Getting your first campaign launched as quickly as possible is crucial as it allows you to start engaging with and identifying visitors interested in your products. Fortunately, launching your first campaign is easier than ever, and only a few clicks away.
Note: This guide reviews launching the first campaign in a brand new account. If campaigns have already been created in your account and you're looking to create a campaign for the first time as a user, please check out this resource on the available campaign types and how to create them.
Before you begin
Before creating and launching your first campaign, it's important to confirm that your site or storefront is properly connected to your Privy account. If you installed Privy through the "app store" or "marketplace" of your e-commerce provider, then this is done for you. However, if you're not sure that an installation has occurred, please review this resource. Campaigns cannot display on your site or storefront if the installation hasn't occurred.
Create the campaign
To customize and launch your first campaign:
- Navigate to the Convert dashboard.
- Select the Launch my first popup button shown in the "Welcome" message.
- You will be placed in the campaign editor, where you'll be able to edit the popup's content and thank you page to match your brand. At this point, the campaign is ready to collect visitor information and can be launched on your site via the Publish button at the top right. The campaign is fully responsive and will display on both desktop and mobile.
Consider what's next
Once your first campaign is published, additional campaigns (e.g., Cart Saver) will be recommended on the Convert Dashboard depending on your account's setup (e.g., Integrations). The recommended campaigns also come preconfigured like "Your first popup" but can be customized to a greater degree. Alternatively, you can select the New campaign option to choose from a selection of other Privy templates or start from scratch.