# API Tokens
Source: https://help.privy.com/docs/api-reference/api-tokens
Create API tokens for a simpler way to authenticate with the Privy API.
API tokens are a lightweight alternative to [OAuth applications](/docs/api-reference/authentication) for authenticating with the Privy API. Instead of exchanging client credentials for a short-lived OAuth access token, you generate a longer-lived token directly from the dashboard and use it immediately.
| | API Tokens | OAuth Applications |
| ------------------ | ------------------------------------------- | ---------------------------------------------------- |
| **Setup** | Generate a token in the dashboard | Create an app, then exchange credentials for a token |
| **Token lifetime** | 30 days to 1 year (or no expiry) | 2 hours |
| **Best for** | Scripts, internal tools, quick integrations | Third-party integrations, automated token rotation |
## Creating a token
Navigate to **Settings > API Tokens** in your [Privy dashboard](https://dashboard.privy.com).
Click **Create Token**. Choose a descriptive name, select the scopes you need, and pick an expiration period.
The token is displayed **once** after creation. Copy it immediately and store it securely — you won't be able to view it again.
Treat API tokens like passwords. Never share them in client-side code, public repositories, or URLs. If a token is compromised, revoke it immediately from the dashboard.
## Token format
API tokens use the prefix `privy_` followed by a 40-character hex string:
```
privy_a1b2c3d4e5f6a1b2c3d4e5f6a1b2c3d4e5f6a1b2
```
## Scopes
Scopes control what your token can access. You select scopes when creating the token.
| Scope | Description |
| ---------------- | ------------------------------------------------ |
| `contacts_read` | List and filter contacts |
| `contacts_write` | Create, update, unsubscribe, and delete contacts |
| `events_write` | Ingest custom events |
| `orders_write` | Create and update orders |
## Using a token
Include the token in the `Authorization` header as a bearer token — exactly the same as an OAuth access token:
```bash theme={null}
curl -X GET "https://api.privy.com/v1/contacts" \
-H "Authorization: Bearer privy_YOUR_TOKEN"
```
All API endpoints accept API tokens and OAuth access tokens in the same `Authorization` header format.
## Expiration
When creating a token, choose from the following lifetimes:
| Option | Duration |
| ------------- | -------------------------------------- |
| 30 days | Token expires 30 days after creation |
| 60 days | Token expires 60 days after creation |
| 90 days | Token expires 90 days after creation |
| 1 year | Token expires 1 year after creation |
| No expiration | Token never expires (use with caution) |
Tokens that were created with an expiration can be **renewed** from the dashboard to extend them by their original duration.
## Revoking a token
You can revoke a token at any time from **Settings > API Tokens** in the dashboard. Revoked tokens are rejected immediately — any request using a revoked token receives a `401` error.
## Limits
Each Privy account can have up to **25 active API tokens** at a time. Revoked and expired tokens do not count toward this limit.
[Rate limits](/docs/api-reference/rate-limits) apply to API tokens the same way they apply to OAuth access tokens — all requests under the same account share the same rate limit budget.
## Error responses
| Status | Code | Cause |
| ------ | -------------------- | -------------------------------------------------------- |
| `401` | `unauthorized` | Token is missing, invalid, expired, or revoked |
| `403` | `insufficient_scope` | Token does not have the required scope for this endpoint |
See the [Errors](/docs/api-reference/errors) page for all error codes.
# Authentication
Source: https://help.privy.com/docs/api-reference/authentication
How to authenticate with the Privy API using OAuth 2.0 bearer tokens or API tokens.
The Privy API supports two authentication methods. Both methods produce a bearer token that you send in the `Authorization` header:
* **[API tokens](/docs/api-reference/api-tokens)** — Generate a long-lived token from the dashboard and use it directly. Best for scripts and quick integrations.
* **OAuth applications** — Exchange client credentials for a short-lived access token. Best for third-party integrations with automated rotation.
## OAuth: How it works
1. Create an OAuth application in your Privy dashboard to get a **client ID** and **client secret**.
2. Exchange those credentials for an access token using the OAuth 2.0 client credentials flow.
3. Include the access token in the `Authorization` header of every request.
```bash theme={null}
curl -X GET "https://api.privy.com/v1/contacts" \
-H "Authorization: Bearer YOUR_ACCESS_TOKEN"
```
## Creating an OAuth application
Navigate to **Settings > API > API Tokens** in your [Privy dashboard](https://dashboard.privy.com) and create a new application. You'll choose a name and select which scopes the application should have access to. By default, no scopes are assigned.
When the application is created, the dashboard displays the **client secret once**. Copy it immediately — you won't be able to view it again. If you lose it, you can regenerate a new secret from the application's settings.
## Scopes
Scopes control what your token can access. Your OAuth application must have a scope enabled before you can request it — configure scopes in **Settings > API > API Tokens** in your dashboard.
| Scope | Description | Default |
| ---------------- | ------------------------------------------------ | ------- |
| `contacts_read` | List and filter contacts | Yes |
| `contacts_write` | Create, update, unsubscribe, and delete contacts | No |
| `events_write` | Ingest custom events | No |
| `orders_write` | Create and update orders | No |
## Getting an access token
Exchange your client ID and client secret for an access token by making a `POST` request to the token endpoint.
### Read-only access
To read contacts, request the `contacts_read` scope explicitly:
```bash theme={null}
curl -X POST "https://api.privy.com/oauth/token" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "grant_type=client_credentials" \
-d "client_id=YOUR_CLIENT_ID" \
-d "client_secret=YOUR_CLIENT_SECRET" \
-d "scopes=contacts_read"
```
```json theme={null}
{
"access_token": "eyJhbGciOi...",
"token_type": "Bearer",
"expires_in": 7200,
"scope": "contacts_read",
"created_at": 1712150400
}
```
### Read and write access
To create, update, or delete contacts, request the `contacts_write` scope explicitly:
```bash theme={null}
curl -X POST "https://api.privy.com/oauth/token" \
-H "Content-Type: application/x-www-form-urlencoded" \
-d "grant_type=client_credentials" \
-d "client_id=YOUR_CLIENT_ID" \
-d "client_secret=YOUR_CLIENT_SECRET" \
-d "scope=contacts_read contacts_write"
```
```json theme={null}
{
"access_token": "eyJhbGciOi...",
"token_type": "Bearer",
"expires_in": 7200,
"scope": "contacts_read contacts_write",
"created_at": 1712150400
}
```
The `scope` response field confirms which scopes were actually granted. Always check this to verify your token has the access you need.
| Field | Description |
| -------------- | --------------------------------------------------------------------------------- |
| `access_token` | The bearer token to include in API requests. |
| `token_type` | Always `Bearer`. |
| `expires_in` | Token lifetime in seconds. Access tokens expire after **2 hours** (7200 seconds). |
| `scope` | The scopes granted to this token. |
If your client ID or secret is wrong, the token endpoint returns a `401` error with `invalid_client`. If you request a scope that isn't enabled on your application, it returns `invalid_scope`.
### Refreshing tokens
When your access token expires, request a new one by repeating the client credentials exchange above. There is no refresh token in the client credentials flow — simply request a new access token.
## Security tips
* **Keep credentials secret.** Never share your client secret or access tokens in client-side code, public repositories, or URLs.
* **Rotate secrets regularly.** Regenerate your client secret periodically from the dashboard, especially if a team member leaves.
* **Use one application per integration.** This makes it easy to revoke access for a single integration without affecting others.
## Invalid tokens
If your bearer token is missing, expired, revoked, or malformed, API endpoints return a `401 unauthorized` error:
```json theme={null}
{
"error": {
"code": "unauthorized",
"message": "Bearer token is missing or invalid"
}
}
```
See the [Errors](/docs/api-reference/errors) page for all error codes.
# API Changelog
Source: https://help.privy.com/docs/api-reference/changelog
Updates, additions, and breaking changes to the Privy API.
This page tracks user-facing changes to the Privy API. Dates reflect the day a change went live in production. For migration help, email [support@privy.com](mailto:support@privy.com).
## 2026-07-03
### Added `POST /v1/events` endpoint
You can send custom events to Privy through the API with the `POST /v1/events` endpoint. Accepted events can trigger **Flows** and other automations, keyed on the `event_type` you send. A successful `200` response means the event was accepted for processing — it does not guarantee a specific automation ran.
***
## 2026-06-22
### Added `POST /v1/orders/placed` endpoint
You can create and update orders through the API with the `POST /v1/orders/placed` endpoint, available under the `orders_write` OAuth scope.
The endpoint is an **idempotent upsert** keyed on `order_id`: the first call for a given `order_id` creates the order and returns `201 Created`, while subsequent calls with the same `order_id` update the existing order and return `200 OK`. Send the full current state of the order on every call — omitted optional fields keep their previously stored values.
* **Required fields:** `order_id`, `total`, `currency`, `order_date`, plus at least one of `email` or `phone`.
* **Customer linkage.** When an `email` or `phone` is provided, Privy finds or creates the matching contact. `accepts_email_marketing` drives email subscribe-on-create semantics, and `accepts_sms_marketing` records an SMS opt-in on newly created contacts (requires `phone`).
* **Historical imports.** Pass `initial_sync: true` to load past orders without triggering real-time side effects such as flows, automations, and campaign-revenue attribution. Customer order stats are still updated so segmentation and winback stay accurate.
### Tie orders to a Custom Integration with `X-Privy-Integration-Token`
`POST /v1/orders/placed` accepts an optional `X-Privy-Integration-Token` header that attributes the order to a specific Custom Integration. Generate the token when you create a Custom Integration in **Settings → Integrations Hub**, and retrieve it later with the **Reveal** action.
* When the header is present, it must match an active Custom Integration for your business.
* When the header is omitted and exactly one Custom Integration exists, the order is automatically tied to it.
* Otherwise, the order is created with no integration attribution.
The header is sent **in addition to** your standard `Authorization: Bearer` OAuth token, which still authenticates the request.
***
## 2026-05-22
### Welcome SMS for API-created SMS subscribers
When you set `sms_consent` to `subscribed` via `POST /v1/contacts` or `PATCH /v1/contacts/{id}`, Privy now automatically sends a TCPA-required welcome SMS to the contact. This only fires when the contact actually transitions to a confirmed opt-in state — contacts that are already subscribed are not messaged again.
To suppress the welcome SMS (for example, when you already collected consent outside of Privy), pass `send_welcome_sms: false` in the request body. The parameter defaults to `true`.
***
## 2026-05-14
### Contact creation conflict responses now include `id`
`POST /v1/contacts` now returns the `id` of the existing contact in `409 Conflict` responses, nested inside the `error` object (`error.id`). This lets API consumers identify and update the existing contact without a separate lookup.
***
## 2026-05-12
### Consent vocabulary and PATCH-based consent management
**Breaking changes:**
* **Response field renames.** Contact responses now return `email_consent` and `sms_consent` instead of `email_permission` and `phone_permission`.
* **Filter parameter renames.** The `GET /v1/contacts` query parameters `email_permission` and `phone_permission` have been renamed to `email_consent` and `sms_consent`.
* **New consent values.** The old `non_subscribed` value has been replaced by `never_subscribed`. New values have been added — see below.
**New features:**
* **Consent management via PATCH.** `PATCH /v1/contacts/{id}` now accepts `email_consent` and `sms_consent` fields. You can combine consent changes with other field updates in a single request.
* **Consent on create.** `POST /v1/contacts` now accepts the full set of writable consent values for `email_consent` and `sms_consent`.
* **Expanded email consent values:**
* `subscribed` — contact opted into email.
* `unsubscribed` — contact opted out of email.
* `never_subscribed` — no opt-in, no opt-out (replaces `non_subscribed`).
* `suppressed` — merchant-suppressed (writable). Writing any consent value to a merchant-suppressed contact unsuppresses it first.
* `compliance_suppressed` — system-suppressed (read-only, filterable). Any write to a compliance-suppressed contact returns `422`.
* **Expanded SMS consent values:**
* `subscribed` — contact has confirmed SMS opt-in.
* `unsubscribed` — contact opted out of SMS.
* `never_subscribed` — no opt-in, no opt-out (replaces `non_subscribed`).
* `single_opt_in` — merchant collected a single opt-in (not yet confirmed). Writable; requires a phone number.
* `pending` — awaiting confirmation reply (read-only, filterable).
**Deprecations:**
* **`POST /v1/contacts/{id}/unsubscribe` is deprecated.** Use `PATCH /v1/contacts/{id}` with `email_consent: "unsubscribed"` instead. The endpoint continues to work but now returns `Deprecation: true` and `Link` headers.
# Create a contact
Source: https://help.privy.com/docs/api-reference/create-contact
openapi/privy-api.yaml POST /contacts
Create a new contact. At least one of `email` or `phone_number` is required.
If a contact with the same email or phone number already exists, a `409 Conflict`
error is returned with the `id` of the existing contact in `error.id`. Use the **Update a contact** endpoint to modify existing contacts.
If a previously deleted contact matches the provided email or phone number,
the contact is restored with the new data.
When `sms_consent` is `subscribed`, Privy automatically sends a TCPA-required
welcome SMS to the contact. Pass `send_welcome_sms: false` to suppress this
message if you have already collected consent outside of Privy.
**Required scope:** `contacts_write`
# Delete a contact
Source: https://help.privy.com/docs/api-reference/delete-contact
openapi/privy-api.yaml DELETE /contacts/{id}
Soft-delete a contact identified by its unique `id`.
Deleted contacts can be restored if a new contact is created with
the same email or phone number via the **Create a contact** endpoint.
**Required scope:** `contacts_write`
# Errors
Source: https://help.privy.com/docs/api-reference/errors
Error response format and common error codes.
When an API endpoint request fails, the API returns a JSON error response with a consistent structure.
## Error format
API endpoint errors follow this envelope:
```json theme={null}
{
"error": {
"code": "validation_failed",
"message": "One or more fields are invalid",
"details": [
{
"field": "email",
"message": "is required"
}
]
}
}
```
| Field | Description |
| --------- | ------------------------------------------------------------------------ |
| `code` | A machine-readable error code (see table below) |
| `message` | A human-readable description of what went wrong |
| `details` | An optional array of field-level errors (present on validation failures) |
## Error codes
This table also includes OAuth token endpoint errors. Those happen before you have a bearer token and are returned by `/oauth/token`.
| Code | HTTP Status | Description |
| -------------------- | ----------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `invalid_client` | 401 | Client ID or client secret is incorrect. Returned by the `/oauth/token` endpoint. |
| `invalid_scope` | 401 | The requested OAuth scope is not enabled on the application. Returned by the `/oauth/token` endpoint. |
| `unauthorized` | 401 | Bearer token is missing, expired, revoked, or invalid. OAuth access tokens expire after 2 hours. API token lifetimes depend on the expiration chosen when the token was created. |
| `insufficient_scope` | 403 | Token does not have the required scope for this endpoint. See [Scopes](/docs/api-reference/authentication#scopes). |
| `not_found` | 404 | The contact could not be found |
| `conflict` | 409 | A contact with this email or phone number already exists |
| `validation_failed` | 422 | One or more fields failed validation |
| `payload_too_large` | 413 | The request body exceeds the endpoint's size limit (256 KB for [Ingest an event](/docs/api-reference/ingest-event)) |
| `rate_limited` | 429 | Rate limit exceeded — see [Rate Limits](/docs/api-reference/rate-limits) |
## Validation errors
A `422 validation_failed` response includes a `details` array with specific field errors. For example, creating a contact without an email or phone number returns:
```json theme={null}
{
"error": {
"code": "validation_failed",
"message": "One or more fields are invalid",
"details": [
{
"field": "base",
"message": "email or phone_number is required"
}
]
}
}
```
Common validation messages:
| Field | Message |
| ------------------------ | --------------------------------------------------------------------------- |
| `email` / `phone_number` | `email or phone_number is required` |
| `phone_number` | `must be a valid phone number in E.164 format` |
| `email_consent` | `must be one of: subscribed, unsubscribed, never_subscribed, suppressed` |
| `sms_consent` | `must be one of: subscribed, unsubscribed, never_subscribed, single_opt_in` |
| `sms_consent` | `requires a phone number from a supported country` |
| `custom_fields` | `must be a flat key-value object (no nested values)` |
## Conflict errors
A `409 conflict` is returned when you try to create a contact with an email or phone number that already belongs to an existing contact. The response includes the `id` of the existing contact, nested inside the `error` object, so you can update it directly.
```json theme={null}
{
"error": {
"code": "conflict",
"message": "A contact with this email already exists",
"id": "cus_x9y8z7w6v5u4t3s2"
}
}
```
To update the existing contact, use the [Update a contact](/docs/api-reference/update-contact) endpoint with the returned `error.id`.
## Event ingest errors
The [Ingest an event](/docs/api-reference/ingest-event) endpoint is an exception: a
payload that fails validation returns `400` with a **top-level `errors` array**
rather than the standard `error` envelope, and a `status` of `rejected`.
```json theme={null}
{
"event_id": "507f1f77bcf86cd799439012",
"status": "rejected",
"errors": [
{ "field": "identifier", "message": "email, phone, or privy_id is required" },
{ "field": "event_type", "message": "is required" }
]
}
```
Auth, scope, size, and rate-limit failures on that endpoint (`401`, `403`, `413`,
`429`) still use the standard `error` envelope above.
## Handling errors
1. **Check the HTTP status code first.** The status code tells you the category of error.
2. **Parse the error body.** Use the `code` field for programmatic handling and the `message` for logging.
3. **Only retry on `429`.** Rate limit errors are temporary — wait for `Retry-After` seconds, then retry. Other errors require fixing the request.
# Get a contact
Source: https://help.privy.com/docs/api-reference/get-contact
openapi/privy-api.yaml GET /contacts/{id}
Retrieve a single contact by its unique `id`.
**Required scope:** `contacts_read`
# Ingest an event
Source: https://help.privy.com/docs/api-reference/ingest-event
openapi/privy-api.yaml POST /events
Send a custom event to Privy. Use events to trigger **Flows** and other
automations from activity in your own systems (a completed purchase, a
finished quiz, a loyalty milestone, etc.).
Identify the contact with **exactly one** of `email`, `phone`, or `privy_id`.
If the contact doesn't exist yet, Privy creates one (by email or phone);
`privy_id` must reference an existing contact.
## Response status
Unlike most endpoints, a successful ingest returns **`200 OK`** with a
`status` field rather than `201`. A payload that fails validation returns
**`400 Bad Request`** with a top-level `errors` array — a different shape
from the standard `error` envelope used for auth and rate-limit errors.
## Idempotency
Set the `Idempotency-Key` header (or an `idempotency_key` body field; the
header wins if both are present) to safely retry. The first request ingests
the event; a retry with the same key returns the original response with
`idempotent_replay: true` instead of ingesting a duplicate. Only accepted
events are replayed — a rejected payload re-validates on retry.
## Limits
The request body must not exceed **256 KB**; larger bodies return `413`.
**Required scope:** `events_write`
Accepted events can trigger **Flows** and other automations, keyed on the
`event_type` you send. A successful `200` response means the event was accepted
for processing — it does not guarantee a specific automation ran.
# List contacts
Source: https://help.privy.com/docs/api-reference/list-contacts
openapi/privy-api.yaml GET /contacts
Retrieve a paginated list of contacts, most recently created first. Optionally filter by email,
phone number, or consent status.
Unfiltered, the list covers every contact in the account whatever their consent state, so
`pagination.total_count` is the size of your contact list — not the size of your mailable or
textable audience. Filter on `email_consent=subscribed` or `sms_consent=subscribed` for those.
Contacts you have deleted are excluded — but deletion is soft: creating a contact with
the same email or phone number restores the existing record rather than creating a new
one, so a previously deleted contact can reappear here later with its original id and
history.
**Required scope:** `contacts_read`
# Order placed
Source: https://help.privy.com/docs/api-reference/order-placed
openapi/privy-api.yaml POST /orders/placed
Report an order placed in your store.
This is an **idempotent upsert** keyed on `order_id`:
the first call for an `order_id` creates the order and returns `201 Created`;
subsequent calls with the same `order_id` update it and return `200 OK`.
The order carries the full current state each time —
omitted optional fields keep their previously stored value.
The order is associated to a contact by `email` (or, when no email is sent, by `phone`),
creating the contact if needed.
`accepts_email_marketing` and `accepts_sms_marketing` drive the contact's marketing consent —
see the field descriptions for the exact semantics.
Optionally send the `X-Privy-Integration-Token` header to tie the order to a specific
Custom Integration (see the header parameter below).
**Required scope:** `orders_write`
To trigger Privy **Flows** (such as Order Placed and Order Received) from orders sent to this
endpoint, you must first connect a [Custom Integration](/docs/learn/integrations/custom-integration)
for your store. See [Flows currently available](/docs/learn/integrations/custom-integration#flows-currently-available)
for the supported triggers and conditions.
# API Overview
Source: https://help.privy.com/docs/api-reference/overview
Use Privy's API to connect your own tools, scripts, or agents to your Privy account.
Please note API access is only available to paid accounts. If requests fail despite valid credentials, confirm with [Support](mailto:support@privy.com) that API access is available for your account.
Use Privy's API to connect your own tools, scripts, or agents to your Privy account. With the API, you can:
* [Create contacts](/docs/api-reference/create-contact)
* [Update contact or consent properties](https://help.privy.com/docs/api-reference/update-contact)
* **[Send order events](/docs/api-reference/order-placed)** to trigger Flows and populate order data in your Privy account
* [Send custom events](/docs/api-reference/ingest-event) to trigger Flows from activity in your own systems
## Base URL
All API requests use the following base URL:
```text theme={null}
https://api.privy.com/v1
```
## Quick start
The fastest way to get started is to create an **API token** from **Settings > API Tokens** in your [Privy dashboard](https://dashboard.privy.com). See [API Tokens](/docs/api-reference/api-tokens) for details.
Alternatively, create an OAuth application under **Settings > API > API Tokens** to use the [OAuth client credentials flow](/docs/api-reference/authentication).
Use your bearer token to list your contacts:
```bash theme={null}
curl -X GET "https://api.privy.com/v1/contacts" \
-H "Authorization: Bearer YOUR_ACCESS_TOKEN"
```
You'll receive a JSON response with your contact data and pagination info:
```json theme={null}
{
"data": [
{
"id": "cus_a1b2c3d4e5f6g7h8",
"first_name": "Jane",
"last_name": "Doe",
"email": "jane@example.com",
"email_consent": "subscribed",
"phone_number": "+15551234567",
"sms_consent": "subscribed",
"tags": ["vip"],
"custom_fields": { "loyalty_tier": "gold" },
"created_at": "2025-01-15T10:30:00Z",
"updated_at": "2025-03-20T14:22:00Z"
}
],
"pagination": {
"page": 1,
"per_page": 25,
"total_count": 142,
"total_pages": 6
}
}
```
## Next steps
Generate a token and start making requests in minutes.
Set up OAuth credentials and learn about scopes.
Understand request limits and how to handle them.
Learn about error codes and response format.
# Rate Limits
Source: https://help.privy.com/docs/api-reference/rate-limits
Understand rate limits and how to handle them gracefully.
The Privy API enforces rate limits to ensure fair usage and reliable performance for all accounts.
## Default limits
| Window | Limit |
| ---------- | --------------- |
| Per minute | 60 requests |
| Per day | 10,000 requests |
Limits are applied per account, not per token or OAuth application. All API tokens and OAuth applications under the same account share the same rate limit budget.
## Response headers
Every API response includes headers showing your current rate limit status:
| Header | Description |
| ------------------------------ | ----------------------------------------------------------------- |
| `X-RateLimit-Limit-Minute` | Maximum requests allowed per minute |
| `X-RateLimit-Remaining-Minute` | Requests remaining in the current minute window |
| `X-RateLimit-Reset-Minute` | Unix timestamp when the minute window resets |
| `X-RateLimit-Limit-Day` | Maximum requests allowed per day |
| `X-RateLimit-Remaining-Day` | Requests remaining in the current day window |
| `X-RateLimit-Reset-Day` | Unix timestamp when the day window resets |
| `Retry-After` | Seconds to wait before retrying (only present on `429` responses) |
## Handling rate limits
When you exceed the limit, the API returns a `429` status code with a `rate_limited` error:
```json theme={null}
{
"error": {
"code": "rate_limited",
"message": "Rate limit exceeded"
}
}
```
Use the `Retry-After` header to determine how long to wait before retrying.
## Best practices
* **Check the headers.** Monitor `X-RateLimit-Remaining-Minute` to stay within limits proactively.
* **Use filters.** Narrow your `GET /v1/contacts` requests with filters like `email` or `email_consent` to reduce the number of calls needed.
* **Cache responses.** Avoid making the same request repeatedly when the data hasn't changed.
* **Implement backoff.** If you receive a `429`, wait the number of seconds specified in `Retry-After` before retrying. For repeated failures, use exponential backoff.
Need higher limits? Contact [support@privy.com](mailto:support@privy.com) to discuss your use case.
# Update a contact
Source: https://help.privy.com/docs/api-reference/update-contact
openapi/privy-api.yaml PATCH /contacts/{id}
Update an existing contact identified by its unique `id`.
Include one or more fields to change. Field updates and consent changes
can be combined in a single request.
Mutable fields: `first_name`, `last_name`, `email`, `phone_number`, `tags`, `custom_fields`.
`email` and `phone_number` can only be set when the existing value is
`null`. Once populated, they cannot be changed or cleared.
Consent fields: `email_consent`, `sms_consent`. Use these to subscribe,
unsubscribe, or otherwise manage a contact's marketing consent.
When `sms_consent` is set to `subscribed` and the contact transitions to
a confirmed opt-in state, Privy automatically sends a TCPA-required
welcome SMS. Pass `send_welcome_sms: false` to suppress this message if
you have already collected consent outside of Privy.
**Required scope:** `contacts_write`
# Advanced Flows
Source: https://help.privy.com/docs/guides/automations/advanced-automations
Take your automated emails to the next level with these content ideas.
You've got your Flows set up, and now you want to take them to the next level. Adding more advanced settings to your Flows gives you even more control over the audience you're sending to, which allows you to use more tailored messaging.
## Abandoned Cart Emails
### Settings
What settings should I consider to level up my Abandoned Cart strategy?
![]()
1. **Cart Value:** You can set a minimum and/or maximum cart value for your series. This would restrict these emails from triggering unless the shopper's cart value meets this criteria.
2. **Products/Collections:** You can select collection(s) or product(s) for your series. This would restrict these emails from triggering unless the shopper's cart contains these items.
### Advanced Content Ideas
Below are some possible content ideas that could make your Abandoned Cart Series more pointed and effective for your audience, based on the advanced targeting you selected:
* **Tiered discounts:** Consider a tiered abandoned cart strategy, where you offer a certain discount to "low value" carts and another discount to "high value" carts. For example, maybe carts under $75 get 10% off, but carts over $75 get \$10 off.
* **Free shipping:** Target carts over your store's free shipping threshold and emphasize that their cart qualifies for free shipping.
* **Nice-to-know information:** If you have any certain products or collections that might have great social proof or special information that could motivate a purchase, target these carts and feature this content.
* **Customization options:** If you offer any personalization for certain products (i.e., engraving, monograms, custom colors, gift wrapping), target those carts and highlight these services!
## Purchase Follow-Up Emails
### Settings
What settings should I consider to level up my post-purchase strategy?
![]()
1. **Customer action:** Trigger emails based on a customer placing an order vs. receiving the order.
2. **Order Count:** You can trigger a series for someone's first order, a repeat order, or leave it open-ended to any number of orders.
3. **Order Value:** You can set a minimum and/or maximum order value for this series. This would restrict this series from triggering unless the customer's subtotal met this criteria.
4. **Products/Collections:** You can select collection(s) or product(s) for your series. This would restrict these emails from triggering unless the customer's order contains these items.
### Advanced Content Ideas
Below are some possible content ideas that can level up your post-purchase experience, leaving shoppers feeling like they're more than just an order number to you.
* **Ask for feedback:** If you don't already use a third party review app, trigger a Purchase Follow-Up email asking customers for a review 30 days post-purchase.
* **New customer discount:** Strike while the iron is hot. Use the "First Order" setting under *Order Count* and offer a coupon for new customers to use on their next purchase with you!
* **High value = high reward:** Keep your high value customers coming back for more. Use the minimum order value setting and send a personal thank you note from the founder. Include a discount to use on their next big order.
* **Care instructions:** Do any of your products/collections require special care or assembly? Let your customers know how to get the most of their purchase.
* **Cross sell:** Would a customer benefit from pairing their recent purchase with another product? Let them know a couple weeks after they place their order. Offer a small incentive to encourage repeat buying.
## Things to consider
The key to advanced Flows is to identify the moments when you know extra details about your customers. Once you know more about them, use that information to better inform your own content, thus focusing your Flow strategy.
You should also be mindful about your own brand and how it operates so that you can set up Flows that feel natural and personal to your audience:
* How long does it typically take for your orders to ship/deliver to customers?
* How long do your products last?
* What's your average order value?
This information will help you determine the **timing** and **incentives** to use in your Flows. For example, here's what you want to avoid:
Asking for feedback or offering a limited-time discount before your customer even receives their order.
Pushing customers to "restock" too soon (i.e., a skincare company might push their next sale before a home improvement store would).
Discounting too high for too many customers to decrease your order value.
# Flows 101
Source: https://help.privy.com/docs/guides/automations/automations-101
Discover which automated emails are right for your business.
In a world where customers are looking for a more personalized shopping experience, automated email flows have never been a more important marketing tool. **A recent study** **showed that automated emails generated 41% of all email orders, while accounting for only 2% of emails sent in 2023.**
Privy’s Flows are set to trigger in response to specific behaviors and key points in a shopper’s journey. This allows you to send the *right communication* at the *right moment*, whether they just signed up with you, forgot about items in their cart, or just completed their first purchase.
When it comes to prioritizing Flows that will make a difference in your email strategy, there are four types that truly stand out:
1. Abandoned Cart Emails
2. Welcome Emails
3. Purchase Follow-Up Emails
4. Customer Winback Emails
One of the biggest mistakes you can make with Flows is not having them active at all. Make sure these four series are part of your e-commerce strategy. Otherwise, you're simply leaving money on the table.
## Abandoned Cart Emails
Abandoned Cart Emails are one of the most impactful automated series you can activate. By targeting those who came to your site, put something into their cart, and left without completing a purchase, you have the chance to recover the lost sale.
**A good Abandoned Cart Series:**
Is clear, branded, and contains multiple call-to-actions leading to the recipient's cart.
Uses a [Cart Summary](https://help.privy.com/docs/learn/flows/abandoned-cart#build-your-flow) content block to reveal what the recipient left behind.
Incentivizes your recipient to complete their purchase.
### Examples
[Club Huey](https://clubhuey.com/) does a great job of this on their abandoned cart emails, which includes an incentive to bring them back to their cart. They also show the customer the item that they left behind in their cart, alongside a clear call-to-action:
![]()
Looking for more Abandoned Cart Email inspiration? [Check out our Swipe File!](https://www.swipewell.app/collections/87de71fd-595b-4aa8-aab2-b00977d62eef)
### Best Practices
If you're not sure how to time your series or what kind of content belongs in each email, we put together this formula for you to follow:
![]()
Not sure how to create an Abandoned Cart Series in Privy? [Here's a step-by-step guide.](https://help.privy.com/docs/learn/flows/abandoned-cart)
## Welcome Emails
You only have one chance at a first impression, and when someone first signs up for your list, a [Welcome series](https://help.privy.com/docs/learn/flows/welcome) is the perfect opportunity to introduce your products, shop, and mission. People buy from people, and by establishing trust and a relationship with your audience early on, they’ll be more likely to purchase from you in the future.
**A good Welcome Series:**
Gets personal and tells your brand's story and mission.
Shines a spotlight on your best sellers + brand initiatives.
Includes social proof that builds trust and motivates purchases.
### Examples
[Capabunga](http://capabunga.com/) has a set up 3 emails where they introduce themselves, showcase their bestsellers, followed by glowing reviews to help build trust.
![]()
Looking for more Welcome Email inspiration? [Check out our Swipe File!](https://www.swipewell.app/collections/00e7f40c-d33f-4449-8d81-126f1bf1ad93)
### Best Practices
Ready to activate your Welcome Series? Here's a great blueprint to start with:
![]()
Not sure how to create a Welcome Series in Privy? [Here's a step-by-step guide.](https://help.privy.com/docs/learn/flows/welcome)
## Purchase Follow-Up Emails
The journey doesn’t end when someone completes their first purchase with you! No one wants to feel like just a transaction, and if you’re only sending out the basic order and shipping confirmation emails, you’re missing out on a big opportunity to make your customers feel special and appreciated.
**Some good Purchase Follow-Up ideas include:**
A personal thank you note from the founder.
Care instructions so that they know how to look after their purchase.
Sustainable or philanthropic initiatives that their purchase contributed to.
A restock reminder, or a cross sell to promote other products.
### Examples
[TePe Oral Health Care](https://www.tepeusa.com/) sends out targeted post-purchase emails based on the product the shopper purchased, providing a custom instructional guide on how to best use the product.
![]()
Looking for more Purchase Follow-Up inspiration? [Check out our Swipe File!](https://www.swipewell.app/collections/1cf8fbd6-37b2-4809-93cb-74719b247892)
### Best Practices
Ready to start with Purchase Follow-Up emails? Here's a great formula to start with:
![]()
Not sure how to create a Purchase Follow-Up email in Privy? [Here's a step-by-step guide.](https://help.privy.com/docs/learn/flows/purchase-follow-up)
## Customer Winback Emails
Did you know that repeat customers created as a result of your actions are 9x more likely to convert, spend 3x your average order value, and are 20% more profitable for your business? That is why customer retention is so important and having an active [Customer Winback series](https://help.privy.com/docs/learn/flows/customer-winback) is crucial.
**A good Customer Winback series:**
Makes your customer feel noticed and appreciated by [using their first name](https://help.privy.com/docs/learn/content/personalization-tags#using-merge-tags).
Creates urgency around an incentive to use on their next order.
Is positive and friendly (i.e., "We missed you!"), rather than a sales pitch or guilt trip.
### Examples
[Blooms of Hawaii](https://www.bloomsofhawaii.com/) uses a friendly subject line, addresses their customer by their first time, and reminds them of their limited-time incentive in their Winback Series:
![]()
Looking for more Customer Winback inspiration? [Check out our Swipe File!](https://www.swipewell.app/collections/4230b7e4-367e-4f37-99b3-8482076ae5d7)
### Best Practices
If you're not sure how to time your series or what kind of content belongs in each email, we put together this formula for you to follow:
![]()
Not sure how to create a Customer Winback email in Privy? [Here's a step-by-step guide.](https://help.privy.com/docs/learn/flows/customer-winback)
# Flow strategy guides
Source: https://help.privy.com/docs/guides/automations/overview
Discover best practices and advanced strategies to help you boost engagement and orders.
## The Basics
Your customers want a more personalized shopping experience, and you want an email tool that does the heavy lifting for you.
Which Flows are right for me?
## Advanced Strategies
You’ve got your Flows set up, and now you want to take them to the next level.
Learn how to use advanced targeting to tailor your messaging and personalize your content.
Turn new customers into repeat buyers, and nurture your relationship with loyal customers.
# Build a Strong Post-Purchase Experience
Source: https://help.privy.com/docs/guides/automations/post-purchase-experience
Use Purchase Follow-Up emails to make your customers feel like more than just an order number.
You’ve put a lot of effort into acquiring new leads, turning them into signups, and securing that first order — don’t let it stop there! A customer’s post-purchase period is a crucial time to shape their perception of your brand; are they going to feel like just another transaction, or are they going to feel like a valued customer? The impression you leave behind will have a major effect on whether or not they buy from you again or influence friends, family, or coworkers to try your products.
In this guide, we’ll walk you through how to build a solid post-purchase foundation in Privy.
## Welcome New Customers
Picture a new customer at your store: what information might be valuable to them? How can you incentivize them to become a repeat customer down the line?
In addition to your store’s transactional emails which deliver an order confirmation and shipping information, you should activate a Purchase Follow-Up series which follows this formula:
![]()
### Build your series
To create a new Purchase Follow-Up series:
* Navigate to [Flows](https://dashboard.privy.com/flows) and click **New Flow** in the upper right.
* Select Purchase Follow-Up from the following menu.
* [Add more emails](https://help.privy.com/docs/learn/flows/purchase-follow-up#add-remove-emails) and [customize your templates.](https://help.privy.com/docs/learn/flows/purchase-follow-up#customize-your-templates)
In the series builder, you’ll want to make sure you have the right trigger settings in place:
* Click **Edit Settings** on the left side.
* Specify **First Order** in the dropdown menu under *Order Count.*
* Offering a discount? Make sure you attach the code under *Coupon* in your settings.
* **Save** your settings.
Need more guidance on building a Purchase Follow-Up email? [Check out this step-by-step guide.](https://help.privy.com/docs/learn/flows/purchase-follow-up)
### Best Practices
When addressing your new customers, keep these best practices in mind:
1. Use specific, tailored language like “first order” and “welcome”.
2. [Personalize the subject line and/or email body](https://help.privy.com/docs/learn/content/personalization-tags#personalizing-emails)
to include the contact’s first name.
3. Be sensitive to timing. For example, avoid offering a limited-time discount on their next order if their first order hasn’t even shipped yet.
4. Get personal — share your story so your customers know exactly who they’re supporting!
[Check out our Swipe File for inspiration and ideas!](https://www.swipewell.app/collections/1cf8fbd6-37b2-4809-93cb-74719b247892)
## Nurture Repeat Customers
After you’ve delivered a positive first impression after someone’s first order, it’s time to consider how you’re treating your loyal repeat customers. There’s a few different approaches you can take here:
Customers who invest in your brand over & over deserve some special recognition! Send over a sweet note from your team, thanking them for supporting your business + highlighting how much it means to you. Make sure you personalize your content with their first name!
You can [set a minimum order amount](https://help.privy.com/docs/learn/flows/purchase-follow-up#minimum-maximum-order-value) in your trigger settings, which can allow you to send certain content or offers to higher value customers! For example, maybe you want to send a 15% discount to a customer who spent over \$100 with you.
You can restrict a Purchase Follow-Up series from triggering based on [whether or not an order contained certain product(s) or items from certain collection(s](https://help.privy.com/docs/learn/flows/purchase-follow-up#products-collections)) — with this knowledge in hand, you can use it to trigger a cross-sell email recommending products that the customer might be interested in.
With repeat customers, you know they’ve shown consistent interest in your brand, so they’re most likely to trust your recommendations and your products.
### Build your series
To create a new Purchase Follow-Up series:
* Navigate to [Flows](https://dashboard.privy.com/flows) and click **New Flow** in the upper right.
* Select Purchase Follow-Up from the following menu.
* [Add more emails](https://help.privy.com/docs/learn/flows/purchase-follow-up#add-remove-emails) and [customize your templates.](https://help.privy.com/docs/learn/flows/purchase-follow-up#customize-your-templates)
In the series builder, you’ll want to make sure you have the right trigger settings in place:
* Click **Edit Settings** on the left side.
* Specify **More than one order** in the dropdown menu under *Order Count.*
* Offering a discount? Make sure you attach the code under *Coupon* in your settings.
* **Save** your settings.
Need more guidance on building a Purchase Follow-Up email? [Check out this step-by-step guide.](https://help.privy.com/docs/learn/flows/purchase-follow-up)
### Best Practices
When addressing your repeat customers, keep the following best practices in mind:
1. Acknowledge their continued support of your business
2. [Personalize the subject line and/or email body](https://help.privy.com/docs/learn/content/personalization-tags#personalizing-emails)
to include the contact’s first name.
3. Ask for feedback whenever possible!
[Check out our Swipe File for inspiration and ideas!](https://www.swipewell.app/collections/1cf8fbd6-37b2-4809-93cb-74719b247892)
By first providing a warm welcome to new customers and incentivizing them to become repeat buyers, then nurturing your most loyal customers, you can trust that Privy’s working in the background to secure more orders and develop stronger relationships with the people supporting your business.
# Email Campaigns 101
Source: https://help.privy.com/docs/guides/campaigns/campaigns-101
Learn industry best practices and find answers to common questions about engaging with your audience.
Regularly sending campaigns your audience is crucial for staying relevant, engaging with potential customers, driving consistent revenue, and maintaining a healthy deliverability. But whether you're brand new to sending email campaigns, or you've been at it for years, you might run into the following common questions:
1. How often should I be emailing my list?
2. How often should I be segmenting my campaigns?
3. What type of content should I be sending?
4. What's the best template to use?
## Sending Cadence
It's very important to be cognizant of what your brand's sending cadence + frequency will be — you don't want to bother your subscribers, but you also don't want to fade into the background of peoples' inboxes.
**Here are 3 rules for choosing a sending cadence:**
A huge reason that businesses send campaigns is to stay relevant and visible. Sending at least one campaign a month lets your subscribers know your business is active and keeps you top of mind. Neglecting to engage with your audience will impact the return you see in email because a subscriber will not purchase from you if they forget you're around.
Deliverability is another major player in choosing your email cadence. Taking large gaps in sending for months at a time puts your domain at risk for dangerous levels of spam complaints and a diminished track record of engagement once you start sending again; inbox providers may start filtering your emails to spam if they start detecting this.
Don't bite off more than you can chew! Avoid sending 3x a week if there's a risk that you won't have time to keep it up. Choose a cadence that feels realistic to your bandwidth and how your business operates so that you can set proper expectations with your audience.
The most important thing is to be **consistent** so that your audience knows what to expect from your brand's marketing.
**Another important thing to consider:** if you're segmenting your emails, it's likely that not every single contact is receiving every single email you send. That being said, if you're being intentional with your messaging, you don't need to worry about bothering your list with too many emails.
## Sending to All Contacts vs Segments
Let's face it: not every email that you send is meant for every contact on your list. Every contact is a human being at a different point in their customer journey with you. You'll have people who just signed up 3 days ago, and people whose last purchase was 1 year ago. If you want your campaigns to be impactful, this is why you need to use segments more often!
There's no magic formula or ratio for how many emails should be sent to All Contacts vs. Custom Segments, but you should be trying to send to segments as much as you can, especially because segmentation makes content creation easier, because you know exactly who you're speaking to.
**Campaigns that should be sent to All Contacts:**
* Big sale announcements (Black Friday, holidays, birthday sales...)
* Major brand updates (rebrands, new initiatives, new products...)
* Newsletter content (recipes, style guides, press...)
**Campaigns that should be sent to Segments:**
This depends on the segments you use for your business, but here's some ideas:
* **Engaged Contacts / VIP segments:**
VIP early access, sneak peeks, or teaser emails
* **Potential Customers:**
limited-time incentives to place their first order
* **By Purchase History:**
product spotlights, cross sell content
## Content
Sending engaging, creative content is important when sending campaigns. You want to ensure that you have a good balance between "sale" content and delivering value to your subscribers in other ways so that you don't over-discount your brand, or take away from deals being time-sensitive or intentional — essentially, if your brand is *always* on sale, then what's the motivation to buy now vs. 5 weeks from now?
**Here are some content ideas that deliver value outside of sales:**
Show off the top 3 highlights about a certain product + show what problems it can solve. This is great for customers who might still be in the "discovery phase" of their journey!
Social proof is so important for building subscribers' trust and turning them into customers! Feature reviews, before + afters, and how your product has changed someone's life for the better so people can understand why they need it.
Was your brand featured in a publication, on TV, or seen on a celebrity? Did a customer style your product in a cool way? This is a great trend to take advantage of. Show it off to your subscribers so that it sparks inspiration and drives them to buy it while it's hot.
Spark inspiration with your subscribers by showing them fun and innovative ways to use your products, what kind of person they'd be best to gift to, or what current trend(s) they fit into. This provides real-world context for people and drives them to purchase.
## Templates
Whether you're a graphic designer or a marketing novice, choosing and creating an email template can be challenging. With email marketing, you have to consider not only the appearance, but also your deliverability and engagement.
There's no single layout, color scheme or font that works better than all the others, but here's a few things that every template should have:
When your emails are opened, they should be instantly recognizable. Feature your brand's logo at the very top and use your brand's colors throughout the content (buttons, text, and footer, etc).
Your emails should look and feel like an extension of your website!
Your recipient shouldn't need to scroll far to find a button or something clickable in your email. Include a button near the top of the email for anyone ready to click to your site straight away.
Make sure all images, including a header image, are clickable in your email. You want your recipient to be able to click anything that grabs their attention and be brought to your site to take action!
Image-only or image-heavy emails can be flagged by inbox providers like Gmail and Yahoo as a spam practice and might increase your chances of landing in spam. Make sure you integrate text boxes and/or alternate text whenever possible!
There is an email marketing industry standard called the "40/60 ratio", where a ratio of 40% images to 60% text content is recommended.
It's good to include text in your emails, but don't overcomplicate it! People can't buy from you in their inbox, so you want your recipients to get from your email to your website ASAP. Say just enough to entice them to click for more — you'll see the difference in your click-through rates and orders.
# Key Dates to Send Campaigns
Source: https://help.privy.com/docs/guides/campaigns/key-dates-to-send
You can always find a reason to celebrate! Plan campaigns around fun holidays and milestones.
Delivering exciting content to your audience is important; you want your list to look forward to each message you send! One of the easiest ways to come up with timely, relevant content is by finding a reason to celebrate. This can be around major holidays, meaningful dates for your brand, and/or more obscure national days. This article will walk you through each of these types of celebrations and why they're important to leverage for your business.
## Major Holidays
When you think of the word "holiday", the first ones that come to mind might be the big ones: Christmas, Thanksgiving, Halloween, and so on. Many major holidays such as these are crucial for e-commerce businesses; most brands are running deals around these times of year, so there's a lot of competition in peoples' inboxes.
Most holidays present an opportunity to shop: for gifts, for a new season, for hosting the perfect get-together — by sending a campaign to your list, you're reminding your customers that you're a great option for whatever holiday needs they might have.
It's important to plan ahead so that customers can receive their item(s) in time for the holiday they're shopping for (i.e., start sending Valentine's Day emails at the end of January).
| Holiday | Content |
| ----------------------- | ----------------------------------------------------- |
| New Years Day | Resolutions, lifestyle, fresh starts. |
| Valentine's Day | Love, friendship, date ideas, gifts. |
| St. Patrick's Day | Luck and everything green & gold. |
| Mother's Day | Thoughtful gifts for mom. |
| Father's Day | Thoughtful gifts for dad. |
| Fourth of July | Patriotic, summer essentials, cookouts. |
| Prime Day | Capture people already on the hunt for deals. |
| Labor Day | Back to school, fall essentials, end of season sales. |
| Halloween | Spooky themed, trick or treat discounts. |
| Thanksgiving | Gifts for the host, early Black Friday deals. |
| Black Friday | Biggest deals of the year! |
| Small Business Saturday | Highlight how shopping small impacts your business. |
| Cyber Monday | Keep the Black Friday deals going. |
| Giving Tuesday | Consider donating a portion of proceeds to a cause. |
**Looking for inspiration?** Check out our [Swipe Files](https://www.privy.com/swipe-files) for holiday email content and design ideas!
![]()
## Brand Milestones
You don’t need to limit your celebrations to major holidays. As a small business, you have a lot to celebrate, and your audience will look forward to supporting you around these times! You can run campaigns around:
* Your brand’s birthday
* Good press (getting on Shark Tank, being featured in a local magazine)
* Your founder’s birthday
* Reaching a certain number of 5-star reviews for a product
The best part about sending campaigns around brand milestones is that they’re completely unique to your business — it’s easy to be original, and there’s likely a lot less competition in people’s inboxes unlike Black Friday.
**Check out these examples:**
![]()
## National Days
If you’re looking for some more fun content inspiration that might resonate with your brand and audience, check out resources such as this [2025 Celebrations Calendar](https://www.calendarr.com/united-states/observances-2025/) — you’d be surprised at how many days/weeks are dedicated to celebrating random things, such as “National Pizza Day”, "National Pen Pal Day", or “National Physician’s Week”!
Not every celebration is going to align with your brand, but you might find one or two that does. Have fun and send some playful campaigns around these days/weeks and use them as an excuse to run a flash sale and/or educational campaign around your products.
**Here are some great examples:**
![]()
# Campaign Strategy Guides
Source: https://help.privy.com/docs/guides/campaigns/overview
Explore new ways to meaningfully engage with your audience and increase your order rate.
## The Basics
Explore foundational strategies for your campaigns.
Get answers to common questions around sending frequency, how often you should use segments, what kind of content you should send, and more!
Learn the key differences between SMS and Email + discover best practices for how and when to engage with your SMS list.
## Best Practices
Discover essential strategies that will help you see a higher return on your campaigns.
Plan your campaigns around important holidays, and stand out from the crowd by celebrating brand milestones and fun occasions.
# SMS Campaigns 101
Source: https://help.privy.com/docs/guides/campaigns/sms-campaigns-101
Discover best practices around how & when to text your SMS List.
Studies show that [77% of US online shopping traffic](https://gauss.hr/en/mobile-e-commerce-statistics#:~:text=77%25%20of%20U.S.%20online%20shopping%20traffic%20and%2065%25%20of%20U.S.%20online%20retail%20orders%20originate%20from%20mobile%20devices.) originates from mobile devices — communicating via SMS enables your brand to meet shoppers where they spend most of their time and direct them to your website. While SMS and Email Marketing differ in many ways, they also have the potential to work harmoniously and create a seamless shopping experience for your list.
In this article, we will discuss:
1. The differences between Email and SMS Marketing
2. Best Practices
3. Ideas + Examples
## The Differences Between SMS and Email Marketing
If you’re new to SMS Marketing, there’s 3 main differences from email that you should take into consideration:
* While email marketing allows for implicit consent, SMS Marketing requires that contacts submit their phone number on a sign up form with a legal opt-in disclaimer + then confirm sign up by replying ‘Y’ to a Double Opt-In Text.
[Learn more about SMS Consent.](https://help.privy.com/docs/learn/compliance/understand-sms-consent)
* Carriers enforce Quiet Hours, which restrict your business from sending messages between the hours of 8PM and 9AM in your recipients’ time zone.
[Learn more about Quiet Hours.](https://help.privy.com/docs/learn/compliance/privy-text-compliance#quiet-hours)
Sending text messages is a very direct, personal way to communicate. Keep in mind that your messages will be delivered the same way one’s family and friends are staying in touch with them — as a business, you don’t want to abuse that.
By design, text messages are shorter and fit in a smaller, tighter space than an email might. You also have less opportunity to use visuals such as images.
All differences aside, Email and SMS are both effective ways to stay in touch with your audiences. When used in a thoughtful manner, they can complement each other and get you some amazing results.
## SMS Campaign Best Practices
Given the differences between Email and SMS, there’s a few things you might want to consider when honing your SMS strategy:
### Send Time
There are a couple things brands should consider when sending text campaigns:
Avoid sending or schedule text messages late into the evening. Messages scheduled or sent after 8PM in someone's time zone will be queued up to send the following morning. Late night texts are also more likely to be ignored or receive more unsubscribes, and your shoppers likely won’t be in the mindset to take action late at night.
Generally, most people work Monday through Friday and have the weekends off. When sending during the week, it’s smart to send messages around 9am (before workdays ramp up), 12-1pm (during lunch breaks), and between 5-8pm (as people unwind for the day). You also want to be mindful of any relevant holidays and whether or not they should impact your sending schedule.
Send days and times will vary by industry and audience — trust your intuition when it comes to who your subscribers are and when they might want to receive your messages!
### Sending Frequency
Since SMS is a far more intimate channel than email, it should be used with great care!
Your monthly Growth plan text limit is 6X your number of textable contacts; Privy also considers texting your list between 1-6X a month to be a good practice. Exceeding 6-8 text messages a month can lead to more unsubscribes.
Your sending frequency may vary depending on what’s going on with your brand. You might have a month where you don’t have a ton happening, therefore you only send out 1-2 texts; the following month, you might drop a new collection or announce a big sale which will warrant more text sends.
### Content
The personal, direct nature of SMS also impacts what type of content you send. Text messages are most effective when used for time-sensitive updates such as:
* Sale Announcements and Reminders
* Product Drops
* Flash Deals
* Low Stock Notifications
* Restocks
Furthermore, with a limited amount of space and attention, content should be short and sweet. Privy recommends messages to be 240 characters or less, and we have a hard limit of 400 characters in a message.
Remember to include a [short link](https://help.privy.com/docs/learn/sms-campaigns/send-a-text-campaign#short-links) in all text campaigns — this allows your recipient to interact with your message and enables Privy to track clicks + revenue associated with the message.
## Ideas and Examples
Consider sending these 3 messages to stay top of mind for your subscribers:
![]()
Drive anticipation by teasing it the day before, and/or give your SMS List an exclusive preview before the drop. Send a message as soon as it’s live, too!
![]()
Notify your SMS List and drive urgency:
![]()
Give them an exclusive flash sale or mystery deal. Text subscribers are more likely to open and act in real-time than email subscribers!
![]()
Let your subscribers know when they need to place their order to get it in time for special holidays or occasions:
![]()
# Get a Pulse on Your Email List
Source: https://help.privy.com/docs/guides/deliverability/get-a-pulse-on-your-list
Discover how Segments can help you understand how active and engaged your list is.
If you’re looking at your list and feeling unsure of where you stand with engagement and overall list health, this guide is for you.
Deliverability is swayed by a number of factors which [you can read more about here](https://help.privy.com/docs/learn/deliverability/understanding-deliverability#what-factors-impact-delivery-and-deliverability), but one major factor is whether or not you maintain solid engagement with your list. It’s important to segment as much as you can to ensure that you’re sending relevant content to your audience — more tailored content will lead to higher engagement, which will establish a good reputation with providers like Gmail and Yahoo.
In this guide, we’ll walk through a couple of different segments that will give you a perspective of where you stand with your email subscribers.
## Unengaged vs Engaged Contacts
Privy offers pre-built [Smart Segments](https://help.privy.com/docs/learn/email-campaigns/segmentation#smart-segments) in your dashboard, including the following:
* **Engaged Contacts:**
this segment contains any mailable contacts who have engaged with at least (1) email in the last 90 days, as well as new sign ups from the past 90 days.
* **Unengaged Contacts:**
this segment contains any mailable contacts who have been on your list for at least 90 days, but have not engaged with a single email in 90+ days.
If you head to [Contacts > Segments](https://dashboard.privy.com/segments), you can view these Smart Segments and the number of contacts in each one:
![]()
**What am I looking for?** By comparing the size of these segments, you can get a pulse on what percentage of your list has engaged with you in the last 3 months. In an ideal world, more than 50% of your mailable contacts would fall into Engaged Contacts.
**When should I take action?** If you notice that a significantly higher percentage of your list (>75%) falls into the Unengaged Contacts segment, it’s time to try sending some re-engagement emails and/or tidy your list.
**Note:** It’s important to consider your sending habits here. If you don’t send many emails, it’s more likely that a majority of your list will fall into Unengaged Contacts. Privy recommends sending at least 1 email campaign each month to get an accurate pulse on your list’s interest.
## Older Contacts
As your business grows over the years, it’s important to make sure you’re sending to active, interested email addresses. It’s not uncommon that some subscribers can lose interest, or potentially stop using an email address for a number of reasons.
In Privy, you can segment by when a contact's profile was created. To get a pulse on your older contacts’ engagement, we recommend [building a segment](https://help.privy.com/docs/learn/email-campaigns/segmentation#create-a-new-segment) that looks like the following:
![]()
By using **Created at is before X date** + **Did not open in the last X days**, you’re narrowing down on older contacts who are no longer active with your emails.
If you're newer to Privy, this data might not be available to you since your contacts were created in Privy on the day you imported your list. You can use Shopify Tags or import contacts' historical data using a custom field.
## Inactive Contacts
Along with a contact’s age and email engagement, another valuable piece of data is whether or not they’ve shopped with you before. Existing customers who have placed at least one order with you are 9x more likely to convert again in the future. Contacts who have been on your list for a significant period of time, haven’t opened emails in 6+ months, and have never ordered with you are far less likely to engage with you.
To get a pulse on how many inactive contacts you have, we recommend [building a custom segment](https://help.privy.com/docs/learn/email-campaigns/segmentation#create-a-new-segment) that looks something like this:
![]()
Along with their **Created at** date + **Did not open** engagement data, **Order count is 0** will exclude any contacts who have purchased from you before.
## What should I do with these segments?
It’s important to regularly practice good list hygiene. We recommend sending [re-engagement emails](https://help.privy.com/docs/guides/deliverability/re-engagement-emails) to these colder segments a few times a year and cleaning any uninterested or inactive contacts.
The truth is, you’re not doing yourself any favors by holding onto and repeatedly emailing contacts who refuse to show interest in your content. When contacts are not engaging with and/or delete or archive your emails, inbox providers will recognize this as a pattern and are more likely to start filtering your emails. For this reason, it’s important to keep a pulse on your list’s engagement and act accordingly! If a contact is truly interested in re-engaging with your brand, they can easily sign back up on your site at any time.
Looking for guidance on list hygiene? [Check out this resource.](https://help.privy.com/docs/learn/contact-management/list-hygiene)
# Deliverability Strategy Guides
Source: https://help.privy.com/docs/guides/deliverability/overview
Learn how to implement best practices that will improve your inbox placement.
The following guides are here to walk you through different strategies that will help you maintain a healthy list, boost your engagement, and therefore steadily improve your inbox placement.
Take the first step towards practicing list hygiene by determining who your 'cold' contacts are, and reaching out to them to confirm their interest in your brand.
Boost engagement and establish a good reputation with inbox providers to improve deliverability.
Discover segments that can give you insights into how engaged your list is overall, and learn when you need to take action + clean your list.
# Boost Engagement with Segments + Personalization
Source: https://help.privy.com/docs/guides/deliverability/personalized-emails
Sending tailored messaging to custom segments can do wonders for your engagement and improve inbox placement over time.
When segmentation and personalization join forces, it can make a huge difference in your engagement metrics. This is an often overlooked deliverability strategy, but establishing a strong track record of engagement and interest from your contacts is one of the best ways you can improve your inbox placement.
There’s many different approaches to this strategy, so in this article we’ll walk you through a few ideas and how you can execute them.
## How to personalize emails
Your emails can be personalized by using Merge Tags in either your content or Subject Line. The most common personalization businesses use is a contact’s first name. You can reference all supported Merge Tags and how to insert them into your content [in this guide](https://help.privy.com/docs/learn/content/personalization-tags).
## How to build Custom Segments
You can build a Custom Segment by heading to [**Contacts > Segments**](https://dashboard.privy.com/segments) in your dashboard. You can segment your audience by Shopping Activity, Website Activity, Attributes, Email Engagement…or a combination of these! [Here’s a full guide](https://help.privy.com/docs/learn/email-campaigns/segmentation#custom-segments) walking through all the conditions you can use in segmentation, and how to build one.
## Use Cases and Examples
If you’re looking for some inspiration, the following use cases would be a great place to start with leveraging segments and personalization:
### VIPs and Repeat Customers
By default, your VIP and Repeat Customers are going to be the most likely to engage with your content, so we highly recommend leveraging this segment often! You want to connect with these contacts so that they feel like more than an order number. Make your emails feel like an exclusive invitation, like the example below.
A VIP customer can look different to every business, but the example is a great place to start — it targets contacts who have placed at least 1 order with you + have recently shown interest in your content!
![]()
If your VIP segment includes **Order Count** as shown above, you can rest assured that you’ve got these contacts’ names since they’ve had to provide billing and shipping information. You can copy and paste **`{{ contact.first_name }}`** into your Subject Line to include their first name and really stand out in their inbox, like these examples:
![]()
### By Purchase History
One of the easiest ways to tailor your messaging to feel more personalized is by using Purchase History segmentation. You can target customers based on whether or not their order history includes certain Products or Collections.
Defining a segment's common purchasing activity allows you to better understand who you’re speaking to and what type of language to use with them. Here's some great use cases along with examples to follow:
In this case, you would want to create a segment of anyone whose Purchase History **does not include** this specific product.
Check out this example from Truly Lifestyle Brand:
![]()
In this case, you might want to target anyone whose Purchase History **includes** this product or collection. They've shown interest in this item before, and they might be the most inclined to buy again.
Use language such as "your *next* order", like SHYNE's example of reintroducing Curl Creme to past purchasers:
![]()
In this case, you'll want to create a segment of anyone whose Purchase History **includes** the product or collection which pairs nicely with the product you're promoting.
For example, check out this email from Thuma which highlights upgrades that are designed specifically to work with a recently purchased bed frame:
![]()
### By Order Date
There are a few different scenarios where it might be useful to segment by Last Order. Here's a couple use cases and examples to follow:
During big sales, you're going to want to send nudges and reminders before it ends. It might feel awkward to send these nudges to people who already bought with you during this promo.
To prevent this, segment by **Last Order** is **before** + choose the start date of your sale:
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After Black Friday, the holidays, or one of your major sales, you might want to send a personalized Thank You note to anyone who supported your small business.
To achieve this, use a combination of both **Last Order is before** + **Last Order is after** to set a date range of when customers last ordered:
![]()
Here's some great examples that drive urgency and/or show gratitude based on the last time someone placed an order:
![]()
### Re-Engagement Emails
Re-engaging cold contacts can be a challenge, but a great way to combat this is by personalizing their subject line.
You can use your **Unengaged Smart Segment** to easily target contacts who haven’t opened an email in over 3 months:
With an unengaged audience, there’s more of a chance that you might not have their first name. To account for this, copy and paste **`{{ contact.first_name|default:'there' }}`** in your subject line and email body to [ensure you have a fallback](https://help.privy.com/docs/learn/content/personalization-tags#default-or-fallback-values)!
Check out this example of a re-engagement offer from Bag-all:
![]()
Want some more guidance of how and why you should send Re-Engagement emails? [Check out this guide for a deeper dive into this strategy.](https://help.privy.com/docs/guides/deliverability/re-engagement-emails)
# Send Re-Engagement Emails
Source: https://help.privy.com/docs/guides/deliverability/send-re-engagement-emails
Confirm your subscribers' interest and clean out unengaged contacts.
## What is a re-engagement email?
A Re-Engagement Email is a campaign that you send to your colder, unengaged contacts to confirm their interest in hearing from you.
### Why should I send this type of email?
It's natural that, over time, contacts may lose interest in your brand — it's not something that brands should take personally, nor is it something that should be ignored. If you notice your Unengaged Contacts segment growing, it might be time to take action. You want to ensure that you're looking after a healthy, engaged list to maintain high deliverability, and to ensure that you're not paying for uninterested or invalid emails.
## Best Practices
Think carefully about who your audience is, why they might be unengaged, and how you should approach them! Below are some considerations for your subject line, email content, and recipients.
Privy has Re-Engagement Email templates that you can use. When you create a new email and select a template, you can find them in the *Privy Templates* folder.
### Subject Lines
| Suggestions |
| ------------------------------------------ |
| Testing, testing...is this thing on? 🎤 |
| Was it something we said? 😟 |
| A message from our founder ❤️ |
| 50% OFF?! |
| Are you there, `{{ contact.first_name }}`? |
| We need to get something off our chest 😨 |
### Content
Once your contact opens the email, you want to get to the point! Make sure your message aligns with your brand's tone and includes the following:
* Tell them you miss them!
* Let them know you want to make sure you only send them content that's relevant and interesting to them.
* Include an unsubscribe link. Let them know they have this option, and they can sign up again in the future if they'd like to.
* Include a "What's New?" button that leads them to their site if they want to see what they've been missing.
### Coupon
Including a coupon is completely optional, but keep in mind that you'll be sending to a targeted, specific group of people that have lost interest. The expectation is that they might not engage with this email, either. Don't be afraid to swing big and offer a major, limited-time discount or gift.
### Segmentation
The easiest segment to send a Re-Engagement Email to is your [Unengaged Contacts](https://help.privy.com/docs/learn/email-campaigns/segmentation#unengaged-contacts) Smart Segment. These are mailable contacts that have been on your list for over 90 days, but have not opened a single email in 3+ months.
However, you can also create a [Custom Segment](https://help.privy.com/docs/learn/email-campaigns/segmentation#custom-segments) to send to if you'd like more control over the criteria.
If you create a Custom Segment, the 2 essential criteria you'll want to add are:
`Did not open` + `in the last` + `[value] days`
`is before` + `[date]`
These two segments will set the parameters for how long these contacts have been on your list, and how long they have been unengaged.
**Note:** You can segment by email engagement data up to 270 days back.
If you want to exclude any contacts that have placed orders with you, you also have the option of adding the following segment condition:
`is` + `0`
## Reviewing your performance
After you've sent your Re-Engagement email, it's good to wait at least 48 hours to take any action. If you delivered a coupon with an expiration date, wait until the coupon expires.
While you hope to capture as many opens and orders as possible, you should expect that this email's open, click, and order rate will be at a much lower rate than your usual campaigns perform.
Head to your [Campaigns](https://dashboard.privy.com/message-campaigns) page and click into your Re-Engagement email to get an in-depth view of your campaign's performance, including its delivery, engagement, and contact activity.
## Removing non-openers
To remove any contacts who still failed to engage with this email, navigate to your Campaign's *Contact Activity* tab and **Export a CSV** of your recipients. You will receive an email with a link to download your file.
Make sure your filter and remove any contacts who opened your email, then you can [import the rest as unsubscribed](https://help.privy.com/docs/learn/contact-management/unsubscribe-contacts#bulk-unsubscribe).
Unsubscribe contacts with caution, as this action is not reversible in Privy. Reach out to [support@privy.com](mailto:support@privy.com) if you need assistance.
