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 |
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Create a Cart Saver campaign for desktop and mobile. Tip: Use a PopUp template for desktop and a Flyout template for mobile |
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Create a Cross-sell campaign. |
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Review other campaign ideas. |
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Set up campaign targeting. |
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Sync collected contacts to other tools using automation rules. |
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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.