Audience Targeting + Settings
Customize how your displays appear to your preferred audience.
Privy Convert has a wide range of settings so that you can customize when + how your displays trigger, to whom, and how your information is collected. In this article, we’ll review where to find your settings, and break down what each condition means.
Where can I find my displays’ settings?
Head to Convert > All Displays. Select an existing display or create a new one. Head to the Settings step at the top of the editor.
Basic Settings
Triggers and Visibility
Determine how and when your display appears to your audience.
You have the option to choose one or more of the following trigger settings:
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Time on Page
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Show on scroll
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Show on exit intent
If you have more than one trigger setting selected, then whichever event happens first will cause the display to appear.
If you have no trigger settings selected, your display will not appear automatically for your audience. In this case, we recommend using a tab so visitors can manually trigger your display.
You have the option to choose one or more of the following visibility settings:
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Limit display appearance
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Automatically end the display after X signups
Limiting the display appearance will prevent the display from triggering again for a visitor until the specified time has passed. Our default is always set to 1 day.
Unchecking “Limit display appearance” means there will be no limit to how often a display will trigger in a session for your audience.
Audience Targeting
Privy allows you to target displays by Customer Attributes, Shopping Activity, Website Behavior, and more. You can explore all available properties in depth below:
When adding multiple targeting conditions, you can use AND / OR logic to narrow down your audience and specify whether a visitor must Match All conditions (strict) or can Match Any condition (less strict). See the example below:
On the left, you’ll see that we’re using Match Any logic, so visitors who either live in Massachusetts OR came to the site from a social channel will see the display. On the right, you’ll see that we’re using Match All logic which means visitors must live in Massachusetts AND come to the site from a social channel to see the display.
If you remove all Audience Targeting, your display will be visible to everyone on your site.
Scheduling
You have two options when configuring the start and end dates of your display:
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Ongoing: As soon as you launch your display, it will be continuously active until you disable it.
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Custom Dates: Schedule your display to start and end automatically on a fixed schedule.
Coupon
Attach a Coupon to your display so that it appears anywhere you are using the {{ coupon.code }} variable, such as your Thank You Page and After Sign Up Emails + Texts.
Select whether or not you’d like your Coupon to automatically apply to cart after they complete their sign up.
Your Coupon must be created in Privy in order to be attached to your display. Learn more about creating and managing Coupons in Privy.
Advanced Settings
To expand and edit your display’s advanced settings, click Show Advanced Settings at the bottom left of your screen.
Sign Up Rules
You can select up to two options for restricting who may sign up for your display:
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Limit 1 sign up per contact: This prevents the same email address from signing up more than once on the same exact display. This is recommended and enabled on every Privy template by default.
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New contacts only: This prevents email addresses that are already on your list from being able to submit a new sign up.
If a contact is restricted from signing up due to the conditions above, they will see an error message letting them know that they have already signed up.
Opt-In
Choose between Single Opt-In and Double Opt-In for your display. Single Opt-In is the default setting for each Privy template. Choosing Double Opt-In is encouraged for building a high quality, engaged list; it requires new sign ups to confirm their subscription in their inbox. Learn more.
Sync Integrations
If you are using an external email service provider and/or need to sync your sign ups to one of your Linked Accounts, make sure you add all necessary sync rules to your display(s) here. Learn more about our supported Integrations.
Profile Attributes
Profile Attributes are datapoints that are automatically detected by Privy upon sign up. This data may include the page they were on when they signed up for a display, browser information, visit history, and approximate location.
The following Profile Attributes are available in Privy today:
Where can I find Profile Attributes after I’ve collected them?
Detected attributes appear on individual contact records, in contact exports to CSV, and in your Linked Account’s data (if you are syncing sign ups to a third party).
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