# Launch a Cart Saver Display
Source: https://help.privy.com/docs/guides/list-growth/cart-saver-strategy
Target high-intent shoppers and prevent cart abandonment with this easy strategy.
## What is a Cart Saver?
In addition to your Welcome Display, you should also activate a Cart Saver — a Cart Saver is a display that triggers on exit-intent to visitors who have something in their cart and are about to leave your site without (a) signing up for your list, or (b) completing their purchase. This strategy is meant to capture high-intent shoppers and incentivize them to checkout before leaving, or at least allow for the opportunity to engage with them after they're gone.
This strategy guide is going to focus mainly on the targeting you should use, and examples to follow — if you need more step-by-step guidance on how to create a display in Privy, [please follow this guide.](https://help.privy.com/docs/learn/displays/create-a-display)
## Templates
Looking for a great place to start with best practices baked in? Luckily, Privy has many different Cart Saver templates for you to choose and customize!
To select a new template:
* Head to [Convert > All Displays](https://dashboard.privy.com/displays) and click **Create New Display.**
* On the left side, select **Stop Abandonment** under *Goal* to filter by Cart Saver templates.
* Hover over the template you'd like to start with and click **Get Started.**
## Settings
The most crucial part of setting up a Cart Saver is setting up the right trigger settings + audience targeting to ensure that you're showing it to the right people at the right time.
If you're starting from one of Privy's Cart Saver templates, the following settings might already be in place to save you time.
### Exit-Intent
To make sure your display only triggers on Exit-Intent:
* Navigate to your display's *Settings* at the top of your editor.
* Click on the *Triggers & Visibility* card and select **Show on exit intent**.
* Keep the **Limit display appearance** setting selected and at 1 day. *This will ensure that this display will not appear for someone more than once in 24 hours.*
**Save** your changes.
### Audience Targeting
To limit your display to appear only to people with something in their cart + have not already signed up:
* In your display's *Settings,* click on the *Audience Targeting* card.
* Add a targeting condition for **Display signed up** + **is not** + **Any Display.**
* Add a targeting condition for **Cart value** + **is greater than** + **1**.
![]()
Add any other desired targeting conditions, and **Save**.
### Coupon
If you're offering an incentive, be sure to attach the coupon:
* In your display's *Settings,* click on the *Coupon* card.
* Select the desired coupon from the dropdown menu and **Save.**
## Best Practices
With the right trigger and targeting settings, your display will be sure to show to the right audience — now it's time to make sure you have the right message showing! Remember, there's two things we know about this audience: they're interested in product(s), and they're not on your list. Use these to tailor your display's content.
**A good Cart Saver:**
Grabs attention with a playful header.
Puts your incentive front & center.
Makes it simple to get the offer + checkout ASAP.
### Examples
Check out these Cart Saver examples below! Each one is customized to match the brand and has the following best practices in place:
1. An attention-grabbing header such as "Leaving already?" to acknowledge the action the visitor is about to take.
2. Short and sweet copy that draws attention to their offer, and the use of "Reveal my code" on their call-to-action to motivate their shopper.
3. Collecting email only to eliminate any potential boundaries preventing your shopper from getting on your list.
![]()
A Cart Saver is a quintessential list growth play — stay one step ahead of cart abandonment and activate yours today!
# Convert your Email List to SMS Subscribers
Source: https://help.privy.com/docs/guides/list-growth/convert-email-to-sms
Drive meaningful SMS list growth with your most loyal contacts.
Whether you’re just starting out with SMS, or you’re just looking to see a boost in your SMS List growth, your email list is one of the best places to turn. As you know, you’re required to collect written consent for SMS Marketing, so in this article we’re going to walk through the most direct way to gather SMS Consent from your email subscribers, as well as the top three strategies that we’ve seen work the best.
## Create a Landing Page
The most direct way to collect SMS consent from your email list is by sending a Campaign with a Call-To-Action that leads them to an SMS Landing Page.
A Landing Page is a signup form that lives on its own URL; this is crucial for this strategy because it allows you to capture your SMS signups with zero distractions.
Need step-by-step instructions on how to create a Landing Page? [Check out this resource.](https://help.privy.com/docs/learn/displays/classic-designer/landing-page)
For this strategy, we recommend your Landing Page follows a similar structure to the example below:
![]()
Include your logo and a short, snappy headline at the top of your Landing Page so that it feels aligned with your brand.
Include a sentence that explains what your SMS Program will include. We recommend setting expectations around things like...
* How often you will send them messages.
* What message content will be like (sale announcements, sharing recipes, limited-time offers, new collection previews, etc.).
* What kind of perks your SMS program has to offer (early access, exclusive deals, etc.).
* (Optional) Email field.
* (Required) Phone number field.
Your SMS Opt-In language is required, and it falls between your phone number field and your form submission button.
Your CTA should be actionable, and align with your brand voice and colors.
### Set up your After Signup Text
Make sure that you’ve customized and activated an After Signup Text in our Landing Page’s *Follow-Up* step so that your new SMS Signups get confirmation that they’ve made it on your list.
![]()
### Grab your Landing Page URL
Before you send your email campaign leading to your SMS Landing Page, you’ll need to:
* Publish your Landing Page
* Copy the Landing Page’s URL
Your Landing Page’s URL will be present in the Create step of your display, under the Design step. It will only appear here *after* you’ve published the display.
![]()
## Create an Email Campaign
Once you’ve created and launched your Landing Page, go ahead and start a new Campaign.
If you need step-by-step instructions on creating an email campaign, [you can find them here](https://help.privy.com/docs/learn/email-campaigns/send-an-email-campaign).
For the most impact, we recommend following this example from [Everlane](https://www.everlane.com/):
![]()
Dedicate this email to the sole purpose of asking subscribers to sign up for SMS.
Throwing this CTA into an email that is *also* announcing a sale, new product, giveaway, etc. will be too distracting and you'll see a much smaller impact.
Don't underestimate the power of including this! Feature an image that will keep your recipients' attention and drive them to click through to your Landing Page.
Similar to when you built out your Landing Page, include a short blurb about why someone should join your SMS Program — what kinds of messages will they receive, and how often?
*For example, a subscriber might be interested in getting previews of new collections before they drop. Another subscriber might be interested, but only if they know how many messages they will receive each week or month.*
## Campaign Strategies
Now that we've covered best practices for your Landing Page and Email, let’s chat through 3 different approaches you can take with your campaign.
### Offer Early Access
Offer early access to an upcoming launch or sale in exchange for signing up for your SMS List. This approach is especially effective if your brand tends to see a lot of hype around new launches, or if you sell certain items fairly quickly! FOMO is real, and hearing about new drops before everyone else can be an invaluable incentive to your most loyal customers.
Here’s a great example from [Poplight](https://thepoplight.com/):
![]()
### Waiting List
Do you have an item that you can’t keep in stock? Or a new colorway coming out? Leverage your SMS List as a way for interested customers to be notified of restocks and/or new variants as soon as they hit the site.
Check out this example from [Wild One](https://wildone.com/):
![]()
### VIP List
When in doubt, offer VIP perks to your text list — give them exclusive deals, previews of new collections, and more. SMS is by far the most intimate marketing channel, so these sorts of perks might make it feel more worthwhile to interested customers.
The most important thing about this strategy and incentive is to actually follow through with it. For example, if you say you’ll send monthly SMS-exclusive offers and first dibs on new arrivals, but you never end up doing those things, your list may grow but your subscribers might not stick around for long. Choose a VIP approach that feels realistic for your brand to keep up with!
Here’s an example from [CLEARSTEM](https://clearstem.com/):
![]()
# Use a Mini Quiz on your Display
Source: https://help.privy.com/docs/guides/list-growth/mini-quiz-strategy
Collect invaluable information from your sign ups with one click, and send them personalized content using their answers.
## What is a Mini Quiz?
A Mini Quiz is an element that you can add to your Privy sign up displays; it's a sleek way to make your displays more interactive and to gather invaluable information from your contacts at sign up. They tend to be most effective when used as the first step in a sign up display, followed by collecting email and/or phone number. The Mini Quiz journey doesn’t stop at sign up either — you can put this information to work by using it to segment your list and send personalized messaging to your audience!
### Use Cases
The nice thing about Mini Quizzes is that they can fit a variety of use cases, depending on your brand, what you sell, and who you’re selling to. Here’s some of our favorite ways that Mini Quizzes can be used:
Ask your shoppers what collection(s) or theme(s) they’re most interested in so that you can make personalized product recommendations!
Here's some examples:
* Men’s, Women’s, or both
* Silver or gold
* Scent type
Ask your shoppers a question about who they are so you know what type of content would be best suited for them.
Here's some examples:
* Professional or student
* Age range (18-24, 25-34, etc...)
* Zodiac sign
Include a lighthearted quiz that you can use for fun campaign content and Subject Lines in the future!
* Breakfast, lunch, or dinner? (for brands in the food industry)
* Who are you rooting for in the Super Bowl?
* Favorite season (for clothing brands)
## Add a Mini Quiz to your display
Privy has a few different Templates that include mini quizzes for you to customize. You can choose one of these templates, or add a mini quiz to an existing draft or display.
To add a mini quiz to a display:
* Head to Convert > All Displays.
* Select an existing display, or **Create New Display**.
* Click **Add Step** at the bottom of the display builder and select **Mini Quiz** from the menu.
Use the **Match Styles** functionality to copy over the layout, colors, images, fonts, and styles from your existing step(s) to save time!
Make sure that you have your Mini Quiz step in the correct place. If you need to reorder the steps of your display, simply drag and drop your steps as shown below:
## Customize your Mini Quiz
To edit your Mini Quiz, click directly on your Mini Quiz element. All of its settings will appear on the right side of the editor.
Under the **Mini Quiz** settings, you will be able to specify:
This will be the name of your Custom Field, which will appear in your contact’s profile, in contact CSV exports, and will be mapped to third party providers (if you’re syncing to a Linked Account).
These are the options that will appear on your sign up display. Upon selecting an option, this value will appear as an Attribute in your contact’s profile. You can create Custom Segments using this Custom Field value (which we will cover below).
This specifies what happens when an option is clicked. This is set to “Transition to: next display” by default. This means selecting an option will seamlessly move the sign up to the next step.
You’ll also be able to customize the quiz’s style, text appearance, and block padding in the tabs on the right side of the editor as well. Make sure you **Save** your changes.
Once you’re happy with your display’s design and you’ve adjusted its [settings & targeting](https://help.privy.com/docs/learn/displays/settings-overview), you can select **Activate** and your display will be live:
## Using your Mini Quiz data
Once you’ve launched a display with a Mini Quiz and have started collecting answers from your sign ups, you can start building your Custom Segment(s).
To build a segment with your Mini Quiz custom fields:
* Head to Contacts > Segments and click **Create Segment** in the upper right.
* Give your segment a name.
* Go to choose your category for the segment, and select **Custom Field** from the dropdown menu.
* In the following dropdown, search for and select the Property Name that you chose for your Mini Quiz.
* Select “text” and “begins with” from the following dropdowns.
* Finally, type in the value of the Option you’d like to segment by.
Add any other condition(s) if desired, then click **Create** to make your segment!
**Note:** Custom Fields are case sensitive, so make sure that the value you’re using for your new segment matches exactly how it appears in your display.
This segment will be dynamic, which means that new contacts will be added automatically as they sign up and meet the conditions you set.
### Best Practices
Depending on your use case, it may be smart to add a **Purchase History** condition to your segment to pair with your Mini Quiz data. *For example, if you’re asking whether they prefer Gold or Silver jewelry, you might want to create a segment of people who answered “Gold” on your Mini Quiz along with anyone who has purchased from your Gold collections before.*
If you want your segment to include anyone with *either* the Mini Quiz custom field *or* the Purchase History, remember to use **Match Any** instead of Match All when building your segment.
![]()
## Engaging with your Mini Quiz segment
The information you collect through your Mini Quiz can be invaluable in targeting your messaging. The more you know about your audience, the more equipped you are to send them content that you know they’ll find interesting. This can work wonders for your engagement metrics, and it increases the likelihood that you’ll secure an order.
**Consider targeting your Mini Quiz segment(s) with the following campaigns:**
* New product launches that align with their preferences
* Promotions on specific items that align with their preferences
* Newsletter / lifestyle content that speaks to who they are
* Product spotlights that align with their preferences
* Super exclusive flash deals
...and be sure to use specific language that resonates with the information you've collected from them!
# Use a Multi Step Display
Source: https://help.privy.com/docs/guides/list-growth/multi-step-strategy
Discover how a Multi Step strategy can work for your business, explore use cases, and learn how to build one in your dashboard.
## What is a Multi Step display?
While your standard sign up display has one step and one single form for a visitor to submit, a Multi Step display will have more than one step for a visitor to complete in order to submit a sign up; Multi Step displays can be used in a variety of ways, and they’re great for when you want to collect a lot of information without overwhelming your visitors!
This guide will walk you through the most common use cases and how you can build them in your dashboard.
## Use Cases + Examples
Multi Step displays are generally effective when you want to collect more information than just an email address. Below are some ideas and examples of how you can use multiple steps in one display.
### Collecting Email + SMS Contacts
The most effective way to grow your SMS list without sacrificing your email list growth is by using a Multi Step display. Asking for email and SMS on one form up front can feel overwhelming at first. Additionally, SMS is an extremely intimate channel — the truth is, not everyone wants to sign up for it! This strategy is perfect if you want a more approachable, bite-sized approach to asking for SMS consent.
In order to collect SMS contacts, you must have either an active Growth Plan subscription at Privy, or you need to be syncing sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations#sms-providers) that supports SMS. [Learn more about SMS Consent at Privy.](https://help.privy.com/docs/learn/compliance/understand-sms-consent)
![]()
Privy has multiple templates for collecting both Email + SMS consent. You can start from one of our Multi Step Templates, or follow the instructions below:
To add a step collecting Phone Number / SMS:
* Head to Convert > All Displays.
* Select an existing display, or click
**Create New Display**.
* In the editor, click **Add Step** at the bottom of your screen.
* Select **Phone Collection** from the menu.
Customize the appearance as needed and make sure your steps are in the correct order (you can drag and drop them to reorder, if needed). For this strategy, it’s recommended that you ask for email first, then SMS second. **Save** your changes.
Use the **Match Styles** functionality to copy over the layout, colors, images, fonts, and styles from your existing step(s) to save time!
If you want the phone number step to be optional, select the phone form field element on your display and uncheck the “Required” checkbox in the settings on the right:
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### Collecting Custom Fields
You can collect custom fields on your displays by adding a Mini Quiz, Checkboxes, or Radio Buttons. Collecting custom fields can help you gather helpful insights, such as shopping preferences, that you can use to build segments with in the future. More often than not, these are most effective when used on their own dedicated step so that they’re the star of the show!
![]()
To add a Mini Quiz, Checkbox, or Radio Button to your display:
* Head to Convert > All Displays.
* Select an existing display, or
**Create New Display**.
* Click **Add Step** at the bottom of the display builder and select either **Mini Quiz**, **Checkbox**, or **Radio Button** from the menu.
Customize the appearance and your custom field options, make sure your display steps are in the desired order, and **Save**.
Use the **Match Styles** functionality to copy over the layout, colors, images, fonts, and styles from your existing step(s) to save time!
### Using a Micro-decision
A micro-decision is a strategy which prompts the visitor to select whether or not they want to proceed with signing up for your offer. Instead of immediately asking for their email and phone number, the first thing they’d see is a screen asking if they want to sign up for a discount on their first order; they can accept the offer and be taken to the next step, or decline and close the display.
![]()
To add a micro-decision to your display:
* Head to Convert > All Displays.
* Select an existing display, or
**Create New Display**.
* Click **Add Step** at the bottom of the display builder and select **Blank Step**.
* Add 1 Text Box and 2 Buttons.
* Select your first button and edit the on-click action to **Transition to: next display.** Edit the text to reflect a visitor accepting your offer.
* Select your second button and edit the on-click action to **Close Display.** Edit the text to reflect a visitor declining the offer.
Quickly copy over your font and button styles from your other steps by clicking on your display and selecting the **Match Styles** functionality.
# List Growth Strategies
Source: https://help.privy.com/docs/guides/list-growth/overview
Explore creative strategies and industry best practices to grow a high quality list with Privy.
## The Basics
Explore foundational strategies for your account.
Convert high-intent shoppers *before* they get a chance to abandon their cart.
Seamlessly collect more information at sign up without overwhelming your visitors.
## Advanced Strategies
Level up your sign up experience with these advanced features and plays.
Gather information on your contact's shopping preferences and use the data to segment your audience and personalize your Campaigns.
A quick and easy way to ask your email subscribers to sign up for VIP text alerts.
Turn social media followers into loyal subscribers + customers by asking them to seamlessly sign up for your list.
Take control of your onsite experience: use URL Targeting to determine which pages your displays appear on, and target visitors based on how they landed on your site.
# Turn Social Media Followers into Subscribers
Source: https://help.privy.com/docs/guides/list-growth/social-media-strategy
Convert followers into customers + community members with these 3 list growth plays.
You’ve spent years of hard work growing your social media following, but what would happen if your account was shut down tomorrow? In today’s digital marketing landscape, you don’t own your social media following, but you do own your email and SMS subscriber lists — this is one of the many reasons why converting your social media followers to subscribers is so crucial.
In this strategy guide, we’ll discuss 3 different ways to convert your social media followers into loyal subscribers so that you can create and maintain lasting relationships with them, on your terms.
## Link in Bio
One of the most common ways that businesses passively convert social media followers is by directing them to a link in their bio. This is especially easy if you use an app to host multiple different URLs on one landing page (such as Bitly, Linktree, Feedlink, etc.).
We recommend creating a Privy [Landing Page](https://help.privy.com/docs/learn/displays/classic-designer/landing-page) to link in your bio — this will take your social media traffic straight to a signup form with no distractions. Collect email, SMS, and any other custom fields (if needed).
Here's an example from Truly Lifestyle Brand's Instagram page:
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[Add a button on your Landing Page’s Thank You Page](https://help.privy.com/docs/learn/displays/classic-designer/landing-page#customize-your-thank-you-page) that redirects signups to your website.
## URL Targeted Displays
Privy can identify traffic coming to your site from different referral sources. That being said, you can target your popups based on whether your contacts are coming from Instagram, Facebook, Tik Tok, and any other social media platforms that your store sees traffic pouring in from.
To achieve this:
* [Create a display](https://help.privy.com/docs/learn/displays/create-a-display) and head to the display's *Settings*.
* Click on your Audience Targeting card.
* Add a new targeting condition.
* Under *Property*, choose **Referring URL**.
* Under *Operator*, choose **contains**.
* Under *Value*, type in the domain of the social media you’d like to target, such as, instagram, facebook, or tiktok.
![]()
* **Save** your changes and **Publish** when you’re ready.
A visitor’s **Referring URL** reflects the page they were on immediately before viewing the current page — it can be internal (from your own website) or external (from sources outside of your site, i.e., social media).
The best part about using Audience Targeting is that it gives you an opportunity to show different messages and offers to different people — we recommend tweaking your popup’s creative, copy, and/or incentive based on the social media audience you’re targeting.
You can create [Custom Segments](https://help.privy.com/docs/learn/email-campaigns/segmentation) of contacts who signed up for this specific display, as well as launch a [Welcome Flow](https://help.privy.com/docs/learn/flows/welcome#1-trigger-filters) specific to this display’s signups. This allows you to fully customize their journey from the minute they join your list.
## Stories and Highlights
A more active approach to converting your social media followers to email and SMS subscribers is by posting to your stories and/or creating story highlights that link to either a Landing Page and/or your website (with a URL Targeted Display).
Here’s an example from Starface, to give you an idea of what this could look like:
![]()
You can incentivize your story viewers to sign up for:
* Early access to an upcoming sale
* A sneak peek of an upcoming launch
* The chance to win a free item
* Weekly recipes, style guides, etc.
Posting these sorts of stories regularly will help you gain more followers as loyal subscribers.
# Use URL Targeting in Your Displays
Source: https://help.privy.com/docs/guides/list-growth/url-targeting
Become a master at URL targeting so that your displays trigger for the right people in the right places.
One of Privy’s most powerful capabilities is our URL Audience Targeting for displays. Tailoring your displays based on your visitor's source or current location on your website can give you more control over your onsite experience and conversion rate; with URL Targeting, there's no need to take a shot in the dark — you understand exactly where you're meeting your traffic, and how to approach them.
There’s a whole world of possibilities when it comes to targeting by URL, so in this article we will break down the basics of each condition, and walk through 4 common scenarios in which it’s used:
1. Target a display to appear on certain product or collection pages.
2. Restrict a display from appearing on certain pages.
3. Target visitors coming from social media, such as Instagram.
4. Target visitors coming from ads or influencer links.
## What kinds of URL Targeting are available at Privy?
**Current URL:** This targeting is based on the URL that the visitor is currently on.
**Initial URL:** This targeting is based on the URL of the page that your visitor first landed on when visiting your website. This can be based on the current session, or all time.
**Referring URL:** This targeting is based on the URL of the page that your visitor was on immediately before viewing the current page. This URL can be from your site or an external page.
Each of these URL targeting properties have a few different options of the “operator” you’d like to use:
The visitor's URL contains or does not contain the specified part of a URL.
For example, the following targeting condition will show the display to any URL containing "/shirts" in the URL, including `https://example-store.com/shirts/plain-white-tee`
![]()
The visitor's URL matches or does not match the exact URL specified.
For example, the following targeting will only show the display to visitors on `https://example-store.com/cart`
![]()
The visitor's URL does or does not match your site's home page.
This is an advanced function that should only be implemented by users who are familiar with regular expressions. RegEx is a helpful website for learning, building, and testing regular expressions.
### How do I add URL Targeting to a display?
To add URL targeting to a display:
* Head to [**Convert > All Displays**](https://dashboard.privy.com/displays).
* Select an existing display, or create a new one.
* In the editor, head to the **Settings** step.
* Click on the **Audience Targeting** card and select the desired property from the dropdown menu. Customize the operator and value, then click **Save.**
## Common Scenarios
### Target specific product or collection pages
Let’s say you want to promote a deal or bundle for specific products, or you want to guide customers browsing a certain collection to your best sellers.
You'll want to add a **Current URL** targeting property and use **Contains** as the operator.
In the Value field, paste the part of the URL(s) you’d like to target.
This might look a little different for targeting specific product pages vs targeting any pages that are part of a certain collection, so here’s a little guidance:
When targeting collections, you’ll just want to paste the name of the collection found just before your product’s name in the URL. It should look like this:
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This will allow the display to appear on any pages containing the collection name in the URL.
When targeting a specific product page, you’ll want to paste the name of the product found at the end of your product page’s URL. It should look like this:
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This will restrict the display to *only* appear on that specific product’s page.
### Restrict a display from appearing on certain pages
There may be displays that you want to prevent from showing on certain pages, such as your Cart page, your Homepage, or your About Us page.
You will want to add a **Current URL** property and use the **Does not contain** operator.
In the Value field, paste the part of the URL(s) that you do not want your display appearing on.
For example, this is what it will look like if you want to restrict your display from appearing on your Cart Page and About Us page:
![]()
If you want your display restricted from appearing on your Homepage, simply use the **Current URL** property and choose **is not homepage**:
![]()
### Target traffic from social media
To better measure your conversion from social channels and/or to show your social media traffic a special display or incentive, you will want to use the **Initial URL (this session)** property and select **Contains** as your operator.
In the Value field, paste the name of the social media as it appears in your UTM. Your targeting should look something like this:
![]()
If you’re unsure of how your social media appears in your Initial URL, click through to your site from the desired social media and immediately check the URL to find it:
![]()
To prevent your social media traffic from seeing more than one popup upon landing on your site, remember to exclude them from seeing your regular Welcome Display. To achieve this, head to your regular Welcome Display's *Settings* and add the following targeting condition with your social media in the Value field:
![]()
### Target traffic from ads or influencer links
If your traffic clicked on an ad, or came to your site using an influencer link, you can target them based on their Initial URL. Targeting by this traffic’s unique source can help you more accurately measure your conversion rate for this audience, and it can even allow you to present them with a display with specific copy, images, and incentives that might make them more likely to convert.
You will want to use the **Initial URL (this session)** property and select **Contains** as your operator.
In the Value field, paste either the unique identifier from your ad UTM, or paste your influencer’s unique URL. Here’s an example of what each might look like:
**Google Ad UTM:**
![]()
**Influencer Link:**
![]()
# Privy's BFCM 2025 Resource Center
Source: https://help.privy.com/docs/guides/privy-black-friday-resource-center
Curated resources to help you build successful Black Friday Cyber Monday campaigns.
The Privy team wants to see you and your business thrive during the busiest shopping season of the year, so we’ve put together the following resources to help set you up for success.
## Strategy + Inspiration
Looking for inspiration on content, subject lines, campaign strategy, and more? Check out these resources:
Week-by-week guidance on best practices, planning, and campaign timing.
Email, Popup, and SMS examples from some of our favorite brands.
Proven strategies, subject lines, and send times to help you boost sales.
## Resources
Need guidance on *how* to build your strategy in Privy? Check out this curated collection of help articles that are crucial for every Black Friday campaign:
### Displays
Grow your list faster by driving hype around the start of your sale.
Get loyal email subscribers and social media followers to sign up ahead of Black Friday.
Gamify deals and boost conversion rates ahead of your big sale.
Make sure your popups are perfectly timed for the right audience.
No more staying up ‘til midnight to switch on your popups.
### Emails
Learn how to use our powerful Flow builder to craft automated, personalized emails.
Review how to use Privy’s drag-and-drop editor.
Tease your deals to drive as much hype around your sale as possible.
Strong segmentation ideas to use going into Black Friday.
Plan ahead so that you don’t need to manually press send on all your campaigns during Black Friday weekend — let Privy do that for you.
### SMS
Refresh your knowledge on quiet hours, best times to send, and more!
Don’t leave money on the table: recover Black Friday revenue with Abandoned Cart texts.
Plan ahead by scheduling texts to send on your behalf throughout the busiest sales season of the year.
# Advanced Segments
Source: https://help.privy.com/docs/guides/segmentation/advanced-segments
Build impactful segments based on your contacts' interactions with your brand.
As you grow your list, your contacts will interact with your brand in different ways. With every interaction, you’ll gather more insights about who these contacts are and what they’re interested in. The more insights you have, the more creative you can get with segments. Custom segments enable you to create more personalized content which will deliver higher engagement metrics and drive more conversions.
This article will walk you through some common + effective advanced segmentation strategies to help you learn how to use Privy to get the right message to the right people!
We’ll show you how to build Custom Segments that will:
1. Reward high-value customers
2. Target frequent buyers
3. Re-target campaigns
4. Incentivize lapsed customers
## Reward High-Value Customers
High-value customers have supported your business on a different level than the rest of your subscribers — you might see a customer who’s given you over \$500 differently than one who’s given you \$25, and you want these high-value customers to stick around.
Use the **Lifetime Spend** category when creating a new Custom Segment. Choose **is greater than** from the following dropdown and enter a value.
![]()
Every business will have a different idea of what a high-value customer is! When picking a Lifetime Spend value, consider your average order value + account for any customers who have bought from you more than once.
**Content Ideas:**
* Behind-the-scenes looks at new products or exciting announcements
* Exclusive early access to drops
* Double points for your rewards programs
* Ask for feedback / testimonials / customer features
## Target Frequent Buyers
One of the easiest ways to determine if someone is truly invested in your brand is by looking at their order count. Not only are these contacts opening your emails, but they’re coming back again and again to support your brand.
Use the **Order count** category when building a new Custom Segment. A great place to start would be an Order count greater than 2, but you can always customize this to fit your business!
![]()
**Content Ideas:**
* Ask these customers what to make next!
* Ask these customers for testimonials
* Offer free shipping to reward their loyalty
## Re-target Campaigns
If you want to try and re-engage contacts, re-target a campaign, or extend a sale but you want to exclude those who already showed interest, you can build a segment based on whether or not someone opened and/or clicked on an email.
Use the **Did not open** category when building a Custom Segment, choose **a campaign** from the following dropdown menu, and then select the campaign(s) you want to focus on.
![]()
This strategy is best used around your bigger sales and announcements — it's not recommended to target unengaged contacts after every single email.
**Content Ideas:**
* “In case you missed it” emails
* Extend your sale for 24 hours
* “Last chance” emails
## Incentivize Lapsed Customers
Hopefully, you have a [Customer Winback Email](https://help.privy.com/docs/learn/flows/customer-winback) live in your account so that you can do this automatically! However, there might be special instances where you really want to target customers who have not ordered in a significant amount of time — specifically, around your biggest sale(s) of the year.
Use the **Last order** category when building a Custom Segment. You can either choose a specific date — any contacts with orders from *before* that date will fall into this segment — or use the **in the last** operator with a rolling number of days. The same **in the last** operator is also available on the **First order** and **Last seen** categories.
![]()
You can also pair this category with **Did not open** an email **in the last X days** in an effort to re-engage a narrower audience of colder contacts.
**Content Ideas:**
* “Don’t miss our last/biggest sale of the year”
* Offer a free gift with purchase
* Get personal and use their name in the subject line / content
# Segmentation Strategy Guides
Source: https://help.privy.com/docs/guides/segmentation/overview
Become a master at segmenting your contact list in Privy!
## The Basics
Explore foundational strategies for your account.
What is segmentation, why is it important, and where should you start?
## Advanced Strategies
Learn creative ways to use segmentation in order to boost engagement and conversions.
Explore 4 Custom Segments that any business could use to level up their email content.
Retarget contacts who missed an important email from you and incentivize them to take action.
# Resend an Unopened Campaign
Source: https://help.privy.com/docs/guides/segmentation/resend-an-unopened-campaign
Learn how to retarget contacts who missed an important email.
A popular strategy around important sales, drops, and brand updates is retargeting anyone in your audience who might not have seen your email(s). In this article, we’ll walk you through how to build a retargeting segment and highlight some important best practices so that these emails are as impactful as possible.
**Note:** While this strategy is impactful around big sales and updates, we do not recommend frequently targeting your unengaged contacts after each campaign.
## Build the segment
To build a retargeting segment:
1. Head to [Contacts > Segments](https://dashboard.privy.com/segments) and click **Create Segment** in the upper right corner.
2. Give your segment a name.
3. Select the *Choose category* dropdown and choose **Did not open** from the menu.
4. Select "**a campaign**" from the following dropdown menu.
5. Lastly, choose the campaign you’d like to retarget.
6. Add any other conditions if you’d like, then click **Create.**
Your email’s **name** will appear in the dropdown menus, not its subject line. If you need, you can update a past sent campaign’s name by navigating to Campaigns, selecting the desired email, and editing the name in the upper left:
![]()
## Create and segment the email
You can duplicate your campaign by heading to **Campaigns** and clicking the menu to the right of your desired email, then selecting **Duplicate.**
You can also click New email and start from a brand new template, if you’d like!
Before sending or scheduling your email, make sure you’ve edited the **To** section of your campaign and selected your new retargeting segment:
## Best Practices
In order for your email to have the strongest impact possible, we recommend the following best practices:
### Subject Line
Change your subject line! If someone wasn’t enticed enough to open your email with your last subject line, that’s your sign to try something new when retargeting. Here’s some ideas:
* “In case you missed it:”
* “You’re going to want to see this”
* “Don’t sleep on these deals”
* Have you seen our newest product yet?
* Here today, gone tomorrow
* The \[product] that everyone’s talking about
### Content
While it’s perfectly okay to send the same email twice (since we know they didn’t open the first one), it might be worth checking if any copy or images need to be tweaked. You want your content to align with your subject line, and any promotion you’re running.
For example, if your sale is ending in less than 24 hours, then make sure that’s clear in the body of your email! If you launched a new product and it’s already low in stock, then make sure you communicate that in the email content.
### Timing
The timing of your re-targeting email can differ depending on the occasion, but generally businesses will see the best results when a re-targeting campaign is sent 2-3 days after the initial email is sent. You should avoid sending a re-targeting campaign within 24 hours of the initial email, and wait no longer than a week.
It’s also important to take the day of the week into account — if you send the initial email on a Thursday or Friday, it’s probably best to wait until the following Monday or Tuesday to re-target non-openers.
Hopefully this strategy will help you capture as much attention and orders as possible during your next sale or update!
# Segment by Signup Activity
Source: https://help.privy.com/docs/guides/segmentation/segment-by-signup-activity
Target contacts who signed up for a specific display.
Privy’s segmentation allows you to group mailable and textable contacts based on which Privy display(s) they signed up on. You might be wondering when this could come in handy — in this article, we’ll show you how to build this segment + review three great strategies that could be impactful for your business:
1. Granting early access to sales or launches
2. Targeting wholesale contacts
3. Mother’s Day or Father’s Day opt outs
## How to build this segment
To build a segment based on which display(s) your contacts signed up on:
* Head to **Contacts > Segments** and select **Create Segment** in the upper right.
* Name your segment.
* Click the category dropdown menu and select the **By display** option.
* In the following dropdown menu:
* Choose “in” if you’d like to target contacts who did sign up for a certain display.
* Or choose “not in” if you want to target contacts who did not sign up for a certain display.
* Select the name(s) of the display(s) you would like to target.
Add any additional conditions if needed, and click **Create.**
## Strategies
### Early access to sales or launches
If you’re planning on launching a new product, a new color variation, or you have an exciting sale coming up, you can build anticipation by teasing it via email and linking to a [**Landing Page**](https://help.privy.com/docs/learn/displays/classic-designer/landing-page) for contacts to sign up for early access. See the example from [Wild One](https://wildone.com/) below.
![]()
This is also an effective strategy when you're trying to grow your SMS list.
As people are signing up, you can build an Early Access segment and send them an exclusive email and/or text message that lets them shop before anyone else can!
### Targeting wholesale contacts
Many businesses will utilize a Privy display, such as a Landing Page, to collect emails of those who are interested in Wholesale content and updates. With Privy’s **by Display** segmentation, you can easily group these contacts together, send them important updates, and/or exclude them from your usual marketing emails. See the example from [Tokyobay](https://tokyobay.com/) below:
![]()
If you also track wholesale contacts via Shopify Tags or Privy Tags, don’t forget to add those tags into your segment as well.
Use the "Match Any" logic to ensure that you're including contacts that meet any of the criteria. Here's an example:
![]()
### Mother's Day or Father's Day Opt outs
Mother’s Day or Father’s Day can be a sensitive time for some people on your list. An increasingly popular strategy is giving your list the opportunity to stay on your email list, but opt out from receiving Mother’s Day or Father’s Day content approaching the holiday.
To achieve this:
* [Create a Landing Page](https://help.privy.com/docs/learn/displays/classic-designer/landing-page) that asks the contact to confirm their email address in order to be excluded from this content.
* Send an email to your list, linking a CTA to the Landing Page.
* Create a segment of anyone who signed up for this Landing Page.
* [Exclude that segment](https://help.privy.com/docs/learn/email-campaigns/segmentation#edit-an-existing-email%E2%80%99s-recipients) from your Mother’s Day or Father’s Day campaigns.
Here's a great example from [Moss & Fawn](https://mossandfawn.com/):
![]()
The best part of this strategy is that you can reuse both the Landing Page and the segment year after year, so you can keep a running record of who to proactively exclude around this time of year.
# What Segments Are Right For Me?
Source: https://help.privy.com/docs/guides/segmentation/segments-101
Start learning what kind of segmentation could be impactful for your unique business.
Not sure where to start with segmenting your audience? This is the right guide for you.
## What is segmentation?
Segmentation is the division of contacts into smaller groups (segments) based on the criteria you choose. Your criteria can be based on contacts' Shopping Activity, Website Behavior, Contact Attributes, Email Engagement, or a combination of these categories!
### Why should you use segments?
Some benefits to segmenting your emails include...
A return of more revenue per recipient.
Improved inbox placement and healthy deliverability.
Increased engagement (open rates, click-through rates).
Segmentation enables you to send highly personalized, relevant content to your customers and, therefore, builds a stronger engagement track record with your sending domain and helps you avoid inbox spam filters.
## Where should I start?
Privy makes it easy to target your audience using [Smart Segments](https://help.privy.com/docs/learn/email-campaigns/segmentation#smart-segments) — these are pre-built and ready for you to start using in your account today. Below are the (4) available Smart Segments offered by Privy today, as well as a couple ideas for what kinds of messaging would work well with them!
**🤩 These are your most interested + loyal subscribers.** You can treat them like your VIPs and reward them with content like early access emails or sneak peeks at new products. You can also reserve your newsletter content such as style guides, customer spotlights, or exciting behind-the-scenes looks at your brand.
**🥶 These contacts have become a bit cold.** Attempt to re-engage them with limited-time offers or "in case you missed it" emails, catching them up on the biggest news with your brand!
**🛍️ These are customers you've already won over (at least once).** Tap into this — existing customers are 9x more likely to convert. Remind them of your best sellers and tease your upcoming deals.
🤔 **These contacts are still thinking it over...** There are a number of reasons why subscribers might not have purchased yet:
* **Still in the discovery phase:** focus on what problem(s) your product solves and make it obvious in your Subject Line.
* **On a budget:** offer free shipping or an unbelievable deal (make sure you tap into the fact that it'd be their first purchase!)
* **Not convinced:** send potential customers social proof like customer testimonials, reviews, press, awards, certifications, brand initiatives, or share your small business' journey to win them over.
## Ready to take it to the next level?
Smart Segments are a great place to start, but you can level up segmentation by building Custom Segments for your business based on a combination of Shopping Activity, Customer Attributes, Website Activity, and/or Email Engagement. Checkout our [Advanced Segments guide](https://help.privy.com/docs/guides/segmentation/advanced-segments) to learn 4 great segments you can customize for your unique business.
# 2025 Billing, Payments, and Refunds
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing
Plan and Billing information for merchants who activated after July 8, 2025.
## Subscription Plans + Billing
Privy offers the following subscription plans to address the unique needs for your business:
The Email + SMS Plan allows users full access to Privy's Displays, Email, and SMS products which enables businesses to grow their list and engage with their audience.
The Displays Plan allows users access to Privy's Displays tool, which enables businesses to grow their subscriber list, make on-site announcements, and increase sales.
**Note:** The above plans reflect Privy's updated subscription model as of July 8, 2025. If you activated a subscription plan before July 8, 2025, please [reference this page](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds) for more information on your plan.
Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes.
### Trial
You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase\&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](/docs/learn/integrations/bigcommerce), [Shopify](/docs/learn/integrations/shopify), or [Wix](/docs/learn/integrations/wix) store. The trial provides access to:
* Privy Displays, with no features or traffic limitations for 15 days.
* Privy Email, with a 100-person send limit per day for 15 days.
![A screenshot of how Privy's Free Trial tile looks in the dashboard]()
That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.
**What happens after my trial ends?**
You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active Flows will stop and no longer trigger.
### Email + SMS Plan
The Email + SMS subscription plan is based on the number of mailable contacts + the number of SMS credits you're subscribed to. This plan includes unlimited email sends, as well as 250 free SMS credits each month.
**Email Pricing**
Privy Email pricing is based on the number of mailable contacts in your account. The first tier starts at \$30 for up to 1,500 contacts. Once you exceed 1,500 contacts, the pricing scales as follows:
* 1,501 - 2,000 mailable contacts: scales \$15 for every 500 contacts
* 2,001 - 25,000 mailable contacts: scales \$15 for every 1,000 contacts
* 25,001 - 100,000 mailable contacts: scales \$30 for every 5,000 contacts
* 100,001 - 500,000 mailable contacts: scales \$60 for every 10,000 contacts
* Above 500,000 mailable contacts: scales \$300 for every 50,000 contacts
**SMS Add-on Pricing**
In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience.
Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS (includes images).
[We offer a tool on our website](https://www.privy.com/pricing) to help determine how many credits would be sufficient for your business based on how many contacts you have, where they're located, how often you send, and what types of messages you plan on sending.
You can also visit the Explore Plans page in your dashboard and click *How many do I need?* in the SMS card, as shown below.
![Screenshot of Privy Explore Plans Page in the dashboard]()
**Included 250 monthly credits:** These credits expire 30 days from your subscription period start date. Since they renew monthly, they typically do not carry over into the next month.
**Paid SMS subscription packages:** Unused credits from paid monthly SMS subscriptions expire 60 days from your subscription period start date, so they can roll into the next billing cycle before expiring.
**On-demand top-ups:** Credits from one-time top-up purchases expire 60 days from the purchase date.
Without sufficient SMS credits:
* You will not be able to send SMS or MMS campaigns.
* Any SMS or MMS messages in automated Flows will not send.
You can buy an on-demand SMS credit top-up from your [Plans & Billing](https://dashboard.privy.com/settings/billing) page on any tier — including the included 250 credits/month — or upgrade your SMS subscription for a larger monthly allotment.
Privy charges a prorated amount for the remaining billing cycle and issues the prorated credits immediately after payment.
Yes. The expiration period depends on the credit type:
* **Included 250 monthly credits:** Expire 30 days from your subscription period start date.
* **Paid SMS subscription packages:** Expire 60 days from your subscription period start date.
* **On-demand top-ups:** Expire 60 days from the purchase date.
### Displays Plan
The Displays Plan uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews. This plan does not include access to Privy's email or text message features.
## Managing Your Plan
To view your plan details, make updates to your plan, or to cancel your subscription, head to your **Settings** in the lower left of your dashboard and navigate to your [Plans & Billing](https://dashboard.privy.com/settings/plans-and-billing) page:
![A screenshot of Privy's Plan and Billing Page in the Dashboard]()
## Billing FAQs
Find answers to common questions about the billing process for your account.
Privy bills customers in United States Dollars (USD).
Privy's plans can be paid for via credit card (Visa, MasterCard, American Express, or Discover).
Credit card payments are processed using Stripe. For more information about the strict security measures that Stripe uses, please see the [Stripe Security Page](https://stripe.com/docs/security/stripe).
In your Privy dashboard, click on **Settings** in the lower left, then head to the [Plans and Pricing](https://dashboard.privy.com/settings/billing) page, and scroll down to *Payment method*.
In your Privy dashboard, click on **Settings** in the lower left, then head to the [Plans and Billing](https://dashboard.privy.com/settings/billing) option from the left side menu, and clicking **View Additional Details** underneath your plan information. If you're unable to find the invoices you're looking for, please email [billing@privy.com](mailto:billing@privy.com) to request them.
Payments processed via credit card will be charged immediately for the first invoice, any plan changes thereafter will be reflected on your next billing date.
For example, if your first payment was on March 1st, your next payment will be on April 1st and the 1st of every month going forward. This billing cycle will continue until the plan is canceled. Once you make the change to your upgraded plan, you will have access to those features immediately, regardless of a mid-cycle change. SMS credit tier upgrades are charged on a prorated basis for the remainder of the cycle, and the prorated credits are issued immediately after payment.
**Note:** These guidelines do not apply to accounts on annual or bundled plans. The payment schedule for those plans will be specified in your agreement.
Privy bills you based on the highest number of mailable contacts in your account for each billing cycle, + any SMS credit add-ons. If your list exceeds the contact limit for your plan's tier, you'll be prorated at the new tier for the remainder of your current billing cycle.
Conversely, if the account drops below a previous contact limit, you'll automatically be moved to a lower tier. No notification is sent, and no action is required from the account owner.
Check out [this resource ](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan) to make changes to your Privy plans. If you choose to cancel a plan mid-cycle, you will lose access to any paid features associated with that plan immediately.
In the event that Privy is unable to process your most recent payment, an account status banner will be placed within your account, directing you to take action in the [**My Plans and Pricing**](https://dashboard.privy.com/settings/billing) section. The banner will remain in place on the account until the failed payment has been successfully reconciled.
## Refund Policy
The billing team reviews all refund requests on a case-by-case basis. A transaction is refund-eligible for ten (10) days, with the review period starting on the initial charge date. Please note that exceptions to this policy are made on a case-by-case basis. If you believe your situation warrants special consideration, please contact our customer support team, and we will do our best to assist you.
Specific instances where a refund is not required or will not be issued include:
If you decide to switch plans mid-cycle, a refund is not required. Should you need to change plans midcycle, simply reach out to us at [billing@privy.com](mailto:billing@privy.com), and we will help ensure you are not double billed.
Privy is not automatically canceled if the account isn't being used or is uninstalled from your website/storefront, the store is closed, or there is any instance where the account is not going to be used for a period of time. If Privy no longer meets your business needs, or you are not planning to use Privy for some time, please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual plan or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges. Failure to close your account or account properly or lack of usage will not result in a refund.
Annual billing provides customers with a discount by requiring an upfront payment. Due to the nature of this discount, Privy cannot extend refunds to subscriptions on annual billing. Any annual plan cannot be canceled or closed until the next annual renewal date.
Privy does not offer refunds on plans that are receiving a promotional discount. Additionally, the discounted rate only applies to the plan that is currently active. If the plan is upgraded to a more expensive plan, the promotion will no longer apply.
Privy has designed the upgrade path to include several steps, where a plan's pricing is clearly listed and where multiple actions must be taken to confirm the purchase decision. With this in mind, Privy does not offer a refund for a plan that was upgraded by following these steps. Please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual subscription or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges.
If you engage in any of the activities listed in the [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), Privy reserves the right to terminate your access to or use of the Privy service, disable your Privy account or access to the Privy Service, and remove all or a portion of your content, in each case at any time, with or without notice and without refund. Privy may also report your activity to the applicable legal authorities or third parties for abuse or fraud prevention.
## Refund FAQs
Find answers to common questions about the refund process for your account.
Approved refunds can take 5-10 business days to reflect on your bank statement or Shopify account.
## Additional Support
Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com).
# Billing, Payments, and Refunds
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds
Learn how you'll be charged and how you can change your account's billing or payment setup.
## Subscription Plans + Billing
**Note:** The following plans reflect accounts that were activated prior to July 8, 2025. If you activated your subscription on or after July 8, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for more information on your pricing & billing.
Privy offers the following subscription plans to address the unique needs for your business:
A Convert Only plan allows users to use Privy's Convert tool to create + publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales.
A Starter plan allows users to access the full functionality of Privy's Convert and Email products with pricing based on the account's mailable contacts.
A Growth plan allows users to access the full functionality of Privy's Convert, Email, and Text products with pricing based on the account's mailable + textable contacts.
This limited plan is only available for stores with 10,000 monthly pageviews or less. Learn more.
Each of these plans is managed separately. If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan).
Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes.
### Trial
You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase\&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](/docs/learn/integrations/bigcommerce), [Shopify](/docs/learn/integrations/shopify), or [Wix](/docs/learn/integrations/wix) store. The trial provides access to:
* Privy Convert has no features or traffic limitations for 15 days.
* Privy Starter has a 100-person send limit per day for 15 days.
![A screenshot showing a preview of Privy's 2024 Trial tile in the dashboard]()
That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.
**What happens after my trial ends?**
You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active Flows will stop and no longer trigger.
### Convert Only
[Privy Conver](http://privy.com/convert)t uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews.
### Starter Plan
The Privy Starter plan is priced based on the number of mailable contacts in your account. Our first tier for this bundle is \$30/month for up to 1,500 mailable contacts. Pricing scales as follows:
* 2,000-25,000 mailable contacts: scales \$15/month for every 1,000 mailable contacts.
* 25,000-100,000 mailable contacts: scales \$30/month for every 5,000 mailable contacts.
* 100,001-500,000 mailable contacts: scales \$60/month for every 10,000 mailable contacts.
* Above 500,000 mailable contacts: scales \$300/month for every 50,000 mailable contacts.
Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscription) page in your account to track your contact count + next invoice estimate, and review the [pricing page](https://www.privy.com/pricing) for more details on each plan's cost.
**Note:** Privy Text (SMS) is not included in the Starter plan and requires upgrading to the Growth plan.
### Growth Plan
The Privy Growth Plan is a scaling plan and will scale based on the number of mailable and textable contacts in the account. Our first tier for the Growth Plan bundle is \$45/month for up to 2,000 mailable contacts and 75 textable contacts with 450 sends. Should you go over these limits, the plan would scale as follows:
**Email scaling:**
* 2,000-25,000 mailable contacts: scales \$15/month for every 1,000 mailable contacts.
* 25,000-100,000 mailable contacts: scales \$30/month for every 5,000 mailable contacts.
* 100,001-500,000 mailable contacts: scales \$60/month for every 10,000 mailable contacts.
* Above 500,000 mailable contacts: scales \$300/month for every 50,000 mailable contacts.
**Text scaling:**
* 75 - 200 textable contacts: scales by \$15/month
* 200-500 textable contacts: \$5/month increase for every 100
* 500-1,250 textable contacts: \$5/month increase for every 250
* 1,250-5,000 textable contacts: \$15/month price increase for every 250
* 5,000 and up textable contacts: \$50/month price increase for every 1,000
Additionally, there is a cap on the number of texts you can send or receive per month that is equal to 6X your billable contact tier. For example, if you have 200 textable contacts, you can send 1,200 text messages a month.
Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscription) page in your account to track these metrics, and review the [pricing page](https://www.privy.com/pricing) for more details on each plan's cost.
## Billing FAQs
Find answers to common questions about the billing process for your account.
Privy bills customers in United States Dollars (USD).
Privy's Starter and Growth plans can be paid for through your [Shopify](https://help.shopify.com/en/manual/your-account/manage-billing/your-invoice) account or via credit card (Visa, MasterCard, American Express, or Discover).
Credit card payments are processed using Stripe. For more information about the strict security measures that Stripe uses, please see the [Stripe Security Page](https://stripe.com/docs/security/stripe).
In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to *Payment method*.
In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to *Invoices*. Here you'll find your last 12 invoices with credit card billing. If you need older invoices, please email [billing@privy.com](mailto:billing@privy.com) and request them.
**Note:** If you are billed via Shopify, your invoices will be on the Shopify platform.
**Shopify**: Payments processed via Shopify will be included in your next Shopify bill.
**Credit Card**: Payments processed via credit card will be charged immediately for the first invoice, any plan changes thereafter will be reflected on your next billing date.
For example, if your first payment was on March 1st, your next payment will be on April 1st and the 1st of every month going forward. This billing cycle will continue until the plan is canceled. Once you make the change to your upgraded plan, you will have access to those features immediately, regardless of a mid-cycle change. SMS credit tier upgrades are charged on a prorated basis for the remainder of the cycle, and the prorated credits are issued immediately after payment.
**Note:** These guidelines do not apply to accounts on annual or bundled plans. The payment schedule for those plans will be specified in your agreement.
Privy bills you based on the highest number of mailable/textable contacts in your account for each billing cycle. If an account reaches the contact limit of one of its Privy plans, you'll automatically be upgraded to the next tier, which will be reflected in your next billing cycle.
Conversely, if the account drops below a previous contact limit, you'll automatically be moved to a lower tier. No notification is sent, and no action is required from the account owner.
Check out [this resource ](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan)to make changes to your Privy plans. If you choose to cancel a plan mid-cycle, you will lose access to any paid features associated with that plan immediately.
Your Shopify bill, as managed by Privy, may appear as two separate charges—a base charge and a usage charge. This division sometimes confuses users, making them believe they're being charged twice. Rest assured, this isn't the case.
Shopify separates the base charge of a plan from any additional pricing associated with specific usage tiers. For example, a merchant on the \$90 Starter plan will see a base charge of \$15 and a usage fee of \$75. Usage in Privy is not related to the features used or the use of the account; usage in Privy is related to the number of mailable contacts on the account and how they scale.
In the event that Privy is unable to process your most recent payment, an account status banner will be placed within your account, directing you to take action in the **My Plans and Pricing** section. The banner will remain in place on the account until the failed payment has been successfully reconciled.
## Refund Policy
The billing team reviews all refund requests on a case-by-case basis. A transaction is refund-eligible for ten (10) days, with the review period starting on the initial charge date. Please note that exceptions to this policy are made on a case-by-case basis. If you believe your situation warrants special consideration, please contact our customer support team, and we will do our best to assist you.
Specific instances where a refund is not required or will not be issued include:
If you decide to switch plans mid-cycle, a refund is not required. Should you need to change plans midcycle, simply reach out to us at [billing@privy.com](mailto:billing@privy.com), and we will help ensure you are not double billed.
Privy is not automatically canceled if the account isn't being used or is uninstalled from your website/storefront, the store is closed, or there is any instance where the account is not going to be used for a period of time. If Privy no longer meets your business needs, or you are not planning to use Privy for some time, please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual plan or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges. Failure to close your account or account properly or lack of usage will not result in a refund.
Annual billing provides customers with a discount by requiring an upfront payment. Due to the nature of this discount, Privy cannot extend refunds to subscriptions on annual billing. Any annual plan cannot be canceled or closed until the next annual renewal date.
Privy does not offer refunds on plans that are receiving a promotional discount. Additionally, the discounted rate only applies to the plan that is currently active. If the plan is upgraded to a more expensive plan, the promotion will no longer apply.
Privy has designed the upgrade path to include several steps, where a plan's pricing is clearly listed and where multiple actions must be taken to confirm the purchase decision. With this in mind, Privy does not offer a refund for a plan that was upgraded by following these steps. Please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual subscription or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges.
If you engage in any of the activities listed in the [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), Privy reserves the right to terminate your access to or use of the Privy service, disable your Privy account or access to the Privy Service, and remove all or a portion of your content, in each case at any time, with or without notice and without refund. Privy may also report your activity to the applicable legal authorities or third parties for abuse or fraud prevention.
## Refund FAQs
Find answers to common questions about the refund process for your account.
If you have a Shopify billed account, the Privy Team is happy to assist you with a refund request, but ultimately, this will need to be processed by Shopify's Financial Team. If approved by Privy, a Privy representative will gladly reach out to Shopify on your behalf.
Approved refunds can take 5-10 business days to reflect on your bank statement or Shopify account.
## Additional Support
Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com).
# Manage Your Plan
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan
Find answers to common questions around making changes to your Privy subscription plan.
## What plans does Privy offer?
Privy offers the following subscription plans to address the unique needs for your business:
A Convert Only plan allows users to use Privy's Convert features to create + publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales.
A Starter plan allows users to access the full functionality of Privy's Convert and Email products with pricing based on the account's mailable contacts.
A Growth plan allows users to access the full functionality of Privy's Convert, Email, and SMS products with pricing based on the account's mailable + textable contacts.
New customers can try Privy risk-free for 15 days. No credit card required. To get a full breakdown of what's included in each plan, [please visit our Plans & Pricing page](https://www.privy.com/pricing)!
## Change your plan
### Upgrade or add a plan
To upgrade to the Starter or Growth plan:
* Navigate to **Plans and Billing** in your settings and open [Explore Plans](https://dashboard.privy.com/settings/plans).
* Select the appropriate **Upgrade** or **Buy** option next to the desired plan.
* On the subsequent screen, review your billing information and select **Confirm & Pay**.
![A screenshot of Privy's 2025 Explore Plans Page]()
### Cancel a plan
To cancel an existing plan:
* Navigate to the [My Plan & Billing](https://dashboard.privy.com/settings/billing) page in your Privy account.
* Select the appropriate **Cancel** button next to the desired plan.
**Note:** If you cancel a plan, you will immediately lose access to the associated paid features. For more information, see Privy's [terms of service](https://www.privy.com/terms-of-service) and [refund policy](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds#refund-policy).
![A screenshot showing you where to cancel a Privy Plan]()
It is important to note that each of these plans must be managed separately and are not automatically canceled if you uninstall the application. In particular:
* Downgrading one plan does not automatically cancel or downgrade your other plan(s).
* Downgrading or canceling your connected e-commerce store (e.g., BigCommerce, Shopify, or Wix) does not automatically cancel your Privy plan(s).
* Uninstalling or removing Privy from your store does not automatically cancel your plan(s).
If you choose to cancel all of your Privy products, your account will remain active on a non-paid subscription, and its information will be maintained unless the account is closed or deleted.
### Close your account
To close your Privy account, navigate to your [Business Information](https://dashboard.privy.com/settings/business-info) page and click the **Close Account** button. When closing an account, please note:
* Closing an account is not reversible.
* If you are on a paid plan when closing an account, Privy will attempt to cancel it automatically.
* You must close each account separately if your profile is attached to multiple businesses.
### Delete your account
Privy has a process for honoring data subject requests related to various compliance frameworks, including [CCPA](https://oag.ca.gov/privacy/ccpa) and [GDPR](https://gdpr.eu/). To request an account deletion in accordance with these frameworks:
* Start an email to [support@privy.com](mailto:support@privy.com).
* Provide your email address. It must be associated with a user in the Privy account.
* Use "Compliance - Data Removal Request" as the subject line.
* In the request's description, please provide:
* The *Business Name* and *Website URL* are listed in your Privy account [here](https://dashboard.privy.com/settings/business-info).
* Select the **Submit** button.
Following the submission, all of the account's identifiable information will be scrubbed within 30 days. Once the information is removed, it cannot be restored.
## Additional Support
Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com).
# Manage Your Profile
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-profile
Edit your user profile, preferences, and notification settings.
You can manage your personal account preferences and settings, such as your name, contact information, language, notifications, and password. These settings will only affect your own personal user profile and every account you access with the provided email address.
To manage these settings, select **Settings** in the lower left corner of your dashboard. Your profile opens under **Account Settings > Profile**.
## Updating your user profile
### User Name and Contact Information
Users must update their names and contact information themselves. Other users, even if they are the account owners, cannot edit this information on their behalf.
To change your name and contact information:
* Navigate to [Profile](https://dashboard.privy.com/settings/info).
* Click on the appropriate field.
* Input the updated information.
* Scroll down and click the **Save** button.
### Language Preference
The language setting controls the language that is displayed in Privy's user interface. Privy is currently available in English (US), Spanish (Castilian), French (Metropolitan), and Portuguese (Brazilian).
To change the language that displays when you log into Privy:
* Navigate to [Profile](https://dashboard.privy.com/settings/info).
* Select the desired language option.
* Scroll down and click the **Save** button.
### Email notifications
Privy's email notifications provide insight into the performance of your Convert displays and other activities in your account. The available options include:
This email provides insight into the views, signups, orders, and revenue generated by your active displays. It is sent each morning.
This email provides insight into the views, signups, orders, and revenue generated by your active displays. It is sent each Monday morning.
Provides insight into the performance of displays that have ended, such as those with a predetermined start and end time.
This feature provides an alert when a display fails to sync emails to a [Linked Account](https://dashboard.privy.com/settings/accounts) via the display's [sync rules](https://help.privy.com/docs/learn/displays/settings-overview#sync-integrations).
To manage your Privy notifications:
* Navigate to [Notifications](https://dashboard.privy.com/settings/notifications) under **Account Settings**.
* Check the desired options.
* Click the **Save Changes** button.
Add [notifications@privy.com](mailto:notifications@privy.com) to your email address book to help ensure the delivery of these notifications.
## Change your password
To update your password from within Privy:
* Navigate to [Profile](https://dashboard.privy.com/settings/info).
* Scroll down and click the **Change Password** button.
* Fill out the prompt and click **Save New Password**.
To update a forgotten password when you cannot log in:
* Navigate to the [Privy Login](https://dashboard.privy.com/users/sign_in) page.
* Select the **Forgot your password** option.
* Enter the email address associated with your user account.
* Follow the steps sent to your email. The instructions come from [support@privy.com](mailto:support@privy.com). Please add this address to your email address book to ensure proper delivery.
**Note:** The reset link included in the email expires after 6 hours.
## Two-factor authentication
Two-factor authentication (2FA) adds a second step to sign-in: your password plus a one-time code from an authenticator app like Google Authenticator, Authy, or 1Password.
To set up 2FA:
* Navigate to [Profile](https://dashboard.privy.com/settings/info).
* In the **Two-Factor Authentication** section, click **Enable 2FA**.
* Scan the QR code with your authenticator app, or enter the secret key manually.
* Enter the 6-digit code from your app and click **Confirm**.
* Save the **10 backup codes** Privy displays. Each code can be used once if you lose access to your authenticator app.
Once 2FA is on, every sign-in — password, Google SSO, Shopify, and magic link — requires a code from your authenticator app or one unused backup code.
To **disable 2FA** or **regenerate backup codes**, return to the **Two-Factor Authentication** section in [Profile](https://dashboard.privy.com/settings/info) and re-enter your password to confirm. Regenerating codes invalidates the previous set.
Treat backup codes like passwords. If you run out and no longer have access to your authenticator app, contact [support@privy.com](mailto:support@privy.com) for recovery.
## Troubleshoot common login issues
Are you having trouble accessing your Privy account? Check out these solutions to common login issues:
This error message indicates that the credentials you are using are invalid. Account credentials are case-sensitive, and passwords must be at least eight characters long. If additional attempts don't help, visit the [Privy Login](https://dashboard.privy.com/users/sign_in) page and select the **Forgot your password** option.
**Note:** If you log in through an integrated account, such as Shopify or BigCommerce, you won't be able to reset your password via Privy. Instead, password changes should take place directly through the third-party portal.
First, check your promotions and spam folders. If you still can't locate the password reset instructions, add [support@privy.com](mailto:support@privy.com) to your address book and request another password reset. If the email is still not arriving in your inbox, please contact your email admin to check if additional security measures might be preventing this message from reaching you.
This error message typically indicates that there is a conflict between your login credentials and identifiable account cookies or that there is an issue with Privy as a whole.
First, visit Privy's [Status Page](https://status.privy.com/) and check for platform-specific issues. If there are no ongoing issues, please try to log into Privy using another browser or incognito mode. If you successfully log in from the alternate browser, clear the cache and cookies of your regular browser by following the relevant guide linked below and try to log in again.
* [Google Chrome](https://support.google.com/chrome/answer/95582?hl=en)
* [Apple Safari](https://support.apple.com/en-ie/guide/safari/sfri47acf5d6/mac)
* [Mozilla Firefox](https://support.mozilla.org/en-US/kb/how-clear-firefox-cache)
* [Internet Explorer](https://support.microsoft.com/en-gb/help/17438/windows-internet-explorer-view-delete-browsing-history#ie=ie-11)
* [Microsoft Edge](https://support.microsoft.com/en-ie/help/10607/microsoft-edge-view-delete-browser-history)
If the issue persists, please [submit a support request](mailto:support@privy.com).
Issues encountered when using Google SSO (Single Sign-on) to access Privy typically fall into the following categories:
1. Your account wasn't created using SSO, so you will need to manually input your Google email address and separate Privy password instead.
2. The account you are attempting to use is incorrect. It is common for Google Chrome users to [switch between multiple accounts](https://support.google.com/docs/answer/2405894?hl=en\&co=GENIE.Platform%3DDesktop\&oco=0). Please make sure the account you use with Privy is also the one selected in your Chrome settings.
3. The connection between your Google account and Privy has been disrupted or expired. The support team must remove the account's association with Privy so that you can log in again and "refresh" the connection. To fix this issue, [submit a support request](mailto:support@privy.com) and provide the email address you use for SSO.
If you are still unable to log into your account, please [submit a support request](mailto:support@privy.com).
Issues encountered when using Shopify to access Privy typically fall into the following categories:
1. The connection between your Shopify account and Privy has been disrupted or expired. Remove the Privy app from your Shopify account, [reinstall the Privy app](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), and attempt to log in again.
2. You did not use [the Privy app](https://apps.shopify.com/privy) to integrate your Shopify and Privy accounts. Instead, you manually installed the Privy code on your store. You cannot log in with your Shopify credentials if this is the case as Shopify and Privy cannot authenticate your information.
If you would like to recover an old or inactive Privy account, please [submit a support request](mailto:support@privy.com). In the request, include the account name and the email address associated with the account. The support agent may request additional information for security purposes or to locate the correct account.
**Note**: If you requested an account deletion, all of the account's identifiable information is scrubbed within 30 days. Once the information is removed, it cannot be restored.
# Shopify Billing
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/shopify-billing
Learn the differences in billing when you choose to be invoiced via Shopify.
If you've chosen Shopify as your preferred payment method, some specific procedures differ from those using credit card billing. Here are a few examples:
## Shopify's Base Charge + Usage Charge
Effective February 12, 2025 all new Shopify-billed subscriptions will only see one charge from that reflects the price of your Privy plan. Existing customers, however, will continue to see a base charge and a usage charge that sum to your subscription charge.
Your Shopify bill, as managed by Privy, may appear as two separate charges—a **base charge** and a **usage charge**. This division sometimes confuses users, making them believe they're being charged twice. Rest assured, this isn't the case.
Shopify separates the base charge of a plan from any additional pricing associated with specific usage tiers. For example, a merchant on the \$90 Starter Plan will see a base charge of \$15 and a usage charge of \$75.
### What is a usage fee?
Usage in Privy is not related to the features used or the use of the account; usage in Privy is related to the number of mailable contacts on the account and how they scale.
In other words, **a usage fee is determined by the tier of contacts you’re currently at.** The base charge is the minimum price, and the usage fee is adjusted to your account size.
This means that even if the service is not used, no emails/texts are sent, or no displays are created, the price will remain the same. If you are Shopify billed, it will be split into two charges (Base and Usage).
If you plan to stop using the account for a period of time, we recommend that you cancel it to avoid additional charges. For more information, see [this article.](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan)
## Frozen accounts
When an account is Frozen, on Privy's end, we cannot determine the specific reason why an account gets frozen since this status is related to the Shopify side of your store.
However, this article from Shopify support about [Frozen Shopify stores](https://help.shopify.com/en/manual/your-account/frozen-store) states that if you miss paying your Shopify subscription bill or if a payment fails three times, your store is frozen until you settle your bill with Shopify. Your store does not freeze until your bill's due date. If your store is frozen, you can't access your Shopify admin, and customers can't view your store.
