Privy Knowledge Base

Your all-in-one e-commerce marketing platform.

Welcome to Privy

Your new favorite all-in-one ecommerce marketing platform.

Quickstart

Get Started with Privy

Learn about Privy Convert and how it can help you grow your business.

Overview

Privy Convert

Start collecting email and SMS contacts with Privy Convert.

Create a Display

Create A Display

Explore all the different components that you can add to customize your displays.

Elements + Form Fields

Display Elements and Form Fields

Customize how your displays appear to your preferred audience.

Targeting + Settings

Audience Targeting + Settings

Review your displays' performance in your dashboard.

Reporting

Test different variations of a display to see which version captures the most sign ups.

A/B Testing

Run an A/B Test on a Display

Explore different ways to automate your email marketing strategy with Privy's Automations.

Automations Overview

Recover more revenue by following up with customers who abandon their cart.

Abandoned Cart Emails

Send Abandoned Cart Emails

Make a great first impression with your new sign ups by introducing your brand.

Welcome Emails

Send Welcome Emails

Automatically follow up with your lapsed customers and incentivize repeat purchases.

Customer Winback Emails

Send Customer Winback Emails

Nurture new and repeat customers so that they feel like more than an order number.

Purchase Follow-Up Emails

Send Purchase Follow-Up Emails

Enhance your SMS marketing strategy with automated texts that recover carts.

Abandoned Cart Texts

Send Abandoned Cart Texts

Learn how to meaningfully interpret your analytics for your automated emails and texts.

Analyze your Automation Performance

Learn how to create & send beautiful emails to your entire list or a segment of your audience.

Email Campaigns

Regularly engage with your audience and drive revenue with newsletters.

Create & Send

Send an Email Campaign

Segment your list to send targeted, engaging content tailored to their unique qualities.

Segments

Use Custom and Smart Segments

Learn how to use our drag-and-drop email editor & create templates like a pro.

Templates

Create and Manage Email Templates

Understand how to meaningfully interpret your email campaign's results in Privy.

Review Email Performance

Drive more revenue & engage with your SMS contacts by sending text campaigns.

Send a Text Campaign

Learn how to meaningfully interpret your analytics for your text campaigns.

Review Text Performance

Explore the different types of content you can create, manage, and insert into your Privy content.

Content

Create, manage, and use coupon codes to reward new sign ups and incentivize purchases.

Coupon Codes

Send more personal, tailored content that connects with your audience on an individual level.

Personalization Tags

Personalize Your Emails and Texts

Learn the different ways to add and edit images in your email content.

Images

Add and Edit Images in Emails

Easily incorporate your Shopify products in your campaigns and newsletters.

Product Blocks

Use Product Blocks in Emails + Displays

Drive urgency to a sale or launch by adding a countdown timer to your content.

Countdown Timers

Use Countdown Timers in Emails + Displays

Include a summary of your customer's purchase in a Purchase Follow-Up Email.

Order Summaries

Use Order Summaries in Emails

Learn about why your font selection matters when creating your emails.

Web-Safe Fonts

Learn how to install a custom font in your Privy account to use in your sign up displays.

Custom Fonts

Use Custom Fonts in your displays

Explore all the ways you can view, add, and manage your Contacts list in Privy.

Contact Management

Discover the different ways that contacts can be created in your Privy account.

Import and Manage Contacts

Navigate your Contacts dashboard and filter email addresses by their customer attributes.

View and Filter Contacts

Learn how your contacts' email permissions impact your ability to engage with them.

Understand Reachability

Understanding Reachability

Tag your contacts to stay organized and use for future filtering and segmentation.

Add Tags to Contacts

Add Tags to Your Contacts

Learn how to unsubscribe email addresses from your list, individually and in bulk.

Unsubscribe Contacts

Export your contacts in a CSV file, or directly to one of your Linked Accounts.

Export Contacts

Exporting Contacts

Learn about the benefits of using double opt-in and how to enable it for your business.

Double Opt-In

Understanding Double Opt-In

Learn the importance of keeping a healthy, engaged list + how to practice list hygiene in Privy.

