upper right. If the signup is meant to provide a discount, please ensure the {{ signup.coupon_code }} merge tag is included so that the appropriate code is shown.
  • If you decide to include a coupon in the display, click the Coupon section in the Create step, select a coupon from the dropdown menu, and Save

Target the right audience

To target the desired audience with your embedded form display: 

  • Select the How Long to Show It setting if you'd like the form to expire. Save

Follow-up the display

To sync the display's signups to another service or send a follow-up message to the customers who submitted the display, move to the Follow-up step and review the options below. Please note that accounts created before May 26, 2022, won't automatically enable after signup emails. Instead, you must manually switch the Published toggle to the ON position.

  1. After-signup emails are enabled by default on active displays, meaning that they will immediately start sending to new signups if the following criteria are met:
  1. Select the Sync signups option to sync the signups to a list in a linked account. If you're not using Privy Email, this setting is particularly important as it ensures the contact information (e.g., email address) is available to the third-party provider.
  2. Select the Send text message option to send an after-signup text message to the individuals who decided to sign up for the display.
  3. Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. Save

Note: The text option requires a Privy Text subscription. Customers are 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. 

Embed the form on your site

To retrieve the embed code once the display is published:

  • Navigate back to the Create step. 
  • Click the</> Get embed code button and copy the appropriate value.

The embedded form display is now incorporated into your content and will appear to customers. 

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