Subscription Requirements |
With Privy Text, you can send abandoned cart messages to contacts who: visit your site, add an item to their cart, and then leave without completing the purchase. Sending these messages encourages your contacts to complete their purchase and is one of the most impactful things you can do to recover revenue for your business.
Things to know
Before attempting to create and send abandoned cart texts, please review the following:
- You must subscribe to Privy Text.
- You must integrate with Shopify, Shopify Plus, BigCommerce, or Weebly.
- A contact's phone number must be collected through a Privy form with the phone field, and the contact must have checked the text opt-in checkbox to receive texts from Privy.
- You should disable abandoned checkout or abandoned cart text messages from other providers to ensure shoppers do not receive multiple messages.
Video introduction
For more detailed guidance, check out the step-by-step instructions below.
Create a text
To create a text, you will need to update the message's content and settings.
- In your Privy account, click the Emails + Texts option in the main navigation.
- Select the Abandoned Cart (Includes Texts) option from the dropdown menu.
- Click the New text message button.
- On the subsequent screen, update the text's default name with the Edit() button.
Message content
- Customize your text by adding to or completely replacing the default placeholder content. Use the Personalize dropdown menu to populate the message with known attributes, coupon codes, and links to relevant content. If you are using Shopify or Shopify Plus, you can also use the Cart URL variable that will automatically link the contact back to their cart.
- Once you finish customizing your text message, click Save changes.
Trigger settings
- Set your minimum cart value. Enter the minimum amount of cart value that a shopper should have to receive an abandoned cart text message. The default is 1, which means anyone who has any value in their cart should receive the text.
- Set a maximum cart value (optional). Check the box to expand the option to set a maximum cart value. Use this if you plan on making tiered offers to customers with different cart values.
- Segment your audience by their product interests (Shopify only). Using your product IDs, determine the product(s) that the customer must have in their cart to receive the text. More information on locating your IDs and using product segmentation is available here.
- Set the timing of your text message. Using the Hours since last seen field, choose how much time must pass since a shoppers visit before your abandoned cart text sends to them. The default setting is one hour but can be as long as seven days (168 hours).
- Once you finish configuring your settings, click Save changes.
Coupon settings (optional)
- Select a coupon code. If you're using the Coupon Code variable, select an existing coupon from the dropdown menu. If none are available, select the Create more coupons option instead. Information on creating coupons in Privy is available here.
- Once you finish selecting your coupon, click Save changes.
Create a text series (optional)
- Create a text series. Sending multiple messages to your shoppers gives them more opportunities to complete their purchase. If you decide to target the same group with multiple texts, be sure to leave enough time between each message. For example, if your first text sends 1 hour after cart abandonment, your second text message shouldn't send for at least another 24 hours. These messages should serve as reminders and motivators, so it's encouraged to use different content and to create urgency via incentives in later messages. No more than three texts are recommended.
Note: Once a shopper completes a purchase, they will no longer receive abandoned cart text messages from that particular abandoned cart text message series.
Send a text
- Activate your text(s). Once your message(s) are ready, select the Activate button at the top of the editor. Moving forward, the text(s) will send to all eligible contacts who meet the criteria you set when creating the content.
Review text performance
After a text is enabled, its performance gets tracked in a delivery report. The report shows how many messages reached their intended recipient. To review this information for a particular text:
- In your Privy account, click the Emails + Texts option in the main navigation.
- Select the Abandoned Cart (Includes Texts) option from the dropdown menu.
- Locate and select the text message you'd like to review. This selection will bring you to the associated delivery report.
- By default, the text's performance displays using percentages. To reveal the exact number of messages that the percentages represent, hover over the bars in the chart.
Pause or delete a text
If a text message is no longer needed, it can be paused or deleted entirely.
Pause a text
To pause an active text message:
- In your Privy account, click the Emails + Texts option in the main navigation.
- Select the Abandoned Cart (Includes Texts) option from the dropdown menu.
- Locate and select the text message you'd like to pause.
- In the upper right, select the Disable button and confirm.
Delete a text
Active texts must be paused before they can be deleted. To delete a text message:
- In your Privy account, click the Emails + Texts option in the main navigation.
- Select the Abandoned Cart (Includes Texts) option from the dropdown menu.
- Locate and select the text message you'd like to delete.
- In the upper right, select the Delete
button and confirm.