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With Privy Text, you can send a text message to all or a specific segment of your contacts at once. These broadcast texts, sometimes called bulk SMS or mass texts, are perfect for product launches, sale announcements, or special occasions and benefit from exceptionally high open rates compared to other marketing channels.
Things to know
Before attempting to create and send broadcast texts, please review the following:
- You must subscribe to Privy Text.
- A contact's phone number must be collected through a Privy form with the phone field, the contact must have checked the text opt-in checkbox, and the contact must have confirmed their desire to receive messages via double opt-in to receive texts from Privy.
Create a text
To create a broadcast text:
- Select the Campaigns option in the main navigation and 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, such as the contact's first name. Check out the example message below:
Hey {{ contact.first_name }}! The Surprise Savings Event is here, and you can save big on your favorites. This offer ends tomorrow, so the time to act is now.
- Use the Add short link () option to insert a link to your store, product page, etc. A shortened link ensures that any revenue generated by the text is tracked. The link will appear in the preview as the {{short_url}} merge tag but will appear as a standard URL to recipients.
- Once you finish customizing your text message, scroll the page down and click Save changes. It's important to note that your business name and the "STOP" instructions cannot be removed from the message. These elements are included for transparency and compliance reasons.
Audience settings
- Next, scroll down and locate the "Send broadcast text to" section. This option allows you to send your text to all textable contacts or textable contacts that match certain filters. If you've previously created and saved a custom segment, these segments can be reused via the "Contacts in" dropdown menu. If this option is unavailable, apply some filters to create your first segment, which will reveal an option to save it for later reuse. The available filters are:
Cart value: Include contacts based on the current value of your BigCommerce, Shopify, Squarespace, or Weebly cart.
First order: Include contacts based on when they first ordered from your store.
Last order: Include contacts based on when they last ordered from your store.
Lifetime spend: Include contacts based on their total spending in your Shopify store.
Order count: Include contacts based on the number of orders they have placed in your Shopify or Weebly store.
Purchase history: Include contacts based on the products or collections they have or have not purchased in the past 180 days from your Shopify store.
By display: Include contacts based on their previous display signups.
Last seen: Include contacts based on the last time they visited your site.
Signup date: Include contacts based on when they signed up for your email list.
By country: Include contacts based on the country reported by the contact's IP address.
Custom field: Include contacts based on their custom field values. These values are provided via an import or when submitting a display.
Imported: Include contacts based on whether or not they have been manually imported directly from another service or via CSV.
Name / Email: Include contacts based on their exact name or email address.
Privy Tags: Include or exclude contacts based on the tags applied to their contact profile.
Shopify Tags: Include or exclude contacts based on the tags applied to their customer profile in Shopify.
Clicked email: Include contacts that clicked a specific email.
Did not open: Include contacts that did not open a specific email.
Opened: Include contacts that opened a specific email.
Was not sent: Include contacts that were not sent a specific email.
- Once the desired filters have been applied, decide if you would like to save the custom segment for reuse. If you do, select the Save Segment button and provide a name. If not, skip this option and move to the next step.
- Finally, select the Save changes button at the bottom right of the card. The number of recipients included in the segment will appear on the card. If the selected segment is over 10,000 contacts, you'll see a 10,000+ value instead.
Coupon settings (optional)
- To offer a discount in your message, select an existing coupon code from the dropdown menu. If none are available, create one by following these steps.
- Once you finish selecting your coupon, click Save changes.
- With a coupon selected and saved, return to your message and insert the Coupon Code merge tag with the Personalize dropdown menu. The tag auto-populates with the selected code when the message is sent to recipients. Take a look at the example below:
Hey {{ contact.first_name }}! The Surprise Savings Event is here, and you can save big on your favorites for the next 24 hours. Even better - save an extra 10% with code {{ coupon_code }} at checkout. {{ short_url }}
Send or schedule a text
- Once your message is ready and your segment determined, select the Send or Schedule button at the top-right of the editor. The Send option will send to all eligible contacts immediately, while the Schedule option will allow you to select a future date and time.
Note: Quiet hours are enforced between 8 pm to 9 am in the recipient's timezone for all messages. No messages will be sent during that time and will be queued to send after 9 am.
You can confirm the status of sent and scheduled messages on the Campaigns dashboard. Quickly locate text messages using the Channels dropdown menu next to the page's search bar.
To unscheduled a message, select the Unschedule() button next to the message's information.
Review a text's performance
After a broadcast text is sent, its performance is tracked on the Campaigns dashboard, and a delivery report for the individual message. The report shows how many messages reached their intended recipient along with the message's unsubscribe rate. To review this information:
- In your Privy account, click the Campaigns option in the main navigation.
- Use the dashboard's search bar and filters to locate the text message you'd like to review. The message's overall performance metrics are listed on the dashboard. Select a message to open the message's delivery report.
- By default, a text's delivery report metrics display using percentages. To reveal the exact number that the percentages represent, hover over the bars in the chart.