Get Started With Privy

Welcome to Privy! If you are new to email and SMS marketing or want to understand better how to set up for success, grow your contact list, and drive revenue through email and SMS automations and campaigns, this is the guide for you.

From building your contact list to reducing cart abandonment and increasing sales, Privy empowers businesses of all sizes to optimize their marketing efforts and maximize their potential. In this article, we'll explore the many ways Privy can revolutionize your e-commerce strategy, helping you connect with customers, boost conversions, and ultimately accelerate your sales growth. Whether you're a seasoned e-commerce retailer or just starting out, discover how Privy can take your e-commerce game to the next level.

Connect your Store to Privy

Privy integrates with most major e-commerce platforms, such as Shopify, BigCommerce, Wix. or another e-commerce provider to integrate your store with Privy, install the Privy app through your e-commerce platform’s app store.

Once you go through the approval process, your store will be integrated with Privy! You can also manage the integration in Linked Accounts in Settings.

Import Contacts

Importing contacts with Privy is straightforward; you can seamlessly integrate your existing customer data into the platform.

If you have integrated your Shopify stores, contacts sync automatically between Shopify and Privy. First names, last names, emails, and purchase history are automatically imported to Privy. If you have other contacts you wish to import, click Add Contacts on the Contacts Page to use our Import Wizard to upload a CSV file.

Note: Only contacts for which you have received marketing consent can be emailed under Privy’s terms of use. All contact imports are subject to compliance review.

Set up your Custom Email Domain and DNS Records

Setting up your custom domain and DNS records is essential for email marketing success. It boosts brand credibility, reduces the risk of emails being marked as spam, and ensures brand consistency. Proper authentication gives you control over email deliverability and enhances overall marketing effectiveness. In short, it's a strategic move to foster trust, improve engagement, and drive business growth.

Check out our guides for Setting Up Your Custom Domain and DMARC/DKIM/SPF Record Authentication. Should you need assistance, you can set up a meeting with our DNS expert here. You can also reach out to Support via email or chat here.

Creating your first Display

Creating your first onsite display can feel overwhelming, but remember that every expert started where you are now. It's perfectly normal to have questions and concerns. Take it one step at a time, trust your creativity, and don't be afraid to ask for help or seek inspiration. Your unique perspective will shine through, and before you know it, you'll have created something you can be proud of.

Collect Contacts and Improve On-Site Conversion through Displays

Collecting contacts and improving on-site conversion through displays are crucial for enhancing customer engagement and boosting sales. By gathering contact information, businesses can nurture leads and foster relationships, while effective on-site displays can capture visitors' attention and drive immediate actions, resulting in higher conversion rates.

Privy Automations - A Running Start

Running automated emails with Privy simplifies your marketing efforts by allowing you to create personalized, timely messages that engage your customers without constant manual input. This automation helps build stronger customer relationships and drives more conversions while saving you valuable time.

Abandoned Cart Emails are an important tool for e-commerce success. They help recover potentially lost sales by reminding customers about items left in their carts and nudging them to complete their purchases. These emails capitalize on customer interest, reduce cart abandonment rates, and ultimately drive revenue growth for your business.

Welcome Emails are essential for building strong relationships with new subscribers or customers. These emails warmly introduce your brand, set expectations, and offer valuable incentives or information. By engaging new contacts early on, welcome emails lay the foundation for long-term customer loyalty, increase brand affinity, and boost overall email marketing effectiveness.

Purchase Follow-Up Emails are a critical part of the customer journey, offering an opportunity to express gratitude, gather feedback, and encourage repeat purchases. These emails reinforce positive experiences, build trust, and foster long-term customer relationships. By staying connected post-purchase, you can enhance customer satisfaction, drive loyalty, and, ultimately, increase lifetime customer value.

Customer Winback Emails are vital in re-engaging lapsed customers and revitalizing their interest in your brand. These emails are a strategic tool to rekindle relationships, remind customers of your value proposition, and offer incentives to encourage their return. By addressing potential reasons for their disengagement and providing personalized offers, winback emails can effectively convert dormant customers into active, loyal patrons, ultimately boosting retention rates and enhancing long-term profitability.

Learn more

Looking for more information on strategy and best practices? Check out our Blog; it's packed with lots of helpful information. Our Support agents are available to chat with you Monday through Friday, 10:30 a.m. to 4:30 p.m. ET, and via email at support@privy.com Monday through Friday, 9:00 a.m. to 6:00 p.m. ET.