The following checklist is your roadmap to getting started with Privy.
|Completed||Getting Started Task||Related Resource|
|Create a Privy account.||Sign up on Privy.com|
|Connect your store/site.||Install Privy on your site|
|Set up a sending domain for email.||Use a custom email domain|
|Update your business address.||Update your email footer address|
|Import existing subscribers/contacts.||Create and manage contacts|
|Connect and configure integrations.||Integration options|
|Build Core Convert Displays|
Create a welcome discount display.
Create a welcome discount display
Create a cart saver display.
Create a cross-sell display.
Review other display ideas.
Set up display targeting.
Sync collected contacts to other tools using automation rules.
|See if Privy Email is right for you.|
|Create an after-signup email.|
|Create abandoned cart emails.|
|Create purchase follow-up emails.||
Send purchase follow-up emails
|Create a customer winback email.|
|Create a welcome email.|
|Create a newsletter email.|
|See if Privy Text is right for you.|
|Create an after-signup text.||Set up an after-signup text|
|Create an abandoned cart text series.||Send abandoned cart texts|
|Create a one-time broadcast text.||Send a broadcast text|
|Create coupons for your content.||
Create and manage coupon codes
|Observe and Improve|
|Get a snapshot of your performance.||Overview of the Privy homepage|
|Dig into your performance.|
|Iterate and test your content.||Create an A/B Test|
You're ready to go, but why stop there? Here are some more resources to keep you going.
- Become an Expert - Learn from some of the best minds in e-commerce and take your current strategy to the next level with Privy's Masterclasses and Ecommerce Marketing Show.
- Boost Your Industry Knowledge - If you're looking for fresh ideas or that next win, look no further. The latest e-commerce tips, tricks, and insights are available on the Privy Blog.
- Contact Support - You can reach Privy's support team by submitting a ticket here or via chat when you are logged in or reading our Knowledge Base articles.