The following checklist is your roadmap to getting started with Privy.
| Completed | Getting Started Task | Related Resource |
| Account Setup | ||
| 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 Campaigns | ||
|
Create a Sign-Up campaign for desktop and mobile. Tip: Use a PopUp template for desktop and a Flyout template for mobile |
||
|
Create a Cart Saver campaign for desktop and mobile. Tip: Use a PopUp template for desktop and a Flyout template for mobile |
||
|
Create a Cross-sell campaign. |
||
|
Review other campaign ideas. |
||
|
Set up campaign targeting. |
||
|
Sync collected contacts to other tools using automation rules. |
||
| Create Emails | ||
| See if Privy Email is right for you. | ||
| Create an autoresponder or welcome email. | ||
| Create an abandoned cart series. | ||
| Create follow-up emails. | ||
| Create a newsletter. | ||
| Create Texts | ||
| See if Privy Text is right for you. | ||
| Create an after signup text. | Setting Up Your Privy After Signup Text Message | |
| Create an abandoned cart text series. | Send abandoned cart texts | |
| Create Coupons | ||
| Create coupons for your content. | ||
| Observe and Improve | ||
| Report on performance. | Understand Reporting | |
| Iterate and test your content. | Create an A/B Test | |
Additional Resources
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 some fresh ideas or that next win, then 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.