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Privy Convert

A bar campaign attaches to the top of the web page and remains visible as your visitors navigate around. It’s a great way to get your visitors' attention without interrupting their experience like a popup might and takes up less screen space than a banner campaign. This campaign is perfect for collecting a single field of information, such as an email address or displaying a promotional message like an ongoing sale. 

Common variations of this campaign include a free shipping bar or coupon reminder. Both of which have their own standalone guides linked above.

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

Create the campaign

To create a bar campaign: 

• Navigate to Convert > All Campaigns and click the New campaign button. 
• In the prompt, 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 if you hope to collect signups. One field is recommended, while the validation depends on your intended audiences and desired discount availability. If the campaign is for an announcement and doesn't need a form element, disable the Enable Form? option. 

• Next, select the Add a display option. 
• Select the Bar option 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. To remove the "X" from the campaign so that it looks more like a traditional banner message, add an HTML element to the campaign and include the code listed below. 

<style>
.privy-bar-container .privy-dismiss-content {
display: none;
}
</style>

• Select the Save option at the upper right when you are done with your changes. 

• After saving, a new Bar Design section will be available under the Create tab if the campaign includes a form element. 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 bar 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 bar 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 there's no form, then this option will not appear. If you make any changes, please select Save. 

Follow-up the campaign

Note: The campaign must include a form component for these options to appear. 

To sync the campaign's signups to another service or send a follow-up message to the customers that submitted the campaign if the campaign included a form element, 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 campaign builder and confirm your decision in the prompt. 

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