When a Shopify account is frozen, apps (such as Privy) do not have the option to cancel or reinstate a paid plan. Since Shopify is showing us that your store is unfortunately frozen. We highly recommend chatting with their billing support team on how to resolve this.
## Account Restriction Notification
Your account could face restrictions if you have not accepted a change in pricing in your Shopify dashboard. This could happen if your pricing exceeds the cap set on your account, which means you need to manually approve the charge beyond your billing cap. Even if your billing cap isn't set at the maximum amount of \$5,000, your account could still face restrictions. In such cases, a pop-up message will appear on your dashboard when attempting to edit or create any display or campaign:
To stop this message from showing up, please click the ‘Take me to Shopify’ button, which should complete the update.
Note: Please ensure that the price and contacts match the restriction message and our pricing page. If you see any discrepancies, don't hesitate to [contact](mailto:support@privy.com) the support team for further assistance.
# Add and Manage Subaccounts
Source: https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/subaccounts
Learn more about the potential advantages of adding a subaccount to your Privy plan.
If you manage multiple businesses or brands and would like to use Privy, you may want to create Privy subaccounts for each of those websites.
## Unique accounts vs. Subaccounts
Each of your businesses can be associated with either a unique standalone Privy account or a subaccount. Standalone accounts function like any other account, while the primary benefits of adding a subaccount include:
* Subaccounts inherit the features associated with the parent account, including Privy SMS where the parent is on a plan that supports it.
* Subaccounts share the feature and traffic limits of the parent account.
* Subaccounts are collectively billed under the parent account.
However, various limitations must be considered when opting for a subaccount, which is described in more detail below.
## Is a subaccount right for you?
Depending on your situation, a subaccount(s) may or may not suit you.
**You should use subaccounts if:**
* You have multiple stores or sub-brands, and you want a Privy business for each one.
* You want one consolidated bill from Privy for all of your accounts.
* You have a single brand and multiple websites—for example, country-specific domains or currency-specific versions of your storefront.
* You want a staging or test environment for previewing changes before making them on the business connected to your live store.
**You should not use subaccounts if:**
* You want separate bills for each business. Subaccounts can't be billed separately.
* You want to run and manage identical displays on multiple sites from one account. Displays can be easily copied to additional accounts, but changes to one copy will not affect the others. Instead, [install the Privy code](https://privy.helpscoutdocs.com/article/73-install-privy-on-your-site) for your second business on that website manually.
* You are an agency working on behalf of clients. Agencies should create a new business for each client. Subaccounts can't be billed separately and shouldn't be resold to third parties without prior agreement from Privy.
## Disclaimers and limitations
### Features
* Privy SMS for subaccounts uses the parent account's SMS credits — there is no separate credit pool per subaccount. Each subaccount, however, needs its own SMS sending phone number and its own [Toll-Free Verification](/docs/learn/compliance/toll-free-verification) — phone numbers and verification are not shared with the parent. The parent account manages the SMS plan and credit package; subaccounts can't change their own SMS credit package.
* If the parent/primary account adds or removes plans or features (e.g., Email), any subaccounts are automatically updated to reflect the parent account's plan.
* The following features are not shared or inherited between parent accounts and subaccounts: user permissions, custom sending domains, contacts, coupons, linked accounts (integrations), displays, display templates, email templates, design assets, and photos.
### Billing & usage
* Merchants will receive a consolidated bill for all accounts. Subaccounts aren't billed separately.
* Privy subaccounts inherit the traffic enforcement state, trial state, and any supported shared features/settings of the parent account. Review the previous section to learn more about which features/settings are not shared between accounts.
* Traffic from subaccounts will be "rolled up" to parent accounts for billing purposes.
* Mailable contacts from subaccounts will be rolled up to the parent account for billing purposes. Contacts are counted each time they appear in a subaccount.
## Create a Subaccount
Once you've determined a subaccount is right for you, you will need to create an additional account. To create a new account:
* Open a [private or incognito](https://balsamiq.com/support/faqs/privatebrowsing/) browser window.
* Navigate to the [Privy signup](https://dashboard.privy.com/users/sign_up) page.
* Use an alternate email address - not currently associated with Privy - to create the account.
You should now add your primary email address and any other desired users to the new account by following the steps below. Existing as a user in each account allows you to switch between and manage the different businesses seamlessly. To add additional users to your account:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Business Settings**, select [Users](https://dashboard.privy.com/settings/users).
* Click the **+** **Add User** button in the upper right.
The additional user(s) will be sent a password email to configure their login and a confirmation email to confirm they have been added to the account. If you've decided to manage the business as a unique standalone account, then you can move on to the next section. However, if you'd like to make the new account a subaccount:
* Log into or switch to the account that will be the parent/primary account.
* Select **Settings** in the lower left corner of your dashboard.
* Under **Account Settings**, select [Subaccounts](https://dashboard.privy.com/settings/subaccounts).
* Click the **Link Privy Account** button.
* In the prompt, select the desired "child" account from the dropdown menu and then confirm your selection by clicking the **Link account** button.
The selected account is now a subaccount and will be subject to all of the [benefits and limitations](https://privy.helpscoutdocs.com/article/182-use-a-privy-subaccount) associated with that account type. To manage ownership of this account, move to the next section.
**Note:** Subaccounts that are on a paid plan cannot be linked to another account. Please cancel any paid subscriptions in an account before attempting to make it a subaccount.
### Transfer account ownership
By default, the initial user listed on each account will become the Account Owner. In some instances, such as when creating a new account with an alternate email address, you may want to transfer the account ownership to another user or member of your team. The user must exist in the account at the time of the transfer. To change account ownership:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Business Settings**, select [Users](https://dashboard.privy.com/settings/users).
* Click the **Transfer Ownership** button next to any authorized user.
The account is now assigned to that user. They will receive any account-specific communications from Privy, and the Privy Support Team will defer to them on account management matters. The ownership of each of your subaccounts is reviewable in [Subaccounts](https://dashboard.privy.com/settings/subaccounts) under **Account Settings**.
**Note:** The ownership of subaccounts does not automatically transfer to the owner of the parent account. Each account's ownership must be updated manually.
## Switch between account dashboards
To access another account that you manage:
* Click on your Business Name in the upper right corner of your dashboard and select the **Change Business** option from the dropdown menu.
* Click any business listed in the dropdown menu to be taken to that account’s dashboard. If the desired business is the default option or the switch change doesn't occur automatically, click the **Switch business** button to force a refresh.
## Additional Support
If you have any issues accessing or managing your accounts, please contact Privy’s Support Team via [email](mailto:support@privy.com) or the chat widget at the bottom right of your dashboard.
# Manage your Brand Settings
Source: https://help.privy.com/docs/learn/account-settings-and-billing/business-settings/brand-settings
Customize your brand assets, social links, and update your business' timezone.
When you set up your account or rebrand your business, ensure that you update your brand assets and settings in Privy. These default settings, such as your preferred logo, colors, and font, make creating future content easier and faster.
**Note:** Changes to these settings are not retroactive and will not affect published or sent content.
## Update your brand's timezone
Your account's timezone displays dates and times for all tracked events and is referenced by the Convert, Email, and Text tools when sending or scheduling content. To review and update this in your account:
* Select **Settings** in the lower left corner of your dashboard, then choose [Brand Settings](https://dashboard.privy.com/settings/brand) under **Business Settings**.
* Locate the **Business Timezone** setting under the *Business Information* header. If you need to update the timezone, click the dropdown menu, select a new timezone, and then scroll down to select the **Save Changes** button.
**Note:** The *Business Timezone* setting applies to the entire account and isn't available on a per-user basis. Please ensure that your users factor in any differences in the account's timezone compared to their local time or desired target market for their displays or messaging.
## Update your brand's logo
Setting a logo makes including it in your content much quicker. Once a logo is selected, it is presented as the first option in your Image Gallery whenever you opt to insert an image into your content. Additionally, the logo is included in various email templates by default.
To configure your account's logo settings:
* Select **Settings** in the lower left corner of your dashboard, then choose [Brand Settings](https://dashboard.privy.com/settings/brand) under **Business Settings**.
* Locate and click the **Add Logo** card under the *Business Information* header.
* Select the logo from your photo library or upload an image from your device. Once you have selected the desired image, click the **Use This Photo** button.
* Scroll down and click the **Save Changes** button.
## Update your branding
Customize your business's default colors, fonts, and social links to save time while building emails.
### 1. Update your brand's colors
Privy applies your brand colors to buttons, text, links, and images by default. Your primary brand color will appear as your first color option in your color picker when customizing displays and email templates. You can always override these default options, but they're in place to hopefully save you some time while creating your content.
To update your brand colors:
* Select **Settings** in the lower left corner of your dashboard, then choose [Brand Settings](https://dashboard.privy.com/settings/brand) under **Business Settings**.
* Locate the **Brand Color** dropdown menu under the *Brand Settings* header.
* You can select your Primary, Secondary, and *Contrasting* brand colors using the sliders or by inputting the appropriate Hex/RGBA code.
* Scroll down and click the **Save Changes** button.
### 2. Update your brand's font
Your default email font automatically applies to any text fields or buttons added to an email and any text fields or buttons included in the starting template for each email type.
To update your default email font:
* Select **Settings** in the lower left corner of your dashboard, then choose [Brand Settings](https://dashboard.privy.com/settings/brand) under **Business Settings**.
* Locate the **Font** dropdown menu under the *Email Branding* header.
* Select your desired font from the available options. As noted - only some fonts are considered web-safe and appear consistently in emails. Learn more about email fonts [here](https://help.privy.com/docs/learn/content/web-safe-fonts).
* Scroll down and click the **Save Changes** button.
### 3. Update your brand's social links
Adding your social accounts in your brand settings ensures that the icons are automatically linked to your pages when you add social icons to emails using the *Social* content block.
To configure your account's social link settings:
* Select **Settings** in the lower left corner of your dashboard, then choose [Brand Settings](https://dashboard.privy.com/settings/brand) under **Business Settings**.
* Locate the **Social Accounts** dropdown menu under the *Email Branding* header.
* Select your desired platform and input your account's URL.
* Scroll down and click the **Save Changes** button.
**Note:** Social links are still configurable on a per email basis. If a particular email needs to link to a non-default account, simply switch out the link in the email editor to override these settings.
# Scripts & Tracking
Source: https://help.privy.com/docs/learn/account-settings-and-billing/business-settings/customizations
Learn how to install tracking codes & pixels, enable Google Analytics, and manage reCAPTCHA settings in Privy.
## Manage reCAPTCHA settings
reCAPTCHA is a service that protects your website from spam and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive CAPTCHAs to keep automated software from engaging in abusive activities on your site. It does this while letting your valid visitors pass through with ease.
### reCAPTCHA and Privy
Any form included in your Privy displays uses Google's [Invisible reCAPTCHA](https://developers.google.com/recaptcha/docs/versions). The "invisible" approach means that most of your visitors will submit a form without ever needing to complete a reCAPTCHA test. In the background, Google scans a visitor's behavior to determine whether this visitor is abusive, spammy, or a bot. If Google believes one of those is true, the visitor will see a reCAPTCHA test they must complete.
### Enable or disable reCAPTCHA
To manage your reCAPTCHA settings:
* Navigate to the [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) page under **Advanced** in your settings.
* Scroll down and locate the **Invisible reCAPTCHA** section.
* Check or uncheck the **Enable Invisible reCAPTCHA** checkbox and **Save**.
If reCAPTCHA is disabled via your account settings, Privy effectively vouches for your registration process and will attempt to waive all reCAPTCHA requirements. However, if behavioral analysis suspects that a user may be a bot or that spam activities are taking place, reCAPTCHA can still fire in the background. This aspect of reCAPTCHA cannot be disabled as it is currently one of the best ways to protect Privy merchants from suspicious or abusive activity.
## Enable Google Analytics
To enable the Google Analytics integration in your account:
* Navigate to the [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) page under **Advanced** in your settings.
* Scroll down until you reach the **Other Customizations** section.
* Enable the **Enable Google Analytics** setting and **Save**.
**Note:** To use this feature, you must already have Google Analytics installed on your website, and it must be a Universal Analytics property. The installation cannot be done via Google Tag Manager. If you have any questions about installing Google Analytics, please visit [Google Analytics Support](https://support.google.com/analytics/answer/1008080).
**I didn't need to sign in?**
Correct. Instead, Privy automatically detects the Google Analytics trackers on the pages that also include your Privy Convert displays. Whenever a Privy event is triggered, it will be fired for all of the detected Google Analytics trackers. For example, if you have trackers with tracking IDs of "UA-XXXXXXXX-1" and "UA-XXXXXXXX-2" installed on a page, Privy events will be fired for both.
### What information is available?
Once the integration is enabled, the following events will be available in Google Analytics:
* Viewed displays (event action "viewed-campaign")
* New signups for a display (event action "new-signup")
If you would like to customize the events or data beyond these default options, you will need to install a custom tracking code manually.
## Install tracking codes & pixels
Privy supports a wide range of third-party tracking codes and pixels, including those from Google Analytics, Google Adwords, and Facebook Ads. These snippets from external tools work similarly to the Privy code. Once installed on your site, the tracking code or pixel detects site visits. This data becomes the basis for better understanding and addressing your customer behaviors.
### Install your snippet
To install your third-party tracking code or pixel:
* Navigate to the [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) page under **Advanced** in your settings.
* Paste your snippet into the appropriate field. A snippet placed in the *Tracking Pixels* section runs on all pages where a display is shown, while a snippet placed in the *Conversion Pixels* section runs on all pages where a user signs up for a display.
* Once you’ve added your snippet, select the **Save Changes** option at the bottom of the page.
### Customize your snippet
Personalization variables can be added to your snippets by selecting the **Add personalization variable** dropdown menu. These variables allow you to send additional data to compatible systems by populating the variable with the related information when the code or pixel fires.
Customization of third-party codes and pixels is only recommended for advanced users. Changes to these snippets can easily prevent them from functioning correctly. The personalization variables use the open-source [Liquid template language](https://shopify.github.io/liquid/).
**Warning**: Contact data referenced in custom conversion JavaScript (JS) via variables is only available when collected (e.g., Form submission). Data collected from prior signups or imports will not be available. Additionally, variables are not supported for tracking JS snippets.
## Install a Facebook event code
To track contacts that visit your site from a Facebook ad and then sign up via a Privy form, you can install a [Facebook event code](https://www.facebook.com/business/help/952192354843755?id=1205376682832142) on the pages that include your Privy Convert displays. The code will allow you to track these "leads" in your Facebook Ads account.
**Note:** To use Facebook event codes, you must have installed the Facebook Ads tracking pixel. Information on installing third-party pixels is available in the section above.
### Copy the event code
To start triggering and tracking these events, you will need to copy this code:
```
```
### Install the event code
To install the event code:
* Navigate to the [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) page under **Advanced** in your settings.
* Paste the copied event code into the **Conversion Pixels** area.
* Select the **Save Changes** option at the bottom of the page.
**Note:** Privy will now fire the pixel after every new form submission. After around 24 hours, you should begin to see lead counts increment in Facebook ads.
# Add and Manage Users
Source: https://help.privy.com/docs/learn/account-settings-and-billing/business-settings/users
Learn how to add and remove users in your Privy account, as well as how to manage which user owns your account.
Depending on your role, you can add users, remove users, or transfer ownership of an account.
| | Remove User | Add User | Transfer Ownership |
| ---------- | ----------- | -------- | ------------------ |
| **Owner** | ✅ | ✅ | ✅ |
| **Member** | ✅ | ✅ | |
To review your current user role or manage these settings, select **Settings** in the lower left corner of your dashboard, then [Users](https://dashboard.privy.com/settings/users) under **Business Settings**.
## Add a user
To add a user to your account:
* Navigate to [Users](https://dashboard.privy.com/settings/users).
* Click the **Add User** button in the upper right corner.
* Input the user's email address into the prompt and click **Save User**.
New users receive a registration email to configure their login information. In contrast, users whose email address is already associated with a Privy account receive a confirmation email. The confirmation prompts them to log in with their existing credentials and allows them to [toggle between](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/subaccounts#switch-between-account-dashboards) each account moving forward.
## View 2FA status
The Users page shows a **2FA** badge next to each member who has two-factor authentication enabled. Account owners see every member's status; other members see only their own.
See [Two-factor authentication](/docs/learn/account-settings-and-billing/account-settings/manage-your-profile#two-factor-authentication) to set up 2FA on your own account.
## Remove a user
To remove a user from your account:
* Navigate to [Users](https://dashboard.privy.com/settings/users).
* Click the **Delete** button next to the desired user.
* Confirm your decision by clicking **Remove** in the prompt.
Once removed, the user(s) will no longer have access to log in to or toggle to your Privy account. If the removed user initially linked another account (e.g., Mailchimp) to Privy, those accounts must be removed and re-added via your [Linked Accounts](https://dashboard.privy.com/settings/accounts) integration settings.
**Note:** Other users cannot remove an account owner. The owner must transfer ownership to another user in the account before they can be removed.
## Transfer account ownership
To transfer ownership of an account:
* Navigate to [Users](https://dashboard.privy.com/settings/users).
* Click the **Transfer Owner** button next to the user you want to make owner.
* Confirm your decision by clicking **Transfer** in the prompt.
The account is now assigned to that user. They will receive any account-specific communications from Privy, and the Privy Support Team will defer to them on account management matters. The ownership of each of your subaccounts is reviewable in [Subaccounts](https://dashboard.privy.com/settings/subaccounts) under **Account Settings**.
## Review user activity
The [Event History](https://dashboard.privy.com/settings/audit_log) page, under **Business Settings**, is a read-only record of which user performed an action and when — inviting or removing users, scheduling and sending campaigns, launching Flows, and activating or deactivating displays. It lists your account's 100 most recent events, newest first, with timestamps in your account's time zone.
# Edit your Sender Options
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sender-options
Update your default sender name, email, reply-to address, and the business address in your footer.
To edit your default sender settings in Privy, you'll want to:
* Select **Settings** in the lower left corner of your dashboard, then choose [Sender Options](https://dashboard.privy.com/settings/email) under **Email Settings**.
* Navigate to your [Sender Options](https://dashboard.privy.com/settings/email) under the *Email Settings* on the left.
![Screenshot showing Privy's Sender Options settings page]()
## 1. Edit your default "from" name
At the top of the page, you can enter your brand's default "from" name, which is going to be the name that appears in your recipient's inbox as indicated below. **Save your changes.**
![Preview of what a Sender Name looks like in an email client, like Gmail]()
## 2. Edit your default "from" email address
Below your "from" name, you can update your brand's default "from" email address. This will be the email address that appears in your recipient's inbox as indicated below. You can type in your desired prefix (i.e., "hello" or "info") and then select your custom sending domain from the dropdown menu. **Save.**
For more information on how to set up your sending domain, and why it's so important, please reference [this guide](/docs/learn/deliverability/use-a-custom-sending-domain).
![Preview of what a Sending Domain appears like in an email client, like Gmail]()
## 3. Edit your default reply-to address
You also have the option to edit your emails' reply-to address. If a contact decides to reply to one of your Flows or Campaigns with a question or comment, the reply will be sent to this email address.
## 4. Edit your business street address
To comply with anti-spam legislation like the United States [CAN-SPAM Act](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business) and Canada's [CASL](https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/r_o_p/canada-s-anti-spam-legislation/casl-compliance-help-for-businesses/), marketing emails must include your business's physical address and a link for contacts to manage their email subscription. Privy will automatically add the proper unsubscribe link, but you must update your address information before emailing.
**Note:** Be sure to review and follow any other marketing guidelines that apply to your customers, as additional legislation may be in effect in different countries and regions.
Enter your business's physical address and **Save changes.** The result will look something like this in your email's footer:
![Preview of what your business address looks like in an email client, like Gmail]()
## Apply changes to existing emails
When you save changes to your **from** name, **from** email address, reply-to address, or sending domain, Privy will ask whether to apply those updates to emails you've already drafted.
* **Save and Update** — applies the new defaults to every pending email on your account: draft and scheduled email campaigns, follow-up email drafts, and the emails inside your Flows (active, working, and replaced versions). Allow a few minutes for the update to complete.
* **Save Only** — saves the new defaults for future emails only. Existing drafts keep the sender values they were created with.
Emails that have already been sent are never updated. **Save and Update** rewrites the sender fields on every eligible pending email — including emails where you previously set a different sender directly in the email editor. Choose **Save Only** if you want to keep those per-email overrides.
# Use a Domain.com Sending Domain
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sending-domains/domain-com-sending-domain
Learn how to set up and verify your Domain.com sending domain in your Privy account.
To improve & maintain deliverability and build trust with your email recipients, you should be sending your emails from your brand's custom sending domain in Privy. This resource will walk you through the steps on how to set up your DNS records with Domain.com. If you use a different provider, please see [this resource](/docs/learn/deliverability/use-a-custom-sending-domain).
**Please ensure that you meet the following requirements before proceeding:**
* You must own a domain name — addresses from free providers like Gmail or Yahoo won’t work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
## Add the domain
To add a new sending domain:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Email Settings**, select [Sending Domains](https://dashboard.privy.com/settings/sending-domains). \* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, the records can be easily accessed by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Navigate to your [Domains](https://www.domain.com/controlpanel/foundation/) dashboard on Domain.com.
* Click the **domain name** you would like to modify.
* On the left sidebar, click on **DNS & Nameservers**.
* On the DNS & Nameservers page, select the **DNS Records** tab.
![Screenshot locating domain records in Domain com]()
* Add a new record by clicking the blue **+** button.
* Add each record displayed in Privy, making sure to match **Type** with **Type**, **Host** with **Name**, and **Data** with **Content**.
![Screenshot showing how to add a new DNS record in Domain com]()
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
![A verified sending domain on the Sending Domains page in Privy settings]()
## Send emails with your domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why haven't my DNS records verified?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Contact our Support Team using the information below.
## Additional Support
If you need help troubleshooting your DNS verification, you can contact our DNS Specialist at [domainservice@privy.com](mailto:domainservice@privy.com) with your questions.
For any inquiries not related to DNS, please contact [support@privy.com](mailto:support@privy.com) or contact us via Live Chat in your dashboard.
# Use a GoDaddy Sending Domain
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sending-domains/godaddy-sending-domain
Description of yoLearn how to set up and verify your GoDaddy sending domain in your Privy account.
To improve & maintain deliverability and build trust with your email recipients, you should be sending your emails from your brand's custom sending domain in Privy. This resource will walk you through the steps on how to set up your DNS records with GoDaddy. If you use a different provider, please see [this resource](/docs/learn/deliverability/use-a-custom-sending-domain).
**Please ensure that you meet the following requirements before proceeding:**
* You must own a domain name — addresses from free providers like Gmail or Yahoo won’t work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
## Add the domain
To add a new sending domain:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Email Settings**, select [Sending Domains](https://dashboard.privy.com/settings/sending-domains). \* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, the records can be easily accessed by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Head over to GoDaddy and navigate to the [DNS Management](https://www.godaddy.com/help/view-my-dns-settings-19182) section for your domain. Click **Add** to add a new DNS record.
![Screenshot locating where to add a new DNS record in GoDaddy DNS Management Settings]()
* Add each record displayed in Privy, making sure to match **Type** with **Type**, **Host** with **Name**, and **Data** with **Value**. There is a mix of CNAME and TXT record values.
![Screenshot of an example DNS Record in GoDaddy]()
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
![A verified sending domain on the Sending Domains page in Privy settings]()
## Send emails with your domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why haven't my DNS records verified?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Contact our Support Team using the information below.
## Additional Support
If you need help troubleshooting your DNS verification, you can contact our DNS Specialist at [domainservice@privy.com](mailto:domainservice@privy.com) with your questions.
For any inquiries not related to DNS, please contact [support@privy.com](mailto:support@privy.com) or contact us via Live Chat in your dashboard.
# Use a Namecheap Sending Domain
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sending-domains/namecheap-sending-domain
Learn how to set up and verify your Namecheap sending domain in your Privy account.
To improve & maintain deliverability and build trust with your email recipients, you should be sending your emails from your brand's custom sending domain in Privy. This resource will walk you through the steps on how to set up your DNS records with Namecheap. If you use a different provider, please see [this resource](/docs/learn/deliverability/use-a-custom-sending-domain).
**Please ensure that you meet the following requirements before proceeding:**
* You must own a domain name — addresses from free providers like Gmail or Yahoo won’t work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
## Add the domain
To add a new sending domain:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Email Settings**, select [Sending Domains](https://dashboard.privy.com/settings/sending-domains). \* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, the records can be easily accessed by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Navigate to Namecheap and log into your account.
* Select **Domain List** from the sidebar and click the **Manage** button next to your domain.
![Screenshot showing where to manage your DNS Records in Namecheap]()
* Select the **Advanced DNS** tab at the top of the page.
![Screenshot locating Namecheap's Advanced DNS Settings]()
* Add a new record by clicking the **Add new record** button towards the bottom of the page.
* Add each record displayed in Privy, making sure to match **Type** with **Type**, **Host** with **Host**, and **Data** with **Value**.
![Screenshot showing where to add a new DNS Record in Namecheap]()
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
![A verified sending domain on the Sending Domains page in Privy settings]()
## Send emails with your domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why haven't my DNS records verified?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Contact our Support Team using the information below.
## Additional Support
If you need help troubleshooting your DNS verification, you can contact our DNS Specialist at [domainservice@privy.com](mailto:domainservice@privy.com) with your questions.
For any inquiries not related to DNS, please contact [support@privy.com](mailto:support@privy.com) or contact us via Live Chat in your dashboard.
# Use a Shopify Sending Domain
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sending-domains/shopify-sending-domain
Learn how to set up and verify your Shopify sending domain in your Privy account.
To improve & maintain deliverability and build trust with your email recipients, you should be sending your emails from your brand's custom sending domain in Privy. This resource will walk you through the steps on how to set up your DNS records with Shopify. If you use a different provider, please see [this resource](/docs/learn/deliverability/use-a-custom-sending-domain).
**Please ensure that you meet the following requirements before proceeding:**
* You must own a domain name — addresses from free providers like Gmail or Yahoo won’t work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
## Add the domain
To add a new sending domain:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Email Settings**, select [Sending Domains](https://dashboard.privy.com/settings/sending-domains). \* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, the records can be easily accessed by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Head over to your Shopify admin and select **Settings** > **Domains** from the sidebar menu.
* In the **Domains** section, click the **Manage** button next to the desired domain.
![Screenshot showing where to manage a domain in Shopify]()
* On the next page, click the **DNS Settings** button next to the domain's name.
![Screenshot locating DNS Settings in Shopify]()
* In the settings section, click the **Add custom record** dropdown menu and add each record displayed in Privy, making sure to match **Type** with **Type**, **Host** with **Name**, and **Data** with either **TXT Value** or **Points to**. Additional information on updating these settings is available from Shopify in this [article](https://help.shopify.com/en/manual/online-store/os/domains/managing-domains/advanced-settings).
![Screenshot locating where to add a custom DNS Record in Shopify]()
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
## Send emails with your domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why haven't my DNS records verified?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Contact our Support Team using the information below.
## Additional Support
If you need help troubleshooting your DNS verification, you can contact our DNS Specialist at [domainservice@privy.com](mailto:domainservice@privy.com) with your questions.
For any inquiries not related to DNS, please contact [support@privy.com](mailto:support@privy.com) or contact us via Live Chat in your dashboard.
# Use a Wix Sending Domain
Source: https://help.privy.com/docs/learn/account-settings-and-billing/email-settings/sending-domains/wix-sending-domain
Learn how to set up and verify your Wix sending domain in your Privy account.
To improve & maintain deliverability and build trust with your email recipients, you should be sending your emails from your brand's custom sending domain in Privy. This resource will walk you through the steps on how to set up your DNS records with Wix. If you use a different provider, please see [this resource](/docs/learn/deliverability/use-a-custom-sending-domain).
**Please ensure that you meet the following requirements before proceeding:**
* You must own a domain name — addresses from free providers like Gmail or Yahoo won’t work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
## Add the domain
To add a new sending domain:
* Select **Settings** in the lower left corner of your dashboard.
* Under **Email Settings**, select [Sending Domains](https://dashboard.privy.com/settings/sending-domains). \* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, you can easily access the records by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Log in to your Wix account and go to the [Domains](https://premium.wix.com/wix/api/mpContainerStaticController#/domains) page.
* Click the **Show More** icon next to the relevant domain and select **Manage DNS Records**.
* Scroll to the record type you want to add (e.g., CNAME, TXT) and click **+ Add Record**.
* Add each record displayed in Privy, making sure to match **Type** with **Type**, **Host** with **Host**, and **Data** with **Value**. There is a mix of CNAME and TXT record values.
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
![A verified sending domain on the Sending Domains page in Privy settings]()
## Send emails with your domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why haven't my DNS records verified?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Contact our Support Team using the information below.
## Additional Support
If you need help troubleshooting your DNS verification, you can contact our DNS Specialist at [domainservice@privy.com](mailto:domainservice@privy.com) with your questions.
For any inquiries not related to DNS, please contact [support@privy.com](mailto:support@privy.com) or contact us via Live Chat in your dashboard.
# Webhooks
Source: https://help.privy.com/docs/learn/account-settings-and-billing/integrations/webhooks
Send Privy signup and order events to Slack or a custom endpoint in real time.
Webhooks send Privy events to an external system as they happen — when a contact signs up, completes a coupon, or places a tracked order.
## Add a webhook
* Select **Settings** in the lower left corner of your dashboard.
* Under **Integrations**, select [Webhooks](https://dashboard.privy.com/settings/webhooks).
* Click **Add Webhook** and choose **Slack** or **Custom**.
* Configure the **Method** (GET or POST — Slack webhooks always use POST), the destination **URL**, and the **Triggers** (**Signups**, **Orders**), then **Save**.
Use the **Test** button on any configured webhook to fire a request at your endpoint immediately.
## Example payload
Here is an example webhook payload for a signup event. `custom_fields` is a single-level nested object of any custom fields collected with the signup, or `null` if there are none.
```json theme={null}
{
"id": 999999,
"email": "test@example.com",
"first_name": "Test",
"last_name": "User",
"custom_fields": {
"favorite_color": "blue"
},
"created_at": null,
"updated_at": null,
"campaign": {
"id": 1,
"title": "Newsletter signup"
}
}
```
## Endpoint requirements
Your webhook endpoint must be a publicly accessible URL that resolves to an IP address in one of the public ranges. For example, you cannot use any URL that resolves to 127.0.0.1 or equivalent.
We recommend using HTTP basic authentication to add a layer of security to your webhook endpoint (e.g., [https://name:password@example.com/post](https://name:password@example.com/post)).
Your server will need to reply with an HTTP 200 response to let you know you've received the webhook. If it does not respond with an HTTP 200, Privy will not return the server's HTTP response code or response body to you for inspection.
# Account Settings + Billing
Source: https://help.privy.com/docs/learn/account-settings-and-billing/overview
Manage your account and get answers to common questions about Privy.
## Billing and Account Settings
Edit your user profile, preferences, and notification settings.
Learn how to make changes to your Privy subscription plan.
Learn more about the potential advantages of adding a subaccount to your Privy plan.
Learn how you’ll be charged and how you can change your account’s billing or payment setup.
## Business Settings and Advanced
Customize your brand assets, social links, and your business’ timezone.
Learn how to add + manage users and transfer ownership of your account.
Install tracking pixels and manage reCAPTCHA.
Send Privy signup and order events to Slack or a custom endpoint.
## Email Settings
Customize your default "from" name and email address, reply-to address, and your business' physical address.
### Sending Domain Set-up Instructions
## Text Settings
Review your SMS sending number, verification status, and contact card.
Use your own store domain for SMS links to build trust with subscribers and improve click-through rates.
## Support FAQs
Answer common questions about using Privy and learn how to contact our Support Team for further assistance.
##
# Support FAQs
Source: https://help.privy.com/docs/learn/account-settings-and-billing/support-faq
Find answers to common Privy questions + learn how to contact our Support team for more help.
**Click below to jump ahead to any topics:**
## Platform Status
Visit [status.privy.com](https://status.privy.com/) to get real-time information about the Privy platform's operational status. Click Subscribe To Updates to receive alerts about any change in status.
In the rare event that Privy experiences an outage, the [Status Page](https://status.privy.com/) will be your best resource for any effects it may have had on your campaigns, emails, or text messages. The engineering team strives to resolve any issue in a manner that ensures proper deployment of your content and backfills analytics information. If this is not possible, additional information is sent to any affected accounts. If you're uncertain of an outage's impact on your account, please [contact support](mailto:support@privy.com).
## Contacting the Support Team
The best ways to reach our support team are by either submitting an email ticket to [support@privy.com](mailto:support@privy.com) or by using the Live Chat widget in the bottom left corner of your dashboard.
**Live chat support** is available from 10:30 AM to 6:00 PM EST, Monday through Friday.
**Email support** is available from 9 AM to 6:30 PM EST, Monday through Friday.
Privy does not offer phone support; however, a Support agent may offer to jump on a call if your particular issue warrants it.
The Billing, Compliance, and Technical teams offer dedicated inboxes and email addresses. If you were provided information and are unsure where your request would be going, the team-specific addresses are as follows:
| | Email |
| -------------- | -------------------------------------------------------------- |
| **Billing** | [billing@privy.com](mailto:billing@privy.com) |
| **Compliance** | [compliance\_team@privy.com](mailto:compliance_team@privy.com) |
| **DNS** | [domainservice@privy.com](mailto:domainservice@privy.com) |
## Website Support Policy
**Initial install**: Installation documentation is available for various platforms, and the Support Team will provide as much guidance as possible to ensure Privy is installed properly. However, the Support Team will not edit your site code directly. Instead, the team will refer you to your website platform's support documentation or channels for specific questions about your site code.
**Website conflicts**: Privy regularly invests engineering resources to ensure that Privy runs optimally on your website and does not interfere with common website functions. Please note that conflicts with site styling (CSS) and custom JavaScript (JS) are possible. The Support Team will do its best to help you identify these possible conflicts but will not edit your site code directly. Instead, the team will refer you to check with your website developer for a sustainable resolution.
## Integrated Vendor Policy
Privy integrates with many different platforms and services. The platforms that integrate with Privy typically provide their own support documentation that can be referenced should an issue arise. Privy will offer support around those integrations only as they relate to Privy-specific functionality.
Additionally, issues resulting from your use of APIs or other code modifications may be outside the scope of support.
## Policies and Legal Documents
To reflect a constantly changing legislative landscape, Privy routinely updates the company's various service documents. The most recent versions are linked below. Please review these documents to ensure that your business remains compliant while using Privy services.
* [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy)
* [Data Processing Addendum](https://www.privy.com/data-processing-addendum)
* [Privacy Policy](https://www.privy.com/privacy-policy)
* [Terms and Conditions](https://www.privy.com/terms-of-service)
If you have questions about these documents, please email [compliance\_team@privy.com](mailto:compliance_team@privy.com).
## Security Practices and Policies
See below for Privy's current security practices and policies. If you believe you've found a vulnerability in one of Privy's services, please see the [Security](https://privy.com/security?_gl=1*ubrkdw*_gcl_au*MjA5OTAwMjc0Mi4xNzM0NTYxNjkw*_ga*MTcyMzAyNjAyMS4xNzM0NTU3ODE4*_ga_LMPHEQWJQD*MTczNzk5ODIxMi44Ni4xLjE3MzgwMDMzOTkuMC4wLjA.) page for responsible disclosure information.
* Privy regularly deploys new features and improvements multiple times per week. All application code changes must pass multiple forms of human and automated review before deployment.
* Extensive unit, integration, and static analysis tests are run against all changes before release.
* Production and development environments are always kept separate on physically distinct networks.
* Many of Privy's software systems are automatically patched and updated on a rolling basis.
* Privy regularly tests and deploys patches for vulnerabilities in third-party software packages and has an automated alerting system for when new security patches are available.
* Multi-factor authentication is mandatory for anyone with direct access to Privy's underlying technical infrastructure and customer backups.
* Customer PII is only accessed on a need-to-know basis, and actions taken in Privy's internal support dashboard are audited.
* Customer PII is never mixed - each account is segregated so that users can never access another account's customer data.
* Payment information is stored in a separate organization that is certified PCI Service Provider Level 1, the most stringent certification available.
* All data is encrypted at rest. Privy uses either a symmetric key encryption algorithm like AES-256-GCM or public-private key encryption with a key size of at least 1024 bits.
* All data is encrypted in transit. Privy data is accessible only via TLS, using a minimum of TLS 1.1. It is not possible to access services without HTTPS.
* Privy.com enforces HTTP Strict-Transport-Security (HSTS), and all subdomains are on the [HSTS preload list](https://hstspreload.org/?domain=privy.com).
* The Privy.com domain is signed with [DNSSEC](https://dnssec-analyzer.verisignlabs.com/privy.com).
* All passwords are salted and hashed with one-way encryption.
* Application credentials are stored separately from the codebase.
* All customer data is stored in the continental United States.
* Privy's content delivery network may serve static assets worldwide but does not store customer data.
* Physical data center security is managed by Amazon Web Services, which has achieved the highest level of certifications, including ISO 27001 and SOC. For more information, see [AWS Security](https://aws.amazon.com/security/) and [AWS Compliance](https://aws.amazon.com/compliance/).
* Privy constantly monitors its service for performance and availability. When issues are reported, they will appear on the [Status Page](https://status.privy.com/).
* All application and customer data are stored on redundant infrastructure across multiple availability zones to eliminate single failure points.
* Customer data is backed up nightly and retained on a rolling basis to recover in the event of a disaster.
## ADA Compliance
The Department of Justice (DOJ) published the Americans with Disabilities Act (ADA) - Standards for Accessible Design in September 2010. These standards state that all electronic and information technology must be accessible to people with disabilities.
Privy strives to stay compliant and is making changes to become more ADA-compliant to enable all who interact with Privy displays to navigate them easily. The following Privy display types are considered dialogs or modals for ADA compliance:
* Popups
* Flyouts
* Banners
* Spin-To-Win
* Thank You Displays
**Note:** Bars, embedded forms, and landing pages are not considered dialogs or modals.
Privy has empowered users to adhere to ADA compliance regulations for these dialogs/modals by:
* Site visitors can identify your Privy display as a separate modal, focus on the text in the display, and close the display.
* Site visitors can use the tab button to navigate the display's elements (e.g., text, form fields, buttons).
* Written context is given to identify and clarify the form fields (e.g., email, phone, text, etc.).
* Site visitors can interact with or select answers to different forms or buttons/links (checkboxes, radio buttons, buttons, and links).
* Privy continues to strive for further compliance and will be continuing to make improvements to become more compliant. If you have further questions about this, please don't hesitate to contact the Privy team at [research@privy.com](mailto:research@privy.com).
Users, including users with visual disabilities, must be able to perceive the content you are showing. WCAG requires "at least 4.5:1" contrast, where contrast measures the difference in perceived "luminance" or brightness between two colors.
Below is an excerpt from [WebAIM](https://webaim.org/articles/contrast/) (Web Accessibility in Mind) that shows four examples with the minimum 4.5:1 contrast requirement for WCAG compliance. Privy recommends you meet or exceed the following for contrast and color in your onsite displays and email designs.
![]()
Here is a website to [help you determine the contrast ratio](https://webaim.org/resources/contrastchecker/) to ensure your text's readability. These contrast requirements also apply to the text within a graphic, called "images of text," the contrast and readability of text can also be affected by the size, fonts, hover states, and more.
For more information about web accessibility, visit the [Web Accessibility Initiative website](https://www.w3.org/WAI/fundamentals/).
## Supported Browsers
A supported web browser is required to utilize Privy's full set of features properly. Some features might not behave as expected if you are using Privy on an older or unsupported browser.
**Note:** These requirements apply to the use of the Privy platform and your public-facing content. The browser and email client support for content created in and hosted by Privy will vary depending on the HTML, CSS, and JavaScript used in your emails or on your website.
* Google Chrome (latest version)
* Mozilla Firefox (latest version)
* Microsoft Edge (latest version)
* Google Chrome (latest version)
* Safari (latest version)
* Mozilla Firefox (latest version)
It's best to keep your browsers updated to the latest version. Not only does this ensure that you can expect Privy to work as expected, but also ensures that your web browsing experience is better overall. To update a supported browser, please refer to their documentation:
* [Google Chrome](https://support.google.com/chrome/answer/95414?hl=en&__hstc=20629287.c1ffb9eee722387561972ebc9ec07e17.1583245382856.1590098325284.1590180118068.41&__hssc=20629287.1.1590180118068&__hsfp=2642571461)
* [Mozilla Firefox](https://support.mozilla.org/en-US/kb/update-firefox-latest-version)
* [Apple Safari](https://support.apple.com/en-us/HT204416)
* [Microsoft Edge](https://www.microsoft.com/en-us/windows/microsoft-edge)
## Privy and Website Speed
Most users do not see a noticeable impact on their site performance when Privy is installed. This is because Privy aims to remain as lightweight as possible regardless of your installation method. That said, Privy offers both synchronous and asynchronous code options to provide the best compatibility with your site, and these code formats impact site performance differently.
The Privy engineering team is constantly working to optimize the load times and file sizes associated with the widget used to display your Privy displays. Additionally, each iteration of the widget references assets in a world-class content delivery network (CDN) with an average response time of under 10 milliseconds. To learn more about the benefits of a CDN, click [here](https://www.cloudflare.com/learning/cdn/performance/).
**Synchronous code** - This is the recommended option for a manual install of Privy. Synchronous code is executed in sequence wherein each statement waits for the previous statement to finish before executing. This code format allows the installer to determine the relative order of code execution on their site, which means Privy could load faster or slower based on the site's configuration.
**Asynchronous code** - This is the default option when Privy is installed on your site via an integration such as Shopify or Wix. This code format yields to your site, loading as passively as possible, always giving your site precedence. It does not block any content or scripts on your page from loading. This means Privy’s assets are not placed on the critical render path for your site. While web page analysis tools may show that Privy loads later than other resources, this is entirely intentional.
**Note:** Familiarity with Google Chrome's developer tools is recommended.
To review and better understand Privy's impact on your site performance:
* Using Google Chrome, navigate to a site page that includes the Privy code.
* Open the browser's DevTools by pressing Control+Shift+J (PC) or Command+Option+J (Mac).
* Switch to the **Network** tab and then reload the page.
* As the page loads, the tab will populate with information. Each row represents a resource. By default, the resources are listed chronologically.
* Locate the **Widget.JS** resource to review its information. The most relevant information concerning performance is Status (Did the widget load properly with a 200 OK?), Time (How long did the widget take to load?), and Waterfall placement (When did it load? Did it allow other more important resources to take precedence?).
To learn more about using this tool for performance evaluation, click [here](https://developers.google.com/web/tools/chrome-devtools/network).
## Submit Feedback to Privy
Customer feedback is invaluable at Privy. While our team members are the ones developing, selling, and supporting the software, our customers are the ones using the tools to attract millions of leads, generate billions of dollars, and build successful businesses.
Getting customer input throughout the development process is very important as it is one of the best ways to ensure that product changes add value for real customers. More specifically, customer feedback is reflected in three primary ways:
1. **Fresh ideas and fixes** - Customers frequently push the Privy product to its limits. The out-of-the-box thinking and creative workarounds used to make their lives easier and their operations more effective are perfect opportunities for improvement. Furthermore, as consistent users of the product, customers are keenly aware of issues that may be unknown or difficult to replicate and should be addressed in future updates.
2. **Validation for current initiative** - The team here at Privy does their best to understand customers' needs, but industry trends, research, and best intentions only go so far. Real, passionate customer feedback helps push the team forward or recalibrate when necessary.
3. **Start conversations** - The Privy feedback options (see below) help the team identify customers with specific situations, challenges, or opportunities in need of additional exploration. These conversations help make the platform better for all users by driving development forward.
The easiest and most direct way to provide product feedback is in-app:
* **Use the "Help" menu** - While you're logged into Privy, select **Help** > **Feedback** from the main navigation. This action opens a prompt that submits feedback directly to the team.
There are also a variety of other channels to ensure your feedback is heard:
* **Talk to Support** - [Email Support](mailto:support@privy.com) if you're having any issues with the product.
* **Talk to your Customer Success Manager** - Managed accounts are encouraged to provide feedback to their CSMs. They can often provide more context on an identified opportunity or challenge and pass along your feedback to the product team when needed.
* **Participate in Betas** - Privy customers occasionally receive invitations to participate in betas to test out new features. If you're interested in providing feedback that directly affects ongoing product development, consider opting into one of these betas.
* **Participate in Design Testing or Feedback Sessions** - Design tests let you experiment with mockups and prototypes of features in development. Meanwhile, feedback sessions allow you to interface with members of the Privy team to deep-dive into specific product areas.
# Real Link
Source: https://help.privy.com/docs/learn/account-settings-and-billing/text-settings/real-link
Use your own store domain for SMS links to build trust with subscribers and improve click-through rates.
Real Link replaces Privy's default link domain in your SMS messages with your own store domain. Instead of subscribers seeing a generic link, they see a URL from your actual brand — building trust and increasing the likelihood they'll click.
![Real Link settings page showing active status with brand URL]()
## How it works
When you send an SMS campaign or flow message with a link, Privy creates a short link for click tracking. By default, this link uses a Privy subdomain.
With Real Link enabled, those short links use your store's primary domain instead. Privy creates a URL redirect on your Shopify store that routes clicks through your domain before landing on the final destination.
**Without Real Link:**
```
https://links.lpage.co/l/aXXXXXX
```
**With Real Link:**
```
https://yourstore.com/l?l=aXXXXXX
```
## Why use Real Link
* **Build subscriber trust** — Recipients are more likely to tap a link from your recognizable store domain than an unfamiliar one.
* **Higher click-through rates** — Subscribers are more likely to tap a link they recognize.
* **Better deliverability** — Using your own domain for links reduces the chance of messages being flagged as spam by carriers.
## Requirements
* A **Shopify** store connected to your Privy account.
* The Privy app must have the **Online Store navigation** permission in Shopify. If this permission hasn't been granted, you'll be prompted to reconnect your Shopify account during setup.
Real Link is currently available for Shopify stores. If you're on another platform and interested in this feature, [contact support](mailto:support@privy.com).
## Activate Real Link
In your Privy dashboard, go to **Settings** > **Text Settings** > **Real Link**.
The page displays your store's primary domain. This is the domain that will appear in your SMS links once Real Link is activated.
Click the **Activate Real Link** button, then confirm by clicking **Enable Real Link** in the dialog.
Privy will create a URL redirect on your Shopify store automatically. Once complete, the status will change to **Active** and your brand URL will be displayed.
If you see a message about additional Shopify permissions, click **Reconnect Shopify** to grant the required access, then return to the Real Link settings page to complete activation.
## Deactivate Real Link
If you need to deactivate Real Link:
1. Go to **Settings** > **Text Settings** > **Real Link**.
2. Click **Deactivate**.
3. Confirm by clicking **Deactivate Real Link** in the dialog.
Your SMS links will revert to using Privy's default link domain. The existing redirect in your Shopify store is kept in place so that previously sent Real Link URLs continue to work.
## FAQs
Yes. Once activated, Real Link applies to all SMS short links generated by Privy — including campaigns and flows.
No. Real Link only affects links created after activation. Previously sent messages will continue to use whatever link domain was active when they were sent.
Real Link uses the primary domain from your Shopify store settings — not your `.myshopify.com` subdomain. For example, if your primary domain is `coolstore.com`, your links will show `https://coolstore.com/l?l=...`.
Real Link is currently only available for Shopify stores. If you're on another platform, contact support for assistance.
Disconnecting your Shopify store automatically deactivates Real Link. The existing redirect remains in your Shopify store so previously sent links continue to work. You'll need to reactivate Real Link after reconnecting.
# Sender Information
Source: https://help.privy.com/docs/learn/account-settings-and-billing/text-settings/sender-information
Review your SMS sending number, verification status, and contact card.
The **Sender Information** page shows how your business identifies itself on outbound text messages. To reach it, select **Settings** in the lower left corner of your dashboard, then choose [Sender Information](https://dashboard.privy.com/settings/text-settings) under **Text Settings**.
## Verification
Shows the carrier verification status for your SMS sending number — **Verified** or **Unverified**. If you haven't registered yet, click **Start SMS Registration** to begin [Toll-Free Verification](/docs/learn/compliance/toll-free-verification). Verification usually takes 2–5 business days after submission.
## Phone Number
Shows the phone number your texts send from. Privy Text sends to US and Canadian numbers only.
This section also previews the double opt-in message sent to new subscribers (for example, `{Business name}: Reply Y to receive occasional marketing text msgs...`) — merchants are required to send this message when someone signs up. The business name used in your texts comes from your [Business Information](https://dashboard.privy.com/settings/business-info).
## Call Forwarding
Enter a US or Canadian phone number to forward calls placed to your SMS sending number, then click **Save**.
## Contact Card
The [Contact Card](https://dashboard.privy.com/settings/contact-card) page, also under **Text Settings**, customizes the contact card (vCard) sent to your SMS subscribers so your brand saves cleanly in their phone's contacts. **Organization Name** is required — it's the name your contact will be saved as. The remaining fields are optional: a contact image (up to 600 KB), email, website, business phone, first and last name, street address, and a note.
The first time you open the page, Privy prefills the fields from your [Business Information](https://dashboard.privy.com/settings/business-info). Edits you make here only affect the contact card.
# California Consumer Privacy Act (CCPA)
Source: https://help.privy.com/docs/learn/compliance/ccpa
Learn more about this privacy act and how Privy ensures you stay compliant.
## What is CCPA?
The [California Consumer Privacy Act (CCPA)](https://oag.ca.gov/privacy/ccpa) is a California, USA, law that went into effect in January of 2020. This privacy act gives consumers more control over the personal information that businesses collect about them. The four main tenants of the legislation are:
* The [right to know](https://oag.ca.gov/privacy/ccpa#sectionc) about the information collected about them and how it is used and shared
* The [right to delete](https://oag.ca.gov/privacy/ccpa#sectione) personal information collected from them (with some exceptions)
* The [right to opt-out](https://oag.ca.gov/privacy/ccpa#sectionb) of the sale of their personal information
* The [right to non-discrimination](https://oag.ca.gov/privacy/ccpa#sectionf) for exercising their CCPA rights
Privy launched new [Terms and Conditions](https://www.privy.com/terms-of-service), [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), and [Data Processing Addendum](https://www.privy.com/data-processing-addendum) to reflect the changing legislative landscape. Each resource is consistently reevaluated, including revisions to all documents in 2022, to ensure that Privy follows best practices and evolving legal legislation concerning CCPA. Please review these documents to ensure your business remains compliant while using Privy services.
![Graphic illustrating the California Consumer Privacy Act]()
## Processing CCPA Requests
To process CCPA data removal requests, please refer to this guide. For any other questions, please email our Compliance Team at [compliance\_team@privy.com](mailto:compliance_team@privy.com).
# Understanding Contact Auto-Rejection
Source: https://help.privy.com/docs/learn/compliance/contact-auto-rejection
One of many ways Privy works to keep your list and deliverability as healthy as possible.
Privy automatically rejects specific email addresses during imports to help ensure your list remains as healthy as possible. A high-quality list is crucial for ensuring that your messages reach your desired audience and helps reduce the risk of your message bouncing or getting flagged as spam.
**Why do we practice this?** Accounts that send emails with a high rate of negative engagement are placed in a suspension state until Privy's Deliverability Team reviews and clears them for further use.
**Note:** Automatic contact rejection is just one of the ways Privy helps you maintain list quality. Check out the List Hygiene article for more information and recommendations.
## Types of addresses that are rejected
Privy currently blocks four types of addresses during an import automatically:
**Bot**: A bot address is generated by programs that execute automated, repetitive, pre-defined tasks, commonly imitating human behavior. These addresses usually follow a specific format, include particular prefixes, or utilize certain low-quality or fake domains. Privy evaluates an address for each of these elements and checks it against a database of known bots. Learn more about Privy's approach to handling bots in [this guide](https://privy.helpscoutdocs.com/article/84-list-hygiene-remove-bots).
**Broadcast**: A broadcast address is specifically used to distribute (e.g., Forward) any received messages to multiple individuals within a company or network. Consequently, each recipient cannot consent to receive the messages. This lack of individual consent does not meet Privy's compliance requirements or various laws tied to commercial messaging.
**Role**: A role address (e.g., admin@, support@, sales@, office@, marketing@) acts as a centralized contact point or a shared working space for a non-specific person or group. It differs from a personal account because it is associated with a role and is not tied to or associated with any particular individual. These addresses typically forward messages to groups, invalidating the unsubscribe function and violating Privy's compliance guidelines. The unsubscribe link must be active and relevant for each email address that receives the message.
**Transactional**: A transactional address (e.g., @marketplace.com) sends automated emails from one sender to one recipient, usually about account activity or a commercial transaction. These addresses are typically system-generated and managed, so Privy does not consider them valid.
If an address falls into one of these four categories, it is suppressed to protect your deliverability rate.
## More deliverability best practices
Contact auto-rejection is only one of the practices available to ensure the quality of your list remains high. To learn more about keeping your list in good shape, check out the List Hygiene guide, and if an otherwise normal-looking address didn't receive a message from you, check out the My contact didn't get my email guide to determine the likely reason.
# General Data Protection Regulation (GDPR)
Source: https://help.privy.com/docs/learn/compliance/gdpr
Learn more about this privacy act, how Privy addresses it, and best practices to stay compliant.
## What is GDPR?
The [General Data Protection Regulation (GDPR)](https://gdpr.eu/) is a European Union law that went into effect in May 2018. This privacy act gives consumers more control over the personal information that businesses collect and store about them. If you are looking for Privy's Data Processing Addendum, click [here](https://www.privy.com/data-processing-addendum).
**Note:** This article is provided as a resource to help you understand what Privy has done to assist its customers in their efforts to ensure GDPR compliance. This is not legal advice, and abuse or use of the Privy platform other than as described herein can still lead to non-compliance concerning GDPR. Your legal team remains the best resource for compliance advice for your specific situation as a data controller under GDPR.
## Key Takeaways
When utilizing Privy under GDPR, there are a few key areas to note:
1. GDPR is centered around processing, storing, using, transmitting, and deleting the personal information of EU citizens.
2. If consent is the basis for processing, the regulation requires that EU citizens take affirmative action to expressly consent to the specific use of their information.
3. If a customer asks, you will need to be able to share the personal information you have stored with them and be ready to delete that information in a timely manner.
## How Privy Addresses GDPR
Various updates have been made so that Privy is able to address the takeaways identified above:
* The Privy platform allows users, even those on the free plan, to handle their customer data in a GDPR-compliant manner. For example, Privy collects the opt-in timestamp, IP address, and display of each contact who registers through a Privy-powered form.
![Screenshot showing the data collected from a Privy signup]()
* Visitors to your site who are presented with a Privy form can only submit their personal information by intentionally typing it in and submitting the form. Our GDPR-friendly templates include consent text next to the form submission buttons for additional transparency.
![Screenshot of a Privy display with a disclaimer below the signup form]()
* Privy collects the opt-in timestamp, IP address, and display of each of your contacts who register through a Privy-powered form. This and any other collected analytics information are easily reviewable on the contact's profile.
![Screenshot showing how to delete a contact in Privy]()
If you need to respond to an individual’s deletion request, Privy makes it incredibly quick and easy for you to access that customer’s data in your Privy account and, if requested, delete it with the click of a button. If your customer would like a fully GDPR-compliant removal from Privy or has a different data subject request, please refer to [this article](https://help.privy.com/docs/learn/compliance/gdpr-ccpa-requests).
In addition to GDPR-compliant feature updates, Privy's [Terms and Conditions](https://www.privy.com/terms-of-service), [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), and [Data Processing Addendum](https://www.privy.com/data-processing-addendum) are available for you to review. These documents are maintained to ensure that Privy follows best practices and complies with any changes in legislation.
## Additional recommended actions
To provide the most transparency to your customers, consider adding a customized disclaimer to your forms stating what will occur following the signup. For example, by registering via your form, the contact agrees and understands that you will do any of the following:
* Store their contact info in your marketing database
* Send them marketing emails
* Track interactions with your website for your marketing displays.
If you would like to take things a step further, consider including an opt-in checkbox as part of your form so that contacts can explicitly and affirmatively consent to the collection and use of their personal data, as described above.
# How does Privy handle GDPR and CCPA Requests?
Source: https://help.privy.com/docs/learn/compliance/gdpr-ccpa-requests
Privy can help your business process compliant deletion, opt-out, and access requests.
Privy has a process for honoring data subject requests related to various compliance frameworks, including [CCPA](https://oag.ca.gov/privacy/ccpa) and [GDPR](https://gdpr.eu/). These frameworks entitle your contacts to more control of their personal information. The contacts subject to these frameworks have the right to request actions like:
* **Deletion**: The right of deletion gives contacts the ability to direct a business to delete or anonymize all of their personally identifiable information.
* **Opt-out**: The right to opt-out gives contacts the ability to direct a business not to sell their personal information to a third party.
* **Access**: The right of access gives contacts the ability to direct a business to provide all of the information that they have collected on them.
Typically, these requests must be processed within 30 days. That said, these rights are not absolute and can depend on the request's context, so it is essential to be familiar with your current business situation and local privacy laws. Learn more about Data Subject Access Rights by visiting our [Privacy Policy](https://www.privy.com/privacy-policy), [Terms & Conditions](https://www.privy.com/terms-of-service), and [Data Processing Addendum](https://www.privy.com/data-processing-addendum).
**Note:** These requests shouldn't be processed unless prompted by a contact. Additionally, while these features and resources are available from Privy, your legal team remains the best resource for advice concerning your specific compliance situation. If you're looking to remove your account information from Privy instead of contact information, check out [this resource](https://privy.helpscoutdocs.com/article/56-account-management-faq) instead.
## Deletion request
To request a permanent contact deletion:
* [Email Support](mailto:support@privy.com)
* Provide your email address. *It must be associated with a user in the Privy account.*
* Use "Compliance - Data Removal Request" as the subject line.
* In the request's description, please provide:
* The *Business Name* and *Website URL* are listed in your Privy account [here](https://dashboard.privy.com/settings/business-info).
* The email address of the contact you'd like removed.
* Select the **Submit** button.
Following the submission, all of the contact's personally identifiable information will be scrubbed within 30 days. While the contact's personal data will be deleted, anonymized analytics data will remain. For example, the contact's display views and revenue will continue to be reflected in your [Convert](https://dashboard.privy.com/campaigns) dashboard. Similarly, if you’ve sent emails to the contact, the analytics will still be reflected in the email performance reports (e.g., opens, clicks, etc.).
**Note:** When a contact is deleted, their display signups are also deleted. This removal is retroactive and will reduce the signup counts in your account.
## Opt-out request
To perform a compliant contact opt-out:
* [Email Support](mailto:support@privy.com)
* Provide your email address. It must be associated with a user in the Privy account.
* Use "Compliance - Opt-Out Request" as the subject line.
* In the request's description, please provide:
* The *Business Name* and *Website URL* are listed in your Privy account [here](https://dashboard.privy.com/settings/business-info).
* The email address of the contact you'd like to opt out of.
* Select the **Submit** button.
Following the submission, an opt-out identifier will be attached to the contact's profile within 30 days. If you return to the contact profile, an opt-out event will be present. The opt-out also removes the contact from all marketing activities to ensure the broadest level of compliance.
## Access request
To perform a compliant data access request:
* [Email Support](mailto:support@privy.com)
* Provide your email address. It must be associated with a user in the Privy account.
* Use "Compliance - Data Access Request" as the subject line.
* In the request's description, please provide:
* The *Business Name* and *Website URL* are listed in your Privy account [here](https://dashboard.privy.com/settings/business-info).
* The email address of the contact you'd like information on.
* Select the **Submit** button.
Following the submission, a request will be sent to Privy and processed within 30 days. Following this review, you will be emailed a collection of CSVs containing the contact's information.
## Additional questions
If you have any additional questions about this, please email our Compliance Team at [compliance\_team@privy.com](mailto:compliance_team@privy.com).
# Privy Compliance
Source: https://help.privy.com/docs/learn/compliance/overview
Discover how Privy enables your business' marketing messaging to comply with legal standards.
In a landscape where each channel has its own respective collection methods and legal standards, Privy strives to provide quality services that empower your business to be compliant while creating highly engaging messaging. Privy also strives to provide you with best practices so you can avoid high unsubscribe rates & spam complaints and focus on driving revenue & boosting engagement.
Start here to get a basic understanding on what marketing consent is, its importance, and how it impacts your contacts' reachability in Privy.
## Privy Email Compliance
Learn more about email marketing consent, subscriber eligibility and compliance best practices.
## Privy SMS Compliance
Learn more about toll-free numbers, SMS Consent, and compliance best practices.
## Data Compliance
Discover these important privacy acts and how they impact your marketing strategy and list management:
# Privy Email Compliance
Source: https://help.privy.com/docs/learn/compliance/privy-email-compliance
Everything you need to know about remaining compliant with email industry best practices.
Privy strives to provide quality services that empower our merchants to comply with legal standards and create highly engaging messaging. Below, the Compliance Team has outlined a few tips and tricks that further that mission. These guidelines will help you avoid high spam complaints, high unsubscribe rates and remain compliant with the email marketing industry's best practices.
## Prohibited Materials
Certain materials and content are prohibited from being sent via email. If you are using Privy Email, please ensure you follow our [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), as this is agreed upon in our [Terms and Conditions](https://www.privy.com/terms-of-service) when you first sign up for an account with Privy.
## Subscriber Consent
In terms of email marketing, having proper consent means that your mailing lists only contain individuals who provided their personal information (e.g., email address or phone number), with the expectation that they'll receive marketing communications as a result.
Obtaining consent is not only a recommendation but it is also required when you sign up for a Privy account and is listed in our Terms and Conditions.
### Why is proper consent important?
Not having proper permissions can result in higher spam complaints and less engaged subscribers. Higher spam reports can result in blacklisting and filtering, which leads to poor delivery rates. This situation will negatively impact both your business' reputation and Privy's email deliverability, which affects all of our customers.
To send emails to your contacts successfully while using Privy Email, you must ensure that your contacts have given consent to receive email marketing communication from your business.
### What type of consent is expected?
The permissions given can be implicit or explicit. It's important to understand the differences between these two types of consent, as laws such as [CAN-SPAM](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business), [CCPA](https://oag.ca.gov/privacy/ccpa), and [GDPR](https://gdpr.eu/) have changed the way customer data and communication are handled. The basic differences between the two are outlined in the graphic below, while a deeper dive into marketing consent is available in [this guide](/docs/learn/compliance/understand-marketing-consent).
![Graphic comparing the differences between implicit and explicit marketing consent]()
Choose how new contacts confirm consent on your displays in [Email Opt-In Methods](/docs/learn/contact-management/email-opt-in) and [SMS Opt-In Methods](/docs/learn/contact-management/sms-opt-in).
## Subscriber eligibility
A subscriber's email and text permissions determine whether or not they are reachable. Each is ultimately determined by the individual's previous interactions with your brand. An overview of the current subscriber permissions is available below, while a deeper dive into eligibility and reachability is available in [this guide](/docs/learn/deliverability/understanding-deliverability).
* **Mailable**: The contact is eligible to receive emails. A contact typically becomes mailable by submitting a form with the proper [consent](/docs/learn/compliance/understand-marketing-consent) or by being included in an [import](/docs/learn/contact-management/import-and-manage-contacts) designated for subscribed contacts.
* **Unsubscribed**: The contact is not eligible to receive emails. A contact becomes unsubscribed by opting out via the email preference link in your emails or being included in an [import](/docs/learn/contact-management/import-and-manage-contacts) designated for unsubscribed contacts.
* **Suppressed**: The contact is not eligible to receive emails because their email address is not valid, or Privy had trouble getting the server to accept the email (e.g., Hard Bounce).
* **Unset**: The contact has neither opted in nor opted out of receiving emails but will not be mailable until they have opted in. A contact typically becomes unset if they completed a purchase without also opting into marketing communications or were included in an import that is pending review by Privy's compliance team. Any newly imported contacts will remain in an unset status until approved.
## Subscriber Management
For imports to be approved, subscribers must be identified with the proper mailing permissions. See the List Hygiene section below for advice on list-cleanup.
### List Hygiene
List hygiene entails removing inactive (cold) email subscribers from your email campaigns and keeping your remaining list engaged (warm) with healthy email-sending habits.
**Why should you care?** This practice saves you money as you'll only be paying for and engaging with your active recipients. To keep your sending lists as clean and healthy as possible:
* Remove duplicate entries
* Delete fake email addresses or bots
* Delete email addresses that have bounced or marked your emails as spam
* Correct typos or other errors in email addresses as soon as possible
* Avoid sending emails to role-based addresses (e.g., admin@, support@, sales@, office@, marketing@). These addresses typically forward to groups of individuals, invalidating the unsubscribe function and violating the CAN-SPAM legislation.
* Ensure an address is still active and relevant by confirming its status regularly. You can reconfirm a contact's permission by having the contact sign-up again. A confirmation at least once every two years is recommended.
### Which lists will be rejected?
* Lists that do not contain proper mailing permissions or that contain mixed permissions.
* Lists that have been purchased, shared, rented, or appended to from a third-party.
* Lists containing mostly role, group, or transactional addresses (e.g., [sales@company.com](mailto:sales@company.com)).
* Lists containing mostly spam or bot addresses.
* Lists containing addresses from websites that have been scraped without consent.
* Any distribution or member-accessible lists, such as attendee lists, public directories, member associations, or voter directories where direct permission to email has not been provided
* Any list of social media contacts or connections where the contact has not explicitly requested your communications.
