Email campaigns are a powerful tool for any e-commerce business. The messages sent through this channel can communicate important information, establish your brand’s reputation, strengthen your relationship with customers, and help move recipients through your sales funnel. With campaigns you can:
  1. Customize email templates with our drag-and-drop editor.
  2. Send one-time emails to all of your contacts, or a segment of your audience.
  3. Select the specific date and time you want your message to send.

​
Create a new campaign

  • Navigate to Campaigns.
  • Click Send email in the upper right.
  • Give your new campaign a name and press Continue.
  • Click on a template to get started — you can start from one of our Privy Templates, or choose one of your brand’s Saved Templates.

​
Customize your template

Once you select your template, you can use our drag-and-drop editor to customize the design. Your changes will save automatically. After you’re happy with your design, click on Subject in the upper right corner to start crafting your Subject Line.
Want more guidance on using our email editor? Discover how to drag in products, countdown timers, buttons, and more by visiting this guide.

​
Customize your settings

After designing your email, you’ll move through the Subject and Recipients steps to define your subject line, sender details, and recipients.

​
Subject

In your Subject step, you’ll be able to:
  • Add your Subject Line and (optional) Preview Text.
  • Customize your From Business Name, From Email, and Reply To Email, if necessary.
To edit your default Business Name, head to your Business Information settings.To edit your default From Email and Reply To Email, head to your Sender Options settings.To edit your custom sending domain, head to your Sending Domain settings.
Once you’re happy with your Subject Line and sender information, click Recipients to move on to the next step.

​
Recipients

In your Recipients step, you’ll be able to choose which segment you’d like to send your email to. You also have the option to exclude a segment, if needed. Once you’re happy with your selections, click Review to move on to the next step.

​
Review your Campaign

In the Review step, you’ll be able to review your email design, subject line, sender details, and total number of recipients, all in one place. You’ll also be able to send or schedule your email as soon as you’re ready.

​
Send a test email

Send a test email by clicking the Test button at the top of the page. You’ll be able to select up to 5 user email addresses to send your test email to.
If you need to send a test to an email address that’s not appearing in the dropdown menu, that means you’ll need to add them as a user in your Privy account. Here’s a guide on how to add and manage users.

​
Send or Schedule your campaign

  1. To send your campaign immediately, press the Send button and Confirm your decision.
  2. To schedule your campaign, press the Schedule button, specify the day and time you’d like your email to send, and Confirm.
Can I unschedule a campaign? Yes! Head to Campaigns and click the menu to the right of the desired campaign. Select Unschedule Campaign and confirm your decision. This will revert the campaign into draft status.

​
Managing Campaigns

As you create and send campaigns in Privy, you may have drafts that you want to delete, or emails that you want to duplicate.

​
Duplicate a campaign

To duplicate a campaign:
  • From your Campaigns table, click the dropdown menu to the right of the draft you want to copy. Select the Duplicate option.
Privy only recommends duplicating campaigns when necessary. It’s a best practice to save templates and start from a fresh template each time you create a new campaign.

​
Deleting a draft

To delete a draft:
  • From your Campaigns table, click the dropdown menu to the right of the draft you want to delete. Select the Delete option.
  • If you’re on your campaign’s details page, you can also click on the menu beside the Save button. Select the Delete option.