Product Requirements

Getting your first campaign launched quickly 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 Convert > All Campaigns.
Select the Launch my first popup button shown in the "Welcome" message.

This action opens the campaign editor, where you'll see a default layout as a starting point for your campaign's design. To change this layout, select the Popup option from the sidebar and select the Change layout option in the Display Styles section. Don't worry - if you decide to change the layout later, your content changes (e.g., Headline) carry over.

With a layout selected, use the campaign editor to customize the campaign's content, tabs, and thank you page to match your brand. Please review the linked resources to collect more visitor information with additional fields, add a coupon code, or enable an automatic after signup message.

Next, use the Desktop Preview and Mobile Preview buttons to ensure the campaign meets your design goals for each view. All layouts are designed for desktop and mobile responsiveness by default; however, it's always best to check.

The campaign is ready to collect visitor information and can be launched on your site via the Publish button at the top right. If you aren't ready to publish, select the Save button instead. Additionally, please check out the resources below if you would like to add additional form fields, include a coupon, or enable an after-signup message.

Add additional fields

To add additional fields to the "Your first popup" campaign:

Select the Save button at the top-right of the campaign editor.
Select the Form fields card from the Create step of the campaign builder.
Select the Add Field button, followed by the desired field from the dropdown menu. To learn more about Privy's field options, check out this guide.
Select the Save option.

Now that you've added more fields, make sure to select the Popup Design card from the Create step to preview their impact. Additional fields take up space, so you may need to make some changes to your previous design choices.

Add a coupon code

To add a coupon code to the "Your first popup" campaign:

Select the Save button at the top-right of the campaign editor.
Select the Coupon codes card from the Create step of the campaign builder.
Select the desired coupon from the dropdown menu. If a coupon isn't available, use this guide to create one.
With the coupon selected, click Save.

Now you need to decide if you'd like to provide the coupon code via the campaign's thank you page or via an after signup message. If you want to include the coupon in the campaign's thank you page:

Select the Popup Design card to access the campaign editor.
Select the Thank You Page option from the sidebar and incorporate a {{ signup.coupon_code }} merge tag into the message. This tag will automatically populate with the previously selected coupon code. To learn more about inserting coupons into your content, check out this guide.
Save the changes or Publish the campaign.

If you want to include the coupon in an after signup message, refer to the steps below to enable the message—the required {{ signup.coupon_code }} tag is included in these messages by default.

Add an after signup message

To enable an after signup message for the "Your first popup" campaign:

Select the Save button at the top-right of the campaign editor.
Select the Follow-up step from the campaign builder.
Select the default message subject line to access the email editor and make any desired changes to the default content or design. Make sure to save any changes.
After making your changes, switch the Published? toggle to the ON position.

The after signup message will now send to contacts after they signup. This message is not retroactive. If the campaign is already published, the message will only send to new signups.

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.

To learn more about these campaign types, check out this resource. Privy's Getting Started Checklist is also a great place to start and a favorite of the Support and Onboarding Teams.