### Can I upload unsubscribed contacts?
Yes, and it's highly encouraged. Uploading unsubscribed contacts allows you to keep track of which contacts have unsubscribed and helps you make sure you don't accidentally send emails to those contacts. To import a list of unsubscribed individuals, please separate them from your subscribed contacts and import them in a separate CSV file. You can then select Unsubscribed as their subscription status during the *Status* step of the import process.
![Screenshot showing how to choose an unsubscribed status during a contact import in Privy]()
### Exporting Contacts
Knowing how to [export](/docs/learn/contact-management/export-contacts) a list of contacts also helps you maintain a clean database. Exports can be especially useful when maintaining contact permissions across multiple platforms or services.
## Compliance Best Practices
* **Set content expectations**. Have you conveyed what your subscribers should expect when signing up for your communications? A recipient is far more likely to mark an email as spam if it is not quickly recognizable and does not align with what they expected.
* **Set a mailing cadence**. Contacts who have not heard from you in a while may not remember signing up for your content or mailing lists. It's important to stay relevant while not over-communicating. Sending one or two bulk emails (e.g., Newsletters) a week is ideal for most Privy merchants.
* **Use contact segments**. You can target your audience with various segments and provide tailored emails based on the recipient's interests.
* **Avoid spammy habits**. While being marked as spam by a few recipients is almost a guarantee, there are steps you can take to ensure that your email avoids as many spam reports as possible.
If you have additional questions about Email and/or SMS Compliance, please don't hesitate to email us at [compliance\_team@privy.com](mailto:compliance_team@privy.com).
# SMS Compliance
Source: https://help.privy.com/docs/learn/compliance/privy-text-compliance
Everything you need to know about remaining compliant with SMS industry best practices.
Privy strives to provide quality services that empower our merchants to comply with legal standards and create highly engaging messaging. Privy takes compliance and subscriber messaging seriously — and you should, too.
We've put together this guide to make it easy for you to ensure your SMS/MMS marketing campaigns comply with U.S. laws and regulations, including the Telephone Consumer Protection Act (TCPA).
Consent is the cornerstone of SMS compliance. Unlike email marketing, where certain forms of implied consent might be acceptable, **SMS marketing requires explicit, written consent from your customers.**
## What is TCPA?
The Telephone Consumer Protection Act (TCPA) establishes mandatory requirements for businesses using SMS and MMS messaging for marketing communications. The fundamental requirement is clear: **businesses must obtain explicit written consent before sending automated marketing messages to consumers. This consent must clearly disclose the marketing nature of future communications, specify message types and frequency, and acknowledge that consent is not a condition of purchase.**
TCPA compliance requires maintaining comprehensive records of consumer consent, including when and how consent was obtained, along with proper documentation of opt-out requests. Businesses must implement clear opt-out mechanisms and immediately honor all consumer requests to discontinue communications. **Violations can result in significant penalties, including fines of \$500-\$1,500 per violation and potential class action litigation.**
For additional guidance, the Cellular Telecommunications Industry Association (CTIA) provides supplementary guidelines covering message frequency, content standards, and technical requirements. Organizations should consult legal counsel to ensure their SMS marketing programs fully comply with current TCPA regulations and industry standards.
In addition, several states including Arizona, Florida, Georgia, Maryland, Mississippi, Tennessee and Washington have passed 'Mini-TCPA' laws that are often more strict than the federal TCPA law.
It is your responsibility to ensure that when using Privy to send messages to consumers, you understand and are complying with all relevant TCPA regulations and compliance with laws imposed by other jurisdictions.
## Consent Requirements & Required Consent Language
Privy's text opt-in messages — for both [Single Opt-In and Double Opt-In](/docs/learn/contact-management/sms-opt-in) — include TCPA and CTIA-compliant consent language. We do not allow you to modify this consent language. If you are collecting SMS consent outside of Privy, ensure your consent statement is compliant across all opt-in points:
> "By providing your phone number, you agree to receive recurring automated marketing text messages from \[Company Name]. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Reply STOP to cancel. View our Terms of Service and Privacy Policy."
The language must be clearly visible before submission and cannot be hidden in scrollable text or behind links. Keep the font size legible and ensure the text contrasts with the background. While the exact wording may be adjusted for space constraints, all core elements (consent statement, frequency disclosure, opt-out information, and rate notice) must be preserved.
### Privacy Policy and Terms & Conditions
Your display's SMS Opt-In disclaimer must include links to your brand's Privacy Policy and Terms of Service. See the [Privacy Policy and Terms & Conditions section](/docs/learn/compliance/understand-sms-consent#privacy-policy-and-terms-conditions) on the SMS Consent guide for instructions.
## Opt-Out Language
Subscribers must be able to revoke consent at any time, and you must honor their opt-out requests. Replying **STOP** always unsubscribes a contact. Privy makes that option easy to find by adding opt-out instructions to messages by default.
By default, Privy appends **Reply STOP to opt out** to every campaign and flow SMS you send. In both the SMS campaign editor and the Flow builder's SMS node, the **Include opt-out instructions** checkbox controls this footer:
* **On (default):** Privy appends the standard opt-out footer to the outbound message. The auto-appended characters count toward the message's character and segment estimate.
* **Off:** Privy does not add the standard footer to the message.
Privy recommends including **Reply STOP to opt out** at least once a month or when sending multiple messages in one day. You are responsible for including opt-out language when required by law.
## Quiet Hours
In the US, quiet hours relate to guidance from the TCPA and FCC that suggests text messages should not be sent before 8:00 am and after 9:00 pm in the recipient's time zone. Some states such as Florida and Washington impose stricter requirements that mandate text messages only be sent between the hours of 8:00 am and 8:00 pm in the recipient’s time zone.
At Privy, we automatically enforce quiet hours of 8:00am to 8:00pm if we have the recipient's time zone information. If we do not have the recipient's time zone information, we conservatively only send when it would be a valid time in all continental US timezones (12:00pm ET to 8:00pm ET). This system helps ensure compliance while simplifying campaign management for merchants. All scheduled messages outside of permitted hours are automatically delayed until the next available sending window.
## SMS Import Compliance
If you are new to Privy, you may be able to upload a list of SMS subscribers you collected on another platform. **These subscribers need to have been collected in a TCPA-compliant manner in order to be uploaded into Privy.** Please note that by submitting a list for upload, you certify that you collected subscribers in a TCPA-compliant manner. If you're not sure, please consult your attorney.
To get started, read more about Importing and Managing Contacts.
## SHAFT Compliance + Prohibited Materials
SMS marketing compliance requires strict adherence to SHAFT guidelines, which prohibit content related to Sex, Hate, Alcohol, Firearms, and Tobacco. Carriers actively monitor messages and may block content that violates these restrictions. At this time, Privy is unable to support SMS marketing for brands who sell items that fall within any SHAFT category.
Brands that sell alcohol and adhere to specific CTIA requirements (including age-verifying both on the website and in the SMS thread) are able to promote their brand via SMS marketing.
Certain materials and content are prohibited from being sent via SMS. Please ensure you follow our [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), as this is agreed upon in our [Terms and Conditions](https://www.privy.com/terms-of-service) when you first sign up for an account with Privy.
## Blocked and Restricted Words in SMS Marketing
Discover restricted language that could lead to SMS delivery issues.
Some content categories are banned or restricted by carriers, who use keyword searches to monitor messages and sometimes catch unrelated ones by mistake. To help protect your deliverability, Privy maintains a curated list of words and phrases that are likely to trigger carrier filtering.
The SMS campaign editor and the SMS node in the Flow builder scan your message body for these terms as you type. When a match is found, a **Restricted content detected** notice appears under the message and in the editor header, listing the matched terms. While any term is matched, **Send**, **Schedule**, and **Save & Activate** are disabled — remove or rephrase the matched terms to re-enable them.
The match is case-insensitive and respects word boundaries, so common words that contain a restricted substring (for example, *classic* is not flagged for *ass*) won't trigger a false positive. Questions? Reach out to [support@privy.com](mailto:support@privy.com).
* 420
* 100MGs
* 2GMs
* 4/20
* A Voice for Men
* AC Skins
* Acapulco Gold
* ACT for America
* ACTBAC NC
* Affirmative Right
* Afghan Kush
* Alex R. Linder
* ALIPAC
* All Scripture Baptist Church
* Alliance Defending Freedom
* American Border Patrol
* American Christian Dixie Knights of the Ku Klux Klan
* American College of Pediatricians
* American Defense Skinheads
* American Family Association
* American Freedom Alliance
* American Freedom Defense Initiative
* American Identity Movement
* American Immigration Control Foundation
* American Nazi Party
* American Patriots USA
* American Public Policy Alliance
* American Renaissance
* Americans for Immigration Control
* Americans for Legal Immigration
* Americans for Truth About Homosexuality
* Antelope Hill Publishing
* Anthony A. Pierpont
* anti-muslim
* Arktos Media
* arousal
* Aryan Nations – Church of Jesus Christ Christian
* ATLAH Media Network
* Atomwaffen Division
* AZ Patriots
* Barnes Review
* beaner
* BeaSSt Productions
* Bible Believers Fellowship
* Billy Joe Roper II
* bitch
* Black Metal Cult Records
* Blood and Honour Social Club
* Blood River Radio
* blow job
* blowjob
* Blue Dream
* Bomb Islam
* boner
* boners
* bong
* boob
* boobies
* boobs
* booby
* Boyd D. Cathey
* Brass Monkey
* Bruce Alan Breeding
* Bryant Calvert Cecchini
* Bubba Kush
* Bureau on American Islamic Relations
* busty
* buttplug
* c-0-c-k
* C-FAM
* c.0.c.k
* c.o.c.k
* c0ck
* Californians for Population Stabilization
* cameltoe
* Campus Ministry USA
* CandyLand
* Cannabinoids
* cannabis
* cannabis
* Cannabutter
* Carolynyeager.net
* CBD
* CBD
* Chalcedon Foundation
* Charles J. Juba
* Charles Martel Society
* ChemDog
* chinc
* chincs
* ching chong
* chink
* Christ the King Reformed Church
* Christian Action Network
* Christian Revival Center
* Christogenea
* Chronic
* Church Militant
* Church of Israel
* Church of the Ku Klux Klan
* Church of the National Knights of the Ku Klux Klan
* Citizens for National Security
* cl1t
* Clayton R. Douglas
* clit
* clitoris
* clitorus
* clits
* cock
* Colchester Collection
* Colorado Alliance for Immigration Reform
* Committee for Open Debate on the Holocaust
* Concentrates
* Concerned Christian Citizens
* Confederate 901
* Confederate Hammerskins
* coon
* coonass
* Council of Conservative Citizens
* Counter Jihad Coalition
* Counter-Currents Publishing
* Covenant People’s Ministry
* cracker
* Creativity Alliance
* Crew 38
* Cultures in Context Incorporated/Turning Point Project
* cummin
* cumming
* cumshot
* cumshots
* cumslut
* cunilingus
* cunnilingus
* Cursus Honorum Foundation
* D. James Kennedy Ministries
* d1ck
* d1ildo
* d1ld0
* Dab
* Dab Rig
* dabbing
* Dabs
* Dagga
* Daily Stormer
* David Horowitz Freedom Center
* David Lane
* David Martin Pringle
* dawgie-style
* Devil’s Lettuce
* devils lettuce
* DHL
* diddle
* Die Auserwahlten
* dike
* dildo
* Dixie Republic
* DNVF Records
* doggie-style
* doggy-style
* Doobie
* Dosage
* Dronabinol
* Drugs
* Dustin Inman Society
* dyke
* East Coast Knights of the True Invisible Empire
* Edgar J. Steele
* Edible
* edibles
* Edibles
* Edibls
* ejaculate
* Elisha H. Strom
* erection
* Erich J. Gliebe
* erotic
* Euro Folk Radio
* Exalted Knights of the Ku Klux Klan
* Exodus/Americanus
* explode
* f-buddy
* f-u-c-k
* f.u.c.k
* f\*ck
* fack
* fag
* fagg
* fagged
* faggit
* faggot
* fagot
* fags
* faig
* faigt
* Faith Baptist Church
* Faithful Word Baptist Church
* Family Research Council
* Family Research Institute
* Family Watch International
* featherwood
* Federation for American Immigration Reform
* FEDEX
* felch
* felcher
* felching
* fellate
* fellatio
* nFellowship of God’s Covenant People
* feltch
* Fight White Genocide
* fire works
* fireworks
* Firm 22
* First Works Baptist Church
* fisted
* fisting
* fisty
* Fitzgerald Griffin Foundation
* Florida Family Association
* Floridians for Immigration Enforcement
* Folkish Resistance Movement
* Folks Front
* Fortress of Faith
* Foundation for Advocating Christian Truth
* Foundation for Economic Liberty, Inc.
* FPOG
* Fruity Pebbles
* fuck
* fucked
* fuckin
* fucking
* fuk
* fvck
* fxck
* g-spot
* G416 Patriots
* Ganja
* gigolo
* Glasov Gang Productions
* Global Faith Institute
* Global Minority Initiative
* Global Patriot Radio
* GLP
* GLP-1
* goatfucker
* Golden Goat
* Golden State Skinheads
* gook
* gooks
* Gordon Lee Baum
* Gorilla Glue
* Grams
* Granddaddy Purple
* green crack
* gspot
* gummies
* Gummies
* Gummiez
* Gummy
* H.L. Mencken Club
* hammerskins
* handjob
* Harold C. Turner
* Harold Ray Redfeairn
* Hash
* Hash
* Hash Oil
* Hashish
* Heirs to the Confederacy
* Help Save Maryland
* Hemp
* HFFH
* High Times
* hitler
* Honorable Sacred Knights of the Ku Klux Klan
* HopHead
* horniness
* horny
* HSN
* humping
* Hydroponic
* hymen
* Identity Dixie
* Illinois Family Institute
* Immigration Reform Law Institute
* Imperial Klans of America of the Ku Klux Klan
* Independent History & Research
* Indica
* Institute for Historical Review
* International Conservative Community
* International Keystone Knights of the Ku Klux Klan
* International Organization for the Family
* Irie
* ISD Records/NS88 Video
* J. Miichael Hill
* j3rk0ff
* James P. Wickstrom
* jap
* japs
* Jays
* Jean Carlos Migar
* Jean-Philippe Rushton
* JeanCarlosMigar
* Jeffrey S Schoep
* jerk0ff
* jerkoff
* Jihad Watch
* jiz
* jizm
* John Thomas Cripps
* Joint
* Joints
* Kenneth J. Schmidt
* Keystone United
* Kief
* Kief
* kike
* Kingdom Identity Ministries
* KKK
* klan
* Knights of the Ku Klux Klan
* kooch
* kooches
* kootch
* Koschertified?
* ku klux klan
* Kush
* Kush
* kushagram
* KUSHRUSH
* kushzone
* kyke
* LA Confidential
* labia
* lakush
* Last Chance Patriots
* League of the South
* Legal Immigrants for America
* Legion of St. Ambrose
* Lemonati
* Liberty Baptist Church
* Liberty Counsel
* Liquid Concentrates
* livesex
* Loyal White Knights of the Ku Klux Klan
* Magical Butter
* Malik Zulu Shabazz
* marijuana
* Mark E. Weber
* Mass Resistance
* masterbate
* masterbating
* masterbation
* masturbate
* masturbating
* Maui Wowie
* Meds
* Melody Mackey LaRue
* MGs
* Micetrap Distribution
* Milligrams
* Mission to Israel
* Mission: America
* mmj
* Moon Rocks
* Moonkrieg Division
* MoonRocks
* Morris L. Gulett
* MSR Productions
* munchies
* Narvana
* Nation of Islam
* National Alliance
* National Justice Party
* National Policy Institute
* National Reformation Party
* National Social Club
* National Socialist Charitable Coalition
* National Socialist German Workers Party
* National Socialist Liberation Front
* National Socialist Movement
* National Socialist Order
* Nationalist Women’s Front
* Nazi
* nazism
* nneo-confederate
* neo-nazi
* New Albion
* New Century Foundation
* New Jersey European Heritage Association
* New Order
* nig
* nigger
* niggie
* niglet
* Ninja Fruit
* nipple
* Noble Klans of America
* nooky
* Nordic Order Knights of the Ku Klux Klan
* Northern Lights
* Northwest Front
* Northwest Hammerskins
* NS Publications
* NSC 131
* Nuggets
* Nugs
* nympho
* Occidental Dissent
* Occidental Observer
* Occidental Quarterly
* oral sex
* Order of the Ku Klux Klan
* Oregonians for Immigration Reform
* orgasm
* orgasmic
* orgasms
* orgies
* orgy
* Our Fight Clothing
* Our Place Fellowship
* OZ
* Pacific Justice Institute
* Pakalolo
* paki
* Palm Mincer
* Paris OG
* Pass the Salt Ministries
* Patriot Front
* Patriotic Brigade Knights of the Ku Klux Klan
* Patriotic Dissent Books
* Patriots Flags
* Paul Hall Jr.
* PB Breath
* Peak
* peckerwood
* penis
* Peptide
* Peptides
* permafrost
* Pilgrims Covenant Church
* Pineapple Express
* Pipe
* Political Cesspool
* Political Islam
* porn
* porno
* pornography
* pot
* Pot
* Pothead
* Pray in Jesus Name Project
* Pre Roll
* Pre Rolls
* Pre-Roll
* Pre-Rolls
* Preroll
* Prerolls
* private reserve
* Probe Ministries
* ProEnglish
* prostitute
* proud boys
* pu\$\$y
* Public Advocate of the United States
* Puffco
* Purple Berry
* purple haze
* Purple Punch
* PurpleKush
* PurplePunch
* pussy
* puto
* pvssy
* PzG Inc.
* Racial Nationalist Party of America
* Radio Jihad
* Radix Journal
* raghead
* RAHOWA
* rape
* razor og
* Real Republic of Florida
* Realist Report
* Rebel Brigade Knights True Invisible Empire
* rectal
* rectum
* rectus
* Red Ice
* Red-Green Axis Exposed
* redneck
* reefer
* Reform the States
* Refugee Resettlement Watch
* Remembrance Project
* Renaissance Horizon
* Resin
* Respect Washington
* Rev. Michael D. Bray
* Revival Baptist Church
* Revolt Through Tradition
* Right Brand Clothing
* Rise Above Movement
* Rise Align Ignite Reclaim
* roach
* roach clip
* Rocks
* Ron G. Wilson
* Ronal G. Dogget
* Ronald W. Edwards
* Rural Nexion
* Ruth Institute
* Sacred Truth Publishing & Ministries
* Samuel Jared Taylor
* Samuel T. Francis
* San Diegans for Secure Borders
* sand nigger
* Sativa
* Save California
* Scott Lively Ministries
* Scott-Townsend Publishers
* Scriptures for America Worldwide Ministries
* scrotum
* Sea Jay Foundation
* Semaglutide
* semen
* sex
* sexcam
* sexting
* sexual
* sexually
* Sharia Crime Stoppers
* Shater
* Shatr
* Shatter
* sheboon
* Shieldwall Network
* shisha
* Shoebat Foundation
* skinbyrd
* skinhead
* Skunk
* slut
* smoke
* smoker
* Social Contract Press
* Soldiers of Odin
* Sour Diesel
* Southern Cultural Center
* sperm
* spic
* spick
* spik
* spiks
* spliff
* St. Michael’s Media
* Stedfast Baptist Church
* Steven J. Wiegand
* stiiizy
* stoned
* stoner
* STOOOOP
* STOP JUNK
* Stop:hand:️
* Stormfront
* Straight Arm Media
* Straight Way and More
* Strain
* Strains
* Strong Hold Baptist Church
* sudaca
* Super Silver Haze
* Sure Foundation Baptist Church
* swastika
* taffy
* testicle
* Texans for Immigration Reduction and Enforcement
* THC
* THC
* The Base
* The Green Brigade
* The Realist Report
* The Right Stuff
* Third Reich Books
* Thomas J. Martin
* Thomas L. Metzger
* Thomas More Law Center
* threesome
* Tightrope Records
* tit
* titfuck
* titi
* tits
* tittiefucker
* titties
* titty
* tittyfuck
* tittyfucker
* TMW
* TMW Cartridge
* toke
* toker
* Tom Brown Ministries
* touch her
* True Light Pentecost Church
* Truth in Love Project
* Truth in Textbooks
* Understanding the Threat
* United Families International
* United Klans of America
* United Northern and Southern Knights of the Ku Klux Klan
* United Riot Records
* United Skinhead Nation
* United West
* UPS
* USPS
* vagina
* Valley meds
* Vanguard News Network
* Vanguard Productions
* vape
* vapes
* vaporize
* VDARE Foundation
* Verity Baptist Church
* Victor J. Gerhard
* Vinlanders Social Club
* Vinlandic Werwolf Distribution
* Volcano Vaporizer
* voyeur
* vulva
* W\.A.R./P.F.R.
* wake and bake
* wang
* Warriors for Christ
* water pipe
* Wayne C. Lutton
* weed
* Weed
* weedmaps
* weedrive
* Westboro Baptist Church
* Western Hammerskins
* wetback
* White Aryan Resistance
* White Christian Brotherhood
* white nationalism
* White Plains
* white power
* White Rabbit Radio
* white separatism
* white supremacy
* white trash
* White Widow
* Wiliiam A. White
* Will2Rise
* Winter Solace Productions
* World Congress of Families
* Yusuf Shabazz
* Zig Zag
* zigzag
## Compliance Best Practices
* **Ensure clear consent language and process**. Clearly display TCPA and CTIA-compliant opt-in language wherever you collect SMS marketing consent. Do not pre-check boxes on opt-in forms.
* **Set content expectations**. Have you conveyed what your subscribers should expect when signing up for your communications? A recipient who provided explicit marketing consent may unsubscribe or report a violation if it is not quickly recognizable and does not align with what they expected.
* **Quickly honor any and all opt-out requests.**
* **Avoid spammy habits and deceptive, unwanted or illicit content in your messages**. Never send messages promoting illegal goods or services, misleading offers, or excessive caps/punctuation. Keep messaging frequency reasonable and stick to your stated purpose.
* **Make sure your company/brand is easily identifiable within messages.**
If you have any additional questions about SMS and/or Email Compliance, please don't hesitate to email our team at [compliance\_team@privy.com](mailto:compliance_team@privy.com).
# Changes Coming to the Texas Business and Commerce Code
Source: https://help.privy.com/docs/learn/compliance/texas-commerce-code-update
Learn how changes to Texas law impact SMS marketing.
Recently, the state of Texas amended their commerce laws to apply to text messages sent by businesses. Continue reading for more information.
**Note:** These updates do not apply to businesses that send marketing texts to customers who have already provided consent. That being said, **if you already use Privy or Emotive for your SMS Marketing, you are already compliant with Texas SB 140** and do not need to take any further action.
## Important Updates
The Texas Business and Commerce Code previously only applied to voice telephone communication. Recently, the law expanded to include text messages as well. This change went into effect on **September 1, 2025**.
On September 26, 2025, the Texas Attorney General's office stated that this change does not apply to businesses that send marketing texts only to customers who have provided consent. [We encourage you to read more about this clarification here.](https://www.privy.com/blog/texas-sb-140-sms-marketing)
### What does this mean for my business?
If you currently use Privy or Emotive forms to compliantly collect phone numbers and market to those customers, you’re already compliant with SB 140.
For users of other platforms, make sure your SMS program:
* Obtains clear consent before sending marketing messages
* Honors opt-out requests
* Follows standard industry practices for consent-based messaging
You can also consult legal counsel and/or review the new Texas Business and Commerce Code below to determine whether or not these updates apply to you:
* Link to the current law: [*Texas Business and Commerce Code § 302.001, et seq.*](https://statutes.capitol.texas.gov/docs/BC/htm/BC.302.htm)
* Link to the amendments going into effect on September 1, 2025: [S.B. 140](https://capitol.texas.gov/tlodocs/89R/billtext/html/SB00140F.HTM)
## Next Steps
If you do not use Privy or Emotive, please review your SMS marketing practices to determine whether or not these changes apply to your business. In the case they do, we recommend speaking with a qualified legal counsel to determine any additional next steps.
**Note:** The following updates are meant to be informational and educational. They are not intended as legal advice. Please consult with qualified legal counsel to ensure that your business is staying compliant, if needed.
If you have any questions, you can also contact the [Texas Secretary of State](https://www.sos.state.tx.us/statdoc/faqs3400.shtml) for further guidance.
# Toll-Free Message Verification
Source: https://help.privy.com/docs/learn/compliance/toll-free-verification
The first step towards getting your SMS marketing up and running at Privy.
**If you are using Privy Text, you are required to register and get approved for a toll-free number before you're eligible to send text messages via Privy.** If you’re on a plan with SMS marketing and are noticing that SMS features are disabled in your account, it’s likely that your toll-free message verification is still under review.
**Note:** [Privy Text](https://www.privy.com/) messages can only be sent to numbers registered in the United States and Canada (+1 country code) at this time. Your business/industry must also not conflict with any of the content restrictions outlined in Privy's [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy) to send messages.
**Subaccounts:** If you operate Privy [subaccounts](/docs/learn/account-settings-and-billing/account-settings/subaccounts), each subaccount must complete its own Toll-Free Verification independently. The parent account's verification doesn't carry over.
## What is Toll-Free Message Verification?
Toll-Free Message Verification refers to a process that allows businesses to send application-to-person (A2P) type messaging via toll-free phone numbers.
The toll-free messaging verification process was put in place as a result of a collaboration between The Campaign Registry (TCR), a consortium of mobile network operators, including Verizon, T-Mobile, and AT\&T. TCR has introduced industry standards that now require toll-free numbers to be registered and vetted before they can be used for SMS marketing.
### Benefits of the process
Toll-Free Messaging provides benefits for brands and consumers:
Toll-free messaging verification requirements are in place to eliminate bad actors and spam from the SMS marketing ecosystem and ensure the trust of consumers. By enforcing stricter verification processes, consumers can trust that their SMS inboxes are being protected from spam and fraud schemes.
Toll-free numbers are recognized as belonging to a business, which gives consumers confidence that they’re engaging with a business or brand. This reduces the chances of consumers unsubscribing or reporting your message as spam, which makes your messages less likely to be filtered by carriers.
Toll-free numbers are ideal for high-volume and promotional messages like sale reminders, back-in-stock alerts, limited-time offers, and more. This means that you can send more text messages without worrying about delayed delivery or processing times.
## What is a Toll-Free Number?
Toll-free numbers are those that start with 800, 888, 877, 866, 855, 844, or 833 numbers like +1 (800) 968-00xx. Toll-free numbers are great for businesses new to SMS marketing as they give your brand a professional phone number to send text messages. As the SMS marketing industry has evolved, Toll-Free Messaging has become the industry standard due to its ability to support high-volume messaging often associated with SMS marketing. Toll-free messaging is a system that outlines how applications like Privy send text messages to your customers on your behalf. Privy Text uses toll-free numbers so users can send marketing text messages.
### Verified vs. Unverified Toll-Free Numbers
**Verified**
Businesses can have (1) verified toll-free number associated with their brand.
To be verified, a toll-free number must go through an application process to be approved by wireless carriers. Once approved, the toll-free number will be associated with that specific business and the number will be recognized as ‘verified’ by wireless carriers.
**Don't collect phone numbers or send text messages until your toll-free number is verified.** You can design your displays and draft your SMS campaigns and Flows, but don't publish or activate them until your number is verified.
Phone numbers collected on a published display before verification are not textable, and they **won't become textable after your number is approved** — those contacts have to opt in again through a published display once you're verified.
**Unverified**
Unverified toll-free numbers are those that are:
* Pending verification, meaning that the number is currently undergoing the verification process
* Not verified, meaning that the number was rejected for verification
**Note:** Not all organizations qualify for toll-free message verification. Privy Text does not support SMS marketing for industries restricted by wireless carriers as certain materials and content are prohibited from being sent via SMS. If you are using Privy Text, please ensure you follow our [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), as this is agreed upon in our [Terms and Conditions](https://www.privy.com/terms-of-service) when you first sign up for an account with Privy.
Your website must be live for your toll-free number to be verified. **If your toll-free verification request is rejected, a member of the Privy team will contact you to resubmit your request to our carrier partner.** You can also [email Support](mailto:support@privy.com) if you have any questions about the status of your application.
If your number has been rejected for verification, you will not be able to send any messages or collect phone numbers that are textable in Privy.
## How to submit your application
The first time you attempt to create a text message (abandoned cart texts, after sign up texts, or campaigns), the below modal will appear. Please ensure all fields are complete and accurate, then submit the form. Once your registration is submitted, the toll-free message verification process will begin.
The following information is required, you will not receive a toll-free number unless you provide it:
* Legal Business Name
* Doing Business As (DBA) name, if different from your legal name
* The business owner’s first and last name
* Business email address
* Business phone number
* Business Type
* Business Registration Type
* Business Registration Number (EIN)
* Business Registration Issuing Country
* Business’s billing address (street, city, state, zip code, country)
If you select a country that toll-free registration does not support for your use case, the form surfaces a warning before you submit — adjust your selection or contact [Support](mailto:support@privy.com) if you are unsure.
![Screenshot showing the Toll Free Verification modal in Privy]()
### What is an EIN?
An Employer Identification Number (EIN) is a unique number that identifies your organization to the Internal Revenue Service — [learn more about EIN here](https://www.irs.gov/charities-non-profits/employer-identification-number).
Starting February 17, 2026, all new toll-free verification applications require US-based businesses to submit their EIN. This change is to ensure message legitimacy, improve deliverability, and decrease spam by showing that messages originate from a registered business entity and are compliant with opt-in expectations and content policies.
Canadian-based businesses without an EIN can register by selecting **Sole Proprietor** as their *Business Type* on the registration modal.
**What happens after I submit my application?**
Once your registration is submitted, your toll-free number for SMS marketing is put in a ‘pending’ state while your registration details are verified. The toll-free message verification process typically takes approximately 1-2 weeks, though it may take longer if the initial verification request is rejected due to insufficient business information.
Please note that your business' website must be live throughout the entire verification process.
**While you are in a 'pending' state, your toll-free number is considered ‘unverified’ and your access to Privy’s SMS marketing features are limited:**
Any phone numbers collected with Privy displays while your verification is pending will not be considered textable, and won't become textable once your number is approved — those contacts have to opt in again through a published display after verification.
You will not be able to send or schedule SMS Campaigns.
You will not be able to activate SMS Flows.
When your verification status is set to ‘**Verified**,’ you will be able to access the features outlined above to begin collecting textable phone numbers and sending text messages.
## Checking your verification status
To check on your verification status:
1. Head to your **Settings** in the lower left corner of your dashboard.
2. In the left navigation, select [Sender Number](https://dashboard.privy.com/settings/text-settings) under your **Text Settings**.
Your verification status will appear at the top of this page and indicate whether or not you are approved to start sending texts.
### Pending Status
**What can I do while my verification is in 'pending' status?**
While you await verification for your Toll-Free number, Privy Text features will be limited in your account. That said, we recommend getting your account ready so you can hit the ground running once you’re verified:
* Design displays to collect phone numbers
* Draft your After Signup Text
* Draft your Abandoned Cart Text Message
* Draft your first SMS campaign
### Approved Status
**What should I do once my verification is approved?**
It’s best to start sending text messages with your toll-free number soon after being approved. Carriers expect SMS marketing programs to be active and consistently messaging subscribers. If there is a long pause of multiple weeks between your toll-free number being verified and sending your first message, carriers may revert your status back to unverified and filter your message.
### Rejected Status
There are a few common reasons why verification requests may be rejected:
Wireless carriers have additional restrictions for certain types of brand and part of the verification process includes checking your site for any prohibited content (often referred to as SHAFT). SHAFT refers to sex, alcohol, firearms, and tobacco, including CBD. Carriers block or filter text messages that contain SHAFT content to protect consumers, especially underage consumers, from being exposed to SHAFT products and marketing. *At this time, Privy is unable to support SMS marketing for brands who sell items that fall within any SHAFT category.*
If your product catalog is not published, your Toll-Free verification request may be denied. Similarly, online stores that are still being built may have their verification request rejected by carriers if the website or product catalog appears incomplete.
Your Toll-Free verification request may be denied if your business’ website is not yet live or is password protected because this prevents your site from being reviewed by audit teams. You can expect your verification request to remain rejected until your site is live and can be fully audited.
If your toll-free verification request is rejected, a member of the Privy team will contact you to resubmit your request to our carrier partner, if possible.
## Additional Support
If you have any additional questions about this process and/or your verification status, please reach out to our Support Team directly at [support@privy.com](mailto:support@privy.com) to get assistance.
# Understanding Marketing Consent
Source: https://help.privy.com/docs/learn/compliance/understand-marketing-consent
Learn the importance of collecting implicit or explicit consent for marketing communication.
An **opt-in** is generally defined as a situation where customers provide their personal information (e.g., email address or phone number) to an organization with the expectation that they'll receive marketing communications as a result. The consent given can be implicit or explicit. It's important to understand the differences between these two types of consent, as laws such as [CAN-SPAM](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business), [CCPA](https://oag.ca.gov/privacy/ccpa), and [GDPR](https://gdpr.eu/) have changed the way customer data and communications are handled.
## Implicit consent
Implicit consent is given when individuals provide their information for a business purpose but have not explicitly stated that they want to receive marketing communications. For example, a customer may fill out a "Contact Us" form or complete a purchase through your store.
## Explicit consent
Explicit consent is given when you ask an individual for permission to send them marketing materials, and they agree. The future recipient must manually opt-in by taking action. The submission of a form that includes an email address or phone number field is not sufficient for explicit consent. However, the inclusion of an unchecked checkbox that the individual must click is acceptable.
### Collecting explicit consent for email
Privy supports an optional email opt-in checkbox that allows a customer to provide explicit consent for email communications when paired with the email field. For compliance reasons, the checkbox should be optional and unchecked by default.
See [Email Opt-In Methods](/docs/learn/contact-management/email-opt-in) for how Single Opt-In and Double Opt-In work in Privy and where to choose between them on a display.
### Collecting explicit consent for text
Privy supports an optional text opt-in checkbox that allows customers to provide explicit consent for text communications when paired with the phone field. Any display that includes an opt-in text field will default to display the *Disclaimer text only*, which will set expectations about receiving future communications from your store. However, explicit consent would require the *Disclaimer text with a checkbox* to be selected under the *Format* options.
![Screenshot showing Privy's mandatory consent disclaimer text]()
To learn more about SMS consent and the available [opt-in methods](/docs/learn/contact-management/sms-opt-in), see [this dedicated resource](/docs/learn/compliance/understand-sms-consent).
## Consent and Imports
A contact's consent is implied when importing contacts as subscribed [via a spreadsheet](https://s3.amazonaws.com/privy.com/support/example_privy_import.csv).
## Consent's impact on reachability
Privy recommends obtaining explicit consent, regardless of your local regulations, as it provides you (the sender) more protection concerning privacy and compliance regulations. Additionally, it provides transparency for your customers (the recipient) concerning their future relationship with your marketing communications. That said, it is not required for all channels, so it is important to understand how Privy approaches each sign-up scenario:
![Table showing the different reachability statuses per channel and requirements]()
Ultimately, a sign-up event makes an individual mailable or textable unless the contact is suppressed or explicit consent was asked for and not provided. Contacts with the 'unset' state have neither opted in nor opted out of receiving emails and will not be mailable or textable until they've opted-in. Learn more about Privy's [reachability statuses](/docs/learn/contact-management/understanding-reachability).
**Note:** A lack of consent in a sign-up event is not treated the same as revoking consent. A contact who is already mailable/textable won't become unmailable/untextable if they fail to check future opt-in checkboxes.
# Understanding SMS Consent
Source: https://help.privy.com/docs/learn/compliance/understand-sms-consent
Learn how your business can grow your SMS List in a compliant manner.
SMS marketing is a highly regulated medium, so we’ve prepared this article to make sure that you understand all the requirements needed to collect textable phone numbers from your clients in a compliant manner, and answer any questions you might have around consent.
**Before we get into the details, make sure that you:**
Are subscribed to Privy's Growth Plan, which includes access to all our SMS features.
Have already registered for your toll-free number and been approved.
Will only be collecting and sending messages to numbers in the United States and Canada (+1 country code)
## How do I collect SMS contacts?
At this time, the only way to collect SMS Contacts at Privy is to have them sign up via a Privy display. The display must include a phone number field and our SMS Opt-In legal disclaimer. Privy Convert Displays are included in your Growth Plan subscription.
To add a phone number field and SMS Opt-In legal disclaimer, you can either:
1. [Create a new display and select a template that Collects SMS Subscibers](https://help.privy.com/docs/learn/displays/create-a-display#choose-a-template)
2. [Add a new phone number form field](https://help.privy.com/docs/learn/displays/form-fields-and-elements#form-fields)
3. [Add a new phone number collection step](https://help.privy.com/docs/learn/displays/create-a-display#add-and-delete-steps)
Once a contact signs up, their path to becoming textable depends on the display's [SMS Opt-In setting](/docs/learn/contact-management/sms-opt-in). By default, contacts must complete the Double Opt-In process by replying 'Y' to a confirmation text. You can also switch a display to Single Opt-In to make contacts textable immediately on submission.
### Privacy Policy and Terms & Conditions
You must update the links in your display's SMS Opt-In disclaimer to match your brand's Privacy Policy and Terms of Service.
To do this, click directly on the SMS Opt-In disclaimer element in your display, and then paste your brand's Privacy link and Terms link in the fields on the right:
![Screenshot showing the Privacy and Terms link fields on the right side of the display builder]()
At this time, these links must be updated individually for any of your displays that are collecting SMS Consent.
## How does SMS Double Opt-In work?
To become a textable contact on your list, your contact must complete both parts of the Double Opt-In process:
Signed up on a Privy display with their phone number and the SMS Opt-In legal disclaimer present.
Replied 'Y' to the Double Opt-In message they receive immediately after signing up.
Here's what the Double Opt-In message from your business will look like:
![Example of a Double Opt-In text message from Privy]()
Once the contact replies 'Y', they will officially be a textable contact on your list + receive all your messages moving forward!
If a contact does not reply 'Y', they will not be textable.
## How do contacts Unsubscribe and/or Resubscribe?
To unsubscribe, contacts can reply **STOP** to any message from your toll-free number. By default, Privy includes **Reply STOP to opt out** at the end of every campaign and flow SMS. You can turn off the auto-appended footer for an individual message with the **Include opt-out instructions** checkbox.
Privy recommends including the opt-out instructions at least once a month or when sending multiple messages in one day. You are responsible for including opt-out language when required by law. See [Opt-Out Language](/docs/learn/compliance/privy-text-compliance#opt-out-language) for details.
![Example of an unsubscribe text message]()
To resubscribe, a contact can either reply UNSTOP or START to your toll-free number's messages.
![Example of a text message opting back into marketing messages]()
They can also sign up on one of your displays again. They may or may not need to complete the Double Opt-In process again.
## FAQ
**Can I send text messages to anyone that gives me their phone number?**
*No. You can only send text messages to contacts who have given you explicit consent to receive marketing text messages. For sign-ups on a Privy display, consent is captured through one of Privy's [SMS opt-in flows](/docs/learn/contact-management/sms-opt-in); for contacts brought into Privy another way (for example, imported with pre-existing consent), you're responsible for ensuring the consent was collected in a TCPA-compliant manner.*
**Can I send text messages to contacts that opted-in to receive emails from me?**
*No, email consent is separate from SMS consent and must be collected through its own opt-in flow on a display. Privy supports both [Single Opt-In and Double Opt-In](/docs/learn/contact-management/sms-opt-in) for SMS sign ups.*
**Am I required to have an opt-in checkbox on my displays to collect SMS consent?**
*No, a checkbox is no longer required for SMS consent. You still have the option to add one if you'd like.*
**Can I import textable phone numbers to my Privy account?**
*If you have existing textable contacts, you can import them via spreadsheet. They need to have been collected* *in a TCPA-compliant manner. Please note that by submitting a list for upload, you certify that you collected subscribers in a TCPA-compliant manner. If you're not sure, please consult your attorney.*
# Email Opt-In Methods
Source: https://help.privy.com/docs/learn/contact-management/email-opt-in
Choose how contacts confirm consent to receive email from your displays.
Privy supports two email opt-in methods on every display that collects an email address: **Single Opt-In** and **Double Opt-In**. The method is set per display in **Advanced Settings → Email Opt-In**.
## Single Opt-In
The contact submits the display and is immediately added to your mailable list — no additional confirmation step.
Single Opt-In is the default setting for every Privy template.
## Double Opt-In
Double Opt-In offers an extra confirmation step to verify each email address that signs up for your list. When this setting is enabled, contacts who sign up via your display will automatically receive a follow-up email with a link to confirm their email subscription.
### Double Opt-In vs. Single Opt-In
Unlike Single Opt-In, where visitors provide their email address through a display and are immediately added to an email list, Double Opt-In adds an additional layer of protection between the signup event and any future messaging. This extra protection helps prevent fake email addresses or contacts who aren't that interested in your emails from joining your mailing list.
![Graphic illustrating the difference in process between single and double opt-in]()
### Benefits
Double Opt-In has a few stand-out benefits compared to Single Opt-In:
A double opt-in process helps to ensure that your list has only valid email addresses. New subscribers must click "confirm" in the confirmation email to be added to your contact list. This additional step prevents issues related to typos in the signup form, or visitors submitting email addresses that don't belong to them.
Additionally, if you have contacts who sign up but are only vaguely interested in your content, they might not be willing to confirm their subscription. Contacts like this won't do you any favors in the long run. Instead, you'll spend time and energy trying to re-engage someone who was never really interested in your business or email campaigns.
Compliance frameworks like GDPR don't require double opt-in, but it is considered a best practice. Double opt-in makes it easy to show that a contact knowingly opted in by clicking to verify their email address. It's also helpful to have extra protection from someone submitting someone else's email address without their knowledge.
The double opt-in process helps ensure that your list is of the highest quality by establishing that the confirmed contacts are real and interested. Hard bounces due to email spam traps and fake addresses hurt your email-sending reputation the most. Removing fake addresses means you are unlikely to get an alarming number of hard bounces when sending campaigns.
Meanwhile, the confirmation of a contact's interest means that they'll be more likely to engage (e.g., open or click) with your emails and less likely to unsubscribe or mark your messages as spam. Major email clients, such as Google's Gmail, track how recipients interact with emails from your domain. If the interactions with your messages are good, then additional emails from your domain will land in the recipient's inbox without issue. At the same time, negative or low interactions with your messages will increase the likelihood that they are suppressed or filtered to spam.
### Double Opt-In's Impact on Contacts
**What happens if a contact does not confirm their subscription?**
Suppose a visitor submits a display on your site with Double Opt-In enabled but fails to confirm their status in the double opt-in message. In that case, Privy creates a profile with the provided information (e.g., Name, Email, etc.) from the display submission and applies an "*unset: not mailable"* email permission to the profile. This permission means the contact won't be able to receive messages from you, including after signup or welcome series emails, until they confirm their status.
That said, the contact can still be shown a specific display using audience targeting. Their ineligibility for emails does not affect the information associated with their profile and cookie.
![Screenshot showing the unset status of a contact who signed up for a double opt-in display without confirming their signup]()
**How does Double Opt-In impact existing contacts?**
When Double Opt-In is enabled, contacts who have already signed up for a display using the Single Opt-In setting will remain mailable. The Double Opt-In process will only apply to new contacts.
**What if a customer asks me to opt in for them on their behalf?**
You are unable to manually opt for a customer to be added to your mailing list. If a customer expected to receive your emails but missed the double opt-in message, they should:
1. Search their inbox for the original opt-in message, including any promotional or spam folders specific to their email service provider.
2. If the original email cannot be located, the customer should submit another display with the Double Opt-In setting enabled. A new double opt-in email will be sent to them.
### How to enable Double Opt-In
* Navigate to [Displays](https://dashboard.privy.com/displays).
* Select or create a display that you'd like to utilize Double Opt-In.
* Head to the display's **Settings**.
* Click **Show Advanced Settings** in the lower left and select the **Email Opt-In** card.
* Select the **Double Opt-In** option and **Save**.
Contacts that sign up via this display will now go through the Double Opt-In process.
### Review your Double Opt-In Email
To review the double opt-in email and confirmation page that your contacts will see:
* Head to your **Settings** from the lower left side of your dashboard.
* Navigate to the [**Double Opt-In**](https://dashboard.privy.com/settings/double-opt-in) page under *Email Settings*.
![The Double Opt-In settings page showing the confirmation email and page previews]()
The logo, font, and colors used for these pieces of content are determined by your [brand settings](https://help.privy.com/docs/learn/account-settings-and-billing/business-settings/brand-settings). No additional customizations are available for the double opt-in email and page at this time.
## Best Practices
### Thank You Page
If you have Double Opt-In enabled, it's best practice for your display's Thank You Page to remind your contacts to check their inbox for an opt-in email. Make the reminder clear, concise, and action-oriented.
![Example of a recommended Thank You Page design when utilizing double opt-in]()
## SMS Sign-Ups
SMS sign-ups use a separate opt-in setting on each display. See [SMS Opt-In Methods](/docs/learn/contact-management/sms-opt-in) for the available methods and how to choose between them.
# Exporting Contacts
Source: https://help.privy.com/docs/learn/contact-management/export-contacts
Export your contacts in a CSV file, or directly to one of your Linked Accounts.
Contact exports contain personally identifiable information (e.g., Email and Name), basic analytics (e.g., Sessions and Pageviews), Privy Tags, custom properties with names under 64 characters, and any [Date Fields](/docs/learn/displays/form-fields-and-elements#form-fields) on your contacts (formatted as `YYYY-MM-DD`). All of this information is clearly labeled in the export's header row.
## Export Contacts to CSV
To export contacts in your account to a CSV:
* Navigate to **Contacts > All Contacts** via the main navigation.
* If you want to export a specific segment of customers, select the desired filters from the left sidebar and click the **Filter** button. If none are selected, the export contains all contacts.
* Select the **"with contacts"** dropdown menu.
* Select **Download CSV** from the dropdown menu's options.
* Confirm your decision by selecting the **Email CSV** button in the prompt.
When the export is ready, an email containing a download link will be sent to the email address associated with the Privy account which you are currently logged in. To review which email address you are logged in with, select **Settings** in the lower left corner of your dashboard and head to **Profile** under *Account Settings*.
* Click the **Download File** button in the email.
![Example of an email sent after requesting a file download of your contacts]()
The file will download and will be available for review or use elsewhere.
## Export Contacts to Linked Account
To export contacts to a [linked account](https://dashboard.privy.com/settings/accounts):
* Navigate to your **Contacts** page.
* If you want to export a specific segment of customers, select the desired filters from the Filters dropdown menu and click **Apply**. If none are selected, the export contains all contacts.
* Select the **Bulk Actions** dropdown menu.
* Select **Linked Account** from the options.
* In the prompt, select the desired linked account and the desired location in that account (e.g., list) before confirming your selection by clicking the **Export** button.
## Export Sign Ups from a specific display
To export contacts associated with a specific display to CSV:
* Navigate to **Displays** from your dashboard. Select the desired display.
* Navigate to the display's **Reporting** page and scroll down to find your Signups.
* Select the **Export** dropdown menu and then choose between **Download CSV** or **Linked Account**.
* Confirm your decision to complete the export.
If you chose to Download CSV, an email containing a download link will be sent to the email address associated with the Privy account which you are currently logged in. To review which email address you are logged in with, select **Settings** in the lower left corner of your dashboard and head to **Profile** under *Account Settings*.
* Click the **Download File** button in the email.
![Example of an email sent after requesting a file download of your contacts]()
The file will download and will be available for review or use elsewhere.
## Troubleshooting
**I didn't receive my export email!**
File preparation can take multiple minutes, especially if your export contains many contacts. That said, if you are still encountering issues receiving or accessing your exported CSVs via email, navigate to the [Exports](https://dashboard.privy.com/contacts/exports) section under **Contacts** and initiate the download from there.
![]()
# Import and Manage Contacts
Source: https://help.privy.com/docs/learn/contact-management/import-and-manage-contacts
Discover the different ways that contacts can be created in your Privy account.
A contact refers to an individual whose engagement with your business has led to the establishment of a profile in your Privy account. A contact's profile contains useful data regarding whether or not a contact opted into your marketing, engagement activity, and shopping activity which can aid you in building Custom Segments and crafting personalized messaging.
Besides signing up via a Privy display, there are a few different ways that Contacts can be created in Privy:
1. During an import via Spreadsheet
2. During an import via Linked Account
3. Manually adding a contact via the Contacts dashboard
4. During the checkout process
*(Shopify + Weebly stores)*
## Import via Spreadsheet
### Format your data
Before you upload a contacts file, you must have your data structured appropriately. An example file is available for download [here](https://s3.amazonaws.com/privy.com/support/example_privy_import.csv). Please ensure your import meets the following criteria:
* The file must use the CSV format.
* The file must include an email address or phone number column, depending on the type of import.
* The first row of the file must contain column headers. These headers are not case-sensitive and match the imported values with customer attributes (fields) in Privy.
* If you are importing some mailable and some non-mailable (unsubscribed) contacts, you should separate your contacts into two files—one for subscribed and one for unsubscribed contacts.
* Date columns must use the **ISO 8601 format (YYYY-MM-DD)** (e.g., `2024-03-15`).
Here's an example of how the format should appear in your file:
![]()
**Once your file is ready, please also note that:**
* Contacts are only considered mailable or textable if they are identified as such during the import process and are also subsequently approved by the Privy Compliance team.
* If you upload a file that includes existing email addresses, the associated contact profile will update to include the most recent value(s) and any additional fields.
* All your columns with date information should be linked to **Date Fields** (you can identify those by the **Date** tag shown after the field name). This unlocks all available features for date information, including Flow Triggers and Segments.
### Upload and Match Your Data
To upload your properly formatted contacts file:
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page in your dashboard.
* On the *Contacts* dashboard, click on the **Add Contacts** option and select the **CSV Upload** option from the dropdown menu.
* Select whether you are importing **Emails** or **SMS Numbers.**
If you are importing **both** **Emails and SMS Numbers**, start by importing email contacts subscribed to your marketing list first, followed by a second import of SMS numbers consented to SMS marketing. You should still include the 'email' field in your SMS Import to map both marketing channels to a single contact.
* Click **Choose File** to locate the CSV file on your computer. Once you have selected the file, click **Next** in the lower right corner.
* On the *Match your Columns* page, you will match the file's column headers with customer attributes (fields) in Privy. Use the dropdown menus to select an existing attribute or click **Create New Field** to create a new custom field to store the information. Existing Date Fields appear in the dropdown with a **Date** badge, and columns whose header matches a Date Field's name auto-map. To store a new column as a date, click **Create New Field**, check **Is a date field?**, and submit — the new Date Field appears in the dropdown immediately. After matching all of the fields and identifying one of them as the required email field, click **Next**.
* On the *Choose Status* page, select whether the file is a list of 'Subscribed' or 'Unsubscribed' contacts. Confirm your selection by typing out the status and then click **Next**.
* On the *Tag* page, you can apply a Privy Tag to every contact in the file to make filtering or segmenting for these specific contacts easier in the future. *Tags are optional.*
* Lastly, review and confirm your file upload by clicking **Submit**.
### Compliance Review
After you've submitted the import, your contacts will initially appear in your account with an "**unset: non mailable**" status. These contacts will transition to a "**mailable**" or "**textable**" status following a review by the Privy Compliance Team. *The review process is carried out during our business hours, which are from 9 AM to 5 PM EST, Monday through Friday. For imports initiated outside of these hours, approval will typically occur on the following business day.*
Once the import undergoes review, and if it gets approved, you will receive a confirmation email, and your contacts will become mailable or textable. In case our compliance team requires additional information before approving the import, they will reach out to you with further questions. Please keep in mind that the duration of this process may vary depending on the size of the import file. You can check the review status of the import in the [Imports](https://dashboard.privy.com/contacts/imports) section under **Contacts**.
**Note:** Privy will not approve purchased lists or mailing lists that contain non-permission-based contacts. If an import is rejected, you will receive an email from the Compliance Team, and the import will have a *Rejected* status in the [Imports](https://dashboard.privy.com/contacts/imports) section under **Contacts**.
## Import via Linked Account
Some integrations, such as Shopify, allow you to import contacts directly into Privy from your dashboard. Before proceeding, make sure that you've already set up your integration in your account.
To check if one of [your linked accounts](https://dashboard.privy.com/settings/accounts) supports this functionality:
* Navigate to your *Settings* in your Privy dashboard.
* Head to the [Import Contacts](https://dashboard.privy.com/settings/import-contacts) page in the left navigation.
* Select a supported Linked Account from the dropdown menu and choose which list you'd like the import.
* Click **Import Contacts**.
You can check the status of your imports at any time via your [Email Imports](https://dashboard.privy.com/settings/email-imports) page.
## Create contacts manually
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page from your dashboard.
* On the *Contacts* dashboard, click on the **Add Contacts** option and select the **Add Contacts Manually** option from the dropdown menu.
* You will be prompted for the contact's email address, first name, and last name. Only the email address is required. After providing the desired information, click **Save**.
The contact's profile is created immediately. Select the profile to input additional information or unsubscribe the contact from future communications.
For importing extensive lists, we strongly recommend using our CSV import option. This is the ideal choice when bringing in numerous contacts, as it allows our Compliance team to review larger imports and helps in preserving the health of your contact list.
**A previously unsubscribed contact cannot be resubscribed via these steps.** While mailable is the default state of new contacts, an error message will appear when attempting to apply the subscribed status to an unsubscribed contact. Instead, the contact will remain unsubscribed until they opt back in via your checkout process or an onsite display with the same email address.
## Create contacts during checkout
The Shopify, Shopify Plus, and Weebly integrations automatically create or update contacts in Privy when a customer's email address is collected during your store's checkout process. The email address used during checkout is captured in Privy as an 'order' and is used to generate or update a contact's profile. An address is captured when the customer has either:
* Completed a purchase.
* Reached the payment step of the checkout process.
![Example of a Shopify checkout email marketing consent checkbox]()
**What if an existing contact opts in during the checkout process?**
**Deduplication:** Privy will not create any duplicate contacts — the existing contact profile will be updated, and new order activity will be added to the existing profile.
**Email permission status:** If a contact checks the subscribe box as part of the order process, they will be marked as [mailable](https://privy.helpscoutdocs.com/article/139-understand-deliverability) unless they previously became ineligible due to hard bounces or by marking your emails as spam. If a contact does not check the box, their eligibility within Privy will remain unchanged. If the provided address is associated with a previously deleted profile, a new profile will be created using the contact's last known eligibility state.
**What if a new contact places an order without accepting email marketing?**
New contacts who provide their email address without selecting the subscribe option will be included in your contact list with an "**unset-non mailable**" status. This designation indicates that the contact hasn't made a clear choice to opt in or opt out of receiving emails. They will not be eligible to receive emails until they explicitly opt in during a subsequent sign up or order.
## Removing contacts
In Privy, we encourage the practice of maintaining list hygiene to ensure that you engage with your most active contacts. However, we advise caution when it comes to removing contacts. To prevent potential billing and compliance problems, please exercise care by only deleting contacts that you have no intention of re-adding, those that exhibit malicious behavior, or those who are no longer actively engaged. This approach helps maintain the health of your email list.
Before removing contacts, consider referencing the following guides to better understand healthy list cleaning practices:
Follow this guide on safely removing cold or uninterested contacts from your list.
Got bots? It happens. Follow this guide to learn how to identify bot email addresses and the most effective ways to remove them from your list.
If you've identified a large number of contacts that you'd like to unsubscribe from Privy, follow this guide on how to import the CSV as unsubscribed.
### Delete contacts in bulk
To delete a large amount of Contacts and all their data within Privy:
* Head the [Contacts](https://dashboard.privy.com/contacts) tab on your Privy Dashboard.
* When removing a specific set of contacts, utilize the filtering options located on the left side of your Contacts table. Select and apply all preferred filters.
Next, expand the **"with # contacts"** menu on the upper right side of your Contacts table and select the **Delete** option on the dropdown.
![Screenshot pointing out where and how to delete contacts in bulk from your Contacts page in Privy]()
### Delete contacts manually
To delete individual contacts in Privy:
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page in your Privy dashboard.
* Use the search option to search for the specific contact email. Click on the contact once it's found.
* In the contact's profile, click on the **Delete contact** option in the upper right corner.
# List Hygiene
Source: https://help.privy.com/docs/learn/contact-management/list-hygiene
Learn the importance of keeping a healthy, engaged list + how to practice list hygiene in Privy.
## What is List Hygiene?
List hygiene entails removing inactive (cold) contacts from your email displays and keeping your remaining list engaged (warm) with healthy email sending habits. This practice improves your inbox placement rates and saves you money as you'll only be paying for and engaging with your active contacts.
### Why is it important?
Email service providers (ESPs) have become smarter and more aware of what recipients want to receive in their inbox. They are continually reviewing the emails you're sending, and the engagement recipients are having with those messages. Your opens, clicks, unsubscribes, and spam complaints are all factored into the algorithms that determine inbox placement. A poorly maintained list resulting in low engagement is a recipe for your messages getting flagged as spam.
### Cold vs. Warm Contacts
A **cold** email recipient is one who hasn't been contacted or engaged with your emails for four to six months. Meanwhile, a **warm** email recipient has opted into your messaging, been contacted in the last four to six months, and regularly engages with your emails.
## Cleaning your list
Safely cleaning an existing list requires a couple of steps but is well worth the effort.
### Scrub the list for issues
The first thing you should do is locate and address apparent issues. You should:
* Remove duplicate entries
* Delete obviously fake email addresses or [bots](https://help.privy.com/docs/learn/contact-management/remove-bots)
* Delete email addresses that frequently bounced or have marked your emails as spam
* Remove any email addresses with obvious typos or errors as soon as possible
* Remove role-based addresses (e.g., admin@, support@, sales@, office@, marketing@). These addresses are typically forwarded to groups of individuals, which invalidates the unsubscribe function and is a direct violation of the CAN-SPAM legislation.
By default, Privy does not allow the creation of duplicate contact profiles. Privy also automatically unsubscribes contacts which we can identify have marked your emails as spam, and we also practice [auto-rejection](https://help.privy.com/docs/learn/compliance/contact-auto-rejection) for any role-based addresses that violate CAN-SPAM. All of these practices are in place to keep your business compliant + help keep your list as healthy as possible.
Ultimately, it's much easier to drive conversions and engagement if your contacts are real and high quality.
### Confirm cold contacts' interest
Next, ensure that you're working with a list of subscribers that still want to hear from you. To confirm a contact's interest, send a re-engagement email to your **Unengaged Contacts** Smart Segment that asks contacts to engage with the email to confirm their interest or [unsubscribe](https://privy.helpscoutdocs.com/article/160-how-to-style-the-unsubscribe-link). A confirmation at least once every two years is recommended.
![Example of a re-engagement email]()
### Remove uninterested contacts
Wait at least 24-48 hours after sending your re-engagement email to see if any contacts express interest. Once you're ready to remove any uninterested contacts:
1. Head to [Campaigns](https://dashboard.privy.com/message-campaigns) and click into your re-engagement email.
2. Navigate to the *Contact Activity* tab and click **Export** **CSV**.
![Screenshot identifying where to export a file of your campaign's recipients]()
When the export is ready, an email containing a download link will be sent to the email address associated with the Privy account which you are currently logged in.
To review which email address you are logged in with, navigate to your Settings page and head to **Profile** from the left side navigation.
Once you download the CSV, filter out any 'email-opened' or 'email-clicked' activity (to exclude contacts that engaged with your email). [Import the remaining contacts into Privy as unsubscribed.](https://help.privy.com/docs/learn/contact-management/unsubscribe-contacts#bulk-unsubscribe)
## Maintain list health
A clean list doesn't stay that way forever! In addition to periodically performing the "scrubbing" steps outlined above, you should also ask for feedback from your contacts to make sure you're sending valuable content at a consistent, yet not overwhelming cadence.
Monitoring your performance is also crucial to ensuring you have a healthy, engaged list. Here are some signs that you may need to clean your list again:
### Monitor your spam rate
A spam complaint rate of 0.1-0.2% on an email is a red flag that will increase your chances of bouncing or landing in the spam folder for all emails moving forward.
Privy provides clear insight into your current Spam rate via the Spam Card on the [Privy Dashboard](https://dashboard.privy.com/)
### Monitor your bounce rate
An ideal bounce rate will be 2% or lower. Anything between 2% and 5% is worth investigating, and anything over 5% is considered critical and requires immediate action for improvement.
Privy provides clear insight into your current Bounce rate via the Bounces Card on the [Privy Dashboard](https://dashboard.privy.com/)
### Routinely import unsubscribes
If you are using an external Customer Relationship Management (CRM) or Email Service Provider (ESP) that also collects and stores the subscription status of your contacts, please make sure that this information is available in Privy. A routine (e.g., Biweekly or Monthly) [import of unsubscribes](https://help.privy.com/docs/learn/contact-management/unsubscribe-contacts#bulk-unsubscribe) generated from these services is an easy way to ensure that you respect your contact's communication preferences and do not unintentionally contact them via Privy when they've already expressed they want no further contact.
# Contact Management
Source: https://help.privy.com/docs/learn/contact-management/overview
Explore all the ways you can view, add, and manage your Contacts list in Privy.
Contact Management is one of the most crucial aspects of your marketing strategy. First and foremost, you need to get your existing contacts imported into Privy. Follow the guide below to get started!
## Featured Articles
Keep a quality, engaged list to ensure good deliverability.
Explore your contacts' attributes and put them to work.
Learn how to export Contact data from your Privy account
Apply tags to groups of subscribers and use them for filtering or segmentation.
Remove contacts from your list, individually or in bulk.
Choose between Single Opt-In and Double Opt-In for email sign-ups.
Choose between Single Opt-In and Double Opt-In for SMS sign-ups.
How to identify and clean bot email addresses from your list.
Learn how your contacts' permissions impact who you're able to engage with.
# Remove Bots From Your List
Source: https://help.privy.com/docs/learn/contact-management/remove-bots
Practice good list hygiene by regularly checking for and removing bot email addresses.
## What are bots?
Bots are software programs that execute automated, repetitive, pre-defined tasks, commonly imitating human behavior. Bots impact almost every business due to their widespread use and low cost, with impacts ranging from false display submissions and list growth to inflated message engagement. Furthermore, leaving bots unchecked can compromise the health of your contacts list by reducing regular email engagement and increasing the number of negative engagements, such as bounces or spam reports.
## Prevent bots from getting on your list
To reduce the impact of bots on your account, Privy uses [reCAPTCHA](https://privy.helpscoutdocs.com/article/27-manage-your-recaptcha-settings) on all forms and attempts to automatically reject bot addresses during imports. You should also proactively check that you have all available spam protection settings enabled in your online store's preferences.
Regularly reviewing your email list and individual contacts as they sign up is strongly recommended. These list hygiene practices help maintain or improve your overall list health, improve your inbox placement, and reduce your costs by eliminating contacts from your Privy account that will never generate revenue.
## Check your list for bots
Identifying bots and separating them from legitimate addresses is a crucial step for improving the accuracy of your display results and the health of your list. Here's how to identify them:
### Email prefix
An email's prefix is the information that comes before the @ symbol in an email address. Common elements of email prefixes for bot addresses include:
* A high dot count, especially ≥ 7 dots
* Overly generic prefixes, such as John Smith, John Doe, or Jane Doe, especially when combined with seemingly random additional numbers or letters
* Exceptionally long addresses, especially any solely alphanumeric combinations
Some bot addresses previously flagged for containing these elements are shown below.
![Table showing some commonly flagged prefixes for bot email addresses]()
### Email domain
An email domain is the part of an email address that comes after the @ symbol. Common traits of email domains for bot addresses include:
* Domains with a low-quality score when checked using tools like [IP Quality Score Tool](https://www.ipqualityscore.com/domain-reputation/)
* A tweaked version of more legitimate domains, such as @Gmaul instead of @Gmail
* Country-specific domains, especially those flagged for creating high volumes of spam or bot activity as outlined by outlets like [SpamHaus](https://www.spamhaus.org/reputation-statistics/countries/exploit) (e.g., Russia or China)
Some bot domains previously flagged for containing these elements are shown below.
![Table displaying some commonly flagged email domains for bot email addresses]()
### First and last names
The relevance or format of a provided first and last name is often an easy giveaway that a bot provided information instead of an actual human. Common issues to look for include:
* The first name and last name are the same
* The name does not match the name included in the provided email address
* The name is a combination of random upper and lower case letters
* The name contains special characters, such as @#\$%&
* The name is overly generic, such as John Doe, or that of a well-known public figure
Some contacts previously flagged for having these bot traits are shown below.
![Table displaying some commonly flagged naming conventions for bot email addresses]()
## Shopify Bots
There is a very common type of bot attack that can happen to Shopify stores that can be very harmful to your mailing health, causing spam complaints and bounces.
This type of bot script affects the "Create an Account" section of your Shopify website, where they use that to invade your Customers list. Here’s a default example of that section:
![Screenshot showing an example of a Shopify account page where bots tend to frequently sign up on]()
And this is what these bots look like on your Contacts tab on Privy:
![Screenshot showing what bot email addresses tend to look like in your Privy account]()
Because of the Shopify integration with Privy, all contacts that are added to your Customers list in Shopify will also be added to your Privy account, which can cause issues when you reach out to your Contacts from Privy.