List Hygiene

Explore resources to help you understand deliverability and improve your sending habits.

Deliverability

Learn about email deliverability, how it differs from email delivery, and what factors impact both aspects of your email campaigns.

Understanding Deliverability

Monitor your deliverability and learn best practices to improve your inbox placement.

Improving Deliverability

How to Improve your Deliverability

Make sure you have your DMARC / SPF / DKIM records in place to meet sender requirements.

DMARC / SPF / DKIM

Understanding Email Authentication

Build trust and improve deliverability by using your custom sending domain in Privy.

Custom Sending Domain

Use a Custom Sending Domain

Establish a good domain reputation and set your emails up for strong deliverability.

Warming Up a Domain

Warming Up a Custom Sending Domain

Learn about the different kinds of bounces and how they affect your list.

Understanding Bounces

Hard Bounces vs. Soft Bounces

Discover how Privy enables your business' marketing messaging to comply with legal standards.

Privy Compliance

Everything you need to know about remaining compliant with email industry best practices.

Email Compliance

Privy Email Compliance

Everything you need to know about remaining compliant with SMS industry best practices.

SMS Compliance

Privy Text Compliance

Learn the importance of collecting implicit or explicit consent for marketing communication.

Marketing Consent

Understanding Marketing Consent

Learn how your business can grow your SMS List in a compliant manner.

SMS Consent

Understanding SMS Consent

The first step towards getting your SMS marketing up and running at Privy.

Toll-Free Verification

Toll-Free Message Verification

One of many ways Privy works to keep your list and deliverability as healthy as possible.

Contact Auto-Rejection

Understanding Contact Auto-Rejection

Learn more about this privacy act, how Privy addresses it, and best practices to stay compliant.

GDPR

General Data Protection Regulation (GDPR)

Learn more about this privacy act and how Privy ensures you stay compliant.

CCPA

California Consumer Privacy Act (CCPA)

Explore Privy's available integrations + learn how to manage them.

Privy Integrations: Overview

Explore frequently asked questions about integrations and syncing information from Privy.

FAQs

Integrations FAQs

Manage your account and get answers to common questions about Privy.

Account Settings + Billing

Find answers to common Privy questions + learn how to contact our Support team for more help.

Support FAQs

Explore creative strategies and industry best practices to grow a high quality list with Privy.

List Growth Strategies

Target high-intent shoppers and prevent cart abandonment with this easy strategy.

Cart Savers

Launch a Cart Saver Display

Discover how a Multi Step strategy can work for your business, explore use cases, and learn how to build one in your dashboard.

Multi Step

Use a Multi Step Display

Collect invaluable information from your sign ups with one click, and send them personalized content using their answers.

Mini Quizzes

Use a Mini Quiz on your Display

Discover best practices and advanced strategies to help you boost engagement and orders.

Automation Strategy Guides

Discover which automated emails are right for your business.

Automations 101

Take your automated emails to the next level with these content ideas.

Advanced Automations

Use Purchase Follow-Up emails to make your customers feel like more than just an order number.

Post-Purchase

Build a Strong Post-Purchase Experience

Explore new ways to meaningfully engage with your audience and increase your order rate.

Campaign Strategy Guides

Learn industry best practices and find answers to common questions about engaging with your audience.

Email Campaigns 101

Discover best practices around how & when to text your SMS List.

SMS Campaigns 101

You can always find a reason to celebrate! Plan campaigns around fun holidays and milestones.

Important Dates

Key Dates to Send Campaigns

Become a master at segmenting your contact list in Privy!

Segmentation Strategy Guides

Start learning what kind of segmentation could be impactful for your unique business.

Segments 101

What Segments Are Right For Me?

Build impactful segments based on your contacts' interactions with your brand.

Advanced Segments

Learn how to retarget contacts who missed an important email.

Retarget Emails

Resend an Unopened Campaign

Learn how to implement best practices that will improve your inbox placement.

Deliverability Strategy Guides

Discover how Segments can help you understand how active and engaged your list is.

Getting Started

Learn

Strategy Guides

Setup domain records