Product Requirements

Available to all plans

Quickly gain insight into the performance of your content with the Privy homepage. The pre-built reports show the effectiveness of your displays, emails, and texts, including the revenue generated, signups gathered, and carts saved. 

Interested in learning more? Continue reading or check out this announcement video. 

Access the homepage

The homepage is the first page you will see when logging into Privy. To access your Privy homepage from another area of Privy, click the Dashboard option at the top left. 

Available information

The homepage collects important performance metrics from your Privy account and shows them in a central location. The non-centralized information on each tool's dashboard, such as displays and email, is still available. That said, the information available on the homepage is outlined below. 

Convert-related

The homepage offers three cards tied to the performance of your Convert displays. 

Convert revenue card

This card offers the following information: 

• Convert revenue: The total revenue collected from all contacts who signed up via a Privy display and subsequently made a purchase. This revenue attribution is only available to Privy accounts integrated with a Shopify or BigCommerce storefront. 
• Orders: The total number of orders since account creation. An order is registered when someone signs up for your Privy display and then completes a purchase through your store using the same email address. Privy counts an order regardless of whether or not the customer used a coupon code during checkout. 
• Order rate: The percentage of signups that led to a purchase (Total Orders / Total Signups). The average order rate for Privy users is 20%. A thumbs-up icon on this card indicates that your rate is between 20% and 22.99%, while a trophy icon indicates a rate above 23%. In either case, you are meeting or exceeding expectations. 

Convert signups card

This card offers the following information: 

• Convert signups: The total number of display signups since account creation. A signup is registered when a visitor submits their information via a display. 
• Total views: The total number of display views since account creation. A view is registered when the display loads on a visitor's screen. 
• Signup rate: The percentage of views that led to a signup (Total Signups / Total Views). The industry average is 2%. A thumbs-up icon on this card indicates that your rate is between 2% and 4.99%, while a trophy icon indicates a rate above 5%. In either case, you are meeting or exceeding expectations. 

Convert displays card

This card displays your most recent active displays and their performance information. To learn more about the individual performance metrics for your displays, click here. 

Email-related

The homepage offers three cards tied to the performance of your email messages. 

Email revenue card

This card offers the following information: 

• Email revenue: The total revenue collected from all emails since account creation. Privy uses a last-touch model with a 7-day attribution window. If a customer has opened or clicked multiple emails within the seven days proceeding a purchase, the revenue will only count toward the most recent email. 
• Orders: The total number of orders attributed to email since account creation. An order is registered when someone opens or clicks an email within seven days of a purchase. Privy counts an order regardless of whether or not the customer used a discount code. 
• Order rate: The percentage of emails that led to a purchase (Total Orders / Total Emails). Only abandoned cart, customer winback, newsletter, and purchase follow-up emails are considered. The after signup emails associated with displays are not. 

Carts saved card

This card offers the following information: 

• Carts saved: The total number of carts saved since account creation. An abandoned cart email or text is credited for an order when a customer completes a checkout within seven days of opening an email or clicking an email or text. The email or text cannot already be credited for a save and must be the most recent abandoned cart email or text sent to the customer. 
• Revenue: The total revenue collected from all saved carts since account creation. Privy uses a last-touch model with a 7-day attribution window. If a customer has opened/clicked multiple messages within the seven days proceeding a purchase, the revenue will only count toward the most recent email or text message. 
• Conversion rate: The percentage of abandoned cart messages that led to a purchase (Carts saved / Total Abandoned Cart Emails Sent). 

Emails card

This card displays your most recently sent abandoned cart, customer winback, newsletters, and purchase follow-up emails. The after signup emails associated with displays are not shown. To learn more about the individual performance metrics for your emails, click here. 

New display button

The homepage allows you to quickly create a new display using the button located at the top-right. 

Note: The button only appears if you've already published your first display. Large call-to-action sections appear if you haven't.