Luckily, there is a very easy fix that can prevent these bots from signing up on that page - it consists of enabling the reCAPTCHA on the “login, create an account, and password recovery pages” & “contact and comment forms” sections of your Shopify website. In Shopify, you can find this setting under Online Store -> Preferences -> Spam protection:
![Screenshot of Shopify's spam protection settings]()
Once these features are activated, it will be more difficult for bots to sign up and abuse any of your Shopify Forms, protecting both your Shopify account as well as your Privy account.
To remove the remaining bots that are still on your Privy account, you can export a CSV file that contains only the contacts that have active accounts on your Shopify account - since most of the bots are added through the "Create an Account" section, it's easy to separate all of the bots from the real contacts on your list.
To export that list, you just need to filter your contacts on Shopify by "customer\_account\_status = 'ENABLED'" and export them to a CSV file. Like this:
![Screenshot showing how to properly filter your Shopify contacts in order to clean out bot email addresses]()
After you do that, you can sort through the CSV file on spreadsheet software to remove any valid entries, maintaining only the bot addresses.
Once you have the CSV file with the bots, you can import them to your Privy account to unsubscribe and add tags to them, and then delete the bots in bulk.
If you have any questions about this process, or if you need assistance, please feel free to send an email to [support@privy.com](mailto:support@privy.com) for extra help!
## Deliverability Best Practices
Removing bots from your list is only one of a variety of practices available to ensure the quality of your list remains high. To learn more about keeping your list in good shape, check out the [List Hygiene](https://help.privy.com/docs/learn/contact-management/list-hygiene) guide, and if an otherwise normal-looking address didn't receive a message from you, check out the [My contact didn't get my email](https://help.privy.com/docs/learn/deliverability/why-didnt-my-contact-get-my-email) guide to determine the likely reason.
# SMS Opt-In Methods
Source: https://help.privy.com/docs/learn/contact-management/sms-opt-in
Choose how contacts confirm consent to receive SMS from your displays.
Privy supports two SMS opt-in methods on any display that collects a phone number: **Double Opt-In** and **Single Opt-In**. The method is set per display in **Advanced Settings**, and applies to contacts who sign up on that display.
## Double Opt-In
After submitting the display, the contact receives a text asking them to confirm. They must reply **Y** to that message to become a textable contact on your list. If they don't reply, they remain on your list but are not textable.
Double Opt-In is the default for every display that collects phone numbers. [How does Double Opt-In work?](/docs/learn/compliance/understand-sms-consent#how-does-sms-double-opt-in-work)
## Single Opt-In
The contact becomes textable as soon as they submit the display — no reply required. After signup, they automatically receive a confirmation text letting them know they're subscribed; this message includes the standard STOP and HELP language required for SMS marketing.
Single Opt-In is available in the United States and Canada (+1) on the same SMS setup you already have in place. There are no additional toll-free verification or carrier requirements beyond what's required for any SMS sending on Privy.
## Set the SMS Opt-In method on a Display
The SMS Opt-In card only appears on displays that include a phone number field.
1. Head to [Displays](https://dashboard.privy.com/displays) and open the display you want to edit.
2. Open the **Settings** step, then click **Show Advanced Settings**.
3. In the **SMS Opt-In** card, choose **Single Opt-In** or **Double Opt-In**. The preview updates to show the confirmation message your contacts will receive in the selected method.
4. **Save** your display.
The setting is per display, so different displays on the same account can use different methods.
## FAQ
Yes. The setting is available on any display type that collects a phone number, including single-step and multi-step displays.
The card is hidden on displays that don't collect a phone number. Add a phone number field from the form fields panel and the **SMS Opt-In** card will appear in Advanced Settings.
# Add Tags to Your Contacts
Source: https://help.privy.com/docs/learn/contact-management/tag-contacts
Tag your contacts to stay organized and use for future filtering and segmentation.
## What is a Privy Tag?
Privy Tags are labels that you create to organize your contacts. Privy Tags are highly customizable and can be applied during an import or via a contact's profile. Privy Tags can be used in a variety of ways to identify customers, such as wholesale clients, local customers, VIP customers, and more. Once a tag is applied, it becomes available for contact filtering and audience segmentation.
## Add Tags during a Contact Import
When you [import a spreadsheet](https://s3.amazonaws.com/privy.com/support/example_privy_import.csv) (CSV) of contacts, you will reach a **Tags** step. This step in the import process allows you to apply new or existing tags to all of the contacts included in the import file.
![Screenshot showing the page of the import process where you select or create tags for your Contacts]()
## Add Tags at signup via a display
To apply tags automatically when a contact signs up through a specific display, configure the **Signup Tagging** section in that display's settings. See [Signup Tagging](https://help.privy.com/docs/learn/displays/settings-overview#signup-tagging) under Display Advanced Settings.
## Add Tags to a Contact Profile
To add Privy Tags to contacts individually:
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page.
* Search for and select the contact that you'd like to tag.
* Select the **Add a tag** option from the *Attributes* section of the sidebar.
* Select an existing tag, or create a new one. You can add more than one tag, if desired. **Save.**
## Add or Remove Tags in Bulk
Apply or remove a tag across many contacts at once from the [Contacts](https://dashboard.privy.com/contacts) page:
* Filter the table to the contacts you want to tag, or leave it unfiltered.
* Select individual rows to act on specific contacts, or leave them unselected to act on every contact matching your filters. The Bulk Actions button shows the current selection count.
* Open the **Bulk Actions** menu and choose **Tag Contacts**.
* Choose **Add** or **Remove**, enter a tag name, and confirm. Tag names are saved in lowercase.
When you select rows individually, the action runs only on those contacts. When you leave rows unselected, the action runs on every contact matching your current filters; any rows you explicitly unchecked are skipped.
## Remove a Tag from a Contact Profile
To remove Privy Tags from a contact's profile:
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page.
* Search for and select the contact that you'd like to edit.
* Select the **Edit** option next to the contact's tags from the sidebar's *Attributes* section.
* Remove (X) the desired tags and **Save**.
## Put your Tags to work
Once a Privy Tag is applied to at least one contact, it becomes available for contact filtering, newsletter audience segmentation, and tag-based Flows.
### Apply Tags from a Flow
You can also apply tags automatically with a **Tag Contact** action in the [Flow builder](https://help.privy.com/docs/learn/flows/create-a-flow). When a contact reaches that step, Privy adds the Tag(s) you configured and they continue through the rest of the Flow. See [Create a Flow](https://help.privy.com/docs/learn/flows/create-a-flow#add-a-tag-contact-action) for setup steps.
### Trigger Flows from Tag changes
You can start a Flow when tags are added to or removed from a contact. In a [Start From Scratch](https://help.privy.com/docs/learn/flows/start-from-scratch) Flow, choose:
* **Contact Tagged** to start the Flow when one or more tags are applied.
* **Contact Untagged** to start the Flow when one or more tags are removed.
A tag-based Flow starts when the tag changes. Contacts who already have the tag will not enter until the tag is added or removed again after the Flow is active.
### Contact Filtering
* Navigate to your [Contacts](https://dashboard.privy.com/contacts) page.
* Click on the **Filters** dropdown menu and select the **Privy Tags** filter.
* Select which Tag(s) you'd like to filter by, and click **Apply** to apply the filters.
### Segmentation
To use a tag for the segmentation of your Campaign recipients:
* Navigate to [Contacts > Segments](https://dashboard.privy.com/segments) on the left side of your dashboard.
* Select **Create Segment** in the upper right.
* Select the **Privy Tags** filter and select which Tag(s) you'd like to segment by.
![Screenshot showing how to build a custom segments by selecting Privy Tags]()
# Understanding Reachability
Source: https://help.privy.com/docs/learn/contact-management/understanding-reachability
Learn how your contacts' email permissions impact your ability to engage with them.
A contact's email and text permissions determine whether or not they are reachable. Each status is ultimately determined by the contact's previous interactions with your brand. A contact's current permissions are available for review in both your [Contacts](https://dashboard.privy.com/contacts) page, and the contact's individual profile.
![Preview of how a contact's permissions appear in your Privy Contacts index table]()
![Preview of how a contact's permissions appear in their individual contact profile]()
## Email Permissions
There are currently 4 possible email permissions:
**The contact is eligible to receive emails.** A contact typically becomes mailable by submitting a form with the proper [consent](https://privy.helpscoutdocs.com/article/206-understand-marketing-consent) or by being included in an [import](https://privy.helpscoutdocs.com/article/50-create-and-manage-contacts) designated for subscribed contacts.
**The contact is not eligible to receive emails.** A contact becomes unsubscribed by opting out via the email preferences link in your emails or by being included in an [import](https://privy.helpscoutdocs.com/article/50-create-and-manage-contactshttps://help.privy.com/docs/learn/contact-management/unsubscribe-contacts#bulk-unsubscribe) designated for unsubscribed contacts.
**The contact is not eligible to receive emails** because their email address is invalid or Privy had trouble getting the server to accept the email (e.g., Hard Bounce).
**The contact is not eligible to receive emails yet** because the contact has neither opted in nor opted out of receiving emails. They will not be mailable until they have opted in. A contact typically becomes unset if they completed a purchase without also opting into marketing communications, or if they were included in an import that is pending review by Privy's compliance team. Any newly imported contacts will remain in an unset status until approved.
### Managing Email Permissions
**Resubscribing a Contact:** Unsubscribed contacts will be resubscribed when a signup event provides [consent](https://privy.helpscoutdocs.com/article/206-understand-marketing-consent). Suppressed contacts will not be resubscribed, as that is currently treated as a permanent state. If you believe a contact has been incorrectly marked as suppressed, please [contact the support team](mailto:support@privy.com).
**Unsubscribing a Contact:** Contacts can unsubscribe themselves by clicking the email preferences link at the bottom of any email received from Privy.
![Example of the unsubscribe link found in the footer of each Privy email]()
Additionally, if a contact requests that you unsubscribe their email address on their behalf, you can manually unsubscribe them by clicking the **Unsubscribe** button on their profile. [Learn more.](https://help.privy.com/docs/learn/contact-management/unsubscribe-contacts#individual-unsubscribe)
### Syncing Email Permissions
**Syncing Mailable and Unset Contacts:** When syncing a signup event to an external email service provider (ESP), Privy will send a marketing flag when possible. The provider can then use the information to update [consent](https://privy.helpscoutdocs.com/article/206-understand-marketing-consent) and reachability information on their end.
![Table displaying how different events and criteria at time of signup affect a contact's mailable status when syncing to and from a third party app]()
If the contact's subscription status at the partner was "unsubscribed" when Privy sent the information, the sync might resubscribe the contact on the partner's end as well. Additionally, this sync may result in the recreation of a previously deleted contact. However, both of these behaviors depend on the specifics of the partner's API.
**Syncing Unsubscribed and Suppressed contacts** - Privy does not currently support real-time syncing of this information to or from partner email service providers (ESPs).
## Text Permissions
There are currently 2 possible text permissions:
**The contact is eligible to receive text messages.** A contact becomes textable by submitting a form with the SMS opt-in legal disclaimer and also answering 'Y' to the double opt-in message sent to their number. This action provides [explicit consent](https://privy.helpscoutdocs.com/article/206-understand-marketing-consent).
**The contact is not eligible to receive texts.** The contact either provided their phone number on a form that did not include the SMS opt-in legal disclaimer, or they signed up on a form including the disclaimer but never replied 'Y' to confirm their signup.
### Managing Text Permissions
**Unsubscribing a Contact:** Contacts unsubscribe themselves by replying STOP. This disclaimer is included in all Privy texts automatically.
**Resubscribing a Contact:** Unsubscribed contacts can resubscribe themselves by either submitting a display that provides new explicit consent, or replying "UNSTOP" or "START" to a message from your toll-free number. [Learn more.](https://help.privy.com/docs/learn/compliance/understand-sms-consent#how-do-contacts-unsubscribe-and-or-resubscribe)
# Unsubscribe Contacts
Source: https://help.privy.com/docs/learn/contact-management/unsubscribe-contacts
Learn how to unsubscribe email addresses from your list, individually and in bulk.
Unsubscribing is removing an email address from a mailing list so that it does not receive any further messages from your business.
Every email you send from Privy includes an unsubscribe link, allowing subscribers to opt-out with one click at any time. These links are critical for your marketing strategy because they prevent you from sending emails to individuals who no longer wish to receive them. Having a list with a genuinely interested audience along with good[ list hygiene](https://privy.helpscoutdocs.com/article/13-list-hygiene-clean-your-email-list) enhances deliverability and boosts your[ email performance](https://privy.helpscoutdocs.com/article/120-understand-email-engagement).
Unsubscribes can also be done by you, following the steps below.
## Individual unsubscribe
To individually unsubscribe a contact:
* Head to **Contacts > All Contacts**.
* Search for the contact's email address that you'd like to unsubscribe. Once you find the correct contact, click to open their contact profile.
* Next, select **Unsubscribe** in the upper right corner and confirm your decision in the following prompt.
## Bulk unsubscribe
Bulk unsubscribing contacts in Privy must be made via a CSV file containing the contact's information. To correctly import these files, you must have your data formatted properly. A sample file is available for download [here](https://s3.amazonaws.com/privy.com/support/example_privy_import.csv). Please make sure your import meets the following criteria:
* The file must use the CSV format.
* The file must include an email address column.
* The first row of the file must contain column headers. These headers are not case-sensitive and are used to match the imported values with customer attributes (fields) in Privy.
* Your file should contain exclusively Non-mailable (unsubscribed) contacts.
Once you're ready to go:
* Head to your **Contacts** page.
* Select the **Add Contacts** option.
* Choose the **CSV Upload** option from the dropdown menu.
* Click **Choose File** to locate the CSV file on your computer. Once you have selected the file, click **Next** in the lower right corner.
* On the *Match your columns* page, you will match the file's column headers with customer attributes (fields) in Privy. Use the dropdown menus to select an existing attribute or click **Create New Field** to create a new custom field to store the information. After matching all of the fields and identifying one of them as the required email field, click **Next**.
When importing a list of contacts that you wish to unsubscribe, 'email' is the only column required to complete the process.
* On the *Choose Status* page, select **Unsubscribed**. Confirm your selection by typing 'unsubscribed' and then click **Next**.
* On the *Tag* page, you can apply a tag to every contact in the file to make filtering or segmenting for them more straightforward in the future. Select one or more tags from the dropdown menu (or create a new one) and click **Next**.
* Lastly, review and confirm your file upload by clicking **Submit**.
Once you submit your import, the contacts from your CSV will begin to unsubscribe. Please keep in mind that depending on the size of the import file, this procedure can take a few minutes to complete. The review status of the import is available in the [Imports](https://dashboard.privy.com/contacts/imports) section under **Contacts**.
# View and Filter Contacts
Source: https://help.privy.com/docs/learn/contact-management/view-and-filter-contacts
Navigate your Contacts dashboard and filter email addresses by their customer attributes.
The information collected about your contacts is stored in their contact profiles. These profiles are viewable and filterable based on various contact attributes, detected attributes, and tags. These filters allow you to quickly identify segments of your audience for additional review or export.
## Filtering your Contacts
To filter the contact profiles in your account:
* Navigate to **Contacts** via the main navigation.
* Apply the desired filter(s) via the Filters dropdown menu at the top of the page. Any contacts that meet the specified criteria will appear in the Contacts table, along with the total number of contacts that meet the criteria.
![Screenshot showing where to apply filters to your contacts on your Contacts page]()
### Using your filtered Contacts
With your contacts filtered, you can now:
* Select individual contacts to dig into their information in more detail.
* [Export the contacts](https://privy.helpscoutdocs.com/article/159-how-to-export-your-contacts) to a CSV or linked account.
* Delete the contacts in bulk.
* **Suppress** or **Unsuppress** contacts in bulk when you need to mark addresses as merchant-suppressed (or reverse that state) across many profiles at once. Open the bulk actions menu after selecting contacts.
* [Add or remove a tag](/docs/learn/contact-management/tag-contacts#add-or-remove-tags-in-bulk) across the selected contacts from the bulk actions menu.
Select rows individually to act only on those contacts, or leave them unselected to act on every contact matching your current filters. The Bulk Actions button shows the active selection count.
* Filter the table to **merchant-suppressed** contacts using the Filters menu when you only want to review or act on that group.
![Screenshot showing where to locate the bulk actions dropdown menu on your Contacts page]()
## Viewing individual Contacts
To view an individual contact and dig into their information in more detail, just click on the desired contact within your Contacts table.
Their contact profile will open and you will have access to the following information:
![Screenshot pointing out the different datapoints available on a contact's individual profile]()
1. **Email Address & Name:** you can edit the contact's name, but you cannot edit their email address on their behalf.
2. **Attributes:** Contact information associated with their sign up data and Shopify profile (if applicable).
3. **Detected Attributes:** Any available information associated with their cookie upon signing up via a Privy display.
4. **Contact Activity:** View all engagement activities, or filter by email engagement, orders, sign ups, session activity, and more.
5. **Signups & Orders:** Any available display sign ups or order activity associated with the contact.
6. **Back in Stock Signups:** If a contact has signed up for Back in Stock notifications, their subscriptions appear here — including the product name and variant.
7. **Contact Actions:** Open the **Contact Actions** menu on the profile to **Unsubscribe**, **Suppress**, **Unsuppress**, or **Delete** the contact. Which actions appear depends on the contact’s reachability and suppression state.
# Add Images in Emails + SMS
Source: https://help.privy.com/docs/learn/content/adding-images-to-emails
Learn how to use images in your email and SMS content.
Images are crucial for making messages easy to understand. Because the human brain processes images better than written language, photos and other visual designs convey information faster than text, reducing the reader’s response time to the message. [Studies show](https://medium.com/@iDashboards_UK/on-average-people-remember-only-20-of-what-they-read-but-80-of-what-they-see-8411224769e2) that people only remember 10% of what they hear and 20% of what they read, but 80% of what they see.
## Manage your Image Gallery
Open [Image Gallery](https://dashboard.privy.com/asset-manager) from **Brand and Assets** in your Privy dashboard to upload and organize images for your email content.
* Click **Upload Image**, then drag files into the uploader or browse your device. You can add up to 20 JPG, PNG, GIF, or SVG files at once, with a maximum file size of 5 MB each.
* Before uploading, rename an image or remove it from the upload list as needed.
* Search your gallery by image name. Sort images by newest or oldest, name (A-Z or Z-A), or file size, and switch between grid and table views.
* Open an image's menu to rename or delete it. To remove several images at once, select them and click **Delete**.
## Add an image
* Head to either [Campaigns](https://dashboard.privy.com/message-campaigns) or [Flows](https://dashboard.privy.com/flows) to locate and select the email that you'd like to edit.
* Once you're in the email editor, you can drag in a new image element from the right side.
* Click the image element and use the image control in the settings panel to open **Add Image**.
* Select an existing image from your Image Gallery, or upload a new image from your device. Shopify accounts can also select an image from the **Shopify** tab.
* Select **Select Image** to add it to your email.
## Edit your image
Most people prefer to edit their images outside of Privy. However, if you find yourself wanting to crop your photo or make any other adjustments, follow these steps:
* Click on the photo in your email that you'd like to edit.
* On the right side, select **Edit photo**.
* Make any adjustments you'd like and click **Apply** to apply your edits. **Save.**
## Alternate Text
Complying with [ADA guidelines](https://www.ada.gov/resources/web-guidance/) for Web Accessibility requires including alt text in your images. To add alt text to your images:
* Click on the photo in your email that you'd like to add alt text to.
* On the right side, scroll to find your **Alternate Text** field and type in your alt text. **Save.**
## Linking your image
Adding links to your images is crucial to ensuring that your email content is interactive and actionable. You want to ensure that all images in your email content are linked so that customers can click on anything that interests them and they're brought exactly where they need to go.
To add links to images in your email:
* Click on the photo in your email that you'd like to link.
* On the left side, scroll down to the **Image Link** field under the *Action* settings of your image. Paste the URL that you want the image to be linked to. **Save.**
## Add an image to your text message
To add an image to your text message:
* Click **Add Image or Contact Card** above your message content.
* Select **Add Image** from the menu.
* Select an image to upload into your message. A preview will appear on the right.
Note: Your file must be a PNG, JPEG, or GIF. The max size for image files is 600KB.
To replace or remove your message's image:
* Select **Update Image** to replace the current image with a different file.
* Select the **Trash** icon to completely remove the image from your message.
# Use Countdown Timers in Emails + Displays
Source: https://help.privy.com/docs/learn/content/countdown-timers
Drive urgency to a sale or launch by adding a countdown timer to your content.
Countdown timers are a great way to drive urgency with your subscribers by communicating that there's a limited time aspect to a promotion, or that an exciting announcement is coming soon! You can add countdown timers to both your emails and displays.
## Add a countdown timer to an email
To add a countdown timer to your emails:
* Navigate to either **Campaigns** or **Flows**; locate and select the email you want to edit.
* Click **Edit design** to access the email editor.
* Once you're in the email editor, drag and drop the **Timer** element from the *Content* menu on the right into your email.
### Customize your timer
To customize your timer's end date and appearance:
* Click on your Countdown timer to edit it.
* On the right, specify the day, time, and timezone that you'd like your timer to count down towards.
* Edit any other settings such as colors, font style, font size, and padding.
## Add a countdown timer to a display
To add a countdown timer to your displays:
* Head to Convert > All Displays; locate and select the display you want to edit.
* Once you're in the editor, hover over your display and click the blue plus sign to add a new element. Select the **Countdown** element from the menu.
### Customize your timer
To customize your timer's end date and appearance:
* Click on your Countdown timer to edit it.
* On the right, under the *Countdown* settings, specify the day and time you'd like tour timer to count down towards, and edit the label format if desired.
* On the right, under the *Style* settings, customize the font style, size, and color of the components of your timer.
* Edit any other settings you see fit, and **Save.**
# Coupon Codes
Source: https://help.privy.com/docs/learn/content/coupon-codes
Create, manage, and use coupon codes to reward new sign ups and incentivize purchases.
Coupon codes are great for rewarding loyal customers or encouraging visitors to take a specific action, such as signing up for your email list or completing a purchase. Follow the instructions below to learn how to create and manage coupons, as well as insert them into your content.
## Create a coupon
To create a new coupon code:
* Navigate to [Coupons](https://dashboard.privy.com/coupons) from the main navigation in your Privy dashboard.
* Select **New Coupon**.
* Give your new coupon a title, such as "Welcome Discount" — customers will not see this title.
* Select the source of your coupon. You will be able to select from three different locations:
* **Shopify** or **BigCommerce**. These options allow you to push discounts to Shopify or BigCommerce without leaving your Privy account. If you are integrated with one of these providers, this option should be your go-to.
* **Manual**. Suppose you're not a Shopify or BigCommerce customer. In that case, you can manually create coupons in Privy individually or in bulk by uploading a file of codes to be distributed one at a time.
If you are using a Manual coupon code, you must also create the coupon code(s) in your store in order for them to be valid at checkout.
* Select the type of coupon you'd like to use:
* **Master Coupon:** Deliver one single code given to all sign ups or email/text recipients (i.e., "HELLO10")
* **Unique Coupon:** Deliver codes that are uniquely generated for each individual sign up or email/text recipients. These appear as a random string of numbers and letters, and you have the option to add a prefix. (i.e., "HELLO-5HB28Z4")
* Configure your discount rules:
* Create your code (or your option Code Prefix, if using a Unique Coupon).
* Select your discount type (fixed amount, percentage, free shipping)
* Add any additional rules, such as minimum purchase amount.
* Set a schedule if your coupon needs specific start and end dates (this setting is optional). **Save.**
## Edit or delete a coupon
To edit a coupon's settings, or to delete it from Privy:
* Navigate to [Coupons](https://dashboard.privy.com/coupons) from the main navigation in your Privy dashboard.
* Locate the coupon you'd like to manage. Select either the **Edit** icon to edit the coupon's settings, or the **Delete** icon to remove it from Privy.
![Screenshot indicating how to edit or delete a coupon code within the Privy Coupons page]()
## Insert a coupon into your content
### Displays
**To attach a coupon to a display:**
1. Head to [Displays](https://dashboard.privy.com/displays).
2. Select an existing display or create a new display.
3. Head to the display's *Settings* tab and select the **Coupon** card.
4. Select which coupon you'd like to attach to the display.
5. Check the 'Auto apply coupon to card' option if you'd like to streamline the checkout process by removing the need for your customer to manually enter their coupon code at checkout. **Save.**
**To display your coupon code on your display's Thank You Page:**
1. In the display editor, navigate to your Thank You Page from the bottom navigation bar.
2. Add a text box and copy/paste the following variable: `{{ signup.coupon_code }}`
3. Make any other changes as needed, then **Save.**
**To display your coupon code in your After Signup Email:**
1. In the display editor, head to your **Follow-Up** step.
2. Select your After Signup Email.
3. When editing the text in your email, select the **Merge Tag** menu and choose the **Coupon Code** option to insert your code's variable into your content. **Save.**
### Email Campaigns
**To insert a coupon into your email campaign:**
1. Head to your [Campaigns](https://dashboard.privy.com/message-campaigns) page. Click on an existing draft, or create a new campaign.
2. Drag a Coupon block into your email body from the content menu on the left.
3. Choose the coupon code you'd like to attach.
**Note:** Unique coupon codes are not supported for BigCommerce users in Campaigns. To include a master coupon, [create the coupon code](https://support.bigcommerce.com/s/article/Using-Coupon-Codes?language=en_US#create) in your BigCommerce account first, and then incorporate the code directly into the content of your Privy newsletter (as a text element, in an image, etc.)
### Flows
**To attach a coupon to a Flow:**
1. Head to [Flows](https://dashboard.privy.com/flows). Select an existing draft, or create a new Flow.
2. Click to **Edit settings** on the left side.
3. Locate your **Coupon** setting and select which coupon you'd like to attach. **Save.**
**To insert a coupon in your Flow:**
1. Head to [Flows](https://dashboard.privy.com/flows). Select an existing draft, or create a new Flow.
2. Select the 'edit' icon at the bottom of the email you'd like to edit.
3. Once you're in the email editor, drag a Coupon block into your email body from the content menu on the left.
4. Confirm the coupon you'd like to attach and **save.**
### SMS
**To insert a coupon into an SMS Campaign:**
1. Head to your [Campaigns](https://dashboard.privy.com/message-campaigns). Select an existing draft, or create a new text message.
2. Click the **Coupon** icon in the bottom right corner of your message.
3. Attach your desired code from the dropdown beneath *Select Coupon Code*.
**To attach a coupon to an SMS message in a Flow:**
1. When editing your text message, select the **Personalization** dropdown menu and select **Coupon Code** to insert the attached coupon code into your content.
2. Scroll to the *Coupon* card and attach the desired coupon code.
3. **Save** your changes.
# How to style an unsubscribe link
Source: https://help.privy.com/docs/learn/content/how-to-style-unsubscribe-link
Add a custom unsubscribe button in the body content of your email.
By default, all Privy emails include an unsubscribe link in the email footer for contacts to opt out of your email communications in one click. This unsubscribe link can also be placed directly in the body of your email with a merge tag. Incorporating the link directly into the body content is particularly useful if you'd like to call more attention to the option as it can be customized while the default footer link cannot.
Some situations in which you might want to call more attention to the unsubscribe link include:
Unengaged subscribers are a major concern for proper list management as they can hurt your sending reputation over time. The longer they remain unengaged, the greater the likelihood that future emails will end up in the junk folder or spam filter.
To avoid this situation, a routine re-engagement campaign is recommended. Send your unengaged subscribers a targeted email acknowledging that they haven’t opened or clicked any messages in a while, and simply ask if they want to continue to receive your emails.
It’s crucial that you make unsubscribing to your emails as easy for your contacts as subscribing was in the first place. Never attempt to hide the unsubscribe link from a subscriber and if they'd like to unsubscribe themselves instead of having you facilitate it on their behalf, make the option obvious.
## Styling an unsubscribe link
To style the unsubscribe link in your email:
* Locate and select the desired email to access its details.
* Select the **Edit design** to access the email editor.
* Drag a **Button** element from the *Content* menu on the left side. Click on the button to edit its settings and text.
* Copy and paste the following variable into the button's URL on the left side: **`{{ business.unsubscribe_link }}`**
* Once the merge tag is added, style the unsubscribe button as you normally would with any other button, and then **Save** your changes.
![Screenshot showing how to style an unsubscribe button]()
A custom unsubscribe link is now included in the body of your email. If a recipient clicks the link, they will be opted out and will not receive future emails sent from your Privy account. This action will not unsubscribe the contact from any other email service providers that you may also be using.
**Note:** When the email is sent, Privy will detect the custom unsubscribe variable and will remove the default unsubscribe link from the footer. Marketing emails must include an unsubscribe option to comply with various compliance frameworks, including [CAN-SPAM](https://www.ftc.gov/enforcement/rules/rulemaking-regulatory-reform-proceedings/can-spam-rule).
# How UTM Parameters Work in Email + SMS Messages
Source: https://help.privy.com/docs/learn/content/how-utm-parameters-work
Learn how to track traffic driven by your Privy emails and texts.
## What is a UTM?
UTM stands for Urchin Tracking Module. A UTM is a tag or parameter added to the end of a URL which helps marketers to track the effectiveness of various marketing campaigns and channels.
Privy automatically adds UTM parameters to all links added in your SMS and Email messages, which allows you to track any traffic and/or conversions from Privy in Google Analytics or other analytics tools. This article will walk through the specifics of how Privy UTMs work, and key differences between UTMs added to Email vs SMS links.
## Default UTM Parameters
Links in your Privy Campaigns and Flow messages are tagged with the following parameters by default. The same set is used for Email and SMS — only the `utm_medium` value differs.
| Tag | Campaigns | Flows |
| ------------- | ------------------------------------------------ | ------------------------ |
| utm\_source | `privy` | `privy` |
| utm\_medium | `email` or `sms` | `email` or `sms` |
| utm\_campaign | Campaign name | Flow message (node) name |
| utm\_id | Campaign ID | Flow node ID |
| utm\_term | — | Flow name |
| utm\_content | Version name on A/B Test Emails, empty otherwise | — |
Existing UTMs on a destination URL always win — if you've already added a `utm_source` or `utm_campaign` to a link, Privy preserves your value and won't overwrite it.
### How tracking works in emails
By default, tracking is applied to all links in the following email messages:
* Email Campaigns
* Email Flows
* After Signup Emails
* Double Opt-In Confirmation Emails
Tracking does not work for the following links:
* Unsubscribe Links
* Links already containing the same UTM parameter (existing parameters will be preserved)
### How tracking works in SMS
Privy uses short links in all SMS messages. UTM parameters are added to the destination URL at click time. All existing URL parameters are preserved.
## Customize your UTM Parameters
You can change Privy's default UTM values, turn individual parameters on or off, and add custom parameters from **Business Settings → [Tracking Parameters](https://dashboard.privy.com/settings/tracking-parameters)**.
For each parameter, you can set a different value for Campaigns and Flows. Available values include:
* **Static values:** `Privy`, `Email or SMS` (the sending channel), or any custom text you enter.
* **Dynamic Campaign values:** Campaign Name, Campaign ID, Variant Name, Variant ID. Variant Name and Variant ID only populate on A/B Test Email versions.
* **Dynamic Flow values:** Flow Name, Flow ID, Flow Node Name, Flow Node ID.
* **No Value:** omit the parameter entirely.
To stop adding UTMs to your links altogether, toggle off **Automatically apply UTM parameters to links** at the top of the page.
Changes apply to future sends only. Links in messages that already went out keep the UTM values they were generated with.
## FAQs
Find answers to frequently asked questions about UTM Parameters below.
Yes. Set defaults for every Campaign and Flow from **Business Settings → [Tracking Parameters](https://dashboard.privy.com/settings/tracking-parameters)** — change values, omit parameters, or add your own custom keys. UTMs you set directly on a destination URL still take precedence over the defaults.
To view your tracking data from Privy in Google Analytics:
* Log into Google Analytics.
* Navigate to **Acquisition** > **Campaigns** > **All Campaigns**.
* Filter your **Source** by “privy” to see all Privy traffic.
* Use **Medium** to distinguish Email vs. SMS traffic, if needed.
# My Emails Look Different in Outlook
Source: https://help.privy.com/docs/learn/content/my-emails-look-different-in-outlook
Learn more about how Outlook processes HTML emails and how you can mitigate any differences.
## Why do my emails look different in Outlook?
Privy email templates and emails created with the drag-and-drop editor are designed to be consistent and responsive across as many popular email clients as possible. However, one common provider that presents issues for many users is Outlook. All versions of Outlook since Outlook 2007 use Microsoft Word to render the HTML and CSS of emails. This approach to rendering is better suited for print design and differs significantly from other popular email providers, such as Gmail. Because of these differences, an email may look slightly off when opened in Outlook compared to what you initially designed and previewed in Privy or test send to other email clients like Gmail.
Optimizing an email specifically for Outlook can take a lot of time and skew how it is rendered across other email clients and devices. Most users should only consider investing the time and energy required if they know that a large portion of their recipients use Outlook.
## Common differences and fixes
The design differences that present themselves to a recipient depend on their version of Outlook and their settings, such as default image blocking, but typically stem from these Outlook limitations:
* There is no support for background images in divs and table cells
* There is no support for CSS float or position
* No support for text-shadow
* Limited support for padding and margin
* Limited support for CSS width and height
* Issues rendering nested elements and background colors
With these limitations in mind, you can work around some of the most noticeable design issues listed below. However, you should not expect your email to look uniform across all email clients.
### Image padding or margin is being ignored
Outlook ignores set padding and margins around images. As a result, any wrapped text will be pushed against the image. There are a couple of ways around this:
* Use a photo-editing tool to add a border around your image that is the same color as your email background, then upload the image into your email. Because the padding is part of the image, Outlook cannot ignore it.
* Incorporate the image into your email via an HTML block and add vertical space (vspace) and horizontal space (hspace) to the image's tag. For example:
You'll still want to set margins for the image because some email clients do not recognize "vspace" and "hspace" for styling purposes.
### An animated gif isn't working
Outlook does not support animated GIFs. Instead, it displays the first frame of the GIF in the recipient's email. Please make sure the most important information appears in the first frame.
### Images aren't loading
This issue is typically due to the recipient's personal or business settings. Outlook is often configured by default to [block automatic picture downloads](https://support.microsoft.com/en-us/office/block-or-unblock-automatic-picture-downloads-in-email-messages-15e08854-6808-49b1-9a0a-50b81f2d617a) for security purposes. This setting must change on the recipient's end for the images in your email to render properly.
### Images are being clipped or rescaled
Some versions of Outlook restrict the maximum image height to 1728 pixels. To prevent Outlook from automatically clipping the top or bottom of your image, make sure that the image you upload to your email is under 1728 pixels high.
If you cannot decrease your image's size and need its entire contents, the best alternative is to crop the image into sections and place them into multiple Image blocks in your email.
### Images aren't the correct size
Outlook doesn't recognize the HTML that constrains images. If you use HTML to resize an image uploaded to an email, it may display at the original size when opened in Outlook. Try to resize your images to the desired width and height before you upload them to Privy.
### A background image isn't loading
This issue isn't unique to Outlook, and there isn't a quick fix to force the background image in an email template to display. Always make sure to set a background color as a backup.
### There's extra white space
White space is sometimes inserted above an image because Outlook renders HTML using Microsoft Word. This rendering technique is similar to the preview you see when printing content in that it is broken into a series of unique pages. If an image falls between what Outlook sees as two separate pages, extra space is inserted above the image to force it down to the next page.
Eliminating the extra white space requires reorganizing your content. Because reorganization can require extensive layout and content changes, consider making a copy of the email first. To create a copy, navigate to the applicable email dashboard, locate the email, and select the **Duplicate** option.
When reorganizing your content, you want to determine where Outlook is marking the page break. If an image is beneath the white space, try moving the image to another area in your layout and sending a test email to see if this fixes the issue. Continue reorganizing and testing your email until the unwanted white space is eliminated.
# Use Order Summaries in Emails
Source: https://help.privy.com/docs/learn/content/order-summaries-in-email
Include a summary of your customer's purchase in a Purchase Follow-Up Email.
An order summary is a personalized piece of content that you can leverage in your Purchase Follow-Up emails; it includes the items, quantities, prices, and total from your customer's order. It's a convenient way for a customer to confirm which items were included in their order.
**Note:** This functionality is only available for accounts integrated with **Shopify** at this time.
## Add an order summary
Since an order summary is tied exclusively to a customer's order, it can only be included in a Purchase Follow-Up flow. To add an order summary to your content:
* Navigate to your [Flows](https://dashboard.privy.com/flows).
* Select an existing Purchase Follow-Up flow that you'd like to edit, or create a new one.
* In the Flow builder, select the email you'd like to edit. Click **Edit Design** on the right side to access the email editor.
* Drag and drop the **Order** block from the *Content* menu on the right side.
* Make any other desired changes. **Save.**
# Content
Source: https://help.privy.com/docs/learn/content/overview
Explore the different types of content you can create, manage, and insert into your Privy content.
## Featured articles
Create and manage discounts in Privy.
Connect with your audience in emails + texts.
Incorporate Shopify or BigCommerce products in your emails.
Include order details in Purchase Follow-Up emails.
Learn why font selection matters in email marketing.
Leverage custom fonts in your sign up displays.
## FAQs
Learn how to add and customize a button with an unsubscribe link for your subscribers.
Learn how you can incorporate HTML elements into your Privy email templates.
Explore common differences with how Outlook processes HTML emails and how to mitigate them.
# Personalize Your Emails and Texts
Source: https://help.privy.com/docs/learn/content/personalization-tags
Send more personal, tailored content that connects with your audience on an individual level.
Personalization allows you to connect with your audience on an individual level, which can make all the difference when someone is quickly deciding between dismissing or engaging with your content. Adding personalization to subject lines, body content, and even call-to-actions can make a huge difference in connecting with your subscribers.
## How does personalization work?
Information collected about an individual is stored in fields on their contact profile (e.g., First Name). This information then becomes available for exhibition in your emails via **Merge Tags**. When viewed by a contact in an email, these tags automatically reference and show the information associated with the recipients' contact profile.
## Personalizing Emails
### Supported Merge Tags
| Merge Tag | Information Shown |
| --------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `{{ contact.email }}` | The contact's email address. |
| `{{ contact.first_name }}` | The contact's first name. |
| `{{ contact.last_name }}` | The contact's last name. |
| `{{ contact.name }}` | The contact's full name. |
| `{{ contact.id }}` | The contact's stable Privy identifier — the same `id` returned by the [Contacts API](/docs/api-reference/get-contact). Useful for stitching Privy activity into your own systems. |
| `{{coupon_code}}` | The coupon code associated with the contact or attached to your email. |
| `{{ contact.custom_fields.* }}` | The value stored in a custom field used to collect contact information. For example, `{{ contact.custom_fields.favorite_color }}` would show the contact's Favorite Color value. |
| `{{ business.id }}` | Your business's stable Privy identifier. Handy for disambiguating which account sent a message when you manage several. |
| `{{ business.name }}` | The name of your business. |
| `{{ business.url }}` | The website for your business. You can manage your business's URL in your **Business Settings**. |
| `{{ business.unsubscribe_link }}` | A unique link that unsubscribes your contact from all future emails. |
### Using Merge Tags
**How to personalize your Subject Lines:**
A merge tag must be manually typed into a Subject Line. The easiest way to accomplish this is by copying one of the merge tags from this page and then pasting them into your subject line, as shown below.
![Screenshot showing how to add a merge tag within a Subject Line]()
**How to personalize your body content:**
To insert a merge tag into the body content of an email, click into a **Text Box**, select the **Merge Tags** dropdown menu from the editing toolbar, and select the desired field.
![Screenshot showing how to add a merge tag to a text element in an email]()
**How to personalize a Call-To-Action:**
A merge tag must be manually typed into a button. The easiest way to accomplish this is by copying one of the merge tags from this page and then pasting them into your subject line, as shown below.
![Screenshot showing how to insert a merge tag into a button element]()
### Default or Fallback Values
For any merge tag, you can add a default value to provide a placeholder if there is no information available to pull in from the recipient's contact profile. If a default value isn't provided and there's no value on the contact profile, a blank space will appear instead. To include a default, manually type your merge tag into your content and use this format:
`{{ contact.first_name|default:'there' }}`
| Example Merge Tag | Example Output |
| ----------------------------------------------- | ----------------------------- |
| `Hi {{ contact.first_name\|default:'there' }},` | "Hi John," **OR** "Hi there," |
## Product Merge Tags in Flows
When building Flow emails and SMS messages, you can personalize content with product-specific merge tags. These tags pull in product details relevant to the Flow's trigger.
### Back in Stock
| Merge Tag | Information Shown |
| ----------------------------------- | --------------------------- |
| `{{ product_back_in_stock.title }}` | The product's name. |
| `{{ product_back_in_stock.price }}` | The product's price. |
| `{{ product_back_in_stock.url }}` | A link to the product page. |
### Browse Abandonment
| Merge Tag | Information Shown |
| ------------------------------------------------ | ------------------------------------------ |
| `{{ product_recently_viewed.title }}` | The product's name. |
| `{{ product_recently_viewed.price }}` | The product's price. |
| `{{ product_recently_viewed.compare_at_price }}` | The product's compare-at (original) price. |
| `{{ product_recently_viewed.url }}` | A link to the product page. |
Product merge tags are available in Flow emails and SMS — they are not yet available in one-time campaigns. To insert them, use the **Merge Tags** dropdown in the email editor or the **Personalization** menu in the SMS editor.
### Special Occasion
For **Special Occasion** and other **date-triggered** Flows, occasion data is available under the Liquid key **`date`**, using the **date field** you chose on the Flow trigger (for example Birthday or Wedding Anniversary) and the contact’s value for that field.
| Merge Tag | Information Shown |
| -------------------------- | -------------------------------------------------------------------------------- |
| `{{ date.month }}` | Full month name (e.g. January). |
| `{{ date.day }}` | Day of the month. |
| `{{ date.year }}` | Year. |
| `{{ date.age }}` | Age in years (birthday-style, from the occasion date). |
| `{{ date.property_name }}` | Label of the date property (for example the field name shown in your dashboard). |
There is **no** single merge tag for one fully formatted date—combine `month`, `day`, and `year` in your copy if you need a full date line.
**Flow email editor:** Depending on template and editor version, the **Merge Tags** menu may not list every Flow-only tag in a submenu. You can still paste or type Liquid from this page into subject lines, text blocks, and buttons.
## Custom Event Merge Tags in Flows
Flows triggered by a custom event received on the [Events API](/docs/api-reference/ingest-event) can reference values from that event's payload in email and SMS content. Values come from the specific event that started the contact's journey through the Flow.
| Merge Tag | Information Shown |
| ---------------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| `{{ event. }}` | A top-level attribute from the event payload. For a `quiz_taken` event that includes `score`, use `{{ event.score }}`. |
| `{{ event.. }}` | A nested attribute, using dot notation. For the same event with `quiz.category`, use `{{ event.quiz.category }}`. |
Event tags support the same [default / fallback](#default-or-fallback-values) syntax as other merge tags — for example, `{{ event.score|default:'0' }}`.
`event.*` tags are only available in Flows triggered by an API event. One-time campaigns aren't tied to a triggering event and can't reference `event.*`.
Custom events are sent from your own systems through the Privy API. See [Ingest an event](/docs/api-reference/ingest-event) for the request format — the attributes you send in the event's payload are exactly the ones available as `event.*` merge tags.
## Personalizing SMS
To add a personalization tag to a text message, click on the **Personalization** dropdown menu and select which tag you want to insert into your content:
![Screenshot showing how to add a merge tag within an SMS message]()
## FAQs
**What happens if there is no value associated with the personalization merge tag you chose?**
If a contact is missing the value that you chose for your personalization tag, a blank space will appear instead.
For example, if you write `Hi {{ contact.first_name }}` in your Subject Line and the email is sent to a contact without a first name, the Subject Line will read `Hi `.
# Use Product Blocks in Emails + Displays
Source: https://help.privy.com/docs/learn/content/product-blocks
Easily incorporate your Shopify or BigCommerce products in your campaigns and newsletters.
The Product block allows you to quickly access and incorporate products from your Shopify or BigCommerce catalog into your emails and displays. Simply add the block into your content, select the product, and customize the block's title, image, and layout.
**Note:** Product blocks are available in **emails** for both **Shopify** and **BigCommerce**, and in **Displays** for **Shopify**. Some dynamic options differ by platform; see the notes below.
## Product Blocks in Email
### Add a new product block
* Navigate to your Campaigns or Flows to either select an existing email you'd like to edit, or create a new email.
* Once you're in the email editor, drag and drop the **Product** block from your *Content* menu on the right.
From here, you can choose to include Static products, or a Dynamic product block.
### Static Products
A static product block displays fixed products that you manually select. These same products will appear for all recipients, and will stay the same until you manually change them.
To add a static product block to your email:
* Drag a new product block into your content.
* Select the new product block inside your email to expand its settings on the right.
* Click **Select Products** to choose the specific product(s) you want to include in your email.
* Customize your block’s settings as needed.
You can filter your products by status (In Stock, Out of Stock, All Products).
On Shopify, items with a *Not Tracked* status indicate products without inventory tracking. [Learn more about Shopify inventory tracking here.](https://help.shopify.com/en/manual/products/inventory/setup/set-up-inventory-tracking)
### Dynamic Products
A dynamic product block will automatically populate products based on the criteria you choose. These products may vary among recipients and/or change over time. Choose from:
* **Recently Viewed** — products the recipient has recently browsed. *(Shopify only; BigCommerce has no browse tracking.)*
* **Most Viewed** — your store's most-viewed products. On Shopify, ranked by page views over the chosen time period (requires the Privy Web Pixel); on BigCommerce, ranked by all-time views from your catalog (no pixel needed).
* **Best Selling** — your top-selling products by units sold. Shopify ranks over the chosen time period; BigCommerce ranks over all time.
* **Back in Stock** — products that have returned to stock. *(Shopify only.)*
* **Recently Added** — the most recently created products in your catalog.
To add a dynamic product block to your email:
* Drag a new product block into your content.
* Select the new product block inside your email to expand its settings on the right.
* Select **Dynamic** under your Product Settings.
* Customize your criteria using the dropdown menu under Products to recommend.
* On Shopify, set a **Time Period** for Most Viewed, Best Selling, and Recently Added to control the ranking window. BigCommerce rankings are all-time, so this control doesn't appear.
* Customize the rest of your block’s settings as needed.
Dynamic Product Blocks work in both **Flows** and **Campaigns**. Because a campaign sends to a whole audience at once, only the non-personalized query types — **Recently Added**, **Most Viewed**, and **Best Selling** — are available in the campaign editor. The recipient-personalized types (**Recently Viewed** and **Back in Stock**) remain available in Flows only.
On **Shopify**, **Most Viewed** needs the Privy Web Pixel installed with the `read_customer_events` scope. If scopes are missing, the Flow email editor shows an error badge with a link to fix permissions in Shopify. On **BigCommerce**, Most Viewed uses your catalog's own view data, so no pixel is required.
On **BigCommerce**, any dynamic product block — **Recently Added**, **Most Viewed**, or **Best Selling** — can be scoped to a specific collection. Select your dynamic block and choose a collection in the product settings to show only products from that collection.
#### Fallback Products
If your dynamic block's primary query returns no results (e.g. Recently Viewed for a new visitor, or Most Viewed on a store without enough pixel data), configure a fallback:
* Select your dynamic product block.
* Under **Products to recommend**, choose your primary query.
* In the **Fallback** dropdown, choose **Recently Added**, **Most Viewed**, or **Best Selling**. The fallback fills any empty slots when the primary query returns fewer products than requested.
#### Preview Product Recommendations
Click **Preview Product Recommendations** in the product settings to see which products a **Recently Added**, **Most Viewed**, or **Best Selling** block would send. **Recently Viewed** and **Back in Stock** cannot be previewed. A **Fallback** badge marks slots filled by your fallback query.
#### Liquid Variables
You can reference product data directly in your email or SMS copy using Liquid variables — useful for personalizing subject lines, body text, or SMS messages with specific product details.
Two flow trigger products are exposed as top-level variables. These come from Browse Abandonment and Back In Stock flows, which are **Shopify only**:
| Variable | Description |
| ------------------------------------- | ------------------------------------------------------------------------------ |
| `{{ product_recently_viewed.title }}` | Title of the contact's most recently viewed product (Browse Abandonment flows) |
| `{{ product_recently_viewed.price }}` | Price of the contact's most recently viewed product |
| `{{ product_back_in_stock.title }}` | Title of the back-in-stock product (Back In Stock flows) |
| `{{ product_back_in_stock.price }}` | Price of the back-in-stock product |
Products inside a dynamic product block — regardless of query type (Recently Viewed, Most Viewed, Best Selling, Back in Stock, Recently Added) — are addressed by the block's ID and product index:
| Variable | Description |
| ---------------------------------------------------- | --------------------------------------------------------- |
| `{{ dynamic_products[''][0].title }}` | Title of the first product in the named block |
| `{{ dynamic_products[''][0].price }}` | Price of the first product in the named block |
| `{{ dynamic_products[''][0].image_url }}` | Image URL of the first product in the named block |
| `{{ dynamic_products[''][0].button_url }}` | Product page URL for the first product in the named block |
Replace `` with the ID of the product block (e.g. `u_content_shopify_product_1`) and the index with the position of the product in the block.
Liquid variables for product blocks are only available in **Privy Flows** and require a matching dynamic product block to be present in the same email or SMS.
### Add multiple products
To add more than one product to your block:
* Click your product block to select it.
* Click **+ Add New Product** on the right side menu.
* Search for and select the product you'd like to add, then press **Select Products**.
You can select and deselect as many products as needed by using the checkboxes in the product picker.
### Customize the product block
The product block auto-populates with the selected product's title, price, and primary image by default. The entire image and title area will direct the recipient to the associated product page in a new tab when clicked.
You can further tailor your product block using the right side menu. Customize settings such as:
* Number of products per row
* Horizontal and vertical gaps
* Product Details visibility
* Image height
* Font appearance
* Add a button
* **Do Not Stack on Mobile** — by default, multi-column product layouts collapse to a single column on mobile. Enable this toggle in the block's **Layout** settings to keep products side-by-side on mobile too.
### Test your product block
Select Preview to review the email's design in both desktop and mobile views. Click the **Send Test Email** button to ensure the content displays as expected in your inbox.
## Product Blocks in Displays
### Add the product block
To add a product block to your display:
* Head to [Displays](https://dashboard.privy.com/displays).
* Select an existing display that you'd like to edit, or create a new display.
* Once you're in the editor, hover over the elements on your display and click the blue plus sign to add a new element. Select the **Product** element from the menu.
* Search for and select the Shopify product you'd like to feature from the menu on the right.
### Customize the product block
* Once you've added your product block, you can uncheck the boxes of any content that you do not want shown on your display.
* To edit individual components of the product block, such as the button or the text, click directly on the component you want to edit and make all your changes to the settings on the right. **Save.**
# Use Custom Fonts in your displays
Source: https://help.privy.com/docs/learn/content/use-custom-fonts
Learn how to install a custom font in your Privy account to use in your sign up displays.
A custom font is one way your brand can express itself and become more recognizable. The font can convey your personality while highlighting how you would like to be perceived by your audience.
**Note:** Custom fonts are only available for Convert displays. Since most email clients do not support custom fonts, the Privy email designer provides a selection of [web-safe](https://privy.helpscoutdocs.com/article/86-web-safe-fonts-faq) fonts instead.
## Add a custom font
Fonts that are hosted by *online directories* and *self-hosted* are supported. Fonts offered via an online directory like Google Fonts are easier to set up and manage, so they are recommended for most users.
### Fonts hosted in a directory
Privy currently recommends [Google Fonts](https://fonts.google.com/), so this example uses its catalog as a reference. That said, the same ideas apply wherever your font is hosted. To add a custom font:
* Search for a custom font [here](https://fonts.google.com/).
* Next, click on the font and click the **Get Font** button on the right side.
* Click the **\<> Get Embed Code** button on the right side
* Then, choose the **@import checkbox option**
* Here, you'll see the import code for the font. **Copy the URL portion only**. In this example, the URL component is [https://fonts.googleapis.com/css2?family=Oswald:wght@200\&display=swap](https://fonts.googleapis.com/css2?family=Oswald:wght@200\&display=swap).
![Screen recording of copying a custom font URL from the Google Font directory]()
* Once you have the font's URL, navigate to the [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) page of your Privy settings (under **Advanced**).
* Scroll down and click the **New Custom Font** button.
* Enter a font name. When possible, use the font family from the directory. In this example, the official font family listed in Google Fonts is Lora.
* Next, paste the font URL from earlier in the *Font CSS URL* field.
* Check the box if you only want this font available on landing pages and embedded forms.
* Click the **Save Custom Font** button.
That's it! The custom font will now appear in the display editor. To add more fonts, repeat this process until you have added all the fonts you need.
### Self-hosted fonts
Most Privy merchants decide to self-host store their font files in a storage option provided by their e-commerce provider, so this example uses Shopify as a reference. That said, the same ideas apply wherever your font is self-hosted. To add a custom font:
* Ensure the free or purchased font file is downloaded to your computer. In this case, the selected custom font is called "SyneMono-Regular" and was available in the "TTF" format.
* Upload the font to your hosting provider. To do this in Shopify, navigate to **Homepage** > **Content** > **Files** and select the **Upload files** option at the top-right. The file will upload and be assigned a URL.
![Screen recording showing how to upload self-hosted font into Shopify]()
* Open a text editor, like [Brackets](http://brackets.io/) or [Sublime Text](https://www.sublimetext.com/3), to create a font-face file. If you were provided a font-face file, please skip ahead to upload the font-face file.
* In the text editor, paste in the information listed below to create a font-face file. Please make sure to replace the generic information with your font's information.
```
/* YOUR FONT'S NAME */ @font-face { font-family: 'yourfontfamily'; font-style: normal; font-weight: 400; src: url(https://YOURFONTFILE.ttf) format('ttf'); unicode-range: U+0000-00FF, U+0131, U+0152-0153, U+02C6, U+02DA, U+02DC, U+2000-206F, U+2074, U+20AC, U+2212, U+2215; }
```
* Add your font source URL to the font-face file, and match the format to your file extension. In this case, the URL is listed next to the uploaded font file in Shopify and uses the TTF extension.
![Screenshot of a formatted font face file's code]()
* Save your customized font-face file as a CSS file (e.g., SyneMono-Regular.css).
* Upload the CSS font-face file to Shopify and copy the assigned URL.
![Screenshots showing how to copy a font file's URL in Shopify]()
* Once you have the font's URL, navigate to the [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) page of your Privy settings (under **Advanced**).
* Scroll down and click the **New Custom Font** button.
* Enter a font name. Use the font family from the directory when possible. In this example, the official font family is SyneMono-Regular.
* Next, paste the font URL from earlier in the *Font CSS URL* field.
* Check the box if you only want this font available on landing pages and embedded forms.
* Click the **Save Custom Font** button.
![Screen recording showing how to adda self-hosted font in Privy]()
That's it! The custom font will now appear in the display editor. To add more fonts, repeat this process until you have added all the fonts you need.
## Use a custom font
To use your custom font:
* Select an element that contains text in an onsite display.
* In the sidebar, locate the *Text* section.
* Select the custom font from the dropdown menu.
* Customize the remainder of the display and **Save**.
![Screen recording showing how to use a custom font in a display]()
## Remove a custom font
To remove a custom font:
* Navigate to the [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) page of your Privy settings (under **Advanced**).
* Scroll down and click the **Delete** icon next to the font you'd like to remove.
![Screenshot showing how to remove a custom font from Privy's settings]()
## Troubleshooting
If your custom font isn't working as expected, check out these common problems and solutions:
### The font's URL is not valid
The most common issue with custom fonts is that the provided URL is formatted incorrectly. To check and correct this possible error:
1. Check the URL added to Privy, making sure it starts with HTTPS:// and does not end with a font file extension (e.g., .woff2).
2. Try opening the URL by either clicking on it or copying and pasting it into a new tab. It should open a plain text CSS file containing the font information. If this action triggers a download of the font file, it is not the correct URL.
### The font name and font family don't match
For Privy to reference the correct custom font, the font name in Privy needs to match the font family listed in the font file. To confirm that the two values match, open/visit the font URL and check the *font-family* line.
![Screenshot highlighting the font family name in the font file]()
Then, navigate to [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) in Privy, scroll down to the *Custom Fonts* section, and confirm that the *Font Name* matches the font-family line from the font file.
![Screenshot indicating where to find the font family name in Privy's settings]()
### Font file errors
Validate your font to confirm it is not corrupt. Errors in a font file, such as incomplete lines of code, typically prevent a font file from working. Various tools, such as [Font Book](https://support.apple.com/guide/font-book/install-and-validate-fonts-fntbk1000/mac) on Mac, make this validation process easier.
# Build an HTML Email Template
Source: https://help.privy.com/docs/learn/content/use-html-email-template
Learn how to incorporate HTML elements in your Privy emails.
While the drag-and-drop email editor is recommended for most users due to its ease of use, you have the option to work with custom HTML if you already have a template or if you prefer to work directly with your code.
There are two ways to use an HTML email template with Privy emails, and the approach differs slightly depending on the email type. Please review the available options below.
**Note:** While the Privy product supports custom HTML, the Privy support team cannot help you build out or troubleshoot your custom templates beyond the general guidance covered in this documentation. Please only import custom templates if you prefer working directly with source code and have the technical skills or resources to troubleshoot and resolve any issues.
## After Signup Emails
To use a custom HTML template in an after signup email:
* Navigate to the **Displays** via the main navigation.
* Select the display in need of an after-signup email.
* Select the **Follow-up** step in the display builder.
* Click on the email card in the *After Signup Emails* section to open the email builder.
* Once in the editor, click the **Templates** button and select the **Switch editor** option from the dropdown menu.
* Select the HTML editor option from the prompt and then confirm your choice by clicking the **Switch editor** button.
* Replace the code of the default HTML email with your own and then select **Save**.
**Note:** The default Privy footer is still included when sending emails using a custom HTML template. Its inclusion ensures your emails meet the required compliance guidelines. That said, its inclusion may change how you decide to design your footer, so testing is recommended.
If you choose to add additional emails and create a series, the editor options will present themselves automatically.
## Campaigns and Flows
To use a custom HTML template for a Campaign, Abandoned Cart, Customer Winback, or Purchase Follow-up email:
* Locate an existing email draft you'd like to edit, or create a new one.
* Click to **Edit design** to open the drag-and-drop editor.
* Remove all of the content from the existing template, leaving a single empty content block.
* Add an **HTML** element to the empty content block, and then paste your HTML email template into the block via the sidebar.
**Note:** The default Privy footer is still included when sending emails using a custom HTML template. Its inclusion ensures your emails meet the required compliance guidelines. That said, its inclusion may change how you decide to design your footer, so testing is recommended.
* Save the changes you've made and send, schedule, or activate the email.
# Web-Safe Fonts
Source: https://help.privy.com/docs/learn/content/web-safe-fonts
Learn about why your font selection matters when creating your emails.
Ideally, you could choose any font for your content without issue. In reality, most devices, browsers, and email clients have a pre-installed font selection. This variation can result in vastly different experiences for your readers.
## What makes a font "web-safe"?
A font is considered web-safe when it is widely available by default. These fonts are usually pre-installed on most devices. Their "commonality" or "popularity" means that the font would render for most readers without any issues or additional actions required.
## Why does my font matter?
Fonts selection can seem like a small detail in your overall content strategy. However, it heavily influences whether your message is communicated clearly and aligns with your brand. As such, it's essential to know how your fonts appear on the reader's end. Web-safe fonts make that guessing game a bit easier.
## What fonts are safe to use?
The most popular web-safe fonts are Arial, Verdana, Helvetica, Georgia, Tahoma, Lucida, Trebuchet, and Times New Roman. All of these fonts are available by default in the Privy email designer.
**What happens if I choose a font that my reader's browser or email client does not support?**
The text will still appear in your content, and the reader may never realize the difference. However, a font change can affect the intended presentation or the readability of the content. For example, each email client has a default font if the selected font is unavailable - Gmail uses Arial, Apple Mail uses Helvetica, and Outlook uses Calibri.
## What about custom fonts?
Privy currently supports custom fonts for onsite displays. When [properly configured](https://help.privy.com/docs/learn/content/use-custom-fonts), an onsite display loads the file directly, which means it is almost guaranteed to display correctly to all readers regardless of their device or browser.
**What about email and text?**
Privy does not support custom fonts in emails and texts. More specifically:
* **Text**: No font type or selection is currently available.
* **Email**: Many email clients do not support custom fonts, so the Privy email designer provides a selection of more traditional and web-safe fonts instead. It's a best practice to use default web fonts in your emails to ensure the most consistent experience for your recipients. The most popular web-safe fonts are reviewed in the "*What fonts are "safe" to use?*" section above.
# Hard Bounces vs. Soft Bounces
Source: https://help.privy.com/docs/learn/deliverability/hard-vs-soft-bounces
Learn about the different kinds of bounces and how they affect your list.
## What is a Bounce?
When a recipient server blocks an incoming email, it’s called a bounce. When a bounce happens, the receiving server usually provides a message stating the reason for the bounce, allowing Privy to categorize them as soft or hard bounces.
In this article, you’ll learn about some specific reasons why bounces can happen and their effect on your contact list.
### Hard Bounces
Hard bounces indicate that the email address cannot receive emails permanently. Some of the reasons for a hard bounce might be:
* The email address is invalid or nonexistent
* The recipient server is no longer active or has blocked emails permanently
* The recipient user had a firewall or a strict spam filter
Once an email hard bounces, the recipient address will be automatically and immediately marked as “suppressed: non-mailable,” permanently removing the contact from your mailable contacts list.
### Soft Bounces
Soft bounces indicate a temporary issue that is preventing that address from receiving emails at that time. Servers will continue to attempt to deliver the email until a certain amount of time has passed without success before officially sending back a bounce message. Some of the reasons for a soft bounce might be:
![List of various reasons for which an email might soft bounce from someone's inbox]()
Soft bounces will not cause the email address to be marked as non-mailable, but can be persistent depending on the cause.
## How to monitor your bounce rate
Now that you have an idea of what the difference between hard and soft bounces is, you can better analyze your bounce rates and access the detailed error messages for more information about them.
### Campaign Reporting
To find your bounce rate + identify bounced email addresses for a specific campaign:
* Head to your Campaigns page and click on the desired Sent email.
* Scroll down to your *Deliverability* card to find the email's overall bounce rate and unique number of bounces.
You can also view which specific email addresses bounced:
* Navigate to your **Contact Activity** tab at the top of your Campaign's overview page.
* Click on the dropdown menu just above your Contact table and select **Bounced** from the options.
Here you’ll be able to check individual contacts who have returned bounce messages, and by clicking on their email address, you’ll see the separate bounce error messages with more details. This allows you to correct any possible causes of bounces and gain insights on bounce issues that cannot be immediately resolved.
### What is a good bounce rate?
A good bounce rate will be 2% or lower. Anything between 2% and 5% is worth investigating, and anything over 5% is considered critical and requires immediate action for improvement.
### How can I improve my bounce rate?
Major points to take into account when it comes to a high rate of bounces are:
* **What are the major causes of bounces?** You can assess this by looking at the bounce reasons messages when identifying email addresses that are bouncing from Campaigns.
* **Are my domain settings within Privy correctly configured?** You can assess this by checking your account’s [domain settings page](https://dashboard.privy.com/settings/sending-domains).
One other very important thing to note is that since February 2024, [Google](https://support.google.com/a/answer/81126?hl=en) and [Yahoo](https://senders.yahooinc.com/best-practices/) have set specific requirements for email senders, including setting up authentication methods such as DMARC, SPF, and DKIM records to send emails to their users’ inboxes. These requirements can have a great impact on your deliverability and bounce rate, so make sure to keep an eye on that.
We have an [article](https://help.privy.com/docs/learn/deliverability/understanding-email-authentication) that goes into more detail about email authentication, but you can also reach out to us for extra help by sending an email to [support@privy.com](mailto:support@privy.com).
# How to Improve your Deliverability
Source: https://help.privy.com/docs/learn/deliverability/how-to-improve-deliverability
Monitor your deliverability and learn best practices to improve your inbox placement.
Looking to improve your deliverability? There are a number of factors that contribute to your emails' inbox placement.
In this article, we’ll review all those factors as well as:
1. Best Practices
2. How to Monitor Delivery + Deliverability in Privy
## Best Practices
There are 6 major best practices that every business should have in place in order to improve and maintain healthy deliverability:
First, please ensure your DMARC/DKIM/SPF records are all in place. This requirement **cannot** be overlooked. This process is done directly with your domain service provider and can vary from provider to provider. [Learn how to authenticate your domain.](https://help.privy.com/docs/learn/deliverability/understanding-email-authentication)
Alongside the requirements for authentication records, each email provider has its own other requirements that all bulk senders should follow. These requirements range from email content to domain settings and can be found in full on the following links:
* [Google Sender Guidelines](https://support.google.com/a/answer/81126?hl=en)
* [Yahoo Sender Best Practices](https://senders.yahooinc.com/best-practices/)
* [Outlook Policies, Practices, and Guidelines](https://sendersupport.olc.protection.outlook.com/pm/policies.aspx)
For new domains, or domains that have recently added authentication records (DMARC/DKIM/SPF), it’s important to [warm up your domain](https://help.privy.com/docs/learn/deliverability/warming-up-sending-domain) so that major inbox providers such as Google and Yahoo can detect the progression of your domain’s reputation.
This is an essential step to ensure a good sending reputation, but please bear in mind that this can be a lengthy process, taking weeks or months to warm up a domain properly.
Maintaining a clean and updated list is essential for good delivery and deliverability rates. Periodically removing bots, invalid, and bounced addresses can make a huge difference in your delivery and help maintain a good sending reputation. [Learn how to practice list hygiene in Privy.](https://help.privy.com/docs/learn/contact-management/list-hygiene)
When it comes to email content, there are some things that you need to avoid and other things that you must have. Here are some of them:
* Keep your subject line concise and avoid all caps. Shoot for between 28 to 50 characters.
* Keep your preheader concise. Shoot for between 40 to 100 characters.
* Keep your email concise. Shoot for between 50 and 125 words.
* Personalize your emails with [merge tags](https://help.privy.com/docs/learn/content/personalization-tags). For example, include the contact's first name.
* Avoid using spammy keywords like guarantee, opportunity, click, and winner.
* Avoid using special characters like %, \$, &, !, ?, @, and # excessively.
* Avoid excessive use of images. Emails that use too many images or are all one image can trigger a spam filter. Using several lines of text to separate images helps avoid this.
* Avoid using too many links or calls to action.
Major email providers also have postmaster tools that allow you to investigate how your domain performs on their platform. These are great if you want more insight into your domain’s sending reputation and SPAM rates. You can find these postmaster tools for the biggest email providers here:
* [Gmail Postmaster Tools](https://gmail.com/postmaster/)
* [Outlook Postmaster Tools](https://sendersupport.olc.protection.outlook.com/pm/)
* [Yahoo Postmaster Tools](https://senders.yahooinc.com/)
Take advantage of these tools to monitor your domain’s health!
## Monitor Delivery and Deliverability
Now that we've covered best practices, let's go over how you can keep track of your campaigns and Flows performance, and how those metrics translate into your delivery and deliverability health.
### Which metrics are most important?
To measure your **delivery**, you'll want to focus on how many emails successfully made it to your subscribers:
The total number of emails sent during the reporting period.
The percentage of successfully delivered emails compared to the total number sent.
The percentage of emails that resulted in a soft or hard bounce compared to the total number of emails sent. [Learn more about Hard vs. Soft Bounces. ](https://help.privy.com/docs/learn/deliverability/hard-vs-soft-bounces)
To get a pulse on your **deliverability**, you'll want to focus on your emails' engagement metrics:
The total number of unique opens divided by the total number of delivered emails.
The total number of unique clicks divided by the total number of emails delivered.
The total number of unique orders divided by the total number of delivered emails.
The percentage of contacts who unsubscribed from the contact list after receiving an email.
The percentage of contacts who marked your email as being spam. *This is one of the most important statistics and it’s essential to keep this at a minimum to avoid domain reputation issues.*
**Note:** Not all providers relay spam complaints to email service providers, so the number you see in your reports is the baseline of received complaints and is usually lower than the actual number.
### Where can I find these in Privy?
On the home page of your dashboard, you’ll see records for all emails sent in the selected timeframe. This the last card on the page. It will give you insights into your deliverability over multiple campaigns and Flows:
To see specific details about individual Campaigns or Flows, go to your **Campaigns** or **Flows** pages and open a specific message.
For more detailed information on how to find individual email reporting, check out these articles:
* [Campaigns Reporting](https://help.privy.com/docs/learn/email-campaigns/email-campaign-reporting#individual-campaign-reporting)
* [Flows reporting](https://help.privy.com/docs/learn/flows/reporting#individual-flows)
### Benchmarks
Now that you know where to look for your deliverability numbers, let’s go over the ranges that are considered ideal for each relevant metric:
* **Open rate:** a good open rate stands at between 17% and 28%, though this depends on your store’s industry.
* **Click-through rate (CTR):** A good CTR is between 2% and 5%, but it also depends on your store’s industry.
* **Spam complaints:** 0.1% and below is the ideal number for spam complaints. This would mean that only 1 contact marks your email as spam per 1000 delivered emails.
* **Bounces:** The ideal bounce rate is 2% or lower. Anything between 2% and 5% is worth investigating, and anything over 5% is considered critical and requires immediate action to improve.
* **Unsubscribes/opt-outs:** The ideal number of unsubscribes in a single email should be around 0.5% and below, meaning 5 customers unsubscribe per 1000 delivered emails.
# Deliverability
Source: https://help.privy.com/docs/learn/deliverability/overview
Explore resources to help you understand deliverability and improve your sending habits.
Deliverability is nuanced, and it can be influenced by several different factors; it's important to stay up-to-date with the industry's latest requirements and recommended practices so that you can ensure that you keep seeing successful delivery to your recipients' inboxes. To help you understand and improve your deliverability, we've put together a collection of resources:
Start here if you want to get a basic understanding of what deliverability is, how you can monitor it, and what sorts of factors influence it.
Explore best practices and good habits to pick up that will help you get a pulse on your deliverability and work towards better inbox placement.
## Industry Standards and Best Practices
A best practice to establish brand recognition, build trust with your audience, and best monitor your deliverability metrics.
Learn more about sending domain authentication and make sure your business is adhering to Google and Yahoo's sending requirements.
Using a new sending domain? Learn why and how you should warm up your sending domain to establish a good sending reputation with your audience.
## Other Helpful Resources
Learn the difference between hard bounces and soft bounces, why they occur, and steps you can take to improve your business' bounce rate.
Learn more about non-human interactions, where they come from, why they occur, and strategies to mitigate this activity.
# Understanding Deliverability
Source: https://help.privy.com/docs/learn/deliverability/understanding-deliverability
Learn about email deliverability, how it differs from email delivery, and what factors impact both aspects of your email campaigns.
## Delivery vs. Deliverability
While the terms "email deliverability" and "delivery" are often used interchangeably, they refer to different stages of the email-sending process.
Delivery refers to the ability to send and successfully deliver emails to your recipients, regardless of whether the email lands in the recipient’s spam or junk folder. On the other hand, deliverability is focused on the likelihood of your email reaching the recipient’s main inbox and being seen or opened. In summary:
Delivery regards the ability to successfully send emails to your recipients' mail servers, ensuring they are accepted and not rejected due to issues like invalid email addresses or server problems.
Deliverability is about ensuring that emails not only reach the inbox but also appear in the main inbox and are seen by the recipient.
When it comes to deliverability, it’s important to note that, while we cannot see the exact placement of sent emails, we can infer the effectiveness of a campaign's deliverability based on its open rate and click-through rate (CTR).
**A high delivery rate does not necessarily mean high deliverability.** An email may be delivered, but if it ends up in a spam folder or is ignored, the recipient may not see it.
## What factors impact Delivery & Deliverability?
Several factors can impact both your delivery and deliverability. Let's dive into each one:
Your sending domain’s reputation directly impacts both email deliverability and delivery. This sender score is determined by email providers such as Google, Yahoo, iCloud, and Outlook and can be monitored by using their postmaster tools.
**SPF, DKIM, DMARC**: These protocols verify the sender’s identity, preventing spoofing and phishing, which improves deliverability.
These three records are a crucial part of email security and have been required by the biggest email providers since February 2024.
Engaging, relevant, and well-designed emails can avoid spam filters and improve your deliverability. Aim for personalized emails with relevant content while avoiding spammy language and optimizing the HTML-text ratio.
High bounce rates will hurt your domain’s reputation over time, hurting your deliverability. It’s important to regularly remove contacts that are bouncing from your list.
High engagement rates signal that your content is relevant to email providers, which improves your deliverability and your domain’s sending reputation, so it’s important to maintain a clean list with engaged contacts.
Consistent email sends, and gradual volume increases help improve your deliverability. Bombarding your recipients with too many emails can trigger spam filters and hurt your domain’s reputation.
It’s very important to regularly clean up your list to ensure your campaigns are sent to active and engaged contacts. This helps ensure your deliverability and, over time, will improve or maintain your domain’s sending reputation.
High spam complaints damage reputation. Providing easy opt-out options and maintaining a clean and engaged list help prevent these and improve your domain’s reputation.
## How can I improve my Deliverability?
It's important to monitor your delivery and deliverability so that you can track any improvement and know when it's time to take some action. [Follow this guide](https://help.privy.com/docs/learn/deliverability/how-to-improve-deliverability) to learn how to monitor your deliverability + explore tips and best practices that will help you improve your inbox placement.
# Understanding Email Authentication
Source: https://help.privy.com/docs/learn/deliverability/understanding-email-authentication
Make sure you have your DMARC / SPF / DKIM records in place to meet sender requirements.
Starting in February 2024, Google and Yahoo! have stated that there will be new requirements for sending emails to their users. Two of the mentioned requirements are that all senders must have an authenticated domain (SPF/DKIM) and a DMARC policy.
In this article, we’ll go over what these new requirements are and how you can make sure that you are up to speed with all of them so you won’t run into any issues with these email service providers while sending your emails securely through Privy.
## What are Google and Yahoo's requirements?
Using free email domains like @gmail.com or @aol.com in your ‘From’ address has never been a good practice — not only does it negatively affect your recipients’ experience with your brand, but it can now cause your emails to get rejected or land in the spam folder. Transitioning to a domain you own is strongly advised for seamlessly setting up authentication and complying with evolving standards. For customers without a custom domain, acquiring one promptly is recommended.
Authentication is a way to verify that an email comes from who it claims to come from and is not a spoof. In other words, it helps prevent spam, phishing attempts, and other malicious activities that could damage your brand’s reputation or the trust your recipients have in your emails. Authentication also improves deliverability, as mailbox providers will be able to confirm the identity of the sender. The most commonly used email authentication records are **SPF**, **DKIM**, and **DMARC**.
*If you want to do a quick check to see if your domain already has DKIM and SPF records as well as a DMARC policy in place, you can do a lookup here:* [https://hostedscan.com/spf-dkim-dmarc-security-tool](https://hostedscan.com/spf-dkim-dmarc-security-tool)
This will also be enforced by Google to prevent recipients from being spammed with unwanted content. We have systems in place that can be useful for tracking your spam complaints with Privy, but ultimately businesses should want to use [Google Postmaster Tools](https://gmail.com/postmaster/) to track those as well. [Segmentation](https://help.privy.com/docs/learn/email-campaigns/segmentation) is a great way to make sure that your messages are more tailored + reaching the intended audience.
All emails sent to both providers will require that an unsubscribe link/button is visible in the email body. Luckily, emails created with Privy have and always will include this option by default.
## What are DMARC, SPF, and DKIM records?
Dive into what each of these DNS records stands for and its purpose below:
[**SPF**](https://support.google.com/a/answer/33786?hl=en) is an email authentication protocol that allows receiving email servers to accept incoming emails from authorized senders. It was designed to prevent email spoofing, a common technique used in phishing attacks and email spam. As an integral part of email cybersecurity, SPF enables the receiving mail server to check whether incoming email comes from an IP address authorized by that domain’s administrator.
[**DKIM**](https://www.dkim.org/) is an email authentication method that employs public-key cryptography to digitally sign emails, ensuring that the message body and attachments remain unaltered during transmission. Receiving servers use DKIM to verify that the domain owner sent the message. It also acts as a digital signature that is added to the header of an email to further verify the identity of the sender. Receiving email servers will verify that the DKIM signature matches that of the associated sending domain.
[**DMARC**](https://dmarc.org/overview/) is a standard that builds on SPF and DKIM. It ensures emails are genuinely coming from the domain they claim to be from, by checking the alignment of the SPF and DKIM records. It detects and prevents email spoofing techniques used in phishing, business email compromise (BEC), and other email-based attacks.
* DMARC provides instructions to receiving servers about how to handle incoming mail. To get delivered, messages need to pass DKIM and SPF alignment checks according to the requirements set by the DMARC policy. Messages that do not pass DMARC checks can be allowed, rejected, or placed in the spam folder.
## How to set up these records
Setting up SPF, DKIM, and DMARC records can be a complex and time-consuming process and improper configuration can result in several errors. Because of this, and due to liability reasons, we recommend consulting with an IT team expert or your host domain support team to make and use online tools to analyze and ensure your SPF, DKIM, and DMARC policies are set up correctly.
That being said, here is a brief overview of what this process looks like:
### Set up SPF Records
These records are TXT records on your domain that authorize specific servers to send mail using your domain name. This is how an SPF record may look:
| **Field:** | Value: |
| :------------------ | :------------------------------------ |
| **Type of Record:** | TXT |
| **Host/Name:** | @ |
| **Value/Data:** | `v=spf1 include:_spf.google.com ~all` |
Replace "google.com" with whichever email server your domain uses.
* Publish the record and test to ensure proper configuration.
* Create your SPF TXT record specifying the authorized addresses. You can do this in your DNS settings depending on your domain host provider.
* Get a list of the IP addresses, email servers, or domains authorized to send emails on your behalf.
### Set up DKIM Records
A DKIM record is a specially formatted DNS TXT record that includes a name, version, key type, and the public key itself, and is often made available by the provider that is sending your email. A simple DKIM signature is composed of several parts and may look like this:
| **Field:** | Value: |
| :------------------ | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Type of Record:** | TXT |
| **Host/Name:** | google.\_domainkey |
| **Data/Value:** | `v=DKIM1;t=s;p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQDXtO3Mn1iOnq8XjWzud7GUrrgJFJhIj+1Zf7O527Tu3I5K1NXOk6HWVI10GP3YzIzIzrMMdBuEvGfZF30BRV8qX3EG1ETiyP664BDpIQUvtnkCLzjezl8qvD1LU9sSygCtIcHTHhu2eyh7gG3lU2AzoMM3uQb5Omh+U0xHNg1VoQIDAQAB` |
Our team also recommends checking out this [DKIM Record Generator](https://easydmarc.com/tools/dkim-record-generator) resource for more guidance.
* Generate the public/private key pair for encrypting and decrypting your DKIM signature.
* Publish the public key in your DNS zone file as a TXT record – and secure your private key.
* Generate your signature and test your emails to ensure proper configuration.
### Set up DMARC Record
A DMARC record may look like this:
| **Field:** | Value: |
| :------------------ | :-------------------------------------------------------- |
| **Type of Record:** | TXT |
| **Host/Name:** | \_dmarc |
| **Data/Value:** | `v=DMARC1; p=quarantine; rua=mailto:dmarc@yourdomain.com` |
Replace "@yourdomain.com" with your custom domain.
* Identify legitimate and illegitimate sources that fail authentication. This gives you insights to help you adjust other security protocols.
* We recommend setting your policy to quarantine (p=quarantine), and choosing an email address for receiving DMARC reports (rua).
* Monitor your emails to identify and analyze emails that fail authentication.
* Ensure you set up SPF and DKIM correctly.
* Generate and publish your DMARC record in TXT format in your DNS database.
### Helpful Resources
To get some more detailed information about how you can create and manage these records, please check out the articles for some of the most popular host providers:
* **Google Domains:** [DMARC](https://support.google.com/a/answer/2466563?hl=en) & [SPF/DKIM](https://www.google.com/url?client=internal-element-cse\&cx=a8a251bd03698fb03\&q=https://knowledge.workspace.google.com/kb/how-to-enable-sender-policy-framework-and-dkim-000008789\&sa=U\&ved=2ahUKEwjZ3cOr--WGAxXOMVkFHeSmDhgQFnoECAIQAg\&usg=AOvVaw1GwddUlQCR10DFdIHeMHTc\&arm=e\&fexp=72519171,72519168)
* **GoDaddy:** [DMARC/SPF/DKIM](https://www.godaddy.com/help/set-up-spf-dkim-or-dmarc-records-for-my-hosting-email-40810)
* **Namecheap:** [DMARC/SPF/DKIM](https://www.namecheap.com/support/knowledgebase/article.aspx/317/2237/how-do-i-add-txtspfdkimdmarc-records-for-my-domain/)
* **Squarespace:** [DMARC/SPF/DKIM](https://support.squarespace.com/hc/en-us/articles/360002101888-Adding-custom-DNS-records-to-your-Squarespace-managed-domain#toc-dmarc-records)
* **Wix:** [SPF](https://support.wix.com/en/article/adding-or-updating-spf-records-in-your-wix-account) & [DKIM](https://support.wix.com/en/article/adding-a-dkim-txt-record) (for DMARC, contact [Wix Support](https://www.wix.com/about/contact-us))
* **Shopify:** [DKIM/SPF](https://help.shopify.com/en/manual/intro-to-shopify/initial-setup/setup-your-email#connect-to-spf-and-dkim-records) (for DMARC, contact [Shopify Support](https://help.shopify.com/en/support/login))
If your host provider is not on the list above, don’t worry - you can contact us at [support@privy.com](mailto:support@privy.com?subject=DNS%20Help) so we can point you in the right direction!
## Verify your custom domain in Privy
If you haven't already, make sure you'd added your custom sending domain in Privy in order to improve deliverability and build trust with your customers. Your DMARC, SPF, and DKIM records are tied to your custom domain — not Privy's shared domain — so you should be sending your emails from your own domain in Privy once authenticating your domain.
The approach to updating DNS records varies from one provider to another, most hosts have similar steps, however, we’ve included links to our KB articles for several top hosting sites:
* Shopify
* GoDaddy
* Namecheap
* Wix
* Domain.com
If you encounter any difficulties while attempting to verify your custom domain with Privy, and require further assistance, don’t hesitate to schedule a call with one of our DNS experts using this [link](https://calendly.com/david-sanchez0/dnssupport?month=2023-06).
In order for a custom domain to become fully-verified, the custom domain must pass both of the following checks:
1. **DNS Records Check**: Checks if the required Privy DNS records exist within the custom domain’s records and if they’re valid.
2. **DMARC Policy Check**: Checks if a valid DMARC policy is configured within the custom domain’s records.
## Sending Status
Privy introduced the following sending statuses, which are dependent on the outcome of the checks listed above.
### Can send emails
A Privy account is placed into this status if the custom domain passes the DNS Records check, regardless of if the DMARC policy check fails. However, a valid DMARC policy is still recommended and should be added as soon as possible in order to comply with the recent Gmail + Yahoo sending requirements.
### Cannot send emails
A Privy account is placed into this status if the custom domain fails both the DNS Records and the DMARC policy checks. Privy accounts under this status would not be able to schedule nor send emails from the custom domain.
If your Privy account is under the “Cannot send emails” status, you’d need to add the Privy DNS records and a valid DMARC policy to your domain host account.
## FAQs
All senders must be compliant with these new requirements, with more noticeable effects on deliverability for bulk senders.
In that case, Google and Yahoo will block all emails that don’t meet their requirements, meaning that your recipients that have Gmail and Yahoo addresses will generate bounces on your newsletter campaigns and any other emails.
This can cause a lot of damage to your sending reputation and deliverability rates and can create lasting consequences to your customers’ engagement and email-generated revenue.
While Google has stated that users who send to less than 5,000 contacts per day will have fewer requirements, we strongly recommend that all volume senders work on meeting all of the requirements to avoid deliverability issues.
For Google, you can access their [email sender guidelines](https://support.google.com/mail/answer/81126) to see the full list of their requirements.
And for Yahoo!, you can find this information on their [sender best practices](https://senders.yahooinc.com/best-practices/).
# Understanding Non-Human Interactions in Email Marketing
Source: https://help.privy.com/docs/learn/deliverability/understanding-non-human-interactions
Learn their effect on email marketing and what you can do to mitigate any impact.
## What are non-human interactions?
Non-human interactions refer to email activity, such as opens and clicks, generated by protective systems used by email providers and corporate environments to investigate inbound emails. These systems aim to mitigate spam, filter malicious or dangerous content, and enforce privacy measures.
### How these interactions impact email marketing
When an email provider downloads an email, protective systems may investigate the email and sometimes open and click on some or all of the links in an email. This would generate open and click activity that is tracked by Privy. We refer to these as “machine opens” and “machine clicks.” This is not an instance where Privy is recording phantom activity of any kind.
Machine opens and clicks can impact your marketing by giving an inaccurate sense of engagement. In certain cases, it may appear that a customer clicked a link in an email, but in reality a machine performed the click, and the user did not take any action.
It's important to note that the email addresses involved are typically valid and not bots. Not all customers or campaigns are affected. As an example, the same email delivered to the same audience could have different non-human interaction levels.
## What has changed recently?
Privy has recently detected an increase in clicks and thus click rates from non-human interactions with certain email providers, such as Outlook and Hotmail. Email providers and security applications use a variety of ever-changing mechanisms to try to detect email that shouldn’t reach a person’s inbox.
Your email engagement metrics may be more or less impacted depending on the email clients used by your subscribers. Privy is working to mitigate this impact, though it is an industry-wide phenomenon and it is not possible to detect 100% of machine opens and clicks.
## Strategies to mitigate impact
Many strategies that are used to improve deliverability may also help mitigate machine opens and clicks. Consider the following strategies:
1. **Engaging Content:** Craft compelling subject lines and content to encourage genuine opens and clicks.
2. **List Hygiene:** Regularly [clean your email list](https://privy.helpscoutdocs.com/article/13-list-hygiene-clean-your-email-list) to remove inactive or invalid addresses, improving overall deliverability.
3. Authentication Protocols: Implement email authentication protocols like [SPF, DKIM, and DMARC](https://privy.helpscoutdocs.com/article/525-dmarc-dkim-spf-record-authentication) to enhance deliverability and build trust with email clients.
4. Segment and Personalize: Use [segmentation](https://privy.helpscoutdocs.com/article/484-use-custom-and-smart-segments-in-email) and [personalization](https://privy.helpscoutdocs.com/article/456-personalize-your-displays) to target specific audience groups more effectively, boosting engagement rates.
# Use a Custom Sending Domain
Source: https://help.privy.com/docs/learn/deliverability/use-a-custom-sending-domain
Build trust and improve deliverability by using your custom sending domain in Privy.
The default address used to send emails from your account is a shared Privy address. However, to [improve your email deliverability](https://www.privy.com/blog/how-to-improve-email-deliverability) and build trust with your email recipients, this address should be updated to reflect your specific domain and brand.
If you see your domain host below, please click to follow their platform-specific instructions instead:
![]()
Please ensure that you meet the following requirements before proceeding:
* You must own a domain name - addresses from free providers like Gmail or Yahoo won't work.
* You must have the ability to update the DNS records of your domain.
* You must be hosting a website at the root of the domain.
**Note:** The approach to updating DNS records varies from one provider to another. If you encounter issues locating these settings, please contact the provider directly.
## Add the domain
To add a new sending domain:
* Click into your *Settings* from the bottom left of your dashboard.
* Navigate to **Sending Domain** under the *Email Settings* section.
* Click the **+ Add Sending Domain** button in the upper right.
* In the prompt, enter your domain name (e.g., example.com) and click the **Save** button. The provided domain must be a root domain, not a subdomain (e.g., mail.example.com).
## Update your DNS Information
After completing the previous steps, DNS records are generated for your domain. The records are automatically presented to you after saving the domain for the first time. However, if you have navigated away from the page, you can easily access the records by returning to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings, locating the domain, and clicking the **DNS Records** button.
Once you've accessed the records:
* Add each of them to your DNS provider. There is a mix of CNAME and TXT records.
* Once all of the records are added, return to the records in Privy and click the **Verify and Set Default** button next to the domain. This action will check if the DNS records were updated correctly and set the domain as the default for your emails going forward.
![A verified sending domain on the Sending Domains page in Privy settings]()
**Note:** It can take up to 48 hours for the DNS records to propagate and properly verify.
## Update your default domain
After verifying your sending domain, you can update the default "from" address for emails sent from your account. If you don't update these settings, emails will be sent using "offers" as the username paired with your custom sending domain. To update this setting:
* Navigate to **Settings** in the bottom left of your dashboard.
* Navigate to **Sender Options** under the *Email Settings* section.
* Input the desired address before the "@" symbol in the
*Default From Email* field.
* Ensure the desired custom domain appears to the right of the "@" symbol.
* Click the **Save Changes** button to confirm your selections.
Completion of this process will update all emails that you create moving forward.
To update this setting for emails set up before the change:
* Go into the email editor and click on the **From** option under the *Sender Info* section.
* Enter the desired address information and select a verified domain from the dropdown menu.
* Click **Save**.
## Troubleshooting
### Invalid Records
Typically, we'd suggest that you copy and paste the host values provided in your account:
```
scph1218._domainkey
s1._domainkey
s2._domainkey
privy-sg
privy._verification
```
However, some providers will not verify when your brand and top-level domains are excluded from these host values. For example, if you enter privy-sg in the Host Name, the provider will throw an error because it expects privy-sg.yourdomain.com instead.
Add your domain information to each host value to troubleshoot this issue and input those values instead. After adding your domain to the records, they will look something like the following:
```
scph1218._domainkey.yourdomain.com
s1._domainkey.yourdomain.com
s2._domainkey.yourdomain.com
privy-sg.yourdomain.com
privy._verification.yourdomain.com
```
**Note:** It's okay if the TXT record for scphXXXX.\_domainkey is not verified. In some cases, your domain will use the hosting provider's DKIM instead.
### Pending verification
In most cases, the records should be verified almost immediately when entered into the host correctly. However, some changes will require up to 48 hours to take effect. If your records have not been verified after 48 hours, please do the following:
* Review the "Why won't my DNS records verify?" guide.
* Attempt the verification process again.
* Contact your web host for assistance.
* Email our [DNS Support](mailto:domainservice@privy.com) for more help.
# Warming Up a Custom Sending Domain
Source: https://help.privy.com/docs/learn/deliverability/warming-up-sending-domain
Establish a good domain reputation and set your emails up for strong deliverability.
Warming up a sending domain is essential for ensuring high deliverability rates and maintaining a good sender reputation. This guide will walk you through the best practices for warming up a brand new domain and when switching between email service providers (ESPs).
## What is Domain Warming?
Warming up a sending domain involves gradually increasing the volume of emails sent from a new domain to build a positive sender reputation with Internet Service Providers (ISPs). This is crucial when starting with a new domain or even changing ESPs to avoid being flagged as spam.
## Preparing your domain
**If you're planning to use a brand new domain:**
* Set up your authentication records (DMARC, SPF, and DKIM).
* Verify your domain in your email service provider.
* Ensure your domain is clean and hasn’t been previously blacklisted.
**If you're using the same domain, but switching ESPs:**
* Verify DKIM, SPF, and DMARC records are updated to reflect the new ESP.
* Re-import and map all contact permissions accurately to the new system.
## The Warm Up Process
Warming up your sending domain will take at least 3 weeks. Here's the process we recommend:
**Week 1:**
* Send emails to your most engaged users (open rates > 30%).
* Limit volume to 50-100 emails per day.
**Week 2:**
* Gradually increase the volume by 100% daily, targeting engaged users.
* Monitor bounce rates and engagement closely.
**Week 3 and Beyond:**
* Continue to double the daily sending volume each week.
* Begin including less engaged users in small batches.
* Adjust the pace based on ISP feedback and engagement metrics.
## Best Practices
**Monitor Performance:**
* Use tools to track open rates, click-through rates, and bounces.
* Watch for any signs of being flagged as spam and adjust accordingly.
* Use the available Postmaster tools (i.e., Google and Yahoo) to monitor your domain’s health.
**Engage with Contacts:**
* Send personalized and relevant content.
* Promptly handle unsubscribe requests to maintain a clean list.
**Maintain List Hygiene:**
* Regularly update and clean your email list.
* Remove inactive contacts to improve engagement metrics.
**Compliance:**
* Ensure all contacts have explicitly opted-in to receive emails.
* Adhere to CAN-SPAM Act regulations and other relevant laws.
## Troubleshooting
**High Bounce Rates:**
* Review and improve email content and relevance.
* Verify email addresses and use [double opt-in](https://help.privy.com/docs/learn/contact-management/email-opt-in#double-opt-in) methods.
**Low Engagement:**
* [Segment](https://help.privy.com/docs/learn/email-campaigns/segmentation) your audience further for more targeted and personalized campaigns.
* Improve subject lines and email content to boost interest.
By following these steps and best practices, you can effectively warm up your sending domain, ensuring high deliverability and a strong sender reputation.
# Why didn't my contact get my email?
Source: https://help.privy.com/docs/learn/deliverability/why-didnt-my-contact-get-my-email
Explore different reasons why a contact might not be seeing an email that you sent them.
## Common explanations
After sending an email from Privy, you can view its Reporting to see how many contacts received your email. In some cases, a contact that was counted as Delivered will reach out to let you know that they didn't receive the email. There are three common explanations for this:
1. The email is sitting in a spam or junk folder in the recipient's inbox.
2. The email has been placed in quarantine by a security filter or firewall.
3. The email was routed to the recipient's promotions folder.
In all these cases, Privy still receives a confirmation from the recipient's server that the email was delivered. This is why the contact would be counted toward the Delivered metric.
### The email went to spam
If your emails get stuck in the spam folder, the recipient should move them out of the folder and into their primary inbox. This action will teach their inbox that they want to receive your messages in the future. To reduce the chances that an email is placed in a spam folder, you should try to implement the suggestions listed in the Deliverability Best Practices and Maintaining a Low Spam Rate sections.
### The email was quarantined
If your email isn't found in the spam folder, the contact may have email security software or a firewall that quarantined it before it reached their personal inbox.
To confirm this, ask the contact to work with their IT team to check their email server. Providing the email's subject line, From address, and send date will help the IT administrator locate the email and complete their investigation more quickly.
If it's determined that your emails were quarantined, ask the contact to add your [sending domain](https://help.privy.com/docs/learn/deliverability/use-a-custom-sending-domain) and typical sending addresses to their whitelist.
### The email landed in the promotions folder
Gmail moves most marketing and bulk emails, such as deals, offers, and other promotional messages, into a contact's Promotions tab. This isn't inherently bad; this tab is nothing like the spam folder. Instead, you can consider these tabs as additional inboxes that help people stay organized.
If a contact uses the Promotions tab, they can manually teach Gmail that they want specific promotional emails to reach their primary inbox tab by moving them there. Furthermore, it's worth noting that not all Gmail users take advantage of the tab—many disable it in favor of having a more traditional inbox where all emails are reviewable in one place.
That said, if you'd like to reduce the chances that an email is placed in the Promotions tab, you should try to implement the suggestions listed below.
## Maintaining a low spam rate
Below are a few best practices to follow in order to avoid landing in someone's spam folder and/or increase your likelihood of landing in the recipients' primary inbox:
Gmail, one of the most widely used email services, does not report individual spam complaints to email service providers. To bridge this gap, merchants must sign up for [Google Postmaster Tools](https://gmail.com/postmaster/). Google Postmaster Tools offers valuable insights into your email performance, including data on delivery errors, spam rates, and domain reputation.
Practice [list hygiene](https://help.privy.com/docs/learn/contact-management/list-hygiene) and remove any unengaged contacts. Remember always to build your list organically. Purchased lists often contain unengaged recipients and spam traps. Remove inactive subscribers regularly.
High bounce rates can indicate outdated or invalid emails. Privy automatically removes hard bounces and provides data on your overall bounce rate. [Learn more about bounces.](https://help.privy.com/docs/learn/deliverability/hard-vs-soft-bounces)
Divide your email list into [segments](https://help.privy.com/docs/learn/email-campaigns/segmentation) based on purchase history, engagement levels, and other relevant behaviors and preferences. This allows you to send more targeted and relevant emails, increasing engagement and reducing spam complaints.
Have you conveyed what your subscribers should expect when signing up for your communications? A recipient is far more likely to mark an email as spam if it is not quickly recognizable and does not align with what they expected.
Contacts who have not heard from you in a while may not remember signing up for your content or mailing lists. It's important to stay relevant while not over-communicating. Sending one or two campaigns a week is ideal for most businesses using Privy.
[Use SPF, DKIM, and DMARC records.](https://help.privy.com/docs/learn/deliverability/understanding-email-authentication) Implementing these authentication protocols helps ISPs verify that your emails are legitimate, reducing the likelihood of them being marked as spam.
## Other Deliverability Best Practices
* Use a [custom sending domain](https://help.privy.com/docs/learn/deliverability/use-a-custom-sending-domain) to identify the source of the email more clearly.
* Keep your subject line concise and avoid all caps. Shoot for between 28 to 50 characters.
* Keep your preheader concise. Shoot for between 40 to 100 characters.
* Keep your email concise. Shoot for between 50 and 125 words.
* Personalize your emails with merge tags. For example, include the subscriber's name.
* Avoid spammy keywords like guarantee, opportunity, click, and winner.
* Avoid using special characters like %, \$, &, !, ?, @, and # excessively.
* Avoid excessive use of images. Emails that use too many images or are all one image can trigger a spam filter. Using several lines of text to separate images helps avoid this.
* Avoid using too many links or calls to action.
# Run an A/B Test on a Display
Source: https://help.privy.com/docs/learn/displays/ab-test-displays
Test different variations of a display to see which version captures the most sign ups.
## What is A/B Testing?
A/B Testing allows you to compare multiple versions of a display to see which one performs better with your visitors. When anyone visits a relevant page, a predefined ratio of the traffic will see each variation, and you'll see how each version performs by comparing engagement analytics such as the views, signups, and signup rate rate.
Looking to test email campaigns instead? See [A/B Testing for Email Campaigns](/docs/learn/email-campaigns/ab-testing).
### What kinds of things should I test?
Changes that often result in the most significant changes in visitor behavior include the following:
Test out different discount amounts, % off vs. \$ off, or discount vs. no discount.
Try out different copy, such as "Get 10% off" vs. "Join the crew!"
Test out a different layout or different colors to see which performs best.
Test out different images (product vs. lifestyle), or try image vs. no image.
Test out the color and/or copy on your button ("Get 10% off" vs. "Subscribe")
Try different time delays or audience targeting to see if it makes a difference.
Whatever you decide to test, our team recommends **only testing (1) change in your variation** so that you can truly pinpoint what made the difference in your conversions.
## Create an A/B Test
To start a new A/B Test:
* Navigate to [Displays > A/B Tests](https://dashboard.privy.com/ab-tests) in your Privy dashboard.
* Click the **New A/B Test** in the upper right.
* In the prompt, provide a name for the experiment, select which display you'd like to test from the dropdown menu, and then click the **Create experiment** button.
### Edit test settings
To adjust how long your test will run for:
* Click on **Test settings.**
* Choose to end the testing after a set amount of time or after a set number of participants. **Save**.
![Screenshot of how to edit a new A/B Test's settings]()
**Note:** "Participants" is regarding your total traffic on your site.
To customize how much of your audience sees each variation:
* Click into your **Original** variation.
* Provide an internal name, set a traffic ratio, and **Save**.
**Note:** Leaving the traffic ratio to 1 will divide the traffic evenly across all variants. Once you update the traffic ratio of one variant, the rest of the traffic percentages will update automatically.
### Add a variation
To add a variation to your test:
* Select the **Add Variation** option.
* Provide an internal name for the variant, and then click the **Create Variation** button. This will bring you to the display editor.
* The variant will start as an exact copy of the original display so that you can control what changes, from the settings to the design. Make the desired changes and **Save**.
* Head back to [Displays > A/B Tests](https://dashboard.privy.com/displays) to return to your test.
* Add additional variations if desired by repeating the previous steps.
### Start your test
Once you've configured the test's settings and created the desired variations:
* Select the **Start test** button at the top right of the A/B test builder to launch the experiment.
![Screenshot showing where to start a new A/B Test]()
## Review your results
Once an A/B Test is launched, you can check in on the results at any time.
To review the result of an ongoing or finalized A/B test, navigate to [Displays > A/B Tests](https://dashboard.privy.com/ab-tests) and select the desired experiment.
A summary of the experiment will outline various performance metrics, including the views, signups, and conversion rates broken down by participation and views.
**Note:** "Participants" is regarding your total traffic on your site. Views will only show your metrics from visitors who viewed the displays from this experiment.
If an experiment is complete, you will also see the variation with the highest conversion rate identified as the winner, as shown below.
![Screenshot showing the results of a completed A/B Test]()
# Create a Banner Display
Source: https://help.privy.com/docs/learn/displays/classic-designer/banner-display
Capture your visitor's attention and grow your list using a Banner at the top or bottom of your site.
A Banner display appears from the top or bottom of the web page and can remain visible as your visitors navigate around. The dynamic movement is a great way to get your visitors' attention. Simultaneously, the larger display size of a Banner allows you to incorporate an image or multi-field form element, unlike a more streamlined [Bar display](https://help.privy.com/docs/learn/displays/classic-designer/bar-display).
## Create a new Banner
To create a new Banner:
* Navigate to [Displays](https://dashboard.privy.com/displays).
* Click **Create new display**. This will open our Templates page.
* Our Embedded Forms need to be built using our Classic display builder, so navigate to this builder by selecting the **Get started** option in the lower left corner of your screen.
* Name your display in the following prompt, specify whether you want to collect email, phone, or both, and select **Create display**.
In the *Create* step of the Classic display builder, you can click to edit:
* **Form Fields:** what information you want to collect at sign up.
* **Compliance:** whether you want new sign ups to go through a Single Opt-In or Double Opt-In process.
* **Validations:** set any rules to restrict who may sign up for your display.
![Screenshot of display form fields, compliance, and validation display settings]()
* Click to **Add a display**.
* On the following screen, select **Banner** from the left side. Browse the templates and choose which one you’d like to start with. Press **Choose selected** in the upper right corner to open the designer.
## Customize your Banner
Now that you’ve selected a template to start from, it’s time to customize your display’s appearance.
### Add elements
To add a text box, click **+ Add new element** on the left.
### Edit existing elements
To edit existing elements, click directly on them in your display, or select them from the menu on the left. You can edit their settings, duplicate, or delete the element on the left.
Under your *Elements* on the left, you can also edit your banner's background color, and desktop and mobile tabs.
Once you’re happy with your design, press **Save & Close** in the upper right corner.
## Customize your Thank You Page
After saving your changes, you’ll be brought back to the *Create* step of your display builder. If you’re collecting sign ups with your Banner, you’ll want to customize its Thank You Page to confirm your contact’s sign up.
* Scroll down and click to edit your **Thank You Page Design**.
* If you’re offering a coupon code in exchange for a sign up, be sure to include the `{{ signup.coupon_code }}` merge tag on your Thank You Page.
## Edit your settings
### Attach a coupon
If you are offering a coupon code in exchange for a sign up, be sure to attach your coupon to your display:
* In your display’s *Create* step, scroll to edit the **Coupon** section and select the desired Coupon from the dropdown menu. **Save.**
### Targeting
To customize your Banner’s settings and audience targeting, navigate to the *Target* step of the builder:
![Screenshot of a display's audience targeting step]()
1. **When To Show It:** determine when and how your display triggers.
2. **Who To Show It To:** determine who is eligible to view your display.
3. **How Long To Show It:** specify whether this display should be Ongoing, or set to run on a fixed schedule.
## Edit your Follow-Up actions
Once you’ve finalized your settings and audience targeting, you’ll want to make sure that you’re properly following up with your new sign up. Head to the *Follow-Up* step of your builder.
![Screenshot showing a display's follow-up settings step]()
Click on your After Signup Email to view and edit your template, subject line, and sender info. [Learn more about our drag-and-drop email editor.](https://help.privy.com/docs/learn/email-campaigns/email-templates) Make sure that you **Publish** your email so that it sends to new sign ups.
If you want to create a series of more than one After Signup Email for this specific display, select this option.
If you're syncing new sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations), be sure to add a sync rule here.
If you're on the Growth Plan and you're collecting SMS contacts with this display, you can create an After Signup Text to deliver to new contacts after they complete their Double Opt-In.
Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. **Save**.
## Launch your Banner
Once you’ve finalized your design, targeting, and follow-up actions, select the **Publish** button at the upper right of the *Follow-Up* step and confirm your decision in the prompt.
![Screenshot indicating how to launch a display]()
Your Banner is now live on your site! [You can review its reporting at any time.](https://help.privy.com/docs/learn/displays/reporting-overview)
# Create a Bar Display
Source: https://help.privy.com/docs/learn/displays/classic-designer/bar-display
Collect emails or make an announcement with a bar at the top or bottom of your website.
A Bar display snaps to the top or bottom of your web page and can remain visible as your visitors navigate around. It’s a great way to get your visitors' attention without interrupting their experience, and it takes up less real estate than a Banner display would. This display is perfect for collecting a single field of information, such as an email address, or just displaying a promotional message like an ongoing sale.
![Example of a bar display on a website]()
Looking to use our Free Shipping Bar? [Check out this guide instead.](https://help.privy.com/docs/learn/displays/free-shipping-bar)
## Create a new Bar display
To create a new Bar:
* Navigate to [Displays](https://dashboard.privy.com/displays).
* Click **Create new display**. This will open our Templates page.
* Our Embedded Forms need to be built using our Classic display builder, so navigate to this builder by selecting the **Get started** option in the lower left corner of your screen.
* Name your display in the following prompt, specify whether you want to collect email, phone, or both, and select **Create display**.
Not planning on collecting email or phone number? We'll show you how to remove these form fields below.
In the *Create* step of the Classic display builder, you can click to edit:
* **Form Fields:** what information you want to collect at sign up. *If you do not plan on collecting any information, uncheck the "Enable Form?" checkbox as shown below.*
* **Compliance:** whether you want new sign ups to go through a Single Opt-In or Double Opt-In process.
* **Validations:** set any rules to restrict who may sign up for your display.
* Click to **Add a display**.
* On the following screen, select **Bar** from the left side. Browse the templates and choose which one you’d like to start with. Press **Choose selected** in the upper right corner to open the designer.
## Customize your Bar display
Now that you’ve selected a template to start from, it’s time to customize your display’s appearance.
### Add new elements
To add a text box, click **+ Add new element** on the left.
### Edit existing elements
To edit existing elements, click directly on them in your display, or select them from the menu on the left. You can edit their settings, duplicate, or delete the element on the left.
Under your *Elements* on the left, you can also edit your bar's background and specify whether you want the bar to be positioned at the top or bottom of your page.
Once you’re happy with your design, press **Save & Close** in the upper right corner.
## Customize your Thank You Page
After saving your changes, you’ll be brought back to the *Create* step of your display builder. If you're collecting sign ups with your bar, you’ll want to customize its Thank You Page to confirm your contact’s sign up.
* Scroll down and click to edit your **Thank You Page Design**.
* If you’re offering a coupon code in exchange for a sign up, be sure to include the `{{ signup.coupon_code }}` merge tag on your Thank You Page.
## Edit your settings
### Attach a coupon
If you are offering a coupon code in exchange for a sign up, be sure to attach your coupon to your display:
* In your display’s *Create* step, scroll to edit the **Coupon** section and select the desired Coupon from the dropdown menu. **Save.**
### Targeting
To customize your Bar’s settings and audience targeting, navigate to the *Target* step of the builder:
![Screenshot of a display's audience targeting settings]()
1. **When To Show It:** determine when and how your display triggers.
2. **Who To Show It To:** determine who is eligible to view your display.
3. **How Long To Show It:** specify whether this display should be Ongoing, or set to run on a fixed schedule.
## Edit your Follow-Up Actions
Once you’ve finalized your settings and audience targeting, you’ll want to make sure that you’re properly following up with your new sign up. Head to the *Follow-Up* step of your builder.
![Screenshot showing a display's follow-up settings]()
Click on your After Signup Email to view and edit your template, subject line, and sender info. [Learn more about our drag-and-drop email editor.](https://help.privy.com/docs/learn/email-campaigns/email-templates) Make sure that you **Publish** your email so that it sends to new sign ups.
If you want to create a series of more than one After Signup Email for this specific display, select this option.
If you're syncing new sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations), be sure to add a sync rule here.
If you're on the Growth Plan and you're collecting SMS contacts with this display, you can create an After Signup Text to deliver to new contacts after they complete their Double Opt-In.
Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. **Save**.
## Launch your Bar display
Once you’ve finalized your design, targeting, and follow-up actions, select the **Publish** button at the upper right of the *Follow-Up* step and confirm your decision in the prompt.
![Screenshot indicating how to launch a bar display]()
Your Bar is now live on your site! [You can review its reporting at any time.](https://help.privy.com/docs/learn/displays/reporting-overview)
# Create an Embedded Form
Source: https://help.privy.com/docs/learn/displays/classic-designer/embedded-form
Create a sign up form that you can embed directly into your website design.
An Embedded Form is a sign up for that is fixed directly or "embedded" onto the page of your website, unlike displays such as popups, flyouts, or Spin To Wins which associated with a display animation (i.e., sliding in or popping up) and trigger based on audience targeting conditions. Embedded Forms are perfect for website footers, or web pages where you consistently want an opportunity for visitors to sign up for your email list.
## Create a new Embedded Form
To create a new Embedded Form:
* Navigate to [Displays](https://dashboard.privy.com/displays).
* Click **Create new display**. This will open our Templates page.
* Our Embedded Forms need to be built using our Classic display builder, so navigate to this builder by selecting the **Get started** option in the lower left corner of your screen.
* Name your display in the following prompt, specify whether you want to collect email, phone, or both, and select **Create display**.
* In the *Create* step of the Classic display builder, you can click to edit:
* **Form Fields:** what information you want to collect at sign up.
* **Compliance:** whether you want new sign ups to go through a Single Opt-In or Double Opt-In process.
* **Validations:** set any rules to restrict who may sign up for your display.
![Screenshot showing the form fields and validation settings for a legacy display]()
* Click to **Add a display**.
* On the following screen, select **Embedded Form** from the left side. Browse the templates and choose which one you’d like to start with. Press **Choose selected** in the upper right corner to open the designer.
## Customize your Embedded Form
Now that you’ve selected a template to start from, it’s time to customize your display’s appearance.
With Embedded Forms, most people prefer to keep the design minimal in Privy so that it fits in with their site's theme.
### Add new elements
To add a text box, click **+ Add new element** on the left.
### Edit existing elements
To edit existing elements, click directly on them in your display. You can edit their settings, duplicate, or delete the element on the left.
Under your *Elements* on the left, you can drag your elements to reorder them and edit your form’s background.
Once you're happy with your design, press **Save & Close** in the upper right corner.
## Customize your Thank You Page
After saving your changes, you’ll be brought back to the *Create* step of your display builder. You’ll want to customize your display’s Thank You Page to confirm your contact’s sign up.
* Scroll down and click to edit your **Thank You Page Design**.
* If you’re offering a coupon code in exchange for a sign up, be sure to include the `{{ signup.coupon_code }}` merge tag on your Thank You Page.
## Edit your settings
### Attach a coupon code
If you are offering a coupon code in exchange for a sign up, be sure to attach your coupon to your display:
* In your display’s *Create* step, scroll to edit the **Coupon** section and select the desired Coupon from the dropdown menu. **Save.**
### Targeting
Since an Embedded Form only appears when someone visits the web page it's embedded on, the only audience targeting option revolves around how long the form is available. If you would like the display to expire after a fixed period, move to the *Target* step and update the **How Long to Show It** setting.
![Screenshot of an Embedded Form's targeting settings in the legacy display builder]()
## Edit your Follow-Up actions
Once you’ve finalized your settings and audience targeting, you’ll want to make sure that you’re properly following up with your new sign up. Head to the *Follow-Up* step of your builder.
![Screenshot showing the Follow-up settings for an Embedded Form in the legacy display builder]()
Click on your After Signup Email to view and edit your template, subject line, and sender info. [Learn more about our drag-and-drop email editor.](https://help.privy.com/docs/learn/email-campaigns/email-templates) Make sure that you **Publish** your email so that it sends to new sign ups.
If you want to create a series of more than one After Signup Email for this specific display, select this option.
If you're syncing new sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations), be sure to add a sync rule here.
If you're on the Growth Plan and you're collecting SMS contacts with this display, you can create an After Signup Text to deliver to new contacts after they complete their Double Opt-In.
Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. **Save**.
## Launch your Embedded Form
Once you’ve finalized your design, targeting, and follow-up actions, select the **Publish** button at the upper right of the *Follow-Up* step and confirm your decision in the prompt.
![Screenshot pointing out where to launch a new display in the legacy display builder]()
### Embed your form onto your site
To retrieve the embed code once the display is published:
* Navigate back to the *Create* step.
* Click the **\ Get embed code** button and copy the appropriate value.
![Screenshot highlighting where to locate and copy the embed code for a live Embedded Form]()
* Paste the embed code into the HTML of your external page.
### Embedding your form into your Shopify footer
Make sure you've copied your Embedded Form's code from Privy (as shown above).
* Navigate to the **Online Store** >**Themes** section of your Shopify account.
* On the *Themes* dashboard, click on the **Customize** button.
* In the *Sections* sidebar, select the **Header, Template or Footer** section and then add a **Custom Liquid** element.
* Paste your Privy form’s embed code into the **Custom Liquid** element.
* Drag and drop the **Custom Liquid** element to edit its placement. Moving the element higher will move it left, while lowering it will move the form to the right.
* Select the **Save** button in the upper right after each change to reload and preview the form.
![]()
Here's a preview of what the form might look like in your store's footer:
![Example image of an Embedded Form live in a website's footer]()
That's it! Your Embedded Form is now incorporated into your content and will appear to site visitors. [You can review your display's performance at any time.](https://help.privy.com/docs/learn/displays/reporting-overview)
# Create a Landing Page
Source: https://help.privy.com/docs/learn/displays/classic-designer/landing-page
Publish a sign up form that lives on its own URL so that you can grow your list from anywhere.
A Landing Page is a standalone web page that is specifically designed to receive and convert traffic from sources outside of your website — they're great for linking in advertisements, your social media, and even for using at in-person events.
Unlike a traditional web page, which typically encourages a visitor to explore additional content, a Landing Page is an entirely self-contained display designed with a single focus: convert the visitor into a lead.
## Create a new Landing Page
* Navigate to [Displays](https://dashboard.privy.com/displays).
* Click **Create new display**. This will open our Templates page.
* Our Landing Page needs to be built using our Classic display builder, so navigate to this builder by selecting the **Get started** option in the lower left corner of your screen.
* Name your display in the following prompt, specify whether you want to collect email, phone, or both, and select **Create display**.
* In the *Create* step of the Classic display builder, you can click to edit:
* **Form Fields:** what information you want to collect at sign up.
* **Compliance:** whether you want new sign ups to go through a Single Opt-In or Double Opt-In process.
* **Validations:** set any rules to restrict who may sign up for your display.
![Screenshot of form fields and validation settings in the legacy display builder]()
* Click to **Add a display**.
* On the following screen, select **Landing Page** from the left side. Browse the templates and choose which one you’d like to start with. Press **Choose selected** in the upper right corner to open the designer.
## Customize your Landing Page
Now that you’ve selected a template to start from, it’s time to customize your display’s appearance:
### Add new elements
To add a new text box or image, click **+ Add new element** on the left.
### Edit existing elements
To edit existing elements, click directly on them in your display. You can edit their settings, duplicate, or delete the element on the left.
Under your *Elements* on the left, you can drag your elements to reorder them and edit your display’s background color or image.
Once you're happy with your Landing Page's appearance, click **Save & Close** in the upper right corner.
## Customize your Thank You Page
After saving your changes, you’ll be brought back to the *Create* step of your display builder. You’ll want to customize your display’s Thank You Page to confirm your contact's sign up.
* Scroll down and click to edit your **Thank You Page Design**.
* If you're offering a coupon code in exchange for a sign up, be sure to include the `{{ signup.coupon_code }}` merge tag on your Thank You Page.
**Want to redirect new contacts to your website after signing up?** Press **+ Add element** on the left to add a button. Paste your website's URL and customize your button.
## Edit your settings
### Attach a coupon code
If you are offering a coupon code in exchange for a sign up, be sure to attach your coupon to your display:
* In your display's *Create* step, scroll to edit the **Coupon** section and select the desired Coupon from the dropdown menu. **Save.**
### Targeting
Since a Landing Page only appears when it is visited, the only audience targeting option revolves around how long the page is available. If you would like the display to expire after a fixed period, move to the *Target* step and update the **How Long to Show It** setting.
![Screenshot of the targeting settings for a Landing Page in the classic display builder]()
## Edit your Follow-Up actions
Once you’ve finalized your settings and audience targeting, you’ll want to make sure that you’re properly following up with your new sign up. Head to the *Follow-Up* step of your builder.
![Screenshot of the follow-up settings for a Landing Page in the classic display builder]()
Click on your After Signup Email to view and edit your template, subject line, and sender info. [Learn more about our drag-and-drop email editor.](https://help.privy.com/docs/learn/email-campaigns/email-templates) Make sure that you **Publish** your email so that it sends to new sign ups.
If you want to create a series of more than one After Signup Email for this specific display, select this option.
If you're syncing new sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations), be sure to add a sync rule here.
If you're on the Growth Plan and you're collecting SMS contacts with this display, you can create an After Signup Text to deliver to new contacts after they complete their Double Opt-In.
Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. **Save**.
## Launch your Landing Page
Once you’ve finalized your design, targeting, and follow-up actions, select the **Publish** button at the upper right of the *Follow-Up* step and confirm your decision in the prompt.
![Screenshot highlighting where to launch a display in the legacy display builder]()
Your Landing Page is now live and available at the link listed in the *Create* step next to the **Landing Page Design** header! [You can also review its reporting at any time.](https://help.privy.com/docs/learn/displays/reporting-overview)
**Note:** The landing page URL will only show when the display is published. If you stop the display, the link will not appear until you have re-published it.
# Create a Spin To Win Display
Source: https://help.privy.com/docs/learn/displays/classic-designer/spin-to-win
Gamify your sign up experience with this display — everyone wins!
A Spin To Win display encourages site visitors to sign up for a chance to win from several potential prizes via an interactive wheel. Visitors love it because it's a fun, engaging way to get a discount, and you'll love it because it's fully customizable and converts at a high rate.
## Create a new Spin To Win
To create a new Spin To Win:
* Navigate to Displays.
* Click **Create new display**. This will open our Templates page.
* Our Spin To Win needs to be built using our Classic display builder, so navigate to this builder by selecting the **Get started** option in the lower left corner of your screen.
* Name your display in the following prompt, specify whether you want to collect email, phone, or both, and select **Create display**.
* In the *Create* step of the Classic display builder, you can click to edit:
* **Form Fields:** what information you want to collect at sign up.
* **Compliance:** whether you want new sign ups to go through a Single Opt-In or Double Opt-In process.
* **Validations:** set any rules to restrict who may sign up for your display.
![Screenshot of the form fields and validation settings within the classic display builder]()
* Click to **Add a display** at the bottom of the page.
* On the following screen, select **Spin To Win** from the left side. Browse the templates and choose which one you'd like to start with. Press **Choose selected** in the upper right corner to open the designer.
## Customize your Spin To Win
Now that you've selected a template to start from, it's time to customize your display's appearance:
### Add new elements
To add a new text box or image, click **+ Add new element** on the left.
### Edit existing elements
To edit existing elements, click directly on them in your display. You can edit their settings, duplicate, or delete the element on the left.
Under your *Elements* on the left, you can drag your elements to reorder them and edit your display's background, wheel, and desktop and mobile tabs.
## Edit your wheel
In the display editor, select **Wheel** under your *Elements* to customize your wheel's colors, text, and coupon settings.
Select **Configure slices** to edit each slice of your Spin To Win's wheel:
![Screenshot of the Spin To Win wheel configuration settings inside the editor]()
1. **Label:** this is the text that appears on the wheel itself. You can edit both winning and losing slices.
2. **Coupon:** the coupon that is revealed when a sign up lands on this slice.
3. **Win Ratio:** the likelihood of landing on a slice.
4. **Win Text:** the text displayed after landing on this slice. This should specify which prize is associated with the coupon that the sign up won.
### Attach your Coupon Codes
One of the most important parts of creating your Spin To Win is attaching your Coupon Codes to your wheel. You can choose between manually entering **Custom** coupon codes, or attaching **Saved** coupons that have [already been created in your Privy account](https://help.privy.com/docs/learn/content/coupon-codes).
Custom coupons must be Master codes and must be created in your e-commerce platform in order to be valid in your store. You need to manually enter the Master code in each wheel slice. Custom coupons are only recommended to stores where Saved coupons are not a viable option.
To attach a Saved coupon:
* Select **Configure slices** and choose **Saved coupon** from the dropdown under *Coupon*.
* Choose the desired coupon from the following dropdown menu.
* Repeat for each of your slices. Make sure your Label and Win Text match the coupon you've chosen.
* Scroll and click **OK** to save your wheel.
Once you're happy with your Spin To Win's appearance and your wheel's configuration, click **Save & Close** in the upper right corner of the editor.
## Customize your Thank You Page
After saving your changes, you'll be brought back to the *Create* step of your display builder. You'll want to customize your display's Thank You Page to deliver the Win Text and Coupon to your new signup.
* Scroll down and click to edit your **Thank You Page Design**.
* Copy the below merge tags to automatically display your sign up's prize and coupon code:
| Content | Merge Tag |
| ----------- | --------------------------- |
| Coupon Code | \{\{ signup.coupon\_code }} |
| Win Text | \{\{ signup.win\_text }} |
* Once you've made your changes, click **Save & Close** in the upper right corner.
## Edit your settings
To customize your Spin To Win's settings and audience targeting, navigate to the *Target* step of the builder:
![Screenshot of the Spin To Win targeting settings in the classic display builder]()
1. **When To Show It:** determine when and how your display triggers.
2. **Who To Show It To:** determine who is eligible to view your display.
3. **How Long To Show It:** specify whether this display should be Ongoing, or set to run on a fixed schedule.
[Learn more about Privy's audience targeting.](https://help.privy.com/docs/learn/displays/settings-overview#basic-settings)
## Edit your Follow-Up actions
Once you've finalized your settings and audience targeting, you'll want to make sure that you're properly following up with your new sign up. Head to the *Follow-Up* step of your builder.
![Screenshot of teh follow-up settings for a Spin To Win in the classic display builder]()
Click on your After Signup Email to view and edit your template, subject line, and sender info. [Learn more about our drag-and-drop email editor.](https://help.privy.com/docs/learn/email-campaigns/email-templates) Make sure that you **Publish** your email so that it sends to new sign ups.
If you want to create a series of more than one After Signup Email for this specific display, select this option.
If you're syncing new sign ups to a [Linked Account](https://help.privy.com/docs/learn/integrations/overview-integrations), be sure to add a sync rule here.
If you're on the Growth Plan and you're collecting SMS contacts with this display, you can create an After Signup Text to deliver to new contacts after they complete their Double Opt-In.
Enable or disable real-time notifications for your users. These notifications will alert the user of new display signups immediately. **Save**.
## Launch your Spin To Win
Once you've finalized your design, targeting, and follow-up actions, select the **Publish** button at the upper right of the *Follow-Up* step and confirm your decision in the prompt.
![Screenshot pointing out where to launch a new Spin To Win in the classic display builder]()
Your Spin To Win is now live! [You can review its reporting at any time.](https://help.privy.com/docs/learn/displays/reporting-overview)
# Cookies Set in a Visitor's Browser
Source: https://help.privy.com/docs/learn/displays/cookies-set-in-a-visitors-browser
Understand how Privy recognizes traffic and tracks interactions with your displays.
Privy utilizes cookies, which are text files added to a visitor's browser, to recognize website visitors, and to track their interactions with your displays. This information helps ensure that the correct displays will appear to your visitors based on your display triggers and targeting rules.
Privy sets the following cookies or the local storage equivalent in visitors' browsers to deliver essential functionality. This list may be updated from time to time.
| Name | Duration | Purpose |
| ------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| \_privy\_a | 2 years | Anonymously records site and display-related activity so the visitor does not see displays that are irrelevant or have already been dismissed. |
| \_privy\_b | 30 mins | Anonymously records site and display-related activity (for the current session) so the client does not see displays that are irrelevant or have already been dismissed. |
| \_privy\_\{\{identifier}} | 1 year | Used to distinguish users. |
# Create A Display
Source: https://help.privy.com/docs/learn/displays/create-a-display
Start collecting email and SMS contacts with Privy Convert.
The best way to start growing your list is with a Welcome Display, which incentivizes new visitors to sign up shortly after they arrive to your site. The following guide will walk you through how to create a Welcome Display in Privy so that you can start driving revenue right away.
## Choose a Template
To get started:
* Navigate to [Displays](https://dashboard.privy.com/displays) and click **New display**.
* Select which Template you'd like to start with and click **Get started** to open the display editor.
![Image]()
## Create your display
Once you've chosen your Template, it's time to make it look and feel like your brand. Under the **Create** step, you can customize your display's appearance and add new steps + elements.
### Display Types
You can easily switch between a Popup, Flyout, Fullscreen, or Bar using the "Display Type" options on the right side of your screen.
For help creating display types such as [Spin To Win](https://help.privy.com/docs/learn/displays/classic-designer/spin-to-win), [Landing Pages](https://help.privy.com/docs/learn/displays/classic-designer/landing-page), and [Embedded Forms](https://help.privy.com/docs/learn/displays/classic-designer/embedded-form), please reference their dedicated resources.
### Customize your display's appearance
Change your display's layout, background color, size, padding, and more by using the controls on the right side of your screen.
Make sure you customize each step of your display! Jump between your display's Steps, Thank You Page, and Tab on the bar at the bottom of the editor. You can also toggle between desktop and mobile preview here.
As you edit your display, use the **Match Styles** tool to copy size, layout, font styles, and colors between your steps.
### Add new elements
To add new form fields (i.e., Name or Phone Number) or to add new elements (i.e., an image or text box) click on the blue plus sign which appears as you hover over your display.
To rearrange elements, drag and drop them as shown below.
### Edit existing elements
To edit an existing form field or element, click directly on it and manage its appearance and settings using the controls on the right side of your screen.
### Add and delete steps
To add a new step to your display, click the **Add Step** button at the bottom of the editor. You'll be prompted to specify what information you'd like to collect on this new step.
You can drag and drop your steps to reorder them, if necessary. To delete or duplicate a step, click on the 3 dots beside it.
### Manage your Tab
A tab is a great way for your audience to manually trigger your display if they haven't already signed up. To manage your tab's appearance and visibility, click on Tab at the bottom of your screen.
Choose which devices you'd like your display visible on, as well as its position, on the right side of the screen. To edit the text + font, click directly on your tab in the editor!
## Target the right audience
When you're happy with your display's design, you'll want to head over to **Settings** to make sure it's showing to the right people at the right time. Privy will have our default best practices in place, but you're more than welcome to tweak them to fit your business' needs.
![Screenshot of the Settings page in the display builder]()
### Basic Settings
* **Triggers and Visibility** determines when and how the display appears for the visitor.
* **Audience Targeting** allows you to specify what visitors will be able to see the display.
* **Scheduling** determines how long the display will run for.
* The **Coupon** setting allows you to attach a coupon code that you would like to deliver to new sign-ups. [Learn more about Coupon Codes.](https://help.privy.com/docs/learn/content/coupon-codes)
### Advanced Settings
Our Advanced Settings allow you to have even more control over your display's behavior:
* **Sign Up Rules** control how often a contact can sign up for your display. *By default, this is set to limit 1 signup per contact.*
* The **Email Opt-In** setting allows you to choose between our Single Opt-In and Double Opt-In methods for email sign ups. *By default, this is set to Single Opt-In.* [Learn more about Email Opt-In Methods.](https://help.privy.com/docs/learn/contact-management/email-opt-in)
* The **SMS Opt-In** setting (shown when your display collects a phone number) lets you choose between Single Opt-In and Double Opt-In for SMS sign ups. *By default, this is set to Double Opt-In.* [Learn more about SMS Opt-In Methods.](https://help.privy.com/docs/learn/contact-management/sms-opt-in)
* Use the **Sync Integrations** setting to automatically sync your sign ups to your preferred ESP.
* **Profile Attributes** allows you to automatically collect data from new sign ups, without needing them to fill out a form field. Learn more.
[Learn more about Privy's Settings and Audience Targeting.](https://help.privy.com/docs/learn/displays/settings-overview)
## Set up After Sign Up Emails and Texts
In the **Follow-Up** step, you will have the optional (but recommended) actions of creating and publishing [Welcome Flow emails and texts](https://help.privy.com/docs/learn/flows/welcome). This is a great way to confirm your new contact's sign up and deliver their coupon code.
## Launch your display
Once you've created your display, customized your settings, and reviewed your follow-up actions, it's time to make it live on your site. Click **Activate** and get ready to start seeing results!
You can still make changes to your display's appearance, settings, or follow-up actions once it is published by clicking **Update Live Display** in the editor.
### Reporting
After you activate your display, you can review its performance at any time in the **Reporting** tab. [Learn more about Privy Convert Reporting.](https://help.privy.com/docs/learn/displays/reporting-overview)
![Screenshot of a display's reporting page]()
## Pause a display
If you need to stop a display from showing to visitors on your site, you can pause it at any time without deleting it.
1. Navigate to [Displays](https://dashboard.privy.com/displays) in your Privy dashboard.
2. Locate the display you want to pause.
3. Click the ellipsis (**...**) button on the display.
4. Click **Pause**. A confirmation pop-up will appear — click **Pause** again to confirm.
Once paused, the display will no longer appear to visitors on your site. To reactivate it, follow the same steps and click **Launch** instead of Pause.
# Use a Cross Sell Display
Source: https://help.privy.com/docs/learn/displays/cross-sell
Increase order value and enhance your on-site experience by suggesting products based on your shoppers' behavior.
A Cross Sell encourages or incentivizes customers to add additional items or upgrades to their cart before they finalize their purchase. When a Cross Sell keeps the customer's experience and goals in mind, it has the potential to benefit both you and the customer tremendously. You can increase your average order value and revenue, while the customer receives an add-on that complements their current need.
**Note:** This feature is only available to Privy accounts integrated with BigCommerce and Shopify storefronts.
## Create a new Cross Sell display
To create a Cross Sell display:
* Navigate to [**Convert** > **All Displays**](https://dashboard.privy.com/displays) and click the **Create** **New Display** button.
* Select the **Increase Order Value** filter on the left side menu of the *Templates* dashboard.
* Select one of Privy's “Cross Sell” templates and click **Get started**.
## Customize your Cross Sell
Now that you’ve selected your template, it’s time to select which product you want to promote, and customize the display's appearance.
* Edit your display's background color, sizing, and display type on the right side of the editor.
* To add new elements, hover over your display's content and click the blue 'plus' sign, then select the desired element from the menu and customize.
Need help customizing your display? [Check out this resource.](https://help.privy.com/docs/learn/displays/create-a-display#customize-your-displays-appearance)
### Choose your product
By default, your template will have a [Product block](https://help.privy.com/docs/learn/content/product-blocks#product-blocks-in-displays) included. To select your product, hover over the elements and click. On the right side, you'll be able to search and select which Shopify product you want to promote.
Once you select your product, Privy will automatically pull in its title, description, and price information. It will also auto-fill the button's URL to add this product to cart on-click. You can customize how much of this information you want visible by checking and unchecking the boxes on the right.
To edit a specific component of your product block (i.e., the text or the image), click directly on the element you want to change and customize its settings on the right.
Need help customizing your product block? [Check out this resource.](https://help.privy.com/docs/learn/content/product-blocks#product-blocks-in-displays)
Don't forget to **Save** your changes!
## Edit your settings
When you’re happy with your display’s design, you’ll want to head over to **Settings** to set up your targeting so that your Cross Sell shows at the right time to the right audience.
### Triggers and visibility
For a Cross Sell, we want to set the "Time on page" trigger setting to **Immediately.** All other settings can remain the same!
### Audience Targeting
There's a few different approaches you can take to Audience Targeting for your Cross Sell. Select which goal you have in mind for this display to reveal which targeting you should set up:
Add a new targeting condition for **`Cart Product IDs`** + **`contains any of`** and then select which product(s) you want to include.
![Screenshot of display targeting based on products in the user's cart]()
Add a new targeting condition for **`Cart Value`** + **`is greater than or equal to`** and then enter a value.
Add a second targeting condition for **`Cart Value`** + **`is less than`** and then enter your free shipping threshold.
![Screenshot showing display targeting based on the value of a user's cart]()
By setting up these two conditions together, you are setting up a Cart Value "range" that you want to trigger this display. This will prevent carts that already qualify for free shipping from seeing it.
Add a new targeting condition for **`Cart Product IDs`** + **`contains any of`** and then select which product(s) you want to include.
![Screenshot of display targeting based on the contents of a user's cart]()
Feel free to add any other audience targeting if you'd like to restrict this display from appearing on certain pages or to certain audiences. [Learn more about our targeting conditions here.](https://help.privy.com/docs/learn/displays/settings-overview)
To avoid promoting a product(s) to a person who might already have it in their carts, just add the targeting condition **`Cart Product IDs`** + **`does not contain any of`** and select the product(s) you are showing on your display.
Don't forget to **Save** your changes.
## Launch your Cross Sell
Once you’ve customized your Cross Sell’s appearance and finalized your targeting, you’re ready to launch your display. Click **Activate** in the upper right corner.
## Review your performance
Now that your Cross Sell is live, [you can review its performance](https://help.privy.com/docs/learn/displays/reporting-overview) at any time from your Convert dashboard, or the display's Reporting page.
Since your Cross Sell does not collect sign ups, only display Views will be available in reporting.
# Privy Convert
Source: https://help.privy.com/docs/learn/displays/displays-overview
Learn about Privy Convert and how it can help you grow your business.
## What is Privy Convert?
Privy Convert is a tool that allows you to create personalized and targeted displays that help you grow your list, communicate with your audience, boost your average order value, and more.
## Where to Start
New to Privy? Follow this guide to get your Welcome Display up and running.
Learn how to show the right display to the right people at the right time.
Learn how to meaningfully review your displays' performance.
Explore all the components you can use to customize your sign up displays.
Test variations of a display to see which version captures the most sign ups.
## Explore other display types
Gamify your sign up experience — visitors can spin the wheel for the chance to win a discount!
Boost average order value with this dynamic display.
Launch a standalone signup form.
Create a form to embed in your website's theme.
Increase order value by suggesting products.
Convert visitors from the top or bottom of your site.
Announce sales without interrupting your visitors.
# Display Elements and Form Fields
Source: https://help.privy.com/docs/learn/displays/form-fields-and-elements
Explore all the different components that you can add to customize your displays.
When customizing your displays, you have the ability to add new elements (i.e., images or countdown timers) and new form fields (i.e., Name or Phone Number) to capture important information at sign up. This article will walk you through each element and form field supported by Privy, how to add them to your display, and your options for customizing them.
## Form Fields
Form fields collect information from your contacts as they sign up so that you can engage with your audience via the correct channels and personalize your content whenever possible! Learn more about Privy's supported form fields below.
Collect your contact's primary email address. This is one of Privy's default form fields.
**Note**: Either an email OR a phone number field is required when collecting sign ups so that a new contact profile can be created, or an existing contact profile can be updated with the new sign up activity.
Collect your contact's primary phone number. This is one of Privy's default form fields.
**Note:** By default, an SMS Opt-In field is added when you add a new Phone field. If you are not collecting contacts for SMS Marketing, you can delete the SMS Opt-In language.
The SMS Opt-In field is a legal disclaimer required when collecting SMS contacts.
Click the field and open the **Checkbox** tab to style the consent checkbox: input shape, icon style (check, X, heart, or thumb), icon color, fill, invert-on-check, border, and size.
**Note:** Any phone numbers collected without access to Privy SMS, a verified toll-free number, or the SMS Opt-In form field will not be considered textable in Privy. [Learn more about SMS Consent here.](https://help.privy.com/docs/learn/compliance/understand-sms-consent)
Collect your contact's full name, or first or last name only. This field is perfect if you're looking to [personalize your email content](https://help.privy.com/docs/learn/content/personalization-tags)!
A checkbox enables you to collect custom fields at sign up — custom fields are stored in your contact's profile and can be used in segmentation.
Checkboxes are perfect for when a contact might need to choose multiple options (select all that apply).
A radio button enables you to collect custom fields at sign up — custom fields are stored in your contact's profile and can be used in segmentation.
Radio buttons are ideal for when you need a contact to select only one option.
A mini quiz enables you to collect custom fields at sign up — custom fields are stored in your contact's profile and can be used in segmentation.
Mini quizzes are a fun way to make your displays interactive! They work similarly to radio buttons (best for single-select), but with a modern twist. They are most effective when used as the first step in a Multi-step display, because they can seamlessly transition to the next step on-click.
Collect a date from your contacts — such as a birthday or anniversary. Date fields are stored on the contact's profile and can be viewed on their individual contact page.
When adding a Date Field, you can:
* Choose a **date format** (e.g., MM/DD/YYYY or DD/MM/YYYY) that matches your audience's locale.
* Create a custom **Property Name** (label) to identify what the date represents (e.g., "Birthday" or "Wedding Anniversary").
* Mark the field as **Required** or optional.
For a legacy display's **Birthday** field, use **Map to Date Field** to connect submissions to an existing date property or create one.
Date fields work in both single-step and multi-step displays. Validation ensures contacts enter a properly formatted date before submitting.
Date fields are perfect for collecting birthdays so you can send personalized offers!
### Adding and managing form fields
To add a new form field on your display:
* Head to [Displays](https://dashboard.privy.com/displays). Select an existing display or [create a new display](https://help.privy.com/docs/learn/displays/create-a-display).
* In the editor, hover over the elements on your display and click the blue 'plus' icon to add a new form field.
* Select your desired option from the menu.
Once you've added a new form field, you can head to the **Style** settings on the right and select **Match Styles** to quickly copy the same appearance as your existing form fields!
To move your form field, simply drag and drop it around your display. To delete a form field, click directly on the desired field(s) and click the delete icon.
### Customizing form fields
To customize a form field's settings and appearance, click directly on the form field you want to edit. Its settings will open up on the right:
* **Form field settings:** this will appear as the name of the form field you selected (i.e., Email or Mini Quiz). Choose whether or not this field is required and how it maps to your contact's profile.
* **Style:** customize your field's border, fill color, sizing, and spacing.
* **Text:** customize your placeholder text, font, size, color, and alignment.
* **Block:** customize the padding/spacing between your form field and other elements.
## Elements
Elements allow you to customize your display's appearance to communicate clearly with your visitors and encourage them to take action. They can greatly influence how your traffic responds when they see your display. Below are the elements supported by Privy today. *Click on an element to jump ahead to its section in the article.*
Add a text box to your display to add an eye-catching header, communicate an incentive, and set expectations for what people are signing up for.
Add an image to the body of your display. Rather than a background image or layout image, this picture would appear in-line with other text and form fields.
This is a great way to showcase your business' logo!
Add a call-to-action to your display. By default, our templates will include a button under your form field(s).
You might find it useful to add a "Keep Shopping" button on your display's Thank You Page to close the display after someone signs up.
Shopify and Shopify Plus accounts can add a Product block to their display. [Learn more about Product blocks here.](https://help.privy.com/docs/learn/content/product-blocks#product-blocks-in-displays)
These are effective to use on cross sell displays, or on your Thank You Page if you'd like to direct shoppers to add a specific item to cart.
Drive urgency by adding a countdown timer to your display. [Learn more about customizing countdown timers here.](https://help.privy.com/docs/learn/content/countdown-timers#add-a-countdown-timer-to-a-display)
Countdowns are great to use leading up to big sales, product launches, or special announcements.
Add a line to your display to break up your content. Customize the color, line thickness, and make it solid, dashed, or dotted!
Use a spacer in your display to quickly and easily add a little breathing room between your elements.
### Adding and managing elements
To add a new element on your display:
* Head to [Displays](https://dashboard.privy.com/displays). Select an existing display or [create a new display](https://help.privy.com/docs/learn/displays/create-a-display).
* In the editor, hover over the elements on your display and click the blue 'plus' icon to add a new element.
* Select your desired option from the menu.
To move your element, simply drag and drop it around your display. To delete an element, click directly on it and click the delete icon.
### Customizing elements
To customize an element, click directly on the element you want to edit. Its settings will open up on the right:
* **Element settings:** this will appear as the name of the element you selected (i.e., Button or Text). Customize any actions or settings shown here.
* **Style:** customize your element's border, fill color, sizing, and spacing if applicable.
* **Text:** customize your element's text, font, size, color, and alignment.
* **Block:** customize the padding/spacing surrounding your element.
# Use a Free Shipping Bar
Source: https://help.privy.com/docs/learn/displays/free-shipping-bar
Increase order value with this dynamic on-site experience.
## What is a Free Shipping Bar?
A Free Shipping Bar is a display that sits at the top of your website and calculates the difference between a visitor's current shopping cart value and a predetermined free shipping threshold. The bar is visible throughout the visit and dynamically updates as the visitor's cart gets closer to the free shipping goal. This persistent reminder ensures your potential customer is always aware of the potential reward and encourages them to increase their order value to receive it.
**Note:** This feature is only available to Privy accounts integrated with BigCommerce, Shopify, Squarespace, Weebly, and Wix storefronts.
## Create a new Free Shipping Bar
To create a free shipping bar display:
* Navigate to [Displays](https://dashboard.privy.com/displays) and click the **Create new display** button.
* Select the **Increase Order Value** filter on the left side menu of the *Templates* dashboard.
* Select the "Free Shipping Bar" template and click **Get started**.
## Customize your Free Shipping Bar
Now that you've selected your template, it's time to customize its appearance!
* Edit your bar's background color or image, border, sizing, and spacing on the right side.
* Click directly on the bar's text to edit it and customize the font, color, size, and alignment on the right side.
* On your final step, click directly on the button to customize its appearance and settings on the right side.
By default, your button is set to redirect shoppers to the checkout page once they reach the free shipping goal. This is recommended, but you can change this if needed.
Make sure you customize each step of your Free Shipping Bar! You can navigate between steps at the bottom of the editor. Make sure to **Save** any changes.
To save time, click the **Match Styles** feature to quickly and easily copy the styles from the step(s) you already customized!
## Edit your settings
When you’re happy with your display’s design, you’ll want to head over to **Settings** to set your free shipping goal and make sure it’s showing to the right people at the right time.
### Set your free shipping goal
Click to edit the **Cart Goal** card at the top of your settings. Enter your store's free shipping threshold. **Save.**
### Audience Targeting
By default, your Free Shipping Bar will be visible to all audiences and appear immediately on your site. This is recommended, since free shipping is a popular incentive that can encourage an interested visitor to purchase from you!
If you want to adjust your Free Shipping Bar's trigger settings, or restrict it from being visible to certain audiences, you can [learn more about Privy's targeting here](https://help.privy.com/docs/learn/displays/settings-overview).
## Launch your Free Shipping Bar
Once you've customized your Free Shipping Bar's appearance and set your Cart Goal, you're ready to launch your display. Click **Activate** in the upper right corner.
You can still make changes to your display’s appearance and settings once it is published by clicking **Update Live Display** in the editor.
## Review your Performance
After you activate your display, you can review its performance at any time in the **Reporting** tab. [Learn more about Privy Convert Reporting.](https://help.privy.com/docs/learn/displays/reporting-overview)
Since your Free Shipping Bar does not collect sign ups, only display Views will be available in reporting.
# HTTPS to HTTP Referrer Loss
Source: https://help.privy.com/docs/learn/displays/https-to-http-refferer-loss
Understand the difference between HTTPS and HTTP, how it may affect your site, and ways to mitigate this.
## Impact
If your site is served or requested over the insecure **HTTP** protocol, targeting traffic based on where visitors came from won't work. This limitation is a standard browser security feature and cannot be disabled. This affects the following types of targeting rules:
* Traffic type
* Referring URL
* Initial traffic type
* Initial referring URL
This affects all tools that rely on reading referrer data. For example, if you run Google Analytics on a site served over insecure HTTP, your reports will attribute most traffic from Facebook as "direct" traffic. Traffic will be subject to referrer loss even if your site redirects from HTTP to HTTPS if other pages link to your site's HTTP version.
## Resolution
Serve your website securely over HTTPS to maximize your ability to track and target traffic based on where it came from.
## Workarounds
Instead of targeting traffic referred from Facebook.com (for example):
* post a link on Facebook containing UTM parameters, and...
* target your displays based on the parameters or the entry page URL.
## More background
Privy's audience targeting depends in part on reading a browser's referrer data, which browsers voluntarily supply to websites to indicate what URL brought the user to the current page.
Browsers do not send this referrer information when following a link from a secure (HTTPS) site to an insecure (HTTP) website. All major social networks and search engines can only be accessed securely, so if your site is insecure, then you will not get referrer data from these secure sites.
# Reporting
Source: https://help.privy.com/docs/learn/displays/reporting-overview
Review your displays' performance in your dashboard.
Once you've published displays in Privy, you can review a snapshot of your ongoing performance in your Privy dashboard, your Convert dashboard, and the Reporting tab in your individual display(s).
## Reviewing Overall Performance
To start, head to [Displays](https://dashboard.privy.com/displays) to review your displays' performance in aggregate.
![Screenshot of the reporting on the Convert index page]()
The following information is available in this view:
The total number of display views since account creation. A view is registered when the display loads on a visitor's screen.
The total number of display signups since account creation. A sign-up is registered when a visitor submits their information via a display.
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.
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.
## Reviewing display-specific data
To access display-specific performance information, navigate to the Convert dashboard and locate the desired display. The display's card provides an overview of its standalone performance, while additional information (e.g., Conversion %) can be accessed by clicking the card and opening a display-specific report.
### Preview data in the index table
Each display's performance can be previewed within the index table.
![Screenshot of a display's card preview in the index table]()
The metrics that may be displayed in this preview are:
The total number of views this display has received. *A view is registered when the display loads on a visitor's screen.*
The total number of visitors that signed up by submitting a signup form.
The total number of orders placed by visitors who completed a signup.
### View data on Display Reports
After clicking on a specific display, additional reporting data will appear.
![Screenshot of an individual display's reporting page]()
**Reporting Period:** Select a custom timeframe by clicking on the dates and compare to the previous period or the same period in the prior year. You can also turn off the comparison period by clicking "Show Previous Period" below the chart.
Each metric card (Views, Signups and Orders) is clickable. When clicked, the chart updates to show historical information for that metric. You can also toggle between the total number and the rate, when looking at Signups and Orders.
The metrics that may be displayed on this Reporting page are:
The number of times your display was shown to visitors on your site.
The number of visitors that signed up by submitting a signup form.
The percentage of views that resulted in a signup event.
The number of orders placed by visitors who completed a signup.
The percentage of orders placed by visitors who completed a signup.
# Audience Targeting + Settings
Source: https://help.privy.com/docs/learn/displays/settings-overview
Customize how your displays appear to your preferred audience.
Privy Convert has a wide range of settings so that you can customize when + how your displays trigger, to whom, and how your information is collected. In this article, we'll review where to find your settings, and break down what each condition means.
## Where can I find my displays' settings?
Head to [Displays](https://dashboard.privy.com/displays). Select an existing display or create a new one. Head to the **Settings** step at the top of the editor.
![Screenshot showing the settings tab in the display builder]()
## Basic Settings
### Triggers and Visibility
Determine how and when your display appears to your audience.
![Screenshot showing a display's trigger and visibility settings]()
You have the option to choose one or more of the following **trigger** settings:
* Time on Page
* Show on scroll
* Show on exit intent
If you have more than one trigger setting selected, then whichever event happens first will cause the display to appear.
If you have no trigger settings selected, your display will not appear automatically for your audience. In this case, we recommend using a tab so visitors can manually trigger your display.
You have the option to choose one or more of the following **visibility** settings:
* Limit display appearance
* Automatically end the display after X signups
Limiting the display appearance will prevent the display from triggering again for a visitor until the specified time has passed. *Our default is always set to 1 day.*
Unchecking "Limit display appearance" means there will be **no limit** to how often a display will trigger in a session for your audience.
### Audience Targeting
Privy allows you to target displays by Customer Attributes, Shopping Activity, Website Behavior, and more. You can explore all available properties in depth below:
* **Country:** Target visitors based on the country reported by the visitor's IP address.
* **Custom Fields:** Target known contacts based on their Custom Field values, which can be provided via an import or by signing up for a display. Learn more about Custom Fields.
* **Language:** Target visitors based on the default language set in their browser. The values for this condition are language codes following the [BCP 47](https://www.techonthenet.com/js/language_tags.php) standard and written without the region subtag —for example, en for English, fr for French, or es for Spanish.
* **Postal Code:** Target visitors based on the postal code detected from their IP address. Enter each exact postal code on its own line, without country prefixes. For country-specific targeting, such as Norway, add a separate **Country** condition.
* **Region:** Target contacts based on their geographic region. This condition currently supports states from the United States, counties from the United Kingdom, provinces from Canada, and states/territories from Australia.
* **Cart Product IDs:** Target visitors based on whether or not specific Product ID(s) have been identified in their cart. *Available for accounts integrated with Shopify or BigCommerce.* *For BigCommerce stores, Privy does not sync the product catalog, so you'll need to enter the numeric Product ID manually.*
* **Cart Value:** Target visitors based on the current value in their cart. *Available for accounts integrated with BigCommerce, Shopify, or Squarespace.*
* **Cart Variant IDs:** Target visitors based on whether or not certain product Variant IDs have been identified in their cart. *Available for accounts integrated with Shopify or BigCommerce.* *For BigCommerce stores, Privy does not sync the product catalog, so you'll need to enter the numeric Variant ID manually.*
* **Order Count:** Target contacts based on the number of orders they have placed with you. *Available for accounts integrated with Shopify.*
* **Display Seen:** Target visitors based on the displays that they have or have not seen.
* **Display Seen (this session):** Target visitors based on the displays they have or have not seen in this session. *A session is a group of interactions with your website within a given time frame. It expires after 30 minutes of inactivity.*
* **Display Signed Up:** Target visitors based on which displays they have or have not signed up for.
* **Display Signed Up (this session):** Target visitors based on the displays they have or have not signed up for in this session. *A session is a group of interactions with your website within a given time frame. It expires after 30 minutes of inactivity.*
* **Current URL:** Target visitors based on the URL that the visitor is currently on.
* **Day of week:** Target visitors based on the day of their visit.
* **Device category:** Target visitors based on whether they are accessing your site on a Desktop or Mobile device. *Tablets are considered part of the mobile device category.*
* **Initial traffic type:** Target visitors based on the channel they used to reach your site for the first time (e.g., direct, paid, social, etc.). *A visitor's channel is determined by the UTM parameter(s) included in the link that led them to your site.*
* **Initial URL (all time):** Target visitors based on the URL of the first page that they landed on when first visiting your site.
* **Initial URL (this session):** Target visitors based on the URL of the first page that they landed on when visiting your site this session. *A session expires after 30 minutes of inactivity.*
* **Pageviews (all time):** Target visitors based on the total number of pageviews across all of their tracked sessions.
* **Pageviews (this session):** Target visitors based on the total number of pageviews across the current tracked session.
* **Referring URL:** Target visitors based on the page they were on immediately before viewing the current page. *This URL could be from one of your site pages or an external page.*
* **Sessions Count:** Target visitors based on the number of unique times they've visited your website.
* **Time of day:** Target visitors based on the time of their visit.
* **Traffic type:** Target visitors based on the channel they used to reach your site (e.g., Direct, Paid, Social, etc.). A visitor's channel is determined by the UTM parameter(s) included in the link that led them to your site.
* **Custom JavaScript:** This allows you to create your own targeting rules using JavaScript. *This option is only recommended for advanced users and outside Privy Support's scope.*
* **User identity:** Targets visitors based on whether they are known or unknown.
* A "Known" visitor has submitted their information via a display or store checkout, been tagged with a tracking cookie, and become a contact.
* An "Unknown" visitor has not provided their information and remains unidentified. They may or may not be associated with an anonymous tracking cookie.
When adding multiple targeting conditions, you can use **AND** / **OR** logic to narrow down your audience and specify whether a visitor must **Match All** conditions (strict) or can **Match Any** condition (less strict). See the example below:
![Screenshots comparing AND/OR logic between targeting conditions]()
On the left, you'll see that we're using **Match Any** logic, so visitors who either live in Massachusetts OR came to the site from a social channel will see the display. On the right, you'll see that we're using **Match All** logic which means visitors must live in Massachusetts AND come to the site from a social channel to see the display.
If you remove all Audience Targeting, your display will be visible to everyone on your site.
### Scheduling
![Screenshot showing where to schedule a display on a custom schedule in Settings]()
You have two options when configuring the start and end dates of your display:
* **Ongoing:** As soon as you launch your display, it will be continuously active until you disable it.
* **Custom Dates:** Schedule your display to start and end automatically on a fixed schedule.
### Coupon
![Screenshot showing a display's coupon settings]()
Attach a Coupon to your display so that it appears anywhere you are using the `{{ coupon.code }}` variable, such as your Thank You Page and After Sign Up Emails + Texts.
Select whether or not you'd like your Coupon to automatically apply to cart after they complete their sign up.
Your Coupon must be created in Privy in order to be attached to your display. [Learn more about creating and managing Coupons in Privy.](https://help.privy.com/docs/learn/content/coupon-codes)
## Advanced Settings
To expand and edit your display's advanced settings, click **Show Advanced Settings** at the bottom left of your screen.
### Sign Up Rules
![Screenshot showing a display's sign up rule setting options]()
You can select up to two options for restricting who may sign up for your display:
* **Limit 1 sign up per contact:** This prevents the same email address from signing up more than once on the same exact display. *This is recommended and enabled on every Privy template by default.*
* **New contacts only:** This prevents email addresses that are already on your list from being able to submit a new sign up.
If a contact is restricted from signing up due to the conditions above, they will see an error message letting them know that they have already signed up.
### Signup Tagging
Use the **Signup Tagging** section to automatically apply one or more [Privy Tags](https://help.privy.com/docs/learn/contact-management/tag-contacts) to a contact when they sign up through this display.
* Open the **Signup Tagging** dropdown in your display's settings.
* Select existing tags, or type to create a new one.
Tags are applied at the moment of signup and become available everywhere tags are used — contact filtering, segmentation, and tag-based [Flow triggers](https://help.privy.com/docs/learn/contact-management/tag-contacts#trigger-flows-from-tag-changes).
### Email Opt-In
![Screenshot showing the signle opt-in and double opt-in settings for a display]()
Choose between **Single Opt-In** and **Double Opt-In** for email sign ups on your display. *Single Opt-In is the default setting for each Privy template.* Choosing Double Opt-In is encouraged for building a high quality, engaged list; it requires new sign ups to confirm their subscription in their inbox. [Learn more.](https://help.privy.com/docs/learn/contact-management/email-opt-in)
### SMS Opt-In
If your display collects phone numbers, the **SMS Opt-In** card lets you choose how contacts confirm SMS consent: **Double Opt-In** (the contact replies 'Y' to a confirmation text before becoming textable) or **Single Opt-In** (the contact becomes textable immediately on submission and automatically receives a confirmation text). The preview updates as you toggle to show the message your contacts will receive. New displays default to Double Opt-In. [Learn more about SMS Opt-In Methods.](https://help.privy.com/docs/learn/contact-management/sms-opt-in)
### Sync Integrations
![Screenshot showing the integration sync settings for a display]()
If you are using an external email service provider and/or need to sync your sign ups to one of your Linked Accounts, make sure you add all necessary sync rules to your display(s) here. [Learn more about our supported Integrations.](https://help.privy.com/docs/learn/integrations/overview-integrations)
### Profile Attributes
![Screenshot showing the profile attributes settings for a display]()
Profile Attributes are datapoints that are automatically detected by Privy upon sign up. This data may include the page they were on when they signed up for a display, browser information, visit history, and approximate location.
The following Profile Attributes are available in Privy today:
The coupon code the visitor received upon signing up.
The number of browser sessions this user has had on your site. *A session ends after 30 minutes of inactivity.*
The number of pages this user has viewed across all known sessions on your site.
The number of pages on your site this user has viewed this session.
The most recent URL the user was seen on while interacting with a display.
The timestamp of when that contact registered.
The UTM parameters (if present) of the URL where the contact signed up on a Privy form.
Use this option to set a custom field which can be used for filtering or segmentation in the future, or mapped to the Linked Account(s) that you're syncing sign ups to.
**Where can I find Profile Attributes after I've collected them?**
Detected attributes appear on [individual contact records](https://help.privy.com/docs/learn/contact-management/view-and-filter-contacts#viewing-individual-contacts), in [contact exports to CSV](https://help.privy.com/docs/learn/contact-management/export-contacts#export-contacts-to-csv), and in your Linked Account's data (if you are syncing sign ups to a third party).
![Screenshot showing where you can find collected profile attributes on a contact's profile]()
# Use Liquid in Conversion Javascript
Source: https://help.privy.com/docs/learn/displays/use-liquid-in-conversion-javascript
Inject information related to a sign up event into your custom JS code.
Privy supports the use of Liquid variables in your custom conversion JavaScript (JS). These variables allow you to inject information related to a signup event into your custom JS code.
## Supported variables
The following variables are supported in custom conversion JS for displays using Privy's modern widget:
* `{{ contact.email }}` — The email address of the contact who just signed up.
* `{{ contact.first_name }}` — The first name of the contact who just signed up.
* `{{ contact.last_name }}` — The last name of the contact who just signed up.
* `{{ contact.name }}` — The contact's full name, generated from the submitted first and last name.
* `{{ campaign.id }}` — The ID of the display associated with the signup.
* `{{ signup.coupon_code }}` — The coupon code that was shown to the contact who just signed up. This variable is only populated when the signup produced a coupon code.
* `{{ contact.custom_fields.sms_opt_in }}` — The SMS opt-in value submitted by the contact.
* `{{ contact.custom_fields.phone }}` — The phone number submitted by the contact. The personalization variable menu inserts this variable. Existing snippets using `{{ contact.phone_number }}` remain supported as a backward-compatible alias.
* `{{ contact.custom_fields. }}` — The value submitted for a custom field, including radio buttons, checkboxes, and Mini Quiz answers. For example, use `{{ contact.custom_fields.favorite_color }}` for a custom field with the identifier `favorite_color`.
### Variable requirements + limitations
The following requirements and limitations apply to conversion JS variables:
* Conversion JS variables are only populated with data collected during the current signup event.
* A custom field variable must use the field's exact identifier. You can select available fields from the personalization variable menu in the custom conversion JS editor.
* The full `{{ contact.custom_fields }}` object cannot be used.
## Include variables in your code
Liquid variables and their associated attribute values are included in your code by applying a specific format to the custom JavaScript snippet. Typical use cases include:
### Print to console
![Print console code example]()
If a user named "Joe Smith" with the email "[joesmith@example.com](mailto:joesmith@example.com)" just signed up, the above code will print "Joe Smith ([joesmith@example.com](mailto:joesmith@example.com)) just signed up!" to the console.
### Redirect and pass signup data
You can include the display ID when redirecting a visitor after signup. For example:
```html theme={null}
```
# Run an A/B Test on an Email Campaign
Source: https://help.privy.com/docs/learn/email-campaigns/ab-testing
Compare versions of a campaign and send the winning version to the rest of your list.
A/B Testing lets you compare different versions of an email campaign to see which one performs better. Send each version to a portion of your audience, wait for results, and automatically deliver the winning version to everyone else.
![Screenshot of Email Creation in an email campaign A/B test]()
## What to test
Changes that often result in the most significant changes in engagement include:
Try different wording, length, or tone in your subject line.
Test what appears in the inbox preview to boost open rates.
Compare different discount amounts or no discount at all.
Test different layouts or visual styles.
Try product images vs. lifestyle images, or image vs. no image.
We recommend **testing one change per version** so you can identify what made the difference in your results.
## Create an A/B Test
To start a new A/B Test:
* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns).
* Click **Create Campaign**.
* Choose **A/B Test Email**.
* Name your test and click **Continue**.
### Email Creation
In the Email Creation tab, you'll create 2 to 5 versions of your campaign.
**Version A** is your control. It uses the campaign's existing email.
To add more versions:
* Click **Add Version** to add Version B, C, D, or E.
* Give each version a **Version Name** for internal tracking.
* Customize each version's **Email Subject**, **Email Preview Text (Optional)**, and design using **Edit Design**.
* Use **Send Test Email** to preview how each version looks in your inbox.
Each version can have its own coupon. The coupon merge tag must be added to that version's design.
You can duplicate or remove versions at any time. You need at least two versions to continue.
**Edit Sender Details** sets the From Business Name, From Email, and Reply To Email for all versions. These details are shared across the test.
### Recipients
Select one or more segments to send your test to. You can also exclude a segment if needed.
The audience is frozen when you send the test. Changes to your segments after sending won't affect who receives the campaign.
### Test Settings
![Screenshot of Test Settings in an email campaign A/B test]()
Configure how your test will run:
**Winning Metric**
Choose how Privy will determine the winner:
* **Click Rate** — The version with the highest percentage of clicks wins.
* **Order Rate** — The version with the highest percentage of orders wins.
Click Rate is the default winning metric.
**Test Duration**
Set how long Privy will collect data before choosing a winner. You can specify hours or days.
The test duration starts after all test-cohort sends are complete.
**Recipient Allocation**
Set what percentage of your audience receives each version during the test. You can allocate from 1% to 100% per version.
The allocations are approximate, especially on smaller lists.
If you allocate less than 100% total, the remaining recipients will receive the winning version after the test completes. If you allocate 100%, there will be no one left to send the winner to.
Smaller allocations make it harder to identify a clear winner. Privy will show guidance when your allocation is too small to produce reliable results.
### Review and Send
The Review tab shows an overview of your test: number of versions, winning metric, test duration, and total recipients.
When you're ready:
* Click **Send** to start the test immediately.
* Click **Schedule** to pick a future date and time for the test to start.
After the test starts, the test content, audience, allocations, metric, and duration are frozen. You can cancel an in-flight test, but messages already sent cannot be recalled.
## How the winner is chosen
Privy calculates a rate for each version:
* **Click Rate** = clicks for that version ÷ emails delivered for that version
* **Order Rate** = orders for that version ÷ emails delivered for that version
The version with the highest rate wins. A larger allocation does not automatically win — only the rate matters.
If two or more versions tie for that highest rate, **Version A** (the control) wins when it is one of the tied versions. If Version A is not among the tied versions, Privy picks one of the tied versions at random.
If no version has any engagement data, **Version A** wins.
The decision uses data collected through the test deadline. Later activity may change the live report but won't change which version won.
After the winner is chosen, Privy sends that version to the remaining recipients (if any are left outside the test allocation).
## Reporting
![Screenshot of completed A/B test showing Version B as winner with 21.3% click rate]()
To view your A/B test results:
* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns).
* Locate your test. A/B Test Email campaigns appear with **A/B Test** or **Email A/B Test** and show the version count.
* Click to open the campaign report.
At the top of the report, you'll see an **A/B Test Overview** card. This card compares each version on the winning metric you selected and marks the **Winner**.
The status shows whether your test is **Live**, **Completed**, or **Canceled**:
* **Live** tests display **Time Remaining** and **Recipients Tested So Far**.
* **Completed** tests show **Ended** and **Recipients Tested**.
Use **Select Version** to scope the rest of the report to a specific version. When you select a version, the **Overview**, **Contact Activity**, **Link Clicks**, and **View Email** tabs all show data for that version only.
Later opens and clicks may change the live report numbers, but they do not change the winner. The winner is determined by data collected through the test deadline. See [How the winner is chosen](#how-the-winner-is-chosen) for details.
## Tracking
Links in an A/B Test Email include `utm_content` set to that version's **Version Name**, so Google Analytics and other tools can separate Version A from Version B.
This happens automatically on A/B Test Emails:
* Each version's links include `utm_content` with that version's **Version Name**.
* Ordinary (non-A/B) campaigns and Flows do not include `utm_content`.
You can change this under **Business Settings → [Tracking Parameters](https://dashboard.privy.com/settings/tracking-parameters)**. The **Content** row can use **Variant Name** or **Variant ID**.
For more about how Privy tracks link activity, see [How UTM Parameters Work](/docs/learn/content/how-utm-parameters-work).
## Tips for reliable results
* Test one element at a time so you know what caused the difference.
* Allocate enough of your audience to each version. Very small percentages rarely produce a clear winner.
* Give your test enough time. Open and click behavior takes hours to unfold.
* Make sure each version's design is complete before sending. You cannot edit versions after the test starts.
# Review Email Performance
Source: https://help.privy.com/docs/learn/email-campaigns/email-campaign-reporting
Understand how to meaningfully interpret your email campaign's results in Privy.
Once you start sending email campaigns in Privy, you're going to want to check in on their performance to track their engagement metrics, revenue, and delivery. Below is a guide on how to find your Campaigns' reporting, and how to interpret it.
## Campaigns Table
To get an overview of your Campaigns' performance:
* Head to your [Campaigns](https://dashboard.privy.com/message-campaigns) page.
* Feel free to utilize the search, sort, and filter options at the top of your table. *For example, if you want to only view your most recent Sent emails, Filter by Status: Sent and click the 'Send Date' column to sort by your emails' send date.*
If you take a look at the table, you’ll get a line-by-line view of each Campaign, their Title, Subject Line, Status, and the following metrics:
![Screenshot showing the Campaigns Index Table in the Privy Dashboard]()
The total number of contacts whose email server sent Privy a response stating that the email was delivered.
The total number of contacts who had an email delivered and opened the email. Privy embeds an invisible image into the email message once it is sent when you send an email. When your recipient views the email and the images load, Privy knows that the email was opened. If the recipient's email client doesn't allow the image to load, Privy will not track the email open.
The percentage of contacts who had an email delivered and clicked on any link in the email.
The percentage of contacts who had an email delivered and unsubscribed from further messages.
The total revenue collected from all messages in this series. *Privy uses a last-touch model with a 7-day attribution window. If a customer has opened/clicked multiple emails within the seven days proceeding a purchase, the revenue will only count toward the most recent email.*
## Individual Campaign Reporting
To drill down into an individual campaign's metrics:
* Head to your [Campaigns](https://dashboard.privy.com/message-campaigns) page.
* Locate and select the desired campaign to access its own reporting page.
On this page, you'll find your Campaign's title, Subject Line, Recipients, and send date. Below this information, you'll find tabs for your:
* Performance Overview
* Contact Activity
* Link Clicks
* Preview of your email
![Screenshot of the individual Campaign reporting page, identifying the Overview, Contact Activity, Link Click, and Preview tabs]()
You can toggle between these tabs to drill down into each type of data. We'll break down the content living in each section below.
A/B Test Email campaigns include an **A/B Test Overview** card at the top of the report and a **Select Version** control that scopes the report tabs to a specific version. Learn more about [A/B test reporting](/docs/learn/email-campaigns/ab-testing#reporting).
### Overview
Your Overview tab contains the following data:
The total revenue and orders attributed to your campaign, along with the campaign's average order value.
![]()
The total number of emails sent in your campaign, along with a breakdown of the percentage delivered, opened, clicked, and ordered based on the number of recipients.
![]()
The number of emails delivered out of the numbers sent, along with insights into your bounce rate, unsubscribed rate, and number of emails marked as spam.
![]()
### Contact Activity
Your Contact Activity tab provides you with a full list of your campaign's recipients. You have the capability to search for recipients' email addresses, export a CSV report of your recipients, and/or filter this list by deliverability, engagement activity, unsubscribes, or rejected contacts.
![Screenshot of the Contact Activity tab for an individual Campaign reporting page]()
### Link Clicks
Your Link Clicks table provides you with a table of all the links inside your email, along with the total number of clicks associated with each link.
This table is automatically sorted from most clicks to least clicks, so you can easily identify which call-to-action was the most successful in your campaign.
![Screenshot of the Link Click tab of an individual Campaign reporting page]()
### View Email
The View Email tab allows you to preview your sent Campaign.
![Screenshot showing the View email tab of a Campaign's individual reporting page]()
## Attribution Model
In marketing, attribution refers to identifying and assigning credit to the various touch points a customer interacts with before making a purchase. It can help you understand which marketing efforts are driving conversions and generating revenue.
Privy attributes an order if a contact engages (opens or clicks) with a marketing message and completes the order within 7 days.
There are a few more points to keep in mind:
* **Last Touch Attribution:** Orders are attributed to the last message a contact engaged with. For example, if a subscriber opens a Campaign email and later opens an Abandoned Cart Flow email before purchasing, the order is attributed to the Abandoned Cart Flow.
* **Multi-Channel Attribution:** Privy evaluates each channel's attribution window separately when using multiple message channels (SMS or email). This determines if either channel should receive revenue attribution at the time of purchase.
* **Conversion Window:** The conversion window for both email and SMS is 7 days, starting from the moment of engagement.
* **Contact-based Attribution:** Privy uses a contact’s email address and phone number to attribute an order back to a contact.
For more information on how Privy's attribution model works, [check out this FAQ article](https://help.privy.com/docs/learn/email-campaigns/privy-attribution-model).
# Create and Manage Email Templates
Source: https://help.privy.com/docs/learn/email-campaigns/email-templates
Learn how to use our drag-and-drop email editor & create templates like a pro.
Our drag-and-drop email editor allows you to quickly and easily create email templates for both Campaigns and Flows. Each email created with the editor will render a clean and responsive design on almost any email client and device type.
While the drag-and-drop email editor is recommended for most users due to its ease of use, you can work with custom HTML if you already have a template or if you prefer to work directly with your code. If you'd like to build your email templates with HTML, [check out this guide](https://help.privy.com/docs/learn/content/use-html-email-template).
## Manage email templates
To manage saved email templates, navigate to **Brand & Assets** > **Email Templates**. From the gallery, you can:
* Search, sort, and switch between grid and table views.
* Select **Create Template** to start a new template in the full-screen editor.
* Rename, duplicate, manage **Email Labels**, or delete a template from its actions menu.
* Select multiple templates to delete them or use **Edit Email Labels**.
* If you belong to more than one business, use **Copy to Subaccount** to copy a template to other businesses.
Use the **Email Labels** filter to narrow the gallery, then select **Apply** to save the filter.
## Create a new email
To access the drag-and-drop email editor, you first need to create a new email draft:
1. If you plan on building a new Flow, [head to Flows](https://dashboard.privy.com/flows) and click **Create Flow**.
2. If you plan on building a new campaign, [head to Campaigns](https://dashboard.privy.com/message-campaigns) and click **Send email**. Name your new email and select a template.
For an existing Campaign draft, [head to your Campaigns](https://dashboard.privy.com/message-campaigns) page and simply click on the email you'd like to edit.
## Choose a template
Privy offers a number of basic and stylized email templates that you can start with. To select a template, click **Template** at the top of your editor and select **Change template** from the dropdown menu.
Browse between Privy's Templates and your own saved Templates. Click on the template you'd like to use and confirm your decision.
## Edit the email's styles
To change the default styles of your email, select the **Body** tab from the sidebar. This page allows you to change the width and alignment of the email's content. Additionally, it allows you to update the default background color, font, and link styling options for content added to the template. *Content already included or added to the template will not change.*
![Screenshot pointing out the Body tab in the Privy email editor]()
**Note:** A content width larger than 600px is not recommended.
## Edit the email's layout
### Add new blocks
To add a new section to your email, drag and drop the **Columns** block from the *Content* menu on the right.
You can choose from Blank blocks (columns with no content), Privy blocks (pre-built content to help save you time), or your own Saved blocks.
### Edit existing blocks
To edit existing blocks, hover over your email content. Click on the background just outside of your email content to select the entire block of content.
**Add columns:** On the left, you can edit the layout by adding or removing columns to your content.
**Removing blocks:** If you want to remove the entire block of columns, select the 'delete' icon on the right side of the block.
**Duplicate blocks:** If you want to duplicate an entire section in your email, select the 'duplicate' icon on the right side of the block.
**Move blocks:** To move sections of your email, click and drag the blue 'move' icon to the right side of the block. You can snap the block to sit in a different location in your email's body.
**Change color and padding:** When a block is selected, you can edit its settings (such as it's background color and padding) on the left side.
### Save blocks
You can save custom blocks in Privy to make it quick and easy to reuse chunks of content in future email templates without needing to rebuild them each time.
To save a block:
* Click just outside the email content to highlight the entire block you'd like to save.
* Select the **Save** icon.
* Name your new block and click **Save**.
Your saved blocks can be accessed via the **Blocks** tab on the right side of the email editor:
![Screenshot of Privy's email editor pointing out where to find saved blocks]()
## Edit the email's content
To add content to your email, you can drag any of the elements from the right side and drop them in your email's body. Explore the different content options available below:
Shopify and BigCommerce users can drag a product element into their email by dragging it into a column and selecting the desired product from the dropdown menu. [Learn more.](https://help.privy.com/docs/learn/content/product-blocks)
Add a Call-To-Action to your content. Edit the button's text by clicking directly on the button. Customize the color, font, shape, and add your URL on the left side.
Break up your content with a divider element; edit its color, style, and padding on the left.
Drag in a heading and/or a text box element. Edit the text's font style, size, color, and weight on the left.
Upload a new image or select an existing image in your Image Gallery. Shopify and Shopify Plus users can also select a Shopify Product to automatically pull in a product's photo from their store. [Learn more about using and editing images.](https://help.privy.com/docs/learn/content/adding-images-to-emails)
Drag in a coupon element to display a coupon code in your email's content. You can edit this element's color, outline, and appearance on the left. [Learn more about ways to insert and attach coupons in your email content.](https://help.privy.com/docs/learn/content/coupon-codes#email-campaigns)
Embed a video into your email. The video must be hosted on either Youtube or Vimeo. By pasting your video's URL, the editor will automatically generate a preview image of your video. The image will link to the provided URL.
Add social media icons and links into your email. You can add and manage your default social media links in your [Business Settings](https://dashboard.privy.com/settings/business-info) so that you don't need to manually add them each time! Edit the icon's style, color, and padding on the left side.
A menu is a great way to add helpful links in your email, such as "Home", "About", and "Sale" pages from your site. Drag the element into your email body, then edit the appearance and insert your URLs on the left.
If you want to add an HTML code section into your email, you can drag the element from the left. [Check out this guide](https://help.privy.com/docs/learn/content/use-html-email-template) for more information on using HTML in your email templates.
Add a countdown timer into your emails to drive urgency around limited-time sales or upcoming announcements. Drag in your Timer, then specify your end date & time and customize its appearance on the left. [Learn more about using countdown timers in emails.](https://help.privy.com/docs/learn/content/countdown-timers)
To edit, duplicate, or remove existing content, click directly on the element you're looking to edit. Once the content is selected, its settings will appear on the right. You can delete or duplicate using the icons below the content itself.
### Personalize your content
Privy offers many different personalization tags that you can insert into your email content to connect with your contacts on an individual level — learn more about inserting personalized content [with this guide](https://help.privy.com/docs/learn/content/personalization-tags#personalizing-emails).
### Insert images from Unsplash
If you're looking for high quality, professional-looking images to give your email an elevated look, you can insert licensed images from providers such as Unsplash, Pexels, and Pixabay straight from the editor.
Head to the **Images** tab on the sidebar. You can browse trending images or search for specific keywords. To add the image to your content, simply click and drag it into your email.
## Preview and Test
Use the desktop and mobile icons at the top of your email editor in order to preview and/or edit your message for each device type.
Select **Test** at the top of your screen to send a test email to up to 5 Privy users at a time.
## Save your template
To save your email as a new template, click on **Template** at the top of your screen and select **Save as a new template** from the dropdown menu. Name your template and **Save.**
Your new email template will appear in **Brand & Assets** > **Email Templates**. Next time you create an email, you can save time by starting with this template and customizing it to fit your needs.
![Screenshot of the Saved Templates page]()
# Email Campaigns
Source: https://help.privy.com/docs/learn/email-campaigns/overview
Learn how to create & send beautiful emails to your entire list or a segment of your audience.
Email Campaigns are one of the most integral parts of your email marketing strategy. Privy makes it easy to create effective email templates, segment your audience, and understand your emails' performance.
A step-by-step guide on how to create and send an email in Privy
Compare versions of a campaign and send the winning version to the rest of your list
Learn how to use Privy's drag-and-drop email editor to create templates like a pro.
Explore all the ways you can segment your audience in Privy.
Understand the best ways to locate and break down your emails' reporting in Privy.
# Understanding Privy's Attribution Model
Source: https://help.privy.com/docs/learn/email-campaigns/privy-attribution-model
Learn how Privy tracks orders and revenue associated with your emails, displays, and texts.
## What is Attribution?
In marketing, attribution refers to identifying and assigning credit to the various touchpoints a customer interacts with before making a purchase. It can help you understand which marketing efforts are driving conversions and generating revenue.
## How does Attribution work with Email + Text?
Privy attributes an order if a contact engages (opens or clicks) with a marketing message and completes the order within 7 days. There are a few more points to keep in mind:
* **Last Touch Attribution:** Orders are attributed to the last message a contact engaged with. For example, if a subscriber opens a Campaign email and later opens an Abandoned Cart Flow email before purchasing, the order is attributed to the Abandoned Cart Flow.
* **Multi-Channel Attribution:** Privy evaluates each channel's attribution window separately when using multiple message channels (SMS or email). This determines if either channel should receive revenue attribution at the time of purchase.
* **Conversion Window:** The conversion window for both email and SMS is 7 days, starting from the moment of engagement.
* **Contact-based Attribution:** Privy uses a contact’s email address and phone number to attribute an order back to a contact.
## How does Attribution work for Displays?
An order is counted when someone signs up for your Privy display and then completes a purchase through your store using the same email address or phone number at any point in the future. Privy counts an order regardless of whether or not the customer used a discount code. This attribution model helps merchants understand which displays ultimately lead to orders.
## FAQs
Here are some answers to common questions we hear when it comes to attribution:
Similar to Campaigns, Flows use a last-touch interaction model, so the order will only be attributed to the email that the customer *most recently* engaged with prior to placing the order. Learn how to view the revenue reporting for each individual message in a Flow [here](https://help.privy.com/docs/learn/flows/reporting#individual-messages).
Yes, attribution works differently between emails and SMS due to the nature of these channels:
* **Emails:** Attribution in emails is based on opens and/or clicks. This tracking is accomplished through hidden, embedded tracking links and pixels automatically included in each email.
* **SMS:** SMS attribution uses link tracking, as SMS messages do not support tracking pixels. When a recipient clicks on a link in an SMS, their activity is tracked and attributed accordingly.
It is not possible to change the attribution model. Privy adheres to industry-standard attribution windows and methodologies.
## Matching Privy Attribution to other platforms
Attributed revenue and orders in Privy might not match other reports due to differences in attribution models. For example:
* **Different Attribution Windows:** Other platforms may use different time frames for attribution.
* **Touch-based vs. Click-based Attribution:** Some tools or e-commerce platforms may use narrower attribution models, such as only providing attribution credit to the last click.
* **Multi-Touch vs. Last-Touch Attribution:** Some systems credit the last touchpoint, while others may distribute credit across multiple touchpoints.
* **Data Processing Delays:** Timing differences in data updates and synchronization can cause discrepancies.
Attributed revenue in Privy should be considered a proxy or indicator of the effectiveness of your email and SMS marketing efforts. While our attribution model aims to provide a clear picture of which marketing activities are driving conversions, it is not the complete source of truth. For a comprehensive understanding of your marketing performance, it's important to consider attributed revenue alongside other metrics and data sources.
## Additional Support
If you have further questions about Privy's attribution model, or the attribution you see in your account, please contact our [Support Team](mailto:support@privy.com) for assistance.
# Use Custom and Smart Segments
Source: https://help.privy.com/docs/learn/email-campaigns/segmentation
Segment your list to send targeted, engaging content tailored to their unique qualities.
## What is a segment?
A segment is a group of contacts defined by a set of conditions. Unlike a static subscriber list, segments are dynamic, meaning they grow as contacts meet the segment's conditions and shrink as contacts no longer meet them. Segmented email sends often return more revenue per recipient than unsegmented sends since they can be tailored to a particular situation, and thus are more relevant to the recipients.
Privy offers two kinds of segments:
1. Custom Segments
2. Smart Segments
Check out the following guide on how to build, manage, and use your segments in Privy.
## Custom Segments
Custom Segments are built from scratch by you! You can customize a group of your subscribers by combining a number of filters and criteria such as Shopping Activity, Email Engagement, Website Activity, and Customer Attributes.
### Create a new segment
To create a new segment:
* Head to [Contacts > Segments](https://dashboard.privy.com/segments) in your dashboard.
* Click **Create Segment** in the upper right to access the segment builder.
Now you're ready to build your segment:
* Name your segment. This is internal only — your contacts will not see this name.
* Select whether you want your contacts to **Match all** criteria or **Match any** criteria.
* Click the **Choose Category** menu to start selecting your conditions for your segment.
* To add more conditions, select the **+ And** or the **+ Or** buttons to start selecting the next condition.
* The contact count will adjust as you add filter(s). Once you're happy with your segment, click **Create.**
![Screenshot pointing out how to create a Custom Segment]()
### Segment Conditions
Privy offers a number of different conditions to segment your audience by. See below to dive into each category and their conditions.
**Shopping Activity**
Include contacts based on the current value of your BigCommerce, Shopify, Squarespace, or Weebly cart.
Include contacts based on when they first ordered from your store. Target a fixed date (**before**, **after**, **on**) or a rolling window (**in the last** N days).
Include contacts based on when they last ordered from your store. Target a fixed date (**before**, **after**, **on**) or a rolling window (**in the last** N days) — useful for re-engagement or winback audiences.
Include contacts based on their total spending in your Shopify store.
Include contacts based on the number of orders they have placed in your Shopify or Weebly store.
Include contacts based on the products, [Shopify collections](https://www.privy.com/blog/introducing-shopify-collections-for-privy), or BigCommerce categories they have (or have not) purchased from your store.
**Website Behavior**
Include contacts based on which displays they have or have not signed up for.
Include contacts based on the last time they visited your site. Target a fixed date (**before**, **after**, **on**) or a rolling window (**in the last** N days).
Include contacts based on when they signed up for your email list / when their contact profile was created.
**Customer Attributes**
Include contacts based on the country reported by the contact's IP address.
Include contacts based on their Custom Field values. These values can be provided via a contact import, or when a contact signs up for a display.
[View this article](https://help.privy.com/docs/guides/list-growth/mini-quiz-strategy#using-your-mini-quiz-data) for an example of building a segment using Custom Fields.
Include contacts based on whether or not they have been manually imported directly from another service or via CSV.
Include contacts based on their exact name or email address.
Include or exclude contacts based on the [tags](https://help.privy.com/docs/learn/contact-management/tag-contacts) applied to their contact profile.
Include or exclude contacts based on the [tags](https://help.shopify.com/en/manual/shopify-admin/productivity-tools/using-tags#tag-types) applied to their customer profile in Shopify.
**Email Engagement**
Include contacts that opened a specific campaign, or opened any campaign within a specific window of time.
Include contacts that did not open a specific campaign, or did not open on any campaign within a specific window of time.
Include contacts that clicked a specific campaign, or clicked on any campaign within a specific window of time.
Include contacts that did not click on a specific campaign, or did not click on any campaign within a specific window of time.
Include contacts that were sent a specific campaign, or were sent any campaign within a specific window of time.
Include contacts that were not a specific campaign, or were not sent any campaign within a specific window of time.
**SMS Engagement**
SMS campaign engagement options mirror **Email Engagement**: you can target contacts who were sent (or not sent) a specific SMS campaign, or who clicked (or did not click) links in those messages, within the time windows you choose.
Include contacts that were sent a specific SMS campaign, or were sent any SMS campaign within a specific window of time.
Include contacts that were not sent a specific SMS campaign, or were not sent any SMS campaign within a specific window of time.
Include contacts that clicked a link in a specific SMS campaign, or clicked on any SMS campaign within a specific window of time.
Include contacts that did not click on a specific SMS campaign, or did not click on any SMS campaign within a specific window of time.
### Managing Custom Segments
To manage an existing Custom Segment, head to [Contacts > Segments](https://dashboard.privy.com/segments). Locate your desired segment and click on the menu beside it. Select **Edit Name** or **Delete**.
![Screenshot showing how the manage segments on the index page]()
As of now, there is no way to edit the conditions of an existing segment in Privy once it's been created.
### Export a Custom Segment to CSV
To download the contacts in a saved Custom Segment as a CSV:
1. Head to [Contacts > Segments](https://dashboard.privy.com/segments).
2. Open the actions menu on the segment's row and select **Export CSV**.
3. The CSV is generated in the background, emailed to the address on your Privy account, and listed under [Contacts > Exports](https://dashboard.privy.com/contacts/exports) with the segment name in the description.
Export CSV is only available on saved Custom Segments. Prebuilt Smart Segments don't expose this action.
## Smart Segments
Smart Segments are prebuilt by Privy. They allow you to quickly target a group of your contacts without the hassle of creating a custom segment. Below are the four kinds of Smart Segments in Privy:
Mailable contacts who have opened or clicked at least one email within the last 90 days. This segment also includes new contacts who joined your list within the last 90 days.
Mailable contacts who have not opened or clicked any email within the last 90 days. This segment excludes any new contacts who joined your list within the last 90 days.
Mailable contacts who have never placed an order with your store.
Mailable contacts who have placed at least one order with your store.
There's currently no way to edit or delete Privy Smart Segments.
## Using your segments
You can use your segments to target both email and text messages in Privy.
### Create a new message from your Segments page
1. Navigate to [Contacts > Segments](https://dashboard.privy.com/segments). Locate the Custom or Smart Segment you'd like to use.
2. Select the **Create message** dropdown under the *Actions* column on your Segments table. Choose from Email or SMS.
Proceed with the usual steps of creating an email or SMS campaign. Your new message will already be segmented based on your selection from the Segments page!
### Edit an existing email's recipients
If you already have an email campaign draft that you'd like to segment:
1. Head to [Campaigns](https://dashboard.privy.com/message-campaigns) and select the desired draft.
2. Head to the **Recipients** step at the top of your email builder.
3. Specify which Custom or Smart Segment you'd like to send to.
4. *Optional:* Specify if there is a segment you'd like to exclude under the "Don't Send To" section.
![Screenshots showing where to segment recipients in an email campaign]()
### Edit an existing text's recipients
1. Head to [Campaigns](https://dashboard.privy.com/message-campaigns) and select the desired draft.
2. Scroll below your Text Message content to edit your message's *Recipients*.
3. Specify which Custom or Smart Segment you'd like to send to.
4. *Optional:* Specify if there is a segment you'd like to exclude under the "Don't Send To" section.
### Target a Segment in a Split Flow
To target messages towards specific segments in your automated Flows:
* Navigate to your Flows from your dashboard.
* Create a new Flow, or choose an existing one.
* [Create a new Split Flow](https://help.privy.com/docs/learn/flows/split-flow#add-a-split-flow).
* Select your Split Flow block and Add a Condition from the settings on the right.
* Select **Segment** from the dropdown menu.
* Choose which Segment(s) you'd like to target.
# Send an Email Campaign
Source: https://help.privy.com/docs/learn/email-campaigns/send-an-email-campaign
Regularly engage with your audience and drive revenue with newsletters.
Email campaigns are a powerful tool for any e-commerce business. The messages sent through this channel can communicate important information, establish your brand's reputation, strengthen your relationship with customers, and help move recipients through your sales funnel.
With campaigns you can:
1. Customize email templates with our drag-and-drop editor.
2. Send one-time emails to all of your contacts, or a segment of your audience.
3. Select the specific date and time you want your message to send.
## Create a new campaign
* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns).
* Click **Send email** in the upper right.
* Give your new campaign a name and press **Continue**.
* Click on a template to get started — you can start from one of our Privy Templates, or choose one of your brand's Saved Templates.
Want to compare different versions of your campaign to see which performs best? Use [**A/B Test Email**](/docs/learn/email-campaigns/ab-testing) instead of **Send email** to test subject lines, designs, or other elements.
## Customize your template
Once you select your template, you can use our drag-and-drop editor to customize the design. Your changes will save automatically.
After you're happy with your design, click on **Subject** in the upper right corner to start crafting your Subject Line.
Want more guidance on using our email editor? Discover how to drag in products, countdown timers, buttons, and more by [visiting this guide.](https://help.privy.com/docs/learn/email-campaigns/email-templates)
## Customize your settings
After designing your email, you'll move through the Subject and Recipients steps to define your subject line, sender details, and recipients.
### Subject
In your Subject step, you'll be able to:
* Add your Subject Line and (optional) Preview Text.
* Customize your From Business Name, From Email, and Reply To Email, if necessary.
![Screenshot of the Subject tab in the Campaign Builder]()
To edit your default Business Name, head to your [Business Information](https://dashboard.privy.com/settings/business-info) settings.
To edit your default From Email and Reply To Email, head to your [Sender Options](https://dashboard.privy.com/settings/email) settings.
To edit your custom sending domain, head to your [Sending Domain](https://dashboard.privy.com/settings/sending-domains) settings.
Once you're happy with your Subject Line and sender information, click **Recipients** to move on to the next step.
### Recipients
In your Recipients step, you can select one or more segments to send your email to. You also have the option to exclude a segment, if needed.
Selecting multiple segments allows you to combine audiences for a single campaign without creating a new segment. Recipients who appear in more than one selected segment will only receive the email once.
![Screenshot of the Recipients tab in the Campaign builder]()
Once you're happy with your selections, click **Review** to move on to the next step.
## Review your Campaign
In the Review step, you'll be able to review your email design, subject line, sender details, and total number of recipients, all in one place. You'll also be able to send or schedule your email as soon as you're ready.
![Screenshot of the Review tab in the Campaign builder]()
### Send a test email
Send a test email by clicking the **Test** button at the top of the page. You'll be able to select up to 5 user email addresses to send your test email to.
If you need to send a test to an email address that's not appearing in the dropdown menu, that means you'll need to add them as a user in your Privy account. [Here's a guide on how to add and manage users.](https://help.privy.com/docs/learn/account-settings-and-billing/business-settings/users)
### Send or Schedule your campaign
1. To send your campaign immediately, press the **Send** button and **Confirm** your decision.
2. To schedule your campaign, press the **Schedule** button, specify the day and time you'd like your email to send, and **Confirm**. To deliver the campaign at that time in each recipient's local time zone, turn on **Send in recipient's timezone** before confirming.
When you send by recipient time zone, delivery takes place over approximately 24 hours as each time zone reaches the selected time. Contacts without a known time zone receive the campaign at the selected time in your business time zone.
Privy determines the campaign's audience when you approve the send and rechecks exclusions before each recipient's delivery window.
**Note:** To avoid overwhelming email servers with too many messages at once, scheduled emails may send a couple minutes prior to the scheduled time.
**Can I unschedule or cancel a campaign?**
Before Privy begins preparing the campaign, head to [Campaigns](https://dashboard.privy.com/message-campaigns), click the menu to the right of the campaign, and select **Unschedule Campaign**. This returns the campaign to draft status.
After preparation begins for a recipient-time-zone campaign, you can no longer unschedule it. Select **Cancel send** to stop the remaining delivery windows. Messages that have already been sent cannot be recalled, so a canceled campaign may appear as **Partially sent**.
## Managing Campaigns
As you create and send campaigns in Privy, you may have drafts that you want to delete, or emails that you want to duplicate.
![Screenshot showing how to delete or duplicate an email draft in the Campaign index table]()
### Duplicate a campaign
To duplicate a campaign:
* From your Campaigns table, click the dropdown menu to the right of the draft you want to copy. Select the **Duplicate** option.
Privy only recommends duplicating campaigns when necessary. It's a best practice to [save templates](https://help.privy.com/docs/learn/email-campaigns/email-templates) and start from a fresh template each time you create a new campaign.
### Deleting a draft
To delete a draft:
* From your Campaigns table, click the dropdown menu to the right of the draft you want to delete. Select the **Delete** option.
* If you're on your campaign's details page, you can also click on the menu beside the Save button. Select the **Delete** option.
# Launch your Abandoned Cart Email Flow
Source: https://help.privy.com/docs/learn/flows/abandoned-cart
Recover more revenue for your business by activating an Abandoned Cart Flow.
Abandoned Cart Emails automatically follow up with contacts who leave items in their cart without completing their purchase. Almost 70% of carts get abandoned for one reason or another, so activating an Abandoned Cart email series is one of the most valuable tools for any e-commerce business! Our merchants typically recover between 10% and 20% of their abandoned carts.
Don't leave money on the table — read the below step-by-step instructions to get your Abandoned Cart Email series up and running.
To use our Abandoned Cart Flow, your account must be integrated with BigCommerce, Shopify, Shopify Plus, Weebly, or Wix.
## Create a new Abandoned Cart Flow
To get started:
* Navigate to **Flows** and click **New Flow** in the upper right corner.
* Select **Abandoned Cart Email** from the menu.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit template” from the dropdown menu.
* Update the name and **Save**.
## Build your Flow
Our Flow builder allows you to fully customize the recipients' journey. You can add and remove emails, customize the timing of each message, and even apply audience filters to target a specific group of contacts.
To add a new emails, time delays, or audience filters to your Flow:
* Hover between the blocks in your Flow until you see a blue plus sign appear.
* Click the blue plus sign.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our Flow builder? Check out this [step-by-step guide](https://help.privy.com/docs/learn/flows/create-a-flow)!
## Customize your settings
To customize who enters and exits your flows, select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder:
![Screenshot showing Flow Filters, exit criteria, and entry criteria for an Abandoned Cart Flow]()
### 1. Flow Filters
For Abandoned Carts, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Added Product:** Target contacts based on the products they do or do not have in their cart.
* **Added from Collection:** Target contacts based on whether or not they have products from certain Collections in their cart.
* **Cart Value:** Target contacts based on the dollar amount in their cart.
### 2. Exit Criteria
Enabling this feature allows you to automatically remove contacts who place an order while in the Flow. You can also remove contacts when they start checkout.
### 3. Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
## Publish your Flow
Once you're happy with your new Abandoned Cart Flow, press the **Publish** button in the upper right corner, and your flow will start to trigger for contacts who leave items in their cart.
You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
# Launch an Abandoned Cart SMS Flow
Source: https://help.privy.com/docs/learn/flows/abandoned-cart-sms-flow
Enhance your SMS marketing strategy with automated texts that recover carts.
If you’re using Privy SMS, you can enable abandoned cart text messages, which are sent to textable contacts who visit your site, add an item to their cart, and then leave without completing the purchase. Sending these messages encourages your contacts to complete their purchase — it’s one of the most impactful tools you can use to recover revenue for your business.
To use our Abandoned Cart SMS, your account must be integrated with BigCommerce, Shopify, Shopify Plus, Weebly, or Wix.
**Before you get started…**
You must be on a plan with SMS. You need to have an approved toll-free number, textable contacts, and SMS credits.
You must integrate with Shopify, Shopify Plus, BigCommerce, Weebly, or Wix.
To ensure shoppers do not receive multiple messages, you should disable abandoned checkout or abandoned cart text messages from other SMS providers.
## Create a new Abandoned Cart SMS Flow
To create a new Abandoned Cart text message:
* Navigate to [Flows](https://dashboard.privy.com/flows) from the left side of your dashboard.
* Select **Create Flow** in the upper right corner.
* Select **Abandoned Cart SMS** from the following menu.
## Customize your Trigger Settings
When you first land in the Flow builder, you’ll notice the *Trigger* block is selected. On the right side, you’ll find the following settings:
![Screenshot showing Flow Filters, exit criteria, and entry criteria for an Abandoned Cart SMS Flow]()
### 1. Flow Filters
For Welcome Emails, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Added Product:** *This setting is optional.* It allows you to restrict this text from triggering unless the customers’ cart contains specific products. By default, this setting is disabled, which means that an abandoned cart will trigger this message regardless of which items are in the cart.
* **Added from Collection:** *This setting is optional.* It allows you to restrict this text from triggering unless the customers’ cart contains products within specific collections. By default, this setting is disabled, which means that an abandoned cart will trigger this message regardless of which items are in the cart.
* **Cart Value:** By default, this is set to a minimum cart value of \$1 with no maximum cart value, which means that carts with any and all value will receive this message once they are abandoned by a textable contact. You can customize this setting if you’d like to target a specific range of cart value.
### 2. Exit Criteria
Enabling this feature allows you to automatically remove any contacts who place an order while in the Flow.
### 3. Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
**Note:** Phone carrier policies mandate that only 1 Abandoned Cart Text can be sent in a 48 hour period, per Cart Abandonment. We will not send any messages that do not follow this policy.
## Customize your time delay
Select your Time Delay block to adjust how long you’d like to wait to trigger your message once your contact abandons their cart. By default, this is set to 1 hour.
![Screenshot pointing out how to edit an Abandoned Cart SMS Time Delay]()
## Edit your text message
To edit your text message:
* Click on the message’s block in your Flow. The SMS Details will open on the right side of your screen.
* Type your message in the text box on the right.
* Add an image or Contact Card, if needed.
### Personalize your content
Personalize your message with a variable by selecting the **Merge Tags** icon in the lower right of the text box.
### Add a coupon code
* Add a coupon code variable into your message by selecting the **Coupon** icon in the lower right of the text box.
* Attach your coupon code below the *Select Coupon Code* section.
## Activate your text
Once your message is ready, click the **Publish** button at the top of the editor. Moving forward, the text will be sent to all eligible contacts who meet the criteria you set.
After you activate your Abandoned Cart Text, you can review its performance at any time.
# Launch your Back In Stock Flow
Source: https://help.privy.com/docs/learn/flows/back-in-stock
Automate restock notifications for interested shoppers.
Privy’s Back In Stock Flow allows you to capture shoppers that are expressing interest in an item that is out of stock on your website, and automatically update these contacts via email and/or SMS the instant that your product(s) are restocked.
You’ll need to activate both a **Back In Stock Flow** and **Back In Stock Display** — this article will walk you through how to build each of these.
**Note:** To use our Back In Stock Flow, your account must be integrated with Shopify or Shopify Plus.
## Create a New Back In Stock Flow
To create a new Back In Stock Flow:
* Navigate to **Flows** and click **New Flow** in the upper right corner.
* Select **Back In Stock** from the menu.
* Click **Customize Flow** to continue.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit template” from the dropdown menu.
* Update the name and **Save**.
## Build your Flow
Our team recommends only sending (1) email in your Back In Stock flow, but you can customize your Flow as needed!
Our Flow builder allows you to easily add and edit emails, time delays, audience filters, Split Flows, and Tag Contact actions at any point of your Flow.
To add a new email, time delay, audience filter, Split Flow, or Tag Contact action to your Flow:
* Click on the plus sign where you’d like to add a new block.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our builder? Check out [this resource on using our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
## Customize your Settings
Select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder.
### Flow Filters
For Back In Stock, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Skip Contacts in an Active Flow:** Exclude contacts that are currently in the middle of another Flow, such as Welcome or Abandoned Cart emails.
### Exit Criteria
Adding this criteria will automatically remove contacts from your Back In Stock Flow as soon as they take one of the following actions:
* **Order Created:** The contact adds a product to cart and subsequently places an order.
* **Product Added to Cart:** The contact adds a product to their cart.
For the most personalized customer journey, we recommend adding both the criteria above so that you can trigger a Purchase Follow-Up once an order has been placed, or an Abandoned Cart Flow once a product is added to cart and then abandoned.
### Entry Criteria
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
## Publish Your Flow
Once you’re happy with your Flow, click **Publish** in the upper right corner. [You can review your Flow’s results at any time!](https://help.privy.com/docs/learn/flows/reporting)
## Create a New Back In Stock Display
In order for your new Back In Stock Flow to trigger, you will also need to activate a Back In Stock Display. Your Back In Stock Display will appear live on your site whenever a product variant is out of stock and give your visitor the opportunity to sign up for a restock notification.
To get started:
* Head to Displays.
* Click **Create New Display**.
* Filter the templates by *Back In Stock* on the right hand side.
* Select your desired template by clicking **Get started**.
## Customize your Display
Once you’re in the builder, you can customize your Display’s size, colors, image, copy, and more.
For further guidance on how to use our Display builder, check out [this resource on creating a display.](https://help.privy.com/docs/learn/displays/create-a-display)
### Customize your Thank You Page
Click on the Thank You Page step to customize the message displayed after your customer submits their signup.
## Edit your Display Settings
To edit your display’s settings, navigate to **Settings** at the top of your display builder.
### Back In Stock Trigger
For this specific display, you’ll want to ensure that you only have the **Show when a product variant is out of stock** trigger selected, as shown below.
**Note:** By default, this best practice is already set up in all Back In Stock display templates.
For more information on how to set up audience targeting, attach coupons, and other advanced settings, [visit this resource on Display Targeting and Settings.](https://help.privy.com/docs/learn/displays/settings-overview)
## Launch your Display
Once you’re happy with your display’s appearance and settings, and you’ve turned on a Back In Stock Flow, you’re ready to launch your Display.
In the Display builder, click **Activate** in the upper right corner to publish your Display to your website.
## Review your performance
After you activate your display, you can review its performance at any time in the Reporting tab. [Learn more about Privy Convert Reporting.](https://help.privy.com/docs/learn/displays/reporting-overview)
# Launch your Browse Abandonment Flow
Source: https://help.privy.com/docs/learn/flows/browse-abandonment
Automatically recapture the attention of interested shoppers.
Browse Abandonment Emails are sent automatically to contacts who viewed a product on your website, but never added to cart or started an order. These contacts may be interested shoppers, so this touchpoint is a great opportunity to recapture their attention and inspire action. This article walks you through how to build a Browse Abandonment Flow in Privy.
To use our Browse Abandonment Flow, your account must be integrated with Shopify or Shopify Plus.
## Create a New Flow
To create a new Browse Abandonment Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) and click **New Flow** in the upper right corner.
* Select **Browse Abandonment** from the menu.
* Click **Customize Flow** to continue.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit template” from the dropdown menu.
* Update the name and **Save.**
## Build your Flow
Our Flow builder allows you to easily add and edit emails, text messages, time delays, Split Flows, and Tag Contact actions at any point of your Flow.
To add a new email, text message, time delay, or split to your Flow:
* Click on the plus sign in the area you'd like to add your new block.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our builder? [Check out this resource on using our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
## Customize your Settings
Select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder.
![Screenshot showing Flow Filters, exit criteria, and entry criteria for a Browse Abandonment Flow]()
### Flow Filters
For Browse Abandonment, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Products Viewed:** Target contacts based on the specific products they did or did not view.
* **Product Viewed from Collection:** Target contacts based on whether the products they viewed belong to specific Shopify collections.
* **Total Number of Products Viewed:** Target contacts based on the total number of products viewed within their session.
* **Minimum Price of Products Viewed:** Target contacts based on the dollar amount of the products viewed.
* **Skip Contacts in an Active Flow:** Exclude contacts that are currently in the middle of another Flow, such as Welcome or Abandoned Cart emails.
We recommend using the **Skip Contacts in an Active Flow** filter and selecting your Abandoned Cart Flow(s) to minimize any friction with driving the most important action: completing a purchase.
### Exit Criteria
Adding this criteria will automatically remove contacts from your Browse Abandonment Flow as soon as they take one of the following actions:
* **Order Created:** The contact adds a product to cart and subsequently places an order.
* **Product Added to Cart:** The contact adds a product to their cart.
* **Checkout Started:** The contact starts checkout.
For the most personalized customer journey, we recommend adding **Order Created** and **Product Added to Cart** so that you can trigger a Purchase Follow-Up if an order has been placed, or an Abandoned Cart Flow if the product is added to cart and then abandoned. Add **Checkout Started** to stop the Flow when a contact begins checkout.
### Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
We recommend using a **Delayed re-entry** setting for the best customer experience.
## Publish your Flow
Once you’re happy with your Flow, click Publish in the upper right corner. You can [review your Flow’s results](https://help.privy.com/docs/learn/flows/reporting) at any time!
# Launch your Checkout Abandonment Flow
Source: https://help.privy.com/docs/learn/flows/checkout-abandonment
Recover Shopify and BigCommerce checkouts that don't become orders.
Checkout Abandonment flows follow up with contacts who start checkout but don't place an order. You can add email and SMS messages to the Flow.
Checkout Abandonment is available for Shopify, Shopify Plus, and BigCommerce stores. For Shopify, the web pixel must have the permissions required to track checkout starts. If Privy asks for additional permissions, reconnect Shopify before publishing the Flow. For BigCommerce, checkout starts are captured when the Privy widget loads on the standard Optimized One-Page Checkout. Custom or headless checkout experiences aren't supported.
## Create a new Checkout Abandonment Flow
To get started:
* Navigate to **Flows** and click **Create Flow**.
* Select **Checkout Abandonment**.
* Add a delay before your first message to control when the Flow sends.
* Add email or SMS messages and customize their content.
## Customize your Settings
Select the *Trigger* block at the top of your Flow to review its entry and exit settings.
### 1. Exit Criteria
Contacts leave the Flow when they place an order.
## Publish your Flow
Once you're happy with your new Checkout Abandonment Flow, press the **Publish** button in the upper right corner. You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
Need more guidance on using our Flow builder? Check out this [step-by-step guide](https://help.privy.com/docs/learn/flows/create-a-flow).
# Create a Flow
Source: https://help.privy.com/docs/learn/flows/create-a-flow
Automate your email strategy with Privy Flows.
Automated emails are an essential part of any business’ marketing strategy; they see some of the highest engagement rates and, since they are triggered by a contact’s actions, they offer invaluable opportunities to personalize your content to be more meaningful for your contacts.
Follow this guide to learn how to build your automated Flows in Privy:
## Create a new Flow
To create a new Flow:
* Navigate to **Flows** and click **Create Flow**.
* Select which type of Flow you’d like to build. Available templates include:
* **Welcome Email** and **Welcome SMS** — greet new subscribers
* **Subscriber Conversion Series** — convert email subscribers into SMS subscribers
* **Abandoned Cart** and **Abandoned Cart SMS** — recover lost sales
* **Checkout Abandonment** — recover Shopify and BigCommerce checkouts that don't become orders
* **Browse Abandonment** — re-engage visitors who viewed products but didn’t add to cart
* **Purchase Follow Up** and **Post-Purchase SMS** — nurture customers after a purchase
* **Customer Winback** and **Winback SMS** — re-engage lapsed customers
* **Back in Stock** — notify contacts when out-of-stock items return
* **Integration Event** — trigger flows from third-party events (e.g., Rivo, Yotpo)
* **Special Occasion** — automate around important dates for your contacts (for example birthdays or anniversaries)
* **Start From Scratch** — choose a custom trigger, including when a contact is tagged or untagged
![Screenshot showing the flow template picker with all available flow templates]()
For date-based **Special Occasion** flows (birthdays, anniversaries, and similar), see [Launch a Special Occasion Flow](https://help.privy.com/docs/learn/flows/special-occasion).
### Naming your Flow
To customize your new Flow’s name:
* Click on the title in the upper left corner.
* Select “Edit Name" from the dropdown menu.
* Update the name and **Save**.
## Using the Flow builder
The following instructions will help guide you on how to edit your settings, add new elements, and publish your new Flow.
After you configure the [trigger](#customize-your-trigger-settings), you build the journey by inserting steps from the **plus** menu between blocks. Available step types are **Add email**, **Add SMS**, **Add Delay**, **Split Flow**, **Tag Contact**, and **Update Contact**; the sections below walk through each one.
### Customize your Trigger Settings
When you first land in the Flow builder, you’ll notice the *Trigger* block is selected. On the right side, you’ll find the following settings:
![Screenshot pointing out a Flow's trigger and exit and entry settings]()
This shows you which action will initiate this flow.
Add audience filters to customize which contacts will be allowed to enter this flow. For tag-based triggers, use filters like **Privy Tag Added to Contact**, **Privy Tag Removed from Contact**, **Shopify Tag Added to Contact**, or **Shopify Tag Removed from Contact** to control which tag changes start the Flow.
Select whether or not you want contacts to be automatically removed from this flow as soon as they make a purchase.
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
### Add new emails
To add a new email to your Flow:
* Click on the plus sign where you'd like to add your new email.
* Select **Add email** from the menu.
On the right side, you will be able to customize the title of your email, as well as add your Subject Line, Preview Text, start customizing your template, attach a coupon, and adjust your Sender details (if needed).
### Add new SMS
To add an SMS message to your Flow:
* Click on the plus sign where you'd like to add your new SMS message.
* Select **Add SMS** from the menu.
On the right side, you'll be able to type your text message's content, add images and/or a Contact Card, and attach a coupon (if needed).
### Add time delays
It’s important to add time delays between the actions in your Flow. To add them into your Flow:
* Click on the plus sign where you'd like to add your Time Delay.
* Select **Add Delay** from the menu.
* Customize the timing on the right side.
### Add a Split Flow
Splits can be added at any point in your Flow. They allow you to divide your audience based on their attributes, and customize which messages are sent to each audience.
* Click on the plus sign where you'd like to add your Split.
* Select **Split Flow** from the menu.
* Choose whether or not you want the remaining messages and/or delays in your Flow to fall under the "YES" or "NO" path.
* Select your condition(s) on the right.
* Customize each path of your split.
For further guidance on setting up, customizing, and managing Split Flows, please visit [this guide](https://help.privy.com/docs/learn/flows/split-flow).
### Add a Tag Contact action
Use a **Tag Contact** action to apply one or more [Privy Tags](https://help.privy.com/docs/learn/contact-management/tag-contacts) to a contact automatically when they reach that step in your Flow. This helps you record lifecycle stage, campaign source, or other labels for filtering and segmentation without updating profiles by hand.
To add a Tag Contact action:
* Click the **plus sign** where you want the tag to be applied in your Flow.
* Select **Tag Contact** from the menu.
* In the settings on the right, choose the tag(s) to apply. You can select existing tags or create new ones inline, as needed.
Contacts keep moving through the Flow after the tag is applied; use Tag Contact before or between emails, SMS messages, delays, and splits depending on when you want the tag recorded.
If you have a separate **Contact Tagged** Flow that listens for the same tag, applying that tag with a **Tag Contact** action can start the other Flow for that contact.
For an overview of how tags work and how to use them in segments and filters, see [Add Tags to Your Contacts](https://help.privy.com/docs/learn/contact-management/tag-contacts).
### Add an Update Contact action
Use an **Update Contact** action to change a contact's state automatically as they move through the Flow:
* **Suppress Contact** — marks the contact as merchant-suppressed so they stop receiving Flows, Campaigns, and Displays from your account.
* **Unsuppress Contact** — clears merchant suppression so the contact can resume receiving messages.
To add an Update Contact action:
* Click the **plus sign** where you want the action to run in your Flow.
* Select **Update Contact** from the menu.
* In the settings on the right, choose **Suppress Contact** or **Unsuppress Contact**.
Contacts keep moving through the Flow after the action runs, so you can place it before, between, or after emails, SMS messages, delays, and splits. Each Update Contact block reports how many contacts completed it under **Show Analytics** on a published Flow.
Merchant suppression is the same state you can apply manually from the Contacts page. See [View and Filter Contacts](https://help.privy.com/docs/learn/contact-management/view-and-filter-contacts) for the **merchant-suppressed** filter and the per-contact suppress and unsuppress actions.
### Removing and duplicating blocks
If you need to remove a message, time delay, split, Tag Contact, or Update Contact action from your Flow:
* Select the block you’d like to delete.
* Click on the “delete” icon to the right of the block and confirm.
To duplicate an email, SMS message, Tag Contact, or Update Contact action within your Flow:
* Select the block you'd like to duplicate.
* Click on the "duplicate" icon on the right of the block.
![Screenshot showing how to remove or duplicate a block within a Flow]()
### Drag and drop blocks
If you need to move an existing email or SMS block to a different part of your flow:
* Select the block you'd like to move.
* Click and hold the icon.
* Drag the block, and drop in its new location.
**Note:** Email and SMS blocks can only be dragged and dropped when your Flow is in a **Draft** state. Once you publish your Flow, you will no longer be able to drag and drop blocks.
## Editing your emails
To edit the appearance and content of the emails in your Flow:
* Select the block you’d like to edit.
* If you’re creating a brand new email in your Flow, choose **Select Template** on the right.
* If you’re editing an existing email template, choose **Edit Design** on the right.
You’ll be brought into our drag-and-drop email editor. Once you’re happy with your edits, **Save and Close** to return to your Flow.
For guidance on how to use our drag-and-drop email editor, please see [this step-by-step guide](https://help.privy.com/docs/learn/email-campaigns/email-templates).
### Send test emails
You can send yourself (or up to 5 teammates) a test of any Flow email from two places:
* **From the Flow canvas:** select the email block, then click the paper airplane icon above the preview on the right.
* **From inside the email editor:** click **Test** in the editor header. This sends the email you're currently designing, including any unsaved edits to the body.
In either case, choose 1–5 recipients and click **Send**.
## Publish your Flow
Once you’re happy with your Flow, press **Publish** in the upper right corner to activate it.
Once it's active, you can monitor its performance at any time.
# Launch your Customer Winback Flow
Source: https://help.privy.com/docs/learn/flows/customer-winback
Automatically follow up with lapsed customers by activating a Customer Winback Flow.
A Customer Winback Flow is an easy way to automate your retention strategy by automatically engaging with customers who haven't bought from you in a while. Repeat customers are 9x more likely to convert, spend 3x your average order value, and are 20% more profitable for your business, therefore reaching out to them is more than worth your while!
Follow this step-by-step guide to get your Customer Winback Flow up and running.
To send Customer Winback Emails, you need to be integrated with BigCommerce, Shopify, Shopify Plus, or Wix so that your customers' order history is available to Privy.
## Create a new Customer Winback Flow
To get started:
* Navigate to **Flows** and click **New Flow** in the upper right corner.
* Select **Customer Winback** from the menu.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit Name” from the dropdown menu.
* Update the name and **Save**.
## Build your Flow
Our Flow builder allows you to fully customize the recipients' journey. You can add and remove emails, customize the timing of each message, and even apply audience filters to target a specific group of contacts.
To add a new emails, time delays, or audience filters to your Flow:
* Hover between the blocks in your Flow until you see a blue plus sign appear.
* Click the blue plus sign.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our Flow builder? Check out this [step-by-step guide](https://help.privy.com/docs/learn/flows/create-a-flow)!
## Customize your Settings
To customize who enters and exits your flows, select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder:
![Screenshot showing Flow Filters and retroactive settings for a Customer Winback Flow]()
### 1. Flow Filters
For Customer Winbacks, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Purchased Product:** Target contacts based on whether or not their order contained certain products.
* **Purchased from Collection:** Target contacts based on whether or not their order contained products from a certain Collection.
* **Order Value:** Target contacts based on the dollar amount of their order.
* **Order Count:** Target contacts based on how many times they’ve ordered.
### 2. Retroactively Add Contacts
When building your Customer Winback, you have the option to retroactively queue up customers that meet your Flow’s criteria.
If you have this setting enabled, Privy will search through your contacts using the lookback window as soon as you activate your flow. If there’s any mailable contacts who meet your Flow’s criteria, they will be queued up to enter the flow.
**For example:** let’s say your first email is set to trigger 60 days after someone’s last order, and your lookback window is also set for 60 days. Once you activate your Flow, Privy will identify all mailable contacts whose last order was **0-60 days** prior, and queue them up to enter the flow.
**What happens if someone ordered 45 days ago, but my first email isn't set to trigger until 60 days after their last order?** That contact would enter your Flow as soon as they hit 60 days since their last order. In this case, if they only ordered 45 days ago, then they'd receive the flow in 15 days.
By default, this feature is enabled and set to a lookback window of 60 days. You can customize this time frame.
Disabling this setting means that no past customers will be queued up when you publish your Flow — the only contacts who will enter are customers that place their order *after* the date that you publish this Flow.
![Screenshot outlining a Customer Winback Flow's entry and exit settings]()
### 3. Exit Criteria
Enabling this feature allows you to automatically remove any contacts who place an order while in the Flow.
### 4. Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
## Publish your Flow
Once you're happy with your new Customer Winback Flow, press the **Publish** button in the upper right corner, and your flow will start to trigger for customers.
You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
# Launch your Purchase Follow Up Email Flow
Source: https://help.privy.com/docs/learn/flows/purchase-follow-up
Elevate your post-purchase experience by activating a Purchase Follow Up Flow.
The post-purchase period is a crucial point in your customer's journey, so a Purchase Follow Up email is an essential tool for building brand loyalty, nurturing relationships, and creating repeat customers. Follow this step-by-step guide to get your Purchase Follow Up Flow up and running and delivering value to your customers.
To send Purchase Follow Up Emails, you need to be integrated with BigCommerce, Shopify, Shopify Plus, or Wix so that your customers’ order activity is available to Privy.
## Create a new Purchase Follow Up Flow
To get started:
* Navigate to **Flows** and click **New Flow** in the upper right corner.
* Select **Purchase Follow Up** from the menu.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit Name” from the dropdown menu.
* Update the name and **Save**.
## Build your Flow
Our Flow builder allows you to fully customize the recipients' journey. You can add and remove emails, customize the timing of each message, and even apply audience filters to target a specific group of contacts.
To add a new emails, time delays, or audience filters to your Flow:
* Hover between the blocks in your Flow until you see a blue plus sign appear.
* Click the blue plus sign.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our Flow builder? Check out this [step-by-step guide](https://help.privy.com/docs/learn/flows/create-a-flow)!
## Customize your Settings
To customize who enters and exits your flows, select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder:
![Screenshot showing Flow Filters, exit criteria, and entry settings for a Purchase Follow Up Flow]()
### 1. Trigger
For Purchase Follow Ups, you can decide between *Order Placed* and *Order Received*.
The Order Received trigger is dependent on the status updates from the default shipping carrier in your Shopify store.
### 2. Flow Filters
For Purchase Follow Ups, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
* **Purchased Product:** Target contacts based on whether or not their order contained certain products.
* **Purchased from Collection:** Target contacts based on whether or not their order contained products from a certain Collection.
* **Order Value:** Target contacts based on the dollar amount of their order.
* **Order Count:** Target contacts based on how many times they’ve ordered.
### 3. Exit Criteria
Enabling this feature allows you to automatically remove any contacts who place an order while in the Flow.
### 4. Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
## Publish your Flow
Once you're happy with your new Purchase Follow Up Flow, press the **Publish** button in the upper right corner, and your flow will start to trigger for customers.
You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
# Analyze Your Flows Performance
Source: https://help.privy.com/docs/learn/flows/reporting
Learn how to meaningfully interpret your analytics for your automated emails and texts.
Once your Flows are live, you’re going to want to check in on their performance to track their engagement metrics, revenue, and delivery. Below is a guide on how to find your Flows’ reporting, and how to interpret it.
## Flows Table
To see your Flows’ performance at a glance, navigate to your **Flows** on the left side of your dashboard. You'll find the following table:
![Screenshot showing the Flows index table]()
Within your Flows table, you’ll get a line-by-line preview of each automated flow, their name, trigger, status, and the following metrics:
The total number of contacts whose email server or cell provider sent Privy a response stating that the message was delivered.
The total number of contacts who had an email delivered and opened the email. Privy embeds an invisible image into the email message once it is sent when you send an email. When your recipient views the email and the images load, Privy knows that the email was opened. If the recipient's email client doesn't allow the image to load, Privy will not track the email open.
The percentage of contacts who had an email or SMS message delivered and clicked on any link in the message.
The percentage of contacts who had an email or SMS message delivered and unsubscribed from further messages.
The total revenue collected from all messages in this series. *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 message.*
## Individual Flows
To drill down on a specific Flow’s reporting:
* Navigate to your **Flows** page.
* Locate and click on the desired Flow.
You can view or hide analytics in your Flow builder to get a preview of each message's performance. See below.
![Screenshot showing where to find analytics within the Flow builder]()
To access more detailed reporting, click **Reporting** in the upper right corner of your Flow builder.
At the top of your reporting page, you’ll find your Flow’s name and status; your Flow’s trigger, and last updated date; the option to **edit** your Flow.
This page also contains metrics on your Flow’s revenue, engagement, delivery, and allows you to view and access each individual message's performance.
Click below to learn more about the metrics available to you.
![Screenshot of the Flows revenue performance card]()
Your *Performance* card will show you the overall revenue, average revenue per message, and average order value attributed to your Flow.
![Screenshot of the Flows Engagement reporting card]()
Your *Engagement* card will show you the open, click, and order rates associated with your Flow.
![Screenshot of the Flows individual message performance table]()
Your *Message Performance* card will list out each message within your Flow, along with line-by-line metrics such as delivered, opened, clicked, ordered, and the revenue attributed.
![Screenshot of the delivery and response cards from the Flows reporting page]()
Your *Deliverability* card shows you the total messages sent in this flow, as well the percentage of messages successfully delivered to your recipients’ inboxes.
For email messages, you also get insight into your message's bounce rate, unsubscribe rate, and number of spam complaints.
## Individual Messages
To drill down even further into a specific email or SMS message within your Flow:
* Scroll down to the *Message Performance* card on your Flow’s reporting page.
* Locate and click on the desired email or SMS message from the table.
You’ll be brought to its own individual Reporting page along with:
1. **Overview:** revenue performance, engagement, and delivery.
2. **Contact Activity:** view all recipients and filter by their activity (opens, bounces, etc)
3. **Link Clicks:** view the number of interactions associated with each link in your email.
4. **View email:** view a preview of the email itself.
![Screenshot of the Flows individual reporting page]()
**Note:** Individual SMS Reporting pages will not show the **Link Clicks** or **View Email** tabs.
If you want to return to your Flow’s Reporting page, just click **Back to Overview** in the upper left corner of this page.
## Attribution Model
In marketing, attribution refers to identifying and assigning credit to the various touch points a customer interacts with before making a purchase. It can help you understand which marketing efforts are driving conversions and generating revenue.
Privy attributes an order if a contact engages (opens or clicks) with a marketing message and completes the order within 7 days.
There are a few more points to keep in mind:
* **Last Touch Attribution:** Orders are attributed to the last message a contact engaged with. For example, if a subscriber opens a Campaign email and later opens an Abandoned Cart Flow email before purchasing, the order is attributed to the Abandoned Cart Flow.
* **Multi-Channel Attribution:** Privy evaluates each channel’s attribution window separately when using multiple message channels (SMS or email). This determines if either channel should receive revenue attribution at the time of purchase.
* **Conversion Window:** The conversion window for both email and SMS is 7 days, starting from the moment of engagement.
* **Contact-based Attribution:** Privy uses a contact’s email address and phone number to attribute an order back to a contact.
For more information on how Privy's attribution model works, [check out this FAQ article](https://help.privy.com/docs/learn/email-campaigns/privy-attribution-model).
# Launch a Special Occasion Flow
Source: https://help.privy.com/docs/learn/flows/special-occasion
Send automated emails and SMS around birthdays, anniversaries, and other important dates on your contacts’ profiles.
**Special Occasion** flows (also called date-based flows) run on a schedule tied to a date stored on each contact—such as a birthday, anniversary, or another milestone you track. Use them to send timely offers, reminders, or personal messages when that date arrives.
Contacts must have a value for the date field you choose in the Flow trigger. Contacts without that date will not enter the Flow. Collect dates through [sign-up forms](https://help.privy.com/docs/learn/displays/form-fields-and-elements) or integrations that sync birthday or custom date fields (for example [Rivo](https://help.privy.com/docs/learn/integrations/rivo) or [Yotpo](https://help.privy.com/docs/learn/integrations/yotpo)).
## Create a new Special Occasion Flow
To get started:
* Navigate to **Flows** and click **Create Flow** in the upper right corner.
* Select **Special Occasion** from the template list.
## Customize trigger and audience settings
Select the **Trigger** block at the top of your Flow. The settings on the right control which date drives the Flow, when messages send relative to that date, and who may enter.
### 1. Occasion date and send timing
Under **Date**, the Flow starts on or relative to a **Date** property you select. Open **Select a Date** and choose which field to use—for example **Birthday**, **Contact’s Sign Up Date**, **Pet’s Birthday**, or **Wedding Anniversary**. Only contacts with a value for that field can enter this Flow.
![Trigger settings for a date-based flow: Date section with Select a Date dropdown open showing Birthday, Contact's Sign Up Date, Pet's Birthday, and Wedding Anniversary]()
Use **Start Date** to choose whether the Flow starts **On the Date** or **Before or after the Date**. If you choose before or after, enter a number and use the dropdown to set the offset (for example **days before the Date** or **days after the Date**), then click **Apply**.
![Start Date popover: On the Date, or Before or after the Date with a number and unit such as days before the Date]()
Use **time delays** between email and SMS blocks if you want multiple touches spread out before or after the occasion.
### 2. Flow Filters
Add **Flow Filters** (for example **+ Add Filter**) to limit which contacts can enter—for example by list membership, tags, or other attributes. Filters apply on top of the date-field requirement.
### 3. Exit Criteria
Optionally remove contacts from the Flow when they meet an exit condition (for example if they place an order while in the Flow), depending on your template and settings.
### 4. Entry Frequency
Control how often a contact may re-enter after they have already gone through this Flow—for example **No re-entry** once per year versus **Delayed re-entry** after a cooling-off period. Choose what matches how often you want the same person to receive this series.
## Personalize messages
* **Date Liquid tags:** Use the `date.*` merge tags (`date.month`, `date.day`, `date.year`, `date.age`, `date.property_name`) in Flow email and SMS content. See the **Special Occasion** table in [Product Merge Tags in Flows](https://help.privy.com/docs/learn/content/personalization-tags#special-occasion).
* **Product content:** In Flow emails, you can use [product merge tags](https://help.privy.com/docs/learn/content/personalization-tags#product-merge-tags-in-flows) and **Product** blocks where supported so recommendations or creative match the Flow context.
* **Tags:** Use a [Tag Contact](https://help.privy.com/docs/learn/flows/create-a-flow#add-a-tag-contact-action) action to label contacts as they move through the Flow (for example after they receive a birthday offer).
For step-by-step help adding emails, SMS, delays, splits, and other blocks, see [Create a Flow](https://help.privy.com/docs/learn/flows/create-a-flow).
## Publish your Flow
When you are ready, click **Publish** in the upper right. The Flow will run for eligible contacts according to your trigger, timing, and filters.
You can [review performance](https://help.privy.com/docs/learn/flows/reporting) at any time from **Reporting** in the Flow builder.
# Set up a Split Flow
Source: https://help.privy.com/docs/learn/flows/split-flow
Further personalize your customer journey with Split Flows.
A Split Flow allows you to deeply customize your subscribers’ journey through an automated email series, based on their contact attributes. For example, if you’d like contacts in your VIP segment to receive a higher discount than other customers in a Purchase Follow-Up Flow, you can split your Flow to separate their emails from the ones sent to non-VIP customers.
## Add a Split Flow
To create a Split Flow:
* Head to your [Flows](https://dashboard.privy.com/flows) and either create a new flow, or select an existing one to access the Flow builder.
* Click the **plus sign** where you’d like the Split to take place in your Flow.
* Select **Split Flow** from the menu.
If you’re adding a Split Flow in the middle of existing emails or time delays, you’ll be asked whether you want to move those remaining actions to the **Yes** path or **No** path of your Split.
## Choose an Audience Condition
Once you add your Split, you’ll be required to choose which conditions you’d like to divide your audience up by.
To add your audience conditions:
* Click **Add condition** on the right.
* Select 1 or more condition(s) from the menu, **Confirm**, and **Apply**.
Once you add a Split Flow condition, your contacts will be sorted into the **Yes** path if they meet the criteria. If they don’t meet the criteria, they will be sorted into the **No** path.
## Customize your Split Flow
Once you’ve added your Split Flow and set your condition(s), you’ll be able to add and manage emails, text messages, time delays, Tag Contact actions, and even additional Split Flows to both the **Yes** and **No** paths. This gives you full control over which messages are sent to each audience.
## Removing a Split Flow
To delete a Split Flow:
* Select the Split you want to remove.
* Click the trash icon to the right on the Split.
**Note:** Removing a Split Flow means that one of the two paths, along with the actions associated with it, will be deleted from your Flow.
* Select which path you’d like to delete: the **Yes** path or the **No** path.
Once your Split is deleted, you’ll go back to having one path in your Flow.
If you have any questions about how to use Split Flows, feel free to contact your Customer Success Manager or our Support Team at [support@privy.com](mailto:support@privy.com).
# Start From Scratch
Source: https://help.privy.com/docs/learn/flows/start-from-scratch
Build a flow from a blank canvas without starting from a template.
**Start From Scratch** lets you build a flow without starting from a pre-configured template. Choose your own trigger, then add Email and SMS actions and Delays to build your sequence. Use Flow Filters and Split Flows to target the right contacts, and configure Exit Criteria and Entry Frequency to control who enters and exits the flow.
## Create a new flow from scratch
* Navigate to [Flows](https://dashboard.privy.com/flows) and click **Create Flow** in the upper right corner.
* Click **Start From Scratch** in the upper right corner.
## Available triggers
Once in the editor, click the **Trigger** block to select what starts your flow. The following triggers are available:
* **Date** — the flow starts on or relative to a Date property on a contact, such as a birthday or anniversary
* **Order Placed** — a customer completes a purchase
* **Order Received** — a customer receives their order
* **Product Added to Cart** — a contact adds a product to their cart and doesn't update the cart for 10 minutes
* **Product is Back in Stock** — a product variant becomes back in stock
* **Subscribed to Marketing** — a contact joins your marketing list
* **Viewed Product** — a contact views a product and doesn't browse the site again for 10 minutes
* **Integration Events** — events from connected [integrations](https://help.privy.com/docs/learn/integrations/overview-integrations) such as Yotpo, Rivo, or Junip
* **Contact Tagged** — one or more Privy or Shopify tags are applied to a contact
* **Contact Untagged** — one or more Privy or Shopify tags are removed from a contact
* **Flow Completed** — a contact finishes another flow you select as the source (see [Trigger a Flow when another Flow completes](#trigger-a-flow-when-another-flow-completes))
![The trigger selector panel showing available triggers for a Start From Scratch flow]()
Need help building out your flow? Check out the [Create a Flow](https://help.privy.com/docs/learn/flows/create-a-flow) guide for step-by-step instructions.
## Trigger a Flow from Tag changes
Use **Contact Tagged** or **Contact Untagged** when you want a contact to enter a flow as soon as a tag is added or removed. These triggers can respond to:
* **Privy Tags** applied or removed in Privy, including tags added by imports, contact profile edits, API updates, Zapier updates, or a **Tag Contact** action in another Flow.
* **Shopify Tags** applied or removed in Shopify and then synced to Privy.
After choosing one of these triggers, use **Flow Filters** to decide which tag changes should start the flow. Available filters include:
* **Privy Tag Added** or **Privy Tag Removed**
* **Shopify Tag Added** or **Shopify Tag Removed**
For each filter, choose whether the tag change **is** or **is not** one of the selected tags. You can select up to 10 tags per filter.
Tag-based flows start from the change event itself. If a contact already has a tag before the flow is published, they will not enter a **Contact Tagged** flow until that tag is added again in a future update. If a tag has already been removed, the contact will not enter a **Contact Untagged** flow until that tag is removed again.
## Trigger a Flow when another Flow completes
Use **Flow Completed** to chain flows: a contact who finishes one **source flow** is automatically enrolled in the new flow. This lets you sequence onboarding, lifecycle, or post-purchase journeys without duplicating audience logic.
After choosing the trigger, pick the source flow from the **Source Flow** selector in the trigger's side panel. Only the contact's natural completion of the source flow triggers this flow — contacts removed from the source flow by exit criteria or unsubscribe do not enter.
The Flow index marks any flow used as a source with a "used as trigger source" indicator. If you try to delete a source flow, the confirmation dialog calls out the dependent Flow Completed flows by name so you know what will break.
If a source flow is deleted, every Flow Completed flow that used it shows a validation warning and stops triggering until you select a new source flow.
## Changing the trigger
You can change the trigger at any time while the flow is a draft. If you configure Flow Filters or Split Flow conditions and then want to change the trigger, you'll be prompted to confirm before they're cleared.
Once the flow is published, the trigger cannot be changed.
## Publish your flow
Once you're happy with your flow, press the **Publish** button in the upper right corner and your flow will start to trigger for contacts.
You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
# Launch a Welcome Flow
Source: https://help.privy.com/docs/learn/flows/welcome
Put your best foot forward by setting up a Welcome Flow for new email and SMS subscribers.
A Welcome Series is a sequence of emails and/or text messages sent to someone after they sign up to receive marketing from your business. It's one of the most essential flows you can have — it introduces your brand, sets expectations, and capitalizes on the moment when a new subscriber is most engaged.
Privy offers Welcome Flow templates for **email** subscribers, **SMS** subscribers, and a combined **Subscriber Conversion Series** that converts email subscribers into SMS subscribers. You can run them independently or together as part of a complete welcome strategy.
Welcome emails see open rates around 80% — some of the highest engagement of any message you'll send.
## Create a new Welcome Flow
To get started:
* Navigate to **Flows** and click **New Flow** in the upper right corner.
* Select **Welcome Email** or **Welcome SMS** from the menu, depending on which type of welcome series you want to build.
### Name your Flow
To name your new Flow:
* Click on the title in the upper left corner.
* Select “Edit Name” from the dropdown menu.
* Update the name and **Save**.
## Build your Flow
Our Flow builder allows you to fully customize the recipients' journey. You can add and remove emails, customize the timing of each message, and even apply audience filters to target a specific group of contacts.
To add a new emails, time delays, or audience filters to your Flow:
* Hover between the blocks in your Flow until you see a blue plus sign appear.
* Click the blue plus sign.
* Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our Flow builder? Check out this [step-by-step guide](https://help.privy.com/docs/learn/flows/create-a-flow)!
## Customize your settings
To customize who enters and exits your flows, select the *Trigger* block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder:
![Screenshot showing Flow Filters, exit criteria, and entry criteria for a Welcome Flow]()
### 1. Flow Filters
You can add the following filters to customize which contacts are allowed to enter this Flow:
* **Subscription Channel:** Target contacts based on the channel they used to subscribe — **Email** or **SMS**. Use this to ensure contacts enter the right welcome flow (e.g., only SMS subscribers enter your Welcome SMS flow).
* **Subscription Source:** Target or exclude contacts based on how they subscribed: display signups, Shopify, contact import, or manually added.
* **Subscription History:** Target contacts based on whether they are first time signups or return subscribers.
Once a Welcome Flow is launched, it will trigger in real time based on the filter(s) you choose above. Welcome Flows are not retroactive.
### 2. Exit Criteria
Enabling this feature allows you to automatically remove any contacts who place an order while in the Flow.
### 3. Entry Frequency
Control how often contacts are allowed to re-enter this flow after they’ve already received it:
* **Immediate re-entry:** Contacts can re-enter this Flow without a delay.
* **Delayed re-entry:** Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
* **No re-entry:** Contacts will only be allowed to enter this specific Flow once.
## Publish your flow
Once you're happy with your new Welcome Flow, press the **Publish** button in the upper right corner, and your flow will start to trigger for new subscribers!
You can [review your Flow's performance](https://help.privy.com/docs/learn/flows/reporting) at any time.
# Welcome to Privy
Source: https://help.privy.com/docs/learn/home
Your all-in-one e-commerce marketing platform.
## Get Started
New to Privy? Let's get you set up for success.
Everything you need to set up your account and start driving revenue right away.
## Popular articles
## Explore our features
Discover user-friendly + effective tools built to grow your business.
Create & launch eye-catching displays to convert your site visitors into subscribers.
Build flows that trigger personalized email and SMS based on your subscribers' behavior.
Create & send emails to engage with your audience and drive revenue for your store.
Send text messages to notify your most engaged customers about deals + drops.
## Learn more
## Strategy Guides
Look no further for inspiration, ideas, and guidance on proven best practices.
## Additional Support
Still have questions? For assistance with your account, send our Support Team an [email](mailto:support@privy.com) or send us a Live Chat from your [dashboard](https://dashboard.privy.com/).
# Add a Form to your Wix Page
Source: https://help.privy.com/docs/learn/integrations/add-a-form-to-your-wix-page
Optimize your Wix onsite forms to sync automatically to Privy.
If you're already using Privy's displays to grow your contact list, you should also consider replacing any sign up forms in the body content of your Wix store with one from Privy. This replacement ensures that all your contacts will sync with your Privy account (wherever they sign up).
**Before you begin...**
The Privy code must already be [installed on your Wix site](https://help.privy.com/docs/learn/integrations/wix).
You must use our **Classic Designer** to build any embedded forms.
## Configuration
The embed process depends on [the editor you've chosen](https://support.wix.com/en/article/adi-moving-from-adi-to-the-editor) to manage your Wix site. If you use the Wix ADI editor, follow the steps below. If you use the Wix Editor, jump to those steps instead.
### ADI Editor
Once you've [created](https://help.privy.com/docs/learn/displays/classic-designer/embedded-form) your Privy form, include it in your ADI Wix content by following these steps:
* In Privy, navigate to the [Convert](https://dashboard.privy.com/campaigns) dashboard.
* Locate and select the desired embedded form campaign and open the **Create** section.
* Click the **Get Embedded Code** button on the *Embedded Form Design* card.
* Copy the ID shown next to the "data-campaign" tag in the HTML Code. Incorporate it into the URL listed below. Make sure to replace the bolded campaign ID portion.
`https://promotions.lpage.co/campaigns//form?viewport_type=embedded`
Copy the customized form permalink, as you'll need it in Wix momentarily.
* In Wix, select **Site Actions** > **Edit Site** from your site's dashboard.
* In the ADI Editor, navigate to the desired page and select **Add** > **Section to Page** from the toolbar.
* Select **HTML Embed** from the sidebar, add it to the page, and then move it to the desired location on the page.
* Select the **Settings** button next to the *HTML* header in the sidebar to open the section HTML settings.
* Select the **Website** embed type and then paste the permalink into the form you created earlier in the **Paste it here...** field.
* Click somewhere else on the sidebar or page, and your Privy form should appear. Customize the rest of the section, such as removing any extra default text, to make sure the form is presented appropriately before ultimately previewing and publishing the changes.
### Wix Editor
Once you've created your Privy form, include it in your Wix Editor content by following these steps:
* In Privy, navigate to the [Convert](https://dashboard.privy.com/campaigns) dashboard.
* Locate and select the desired embedded form campaign and open the **Create** section.
* Click the **Get Embedded Code** button on the *Embedded Form Design* card.
* Copy the ID shown next to the "data-campaign" tag in the HTML Code. Incorporate it into the URL listed below. Make sure to replace the bolded campaign ID portion.
`https://promotions.lpage.co/campaigns//form?viewport_type=embedded`
Copy the customized form permalink, as you'll need it in Wix momentarily.
* In Wix, select **Site Actions** > **Edit Site** from your site's dashboard.
* In the Wix Editor, select **Add** > **Embed** > **Embed a Widget** from the sidebar.
* Click and drag the element to the desired location on your page, and then select the **Enter Code** option to open the element's settings.
* Select the **Website Address** option from the prompt and paste the form permalink you created into the **HTTPS-only...** field.
* Click the **Apply** button, and your Privy form should appear. Move and resize the element to ensure the form is presented appropriately before previewing and publishing the changes.
## Troubleshooting
If you're encountering issues with your embedded forms on Wix, please attempt the following:
### Disable reCAPTCHA
To disable the reCAPTCHA for your Privy forms:
* Navigate to the [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) section under **Advanced** in your settings.
* Scroll down and locate the *Invisible reCAPTCHA* section.
* Disable the **Enable Invisible reCAPTCHA** checkbox.
* Click the **Save** button.
If this doesn't correct the issue, please contact support via [email](mailto:support@privy.com) or chat.
**Note**: When reCAPTCHA is disabled via your account settings, Privy effectively vouches for your registration process and will attempt to waive all reCAPTCHA requirements. However, if behavioral analysis suspects that a user may be a bot or that spam activities are taking place, reCAPTCHA can still fire in the background. This aspect of reCAPTCHA cannot be disabled as it is currently one of the best ways to protect Privy merchants from suspicious or abusive activity.
# Integrate Privy and Alia
Source: https://help.privy.com/docs/learn/integrations/alia
Sync Alia contacts, discounts, and mini quiz responses into Privy.
The Privy integration with Alia lets you bring Alia signups and zero-party data into Privy so you can follow up with more relevant email and SMS messaging.
With the integration, you can:
* Sync contacts collected by Alia into Privy.
* Create Custom Segments from Alia campaigns, discount details, and mini quiz responses.
* Personalize Privy emails and texts with Alia data, such as the discount code provided to the contact.
* Trigger and split Flows based on synced Alia profile data.
## Setting up the integration
To connect Alia to Privy, generate a Privy API key and add it to your Alia account:
* In Privy, navigate to **Settings > API**.
* Generate a new Privy API key. Make sure you provide read and write Contact scopes.
* Copy the API key.
* In Alia, open the Privy integration settings.
* Paste the Privy API key into Alia and save your changes.
Once connected, new contacts captured by Alia will sync into Privy with the Alia data collected during signup.
## Set up the Privy widget
If you use the Privy onsite widget, add the Privy widget sync code to Alia so Privy can identify the shopper after an Alia signup.
In Alia, open **Settings > Tracking**, then add the following code to **Execute code on signup**:
```javascript theme={null}
PrivyWidget.identifyAndSync({email: email})
```
The `email` value is provided by Alia when the shopper signs up. After this code runs, Privy can match the onsite widget session to the same contact that Alia synced into Privy.
![Screenshot showing the Alia Tracking settings with Privy widget sync code in Execute code on signup]()
## What syncs from Alia to Privy
Alia syncs contact details and signup context into Privy. The exact fields available for a contact depend on what the shopper submitted in Alia.
The integration can sync:
* **Email address**
* **Phone number**
* **First name**, when collected
* **Alia Campaign** - the Alia campaign associated with the signup
* **Alia Discount Code** - the discount code claimed by the contact
* **Alia Discount Text** - the offer text shown to the contact
* **Mini Quiz questions and answers** - stored as question and answer pairs, for example `What are you shopping for today?: Gifts`
Mini Quiz data is especially useful for collecting preferences, goals, product interests, or shopping intent at signup. A field will appear in Privy after at least one synced contact has a value for that field.
## Create segments from Alia data
You can use Alia fields to create Custom Segments in Privy. For example, you could create segments for contacts who signed up through a specific Alia campaign, claimed a specific offer, or answered a Mini Quiz question in a certain way.
To create a segment:
* Navigate to **Contacts > Segments** from the left side of your dashboard.
* Click **Create Segment** in the upper right corner.
* Name your segment.
* Click the **Choose Category** dropdown and select **Custom Field**, then select the appropriate Alia property.
* Choose the condition and value you want to target.
For example, if your Mini Quiz asks `What are you shopping for today?`, you could build a segment for contacts whose answer is `Gifts`, then send that audience gift-focused email and SMS campaigns.
Use clear Mini Quiz question text in Alia. The question text becomes part of the synced data in Privy, so concise questions are easier to find later when building segments, Flow filters, and Split Flow conditions.
## Personalize emails and texts with Alia fields
Alia fields can be used in Privy messages anywhere contact merge tags are supported. This allows you to reference a contact's Alia discount or quiz response directly in an email or SMS.
Common personalization ideas include:
* Reminding a contact of their **Alia Discount Code** in a Welcome Flow.
* Repeating the **Alia Discount Text** so the offer is clear.
* Changing email copy based on a Mini Quiz response, such as product interest, routine goal, or shopping intent.
* Sending different campaign content to contacts from different **Alia Campaigns**.
To add Alia data to a message, use the **Merge Tag** option in the email or SMS editor and select the relevant Alia field.
Alia merge tags will only populate for contacts who have a value for that field. If a message relies on Alia data, target a segment that confirms the field is known or include fallback copy that still makes sense without the value.
## Use Alia data in Flows
You can use synced Alia data to make Privy Flows more personalized from the first message.
### Trigger a Flow for an Alia audience
To start a Flow for a specific Alia audience, use a Flow filter where **Shopify Tag** is **Alia**, or use an Alia campaign filter where **Alia Campaign** is a specific campaign name.
This works well for:
* A Welcome Flow for contacts from a specific Alia campaign.
* A follow-up Flow for contacts who claimed an Alia discount.
* A product education Flow based on a Mini Quiz answer.
### Split a Flow by Alia responses
Split Flows help you route contacts into different message paths based on their synced Alia data.
To split a Flow:
* Navigate to **Flows** and open the Flow you want to personalize.
* Add a **Split Flow** where you want the paths to branch.
* In the Split settings, add a condition based on the relevant Custom Field or segment.
* Customize the **Yes** and **No** paths with messaging that matches each audience.
For example, if your Alia Mini Quiz asks `What are you shopping for today?`, you could create one path for `Gifts` and another path for `Myself`, then tailor the product recommendations and offer reminders in each path.
Start with one high-impact Alia field before adding more splits. If two paths would say nearly the same thing, they probably do not need to be separate paths.
## Disconnecting the integration
To stop syncing Alia contacts into Privy, remove or revoke the Privy API key used in Alia:
* In Alia, remove the Privy API key from the Privy integration settings.
* In Privy, navigate to **Settings > API** and revoke the API key if you no longer want Alia to have access.
If you need assistance with managing your Privy and Alia integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Sync Contacts to Attentive
Source: https://help.privy.com/docs/learn/integrations/attentive
Learn how to connect Privy and Attentive and start syncing new contacts.
The Privy integration with Attentive allows contact information collected by Privy to be used for SMS Marketing in Attentive.
**Note:** This guide reviews configuring version 2.0 of the Privy - Attentive integration. If you integrated with Attentive before August 19, 2021, you must follow these updated steps to access the expanded features outlined below. Otherwise, you will remain on the legacy integration, which only supports the sharing of phone numbers via compatible displays.
## Features of the integration
The integration currently supports:
* The auto-sync of all Privy display submissions that include a phone number collected using the default Phone field from Privy to Attentive.
* Syncing of all default customer attribute fields included in a Privy display submission.
* Syncing of all custom fields included in a Privy display (except for those using the multi-select checkbox format).
## Setting up the integration
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate and select **Attentive** from the *Available Integrations* area.
![Screenshot pointing out Attentive in Privy's available integrations]()
4. If you aren't already logged into your Attentive Account, log in and select **Continue**.
5. In Attentive, select the **Authorize** option. If your Privy credentials are associated with multiple Privy accounts, please select the **Link** option next to the account you'd like to connect.
6. Once linked, your Attentive account will appear in the *Authorized Accounts* section of your Privy Integrations page, along with an option to test the account's connection.
## Syncing Sign Ups to Attentive
Once your integration is all set up, you're ready to start collecting phone numbers and syncing them to your Attentive account. Here's how to set that up:
### 1. Collect Phone Numbers with SMS Consent
To sync new sign ups to Attentive, you need to make sure that you are collecting a phone number along with the required SMS marketing consent disclosure on your display.
An example of the standard Attentive legal disclosure is shown below, along with its required placement. Please consult with your Attentive representative to ensure your legal language meets your specific needs. You can read Attentive's guide to SMS Compliance here.
```
By signing up, you agree to receive recurring automated promotional and personalized marketing messages from Wicked Wicks Candle at the email and number used at signup. Consent is not a condition of any purchase. Reply HELP for help and STOP to cancel texts. Msg frequency varies. Msg & data rates may apply. View our Terms & Privacy Policy.
```
![Example of an Attentive SMS Collection display]()
### 2. Add a Sync Rule in your Settings
Once you've added a Phone Number form field and your SMS marketing consent disclosure, head to the **Settings** step of your display. Click *Show Advanced Settings* and then select the **Sync Integrations** card.
Click **Add Integration** and select your Attentive account from the menu. Input your Attentive Source ID and then click **Save**.
![Screenshot pointing out where to add your Attentive Source ID to sync your signups to Attentive]()
The Attentive API Source ID is required to complete the display setup. If you do not already have this, please contact your Attentive representative to request it.
Once you're happy with your display's appearance and settings, click **Publish** and all phone numbers collected will sync to your Attentive account for further SMS marketing.
## Troubleshooting
If you are encountering issues with your Privy \<> Attentive integration, please consider the following:
### Signups
* Signups only sync to Attentive if the submission includes a single phone number collected via the default Phone (contact\_phone) field.
* Fields with blank values will not sync.
* Fields with multiple values collected via multi-select checkboxes will not sync.
* The integration does not support transactional opt-ins.
### Eligibility for text and email
* When a phone number is synced to Attentive, that number will be 'subscribed' to the 'TEXT' channel for the type of messages associated with their 'Source ID'.
* If the contact is a new subscriber, they'll receive a double opt-in text from Attentive.
* If the contact is an existing subscriber, they may receive a text from Attentive informing them they're already subscribed.
* When an email address is synced to Attentive, that email address will be 'subscribed' to the 'EMAIL' channel for the type of messages associated with their 'Source ID.'
### Sync Errors
* Syncs are reported as a 'success' as long as the phone field and/or email field were successfully shared during the attempt.
* Errors that occur when syncing custom fields are ignored.
## Removing the Integration
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate your Attentive integration under the *Authorized Integrations* section and select the **Delete** icon.
![Screenshot showing how to remove your Attentive integration from Privy]()
3. In Attentive, navigate to the [Connected Apps](https://ui.attentivemobile.com/settings/connected-apps) section of your account settings and select the **Revoke Application** option next to Privy. Confirm your decision in the prompt.
![Screenshot showing where to revoke Privy app permissions in the Attentive app]()
The integration and all of its associated permissions have been removed.
# Install Privy on BigCommerce
Source: https://help.privy.com/docs/learn/integrations/bigcommerce
Connect Privy to your BigCommerce store and start meaningfully engaging with customers.
A unique Privy code must be installed on your BigCommerce store to display your onsite campaigns, track visitor behavior (e.g., campaign views), and share other account information. The Privy app for BigCommerce performs this installation automatically without the need for development skills.
## Features of the integration
Installing Privy will not modify your store theme or change any store settings when installed through the marketplace. Installing the app will enable the following:
* **Privy Displays:** displays will show on your store's site
* **Reporting:** the collection of analytics information tied to your site and displays' views
* **Coupon Codes:** the creation and management of unique coupon codes for BigCommerce within Privy
* **Contact Management:** An option to export contacts directly from Privy's [contacts dashboard](https://dashboard.privy.com/contacts) to BigCommerce
* **Purchase history segmentation:** Create segments based on the products, variants, or categories your customers purchased from BigCommerce using **Purchased Product**, **Purchased Variant**, or **Purchased Category**
* **Abandoned Cart Email Flows:** Use product or category targeting
* **Display targeting:** Target displays by **Cart Value**, **Cart Product IDs**, or **Cart Variant IDs**. For BigCommerce displays, product and variant targeting requires numeric IDs in Audience Targeting settings.
* **Product Blocks (email):** add BigCommerce products to your campaign and flow emails, as static picks or dynamic query types. See [Product Blocks](/docs/learn/content/product-blocks) for per-platform details. Some dynamic options are Shopify-only.
## Limitations
* **Unique Coupon Codes:** Unique coupon codes are not supported for BigCommerce users in Campaigns. To include a master coupon, [create the coupon code](https://support.bigcommerce.com/s/article/Using-Coupon-Codes?language=en_US#create) in your BigCommerce account first, and then incorporate the code directly into the content of your Privy newsletter (as a text element, in an image, etc.)
## Setting up the integration
To install the Privy app for BigCommerce:
* Visit [Privy's listing](https://www.bigcommerce.com/apps/privy/?search=shop) in the BigCommerce App Marketplace.
* Click the **Get This App** button, provide your account credentials, and select the appropriate account if you have more than one associated with your information.
* On the app's information page, click the **Install** button.
* On the installation page, check the confirmation box and hit **Confirm**.
* Click **Connect** on the prompt and select a specific Privy account if more than one is detected.
![Screen recording showing how to install the Privy app in your BigCommerce app store]()
That's it! You'll now see the Linked Accounts section of your Privy account with BigCommerce listed as an active integration.
## Manual install
It is recommended that most users install the Privy app for BigCommerce automatically. Please confirm that the standard installation does not fit your situation before proceeding.
**To perform a manual install, you must determine your theme type.** BigCommerce supports two theme engines: Stencil and Blueprint. Stencil is BigCommerce's latest technology, and all new stores can only access Stencil themes. However, older stores use the legacy theme engine, Blueprint, which cannot render scripts inserted through the Script Manager.
Please use the steps and visual examples listed below to determine your store's current theme engine. The two engines offer distinct menu options and graphic styles. *Due to the number of theme variations and customizations, specific manual guidance cannot be provided for each theme available to users of the two theme engines.*
### Manual install on Blueprint Themes
To manually install Privy on a BigCommerce store using the Blueprint Theme:
* Copy your [Privy Code](https://dashboard.privy.com/settings/widget) from your Privy account's settings.
* From your BigCommerce dashboard, select Storefront Design. Under Design Options, select the **Themes** tab and then click **HTML/CSS** options. If you haven't made any previous changes to the default theme, you'll need to duplicate it before proceeding.
![Screenshot showing where to navigate to edit your BigCommerce site code]()
* In the new window, find and select the **Header.html** section from the sidebar.
![Screenshot showing where to paste Privy Code into BigCommerce site code]()
* Paste the copied Privy code to the bottom of the Header.html page, then click **Save**.
### Manual install on Stencil Themes
To manually install Privy on a BigCommerce store using the Stencil Theme:
* Copy your [Privy Code](https://dashboard.privy.com/settings/widget) from your Privy account's settings.
* From your dashboard in BigCommerce, select **Storefront** > **Script Manager** from the sidebar.
* Click the **Create a Script** option at the top-right. This will open a screen with form fields to create and install the Privy Code.
* Input a name and description that clearly indicates the code relates to Privy.
* Select the **Head** option under the location settings.
* Select the **All Pages** option under the page settings.
* Select the **Script** option under the script settings.
* Paste the copied code into the **Script contents** area and **Save**.
![Screenshot showing where to manually install Privy's code into BigCommerce Script Contents]()
[Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Compare Privy to Google Analytics
Source: https://help.privy.com/docs/learn/integrations/compare-privy-to-google-analytics
Learn to compare metrics between Privy and Google Analytics.
Users often compare the view metrics tracked by Privy with information tracked from other third-party analytics tools. Due to slight variances in how each platform captures and processes data, there are often differences, which make perfectly matching *X metric* from Privy to *X metric* in another third party app difficult. Instead, it's typically more important to focus on matching the trends between the two platforms. That said, to make the comparison between Privy and one of the most popular analytics tools (Google Analytics), you can follow the steps outlined below.
\*\*Note: \*\*Installing your Privy code on multiple websites, selecting the wrong view within Google Analytics, or choosing a date range in Google Analytics different from the date range within Privy will return incorrect results. Please be sure to compare the same site within the same date range.
## Locate Pageviews in Google Analytics
To review the pageviews metric in Google Analytics:
* Log into your [Google Analytics](https://analytics.google.com/) account.
* Select **Audience** > **Overview** from the sidebar.
* Adjust the date to the appropriate range in the upper right.
* Pageviews appear below the graph.
![Screen recording showing where to locate pageviews in Google Analytics]()
## Common reasons for differences
Google Analytics and other reporting systems may differ from reports in Privy. Here are a few common examples of why you might see a discrepancy:
* Bot and spider traffic might trigger Privy displays, but this traffic is often automatically filtered from your Google Analytics reports.
* Timezone differences may push reporting into different days than expected.
* Some Google Analytics reports aren't real-time, while Privy's reports are real-time.
* Some visitors use Adblock or other privacy plugins that block Google Analytics, while others suppress applications like Privy.
* Google Analytics and Privy don't always agree on the definition of a unique user since the two can differ in how they treat cross-device traffic, first-party cookies, and session expiration.
* If you install Privy and Google Analytics at different times, the two systems will never agree on new and returning visitors.
* Incomplete installation of Privy or Google Analytics code can mean the two systems track different pages or visitors.
## Blocked resources in Google Analytics
One of the many powerful features of the Privy platform is its ability to help you target the right audience with the right display at the right time. These targeting and frequency rules depend on the placement of cookies in a visitor's browser.
In some cases, your Google Analytics will report a blocked resource coming from [widget.privy.com](http://widget.privy.com), which is the intended behavior. This warning is not an error, and there's no need for concern. None of your actual web pages are blocked. These URLs are used internally by the Privy code to set the browser cookies that power the targeting and frequency settings, and they automatically ask Google not to show them in search results. That's all that Google means by "blocked" resources.
# Connect a Custom Integration
Source: https://help.privy.com/docs/learn/integrations/custom-integration
Send order data to Privy from any e-commerce platform or custom storefront using the Public API.
A **Custom Integration** lets you connect a store running on a platform Privy doesn't have a native app for — a headless storefront, an in-house system, or any platform without a dedicated Privy integration. You send your orders to Privy through the [Orders API](/docs/api-reference/order-placed), and Privy uses that data to power segmentation and automated flows, just like a native e-commerce integration.
A Custom Integration sends **order data** to Privy. To display on-site campaigns (popups, bars, flyouts) and track visitor behavior, also install your [Privy code](https://dashboard.privy.com/settings/widget) on your site — see [Manual install](/docs/learn/integrations/manual-install).
## Features of the integration
* **Send orders to Privy:** report placed orders to Privy with the `POST /v1/orders/placed` endpoint. Each call is an idempotent upsert keyed on your `order_id`, so re-sending the same order updates it.
* **Trigger automated flows:** a new order can start an **Order Placed** flow, and marking an order delivered can start an **Order Received** flow (see [Flows](#flows-currently-available) below).
* **Segment by order activity:** orders update each contact's order history so you can build segments from it (see [Segments](#segments-currently-available) below).
* **Attribute orders to a store:** every Custom Integration has its own integration token, so orders are tied to the store they came from.
## Setting up the integration
In Privy, go to **Settings → Integrations Hub** and add a **Custom Integration**. Enter a **Store Name** and **Store URL**, then connect. Privy generates an **integration token** for the store — copy it when it's shown. You can return to the integration later and use **Reveal** to retrieve it again.
Go to **Settings → API** and create an access token with the **Write orders** (`orders_write`) scope. You'll send this as your API bearer token.
From your platform, call `POST /v1/orders/placed` with your access token as `Authorization: Bearer ` and your store's integration token as the optional `X-Privy-Integration-Token` header. See the [Order placed API reference](/docs/api-reference/order-placed) for the full request and field list.
## Segments currently available
Privy tracks order activity for each contact created or updated from your Custom Integration orders, so you can segment by:
* **Number of orders** — e.g. first-time vs. returning customers.
* **First and most recent order date** — e.g. win-back segments for customers who haven't ordered recently.
These work alongside all standard contact attributes that aren't tied to a specific platform — **email and SMS subscription status, tags, sign-up source**, and more.
**Coming in future releases:** lifetime spend (total spent) and product/collection-based segments aren't available for Custom Integrations yet. We'll continue adding to this list.
## Flows currently available
You can start a flow from either of these order triggers:
* **Order Placed** — starts when you send a new order to Privy. Supported trigger conditions: **Order Value**, **Order Count**, **Purchased Product**, and **Purchased Variant**.
* **Order Received** — starts when an order is marked delivered (via the order's shipment status on the [Orders API](/docs/api-reference/order-placed)).
Because a Custom Integration doesn't sync a product catalog (*yet*), the **Purchased Product** and **Purchased Variant** conditions are entered as the **product ID / variant ID** you send in your order's `line_items` — the same IDs you own in your own system.
**Coming in future releases:** the **Purchased from Collection** condition isn't available for Custom Integrations yet (orders don't carry product-collection data). We'll continue adding more triggers and conditions.
# Does Privy Work with SPAs?
Source: https://help.privy.com/docs/learn/integrations/does-privy-work-with-spa
Learn more about Privy's compatibility with single-page applications.
Yes. Privy works with single-page applications (SPAs) without any additional code or application changes by the user. This means you can adopt many of the newest e-commerce themes or website templates without worrying about compatibility issues. Not sure if you're using a SPA or why a business might move to the SPA model? Check out the resources and examples below:
**What is a single-page application (SPA)?**
A single-page application (SPA) is a web application or website that interacts with the user by dynamically rewriting the current web page with new data instead of the traditional method of web browsing, which is to load entirely new pages.
**What are the benefits of a single-page application (SPA)?**
The main advantage of single-page applications is speed. Most resources the SPA needs, such as HTML, CSS, and Scripts, are loaded at the launch of the app and don’t need to be reloaded during usage. As a result, the application (e.g., website) is very responsive to the user’s queries versus a traditional application loading all of those resources for each page that's visited.
**What are the disadvantages of a single-page application (SPA)?**
The main drawback of a SPA is its demand on the user's browser. Poorly optimized SPAs can consume significant amounts of memory on the user's end. This can create a sluggish experience for users as their browsing session increases and can negate the initial pleasure of fast-loading pages. This is typically only experienced on older devices but is worth considering.
Additionally, SEO optimization is tricky when you have a single-page application, as page changes often don't result in unique URLs.
**What are some common single-page applications (SPAs)?**
Popular single-page applications include Facebook, Google Maps, Gmail, and Twitter. Additionally, various themes for sites or stores hosted on Shopify or