How To Guides
Step-by-step instructions for using Privy
Privy Text
Sending Domain (DNS Setup)
A/B Testing
Audience Targeting
- Create a cross-sell campaign
- Audience Targeting Overview
- How to Target Visitors Based on Order Count
- Targeting Displays Based on Current URL (Page Targeting)
- Geographic Targeting by Region and Postal Code
- How to Target Device Types using Audience Targeting
Campaign Design
- Use the campaign designer
- How to Insert Custom Code and HTML into a Campaign
- How to Display an Existing Coupon Code in a Bar Campaign
- Personalize your onsite displays
- How to Edit an Existing Campaign (with Video)
- Create a Spin to Win campaign
Contacts and Reporting
- Create and manage contacts
- How to Add Tags to Privy Contacts
- How to export your contacts
- Campaign Revenue Reporting
- Opt-in Settings for your Privy/Klaviyo Integration
- Contact attributes
Coupons
Forms and Fields
- Passing Contact Attributes to a Destination URL
- How to Use Hidden Form Fields and Detected Attributes
- How to Use Custom Field Audience Targeting
- How to Customize Privy Forms
- Form Field Types in Privy
- Form Validations Explained
Installation and Settings
- Install Privy on your site
- Installing Privy Through Google Tag Manager
- Creating a Privy Subaccount
- Account Notifications
- Syncing Your Privy contacts to Omnisend
- How do I change my password?
Integrations
- How to enable Google Analytics
- Integrating Privy With Your Email Service Provider
- Where to find Privy data in Google Analytics
- Installing the Zapier Application for Privy
- Send Privy sign-ups to Sailthru
- Integrate Privy with Attentive
Setting Up Automation Rules
- Troubleshooting Automation Rules
- Syncing Your Privy Contacts to Firedrum
- Syncing Your Privy Contacts to Listrak
- Syncing Your Privy Contacts To Iterable
- Syncing Your Privy Contacts To AWeber
- Syncing your Privy Contacts to SendPulse
Privy Email
- Send abandoned cart emails
- Use a custom sending domain
- Resend an unopened newsletter
- Use product segmentation
- Update your email footer address
- Revenue Reporting for Privy Email
Using Privy with BigCommerce
Using Privy with Shopify
- Automatically Sync Email Contacts to Shopify
- Add a form to your Shopify footer
- Add a form to your Shopify page
- How to Target Visitors Who are Logged-in to their Shopify Store Account
- Creating Shopify Discounts in Privy
- Adding Shopify Tags to Synced Contacts