How To Guides
Step-by-step instructions for using Privy
Privy Text
Sending Domain (DNS Setup)
A/B Testing
Audience Targeting
- 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
- Smile.io Audience Targeting Use Case
Campaign Design
- Using The Privy Designer
- How to Insert Custom Code and HTML into a Campaign
- How to Display an Existing Coupon Code in a Bar Campaign
- How to Edit an Existing Campaign (with Video)
- How to Create a Spin to Win Campaign
- How to use Coupon Codes in a Spin to Win Campaign
Contacts and Reporting
- How to Add Tags to Privy Contacts
- How to Export Your Email Contacts
- Campaign Revenue Reporting
- What Does Privy Consider an Offer “Redemption”?
- Importing Contacts Into Privy using a CSV File
- Opt-in Settings for your Privy/Klaviyo Integration
Coupons
- How to Automatically Apply the Coupon Code at Checkout
- What’s the Difference Between a Master and a Unique Coupon Code?
- Frequently Asked Questions - Privy Coupons
- Privy Campaign Coupons
- How to Add Coupons To Your Abandoned Cart Email
- Inserting a Coupon into your Discount Campaign
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 (formerly Soundest)
- How do I change my password?
Integrations
- Send Privy sign-ups to Sailthru
- Syncing Your Privy Contacts to Firedrum
- How to Use your Attentive Integration with Privy
- How to Use your Postscript Integration with Privy
- How to Use Retention Rocket's Integration with Privy
- Syncing your Privy Contacts to SendPulse
Setting Up Automation Rules
- Using the Phone Field to Collect Phone Numbers and Send Text Messages
- Syncing Your Privy Contacts to Listrak
- Syncing Your Privy Contacts To Iterable
- How to Require Double Opt-In for MailChimp Automation Rules
- Syncing Your Privy Contacts To AWeber
- Syncing Your Privy Contacts To dotdigital (dotmailer)
Privy Email
- Getting Started with Privy Email
- How to Send Abandoned Cart Emails with Privy
- Use a custom email domain
- How to Create an Abandoned Cart Email Series
- How to update the footer mailing address in your emails
- Revenue Reporting for Privy Email
Using Privy with BigCommerce
Using Privy with Shopify
- Automatically Sync Email Contacts to Shopify
- How to Add a Privy Embedded Form to the Footer of Your Shopify Store
- How to Add a Privy Embedded Form to the Body of Your Shopify Store
- How to Target Visitors Who are Logged-in to their Shopify Store Account
- Creating Shopify Discounts in Privy
- Adding Shopify Tags to Synced Contacts