From all of us here at Privy we want to thank you for choosing our service. Below you will find a step-by-step guide on creating your first Privy campaign.
We have also shown this entire process through screenshots, to help you visually go through and learn how to Get Started with Privy.
Log into your Privy account. You can then click the New campaign button to the far right:
You'll find multiple template options, as well as a Build Your Own option. All templates can be edited once in the design.
Once you choose your template, you'll be prompted to title your campaign. This is an internal title and not something your customers will view on your website.
Once you’ve titled your campaign you will have five distinct areas to work with within that campaign. Each area allows you to control different aspects of how your campaign will look and behave on your site. The first option that you will work with is the Form option.
Form fields allow you to choose which information your customer will enter when they engage with your campaign. Email address tends to be the most common, and is required whenever using a form field in your campaign. However, you can choose to collect other pieces of information as well.
Note: Some form fields are only available on paid plans.
Full options available:
These options are available to you to help you find the options that work best for your business strategy. Looking to send a follow up email on someone’s birthday? Grab that information while they’re spending time on your site.
Gathering this information can help you add a special touch to your communications with customers after they visit your website.
No Form Campaign
In the Form field options simply uncheck the area that says “Form enabled”. This will give you a blank campaign to display any information that you need to.
Validations are important as they are a way to control whether or not someone is eligible to participate in your campaign.
Limit one signup per email address- This limits your site visitor to one email address per entry per campaign.
First-time signups only- first time: This allows you to exclude anyone that already exists within your Privy contacts, including those contacts you've uploaded into your Privy contacts from external sites.
Supply limit: This allows you to end a campaign after a certain number of signups. Let’s say you’re giving out free hats and you only have three hundred of them. In that scenario you don’t want to allow four hundred people to signup. This validation allows you to ensure you're giving away the right amount of product.
Once you’ve clicked on design you will see:
If you chose a specific template type, that information will already be under your design tab. If you select "Build Your Own", you'll need to click to create a new display for your campaign and you will land on this screen that offers multiple template options:
In total there are six types of designs that can be displayed on your site along with landing pages. Find the template that works for your campaign, select one to then be taken to our designer which will allow you to edit all elements of your campaign.
The designs are:
- Spin to Win
- Embedded Form
We’ll use a popup as our demo campaign. Once that option has been selected your screen will look like this:
The Privy logo will be removed, when you upgrade or transition from a free to a paid account.
What you will notice to the far left of the screen are your “Elements”. These are the individual items within your display. Now you'll see the form you've build and will have the ability to create an on-brand campaign for your site.
All of the items or “Elements” from the left side of the screen correspond with what your customer will see when this campaign is live on your site. Don’t like something? Change it!
Let’s click on:
When you select this option. The left side of the menu will change. This allows you to focus solely on that particular item on your campaign.
- Change font
- Change font size
- Change font color
- Bold font
- Italicize font
- Underline font
- Bullet font
- Right alignment
- Center alignment
- Left alignment
Once you’ve created your overall design, its time to decide how your campaign should behave on your site:
There are four main criteria to consider in this particular portion:
Timer: How long someone needs to be on your webpage before the campaign is shown to them.
Scrolling: How far someone needs to scroll down your webpage before the campaign is shown to them.
Exit-Intent: Showing your campaign to a user only when they attempt to exit your website.
Trigger Automatically At Most: How often someone will be able to see your campaign if they don't sign-up for the campaign.
Changing Campaign Types
Once you’ve selected a campaign style there is not a way to automatically switch to a new campaign style. You can, however, choose to "add a display" found in the image below. This will change the display type but will keep any audience targeting, forms you built or tab editing you've already edited.
Please note that this is a feature that is only available on our paid plans.
Campaigns aren’t always a one-size fits all solution. Sometimes your campaign should only be shown on a specific page or on how often they visit your website. Audience targeting allows you to drill down and show the right message to the right person at the right time.
Keep it simple - as the more you target the smaller your audience size becomes.
You can find a list of all our audience targeting rules and what rules are including in which plan by viewing our List of Audience Targeting Conditions.
We’re going to use the Current URL criteria as our example for setting up Audience Targeting.
If a user is either on your cart of checkout page, they will not see this campaign once they hit that page.
Here are other examples of what you will see under these options:
Campaign Signed Up:
You can include or exclude tabs from every one of your campaigns. These can be modified to determine the shape of the tab, the location and the text. Learn how to modify those tabs here!
When you design a tab there are six items that you can configure.
The numbers on the left side of the screen indicate the options that exist on this menu. The numbers on the right side of the image correspond to the menus that will appear for each option that you can configure. The menus are not in the positions as they will appear in your account. They are displayed this way to give you an idea of what you will ultimately see when you select these options.
Important: There are exactly two tab settings in this portion of your account. One controls the tab experience on desktop and the other controls the tab experience on mobile. Respectively, these look like:
Not a fan of having a tab at all? You can simply turn this off altogether.
Tabs are not a requirement for your campaigns but you may want to give your site visitors the option of manually opening your campaign. If the user opens the popup and closes it, they do a little browsing and decide they do, in fact, want to use your offer. With a tab, they can easily get back to the offer to use it.
Thank You Page
The thank you page allows you to edit the information your user will receive once they submit their information into your campaign.
On our paid plans, you can choose to display the thank you page, redirect your customer to another page. Or do nothing.
The thank you page functions similarly to your original popup in that you can customize the look and feel. Take a look below:
Thank You Page:
Social Share Buttons: We don’t yet support linking Social Media Icons to your respective social media accounts. The ones that do exist can’t yet be customized and they’re intended for your customer to be able to share your campaign to their social media profiles.
The behavior section of your campaign allows you to connect a coupon to your campaign, schedule the campaign for a fixed amount of time and indicate if you'd like to receive real-time notifications when you receive a campaign sign-up.
If you’re looking to offer coupons within your campaign, you can create those coupons within the coupon tab within Privy and then connect those coupons to your campaign.
Create your coupon in the coupon tab within your dashboard before being able to connect them to your campaign through the Bahavior tab:
Master Code: This option is best for when you want everyone to share the same code.
Unique Code: This option is best when you want to deliver different coupons to each user.
Once you've created your coupon, you will attach that coupon under the Behavior tab of your individual campaigns:
After managing your coupons you can then schedule your campaign.
Lastly, depending on whether you’re on a paid or free account you can tell Privy to send you real time notifications. If you do have this enabled anytime someone signs up for your campaign you will be notified via email. Depending on the volume that you anticipate. This may or may not be something that you want to have on your account.
Why can't I see my Privy campaign on my website after launch?
A common reason why you may not see a change in your campaign display when it is live is that your browser displays a cached version of your Privy campaign. To see the latest version, either view your page in a new browser or take advantage of your browser’s private browsing mode.
Every plan has the option to send one autoresponder directly after someone signs up to your campaign. Once they sign-up, they can receive an email from you giving them the coupon code or thanking them for signing up for your campaign. This can all be done under the "emails" tab in your campaign. These are ready to go, though you can edit the email by clicking on the subject line, and your MUST toggle the "published" to "on" for these to begin sending.
Sending your contacts to your Email Service Provider automatically can be done within every Privy campaign. We integrate with just about any email service provider that you can think of and you can easily choose which list you want those contacts to be sent to.
Before doing this, you must first link your ESP to your Privy account
Click on Settings:
Select Linked Accounts and click on the ESP of your choosing.
When prompted enter your credentials for that respective account. Please note that because all ESP’s work a little differently you may occasionally be prompted for different information. In the example above you can see that a Constant Contact account has been linked.
Once your account is linked, you will be able to select the account and list you want your contacts send to through your automation tab within your campaign:
You've done it! Now you've gone through the entire campaign creation process - so it's time to publish:
This covers the entire campaign creation process within your Privy account. If you do have any questions, concerns or feature requests, you can always reach out to our customer support team!
Once you've learned how to get started, we have a few documents to help you achieve success using Privy:
- Using the Privy Designer
- Creating Your First On-Site Campaign
- Launching Your First Cart Saver Campaign
- How to Edit an Existing Campaign