| Product Requirements |
 Privy Convert |
Use embedded forms to gather information about your visitors and customers. The main feature of this type of campaign is that it's fixed directly or "embedded" on the page of your website. This presentation differs from most Privy campaigns that are associated with a display animation, such as sliding in or popping up.
Need some inspiration before you begin? Check out the Privy Display Galleries.
Create the campaign
To create an embedded form 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. More information on creating and managing form fields is available here.
- Next, select the Add a display option.
- Select Embedded Form from the sidebar, choose a template to customize, and then click the Choose selected option in the upper right.
- Customize the form's design and content and then select the Save option at the upper right.
- After saving, a new After Signup Action section will be available under the Create tab. Click on the section and select the desired option.
- If you decide to use a thank you page, customize its design and content, and then select the Save option at the upper right. If the signup is meant to provide a discount, please ensure the {{ signup.coupon_code }} merge tag is included so that the appropriate code is shown.
- If you decided to include a coupon in the campaign, click the Coupon section in the Create step, select a coupon from the dropdown menu, and Save.
Target the right audience
To target the desired audience with your embedded form campaign:
- Select the How Long to Show It setting if you'd like the form to expire. Save.
- Enable or disable real-time notifications for your users. These notifications will alert the user of new campaign signups immediately. Save.
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:
- Enable and customize the default after signup email to send an email to the individuals that decided to sign up for the campaign.
- Select the Create series option to send additional after signup emails.
- 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.
- 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, the customer is only eligible to receive texts if their phone number was collected via a Privy campaign using the phone field and text opt-in field.
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.
Embed the form on your site
To retrieve the embed code once the campaign is published:
- Navigate back to the Create step.
- Click the</> Get embed code button and copy the appropriate value.
- Paste the embed code into the HTML of your external page.
The embedded form campaign is now incorporated into your content and will appear to customers.