Create A Display

The best way to start growing your list is with a Welcome Display, which incentivizes new visitors to sign up shortly after they arrive to your site. The following guide will walk you through how to create a Welcome Display in Privy so that you can start driving revenue right away.

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Choose a Template

To get started, head to Convert > All Displays and click “New display”.

Select which Template you’d like to start with and click “Get started” to open the display editor.

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Create your display

Once you’ve chosen your Template, it’s time to make it look and feel like your brand. Under the Create step, you can customize your display’s appearance and add new steps + elements.

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Display Types

You can easily switch between a Popup, Flyout, Fullscreen, or Bar using the “Display Type” options on the right side of your screen.

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Customize your display’s appearance

Change your display’s layout, background color, size, padding, and more by using the controls on the right side of your screen.

Make sure you customize each step of your display! Jump between your display’s Steps, Thank You Page, and Tab on the bar at the bottom of the editor. You can also toggle between desktop and mobile preview here.

As you edit your display, use the “Match Styles” tool to copy size, layout, font styles, and colors between your steps.

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Add new elements

To add new form fields (i.e., Name or Phone Number) or to add new elements (i.e., an image or text box) click on the blue plus sign which appears as you hover over your display.

To rearrange elements, drag and drop them as shown below.

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Edit existing elements

To edit an existing form field or element, click directly on it and manage its appearance and settings using the controls on the right side of your screen.

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Add and delete steps

To add a new step to your display, click the Add Step button at the bottom of the editor. You’ll be prompted to specify what information you’d like to collect on this new step.

You can drag and drop your steps to reorder them, if necessary. To delete or duplicate a step, click on the 3 dots beside it.

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Manage your Tab

A tab is a great way for your audience to manually trigger your display if they haven’t already signed up. To manage your tab’s appearance and visibility, click on Tab at the bottom of your screen.

Choose which devices you’d like your display visible on, as well as its position, on the right side of the screen. To edit the text + font, click directly on your tab in the editor!

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Target the right audience

When you’re happy with your display’s design, you’ll want to head over to Settings to make sure it’s showing to the right people at the right time. Privy will have our default best practices in place, but you’re more than welcome to tweak them to fit your business’ needs.

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Basic Settings

• Triggers and Visibility determines when and how the display appears for the visitor.

• Audience Targeting allows you to specify what visitors will be able to see the display.

• Scheduling determines how long the display will run for.

• The Coupon setting allows you to attach a coupon code that you would like to deliver to new sign-ups. Learn more about Coupon Codes.

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Advanced Settings

Our Advanced Settings allow you to have even more control over your display’s behavior:

• Sign Up Rules control how often a contact can sign up for your display. By default, this is set to limit 1 signup per contact.

• The Opt-In setting allows you to choose between our Single Opt-In and Double Opt-In methods. By default, this is set to Single Opt-In. Learn more about Double Opt-In here.

• Use the Sync Integrations setting to automatically sync your sign ups to your preferred ESP.

• Profile Attributes allows you to automatically collect data from new sign ups, without needing them to fill out a form field. Learn more.

Learn more about Privy’s Settings and Audience Targeting.

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Set up After Sign Up Emails and Texts

In the Follow-Up step, you will have the optional (but recommended) actions of creating and publishing After Sign Up emails and texts. This is a great way to confirm your new contact’s sign up and deliver their coupon code.

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Launch your display

Once you’ve created your display, customized your settings, and reviewed your follow-up actions, it’s time to make it live on your site. Click Activate and get ready to start seeing results!

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Reporting

After you activate your display, you can review its performance at any time in the Reporting tab. Learn more about Privy Convert Reporting.