Product Requirements

Privy Convert

A banner campaign appears from the top or bottom of the web page and can remain visible as your visitors navigate around. The dynamic movement is a great way to get your visitors' attention. Simultaneously, the larger display size allows you to incorporate an image or multi-field form element, unlike a more streamlined bar campaign. 

Need some inspiration before you begin? Check out some customer examples. 

Create the campaign

To create a banner campaign: 

• Navigate to Convert > All Campaigns and click the New campaign button. 
• On the Plays dashboard, select the Build your own option, provide an internal name, and then click the Create Campaign button. 
• In the Create step of the campaign builder, select the desired Form fields and Validations for the campaign. Three fields or less are recommended, while the validation depends on your intended audiences and desired discount availability. 

• Next, select the Add a display option. 
• Select Banner from the sidebar, choose a template to customize, and then click the Choose selected option in the upper right. 
• Use the campaign designer to configure the campaign to your liking.
• Select the Save option at the upper right when you are done with your changes. 

Note: To change where the banner displays, update the tab location via the Tab Design option or the display editor's Desktop tab option. Tab locations on the left, right, or top will result in a banner that sticks to the top of the page. Meanwhile, locations on the bottom will result in a banner that sticks to the bottom of the page. 

• After saving, a new Banner Design section will be available under the Create tab. It's best practice to use a thank-you page after signup action; however, you can opt to redirect the user or do nothing instead. 
• If the banner offers a discount, make sure to select a coupon from the Coupon codes section and include the {{ signup.coupon_code }} merge tag in the thank-you page or the after signup message. This tag populates with your coupon code information automatically and ensures the selected coupon is provided to the visitor.  

Target the right audience

By default, a banner campaign appears to all visitors at all times until it is dismissed. To change any of these default options, move to the Target step, and customize the desired settings. 

1. The When To Show setting allows you to determine when and how often the campaign appears to visitors. If you make any changes, please select Save. 
2. The Who To Show It To setting allows you to target a more specific segment of your visitors instead of all visitors. If you update these settings to include various other attributes, activities, and behaviors, please select Save. 
3. The How Long to Show It setting determines how long the campaign will appear to visitors. Update the setting if you'd like the campaign to expire on a specific fixed date and Save. 
4. The Notifications setting allows you to enable or disable real-time notifications for your users. These notifications will alert the user of new campaign signups immediately. If you make any changes, please select Save. 

Note: To make the banner appear throughout an entire visit, set the "When To Show" setting to Immediately and the "Trigger Automatically at most" setting to No Limit. 

Follow-up the campaign

To sync the campaign's signups to another service or send a follow-up message to the customers that submitted the campaign, move to the Follow-up step, and review the following optional options:

1. Enable and customize the default after signup email to send an email to the individuals that decided to sign up for the campaign. 
2. Select the Send welcome series option to send additional after signup emails. 
3. Select the Sync signups option to sync the signups to a list in a linked account. If you're not using Privy Email, this setting is particularly important as it ensures the contact information (e.g., Email address) is available in the third-party provider.
4. Select the Send text message option to send an after signup text message to the individuals that decided to sign up for the campaign. 

Note: The text message option requires a Privy Text subscription. Additionally, a customer is only eligible to receive texts if their phone number was collected via a Privy campaign using the phone field, they checked the text opt-in checkbox, and they answered "YES" to the double opt-in message sent to their number. 

Launch the campaign

Once the campaign has been created, the target audience selected, and any desired follow-up messages configured, select the Publish button at the upper right of the Follow-up step and confirm your decision in the prompt. 

The banner campaign is now live and will appear to your qualifying customers.