Product Requirements |
() Privy Text |
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 Email + Text option in the main navigation of your Privy account.
- Select the Broadcast Text option from the dropdown menu.
- Click the New Broadcast Text button or select the Get Started option on the tool's landing page if this is your first broadcast text.
- 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. Use of 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, 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. Regardless of your selection, please Save after any changes.
Coupon settings (optional)
- If you'd like to offer a discount in your message, select an existing coupon code from the dropdown menu. If none are available, information on creating coupons in Privy is available here.
- 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 Broadcast Text page. Draft texts won't display this information.
Review a text's performance
After a broadcast text is sent, its performance is tracked on the Broadcast Texts 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 Email + Text option in the main navigation.
- Select the Broadcast Text option from the dropdown menu.
- Locate the text message you'd like to review. The message's overall performance metrics are listed on the dashboard. Select the message to open the message's delivery report.
- By default, the text's performance displays using percentages. To reveal the exact number that the percentages represent, hover over the bars in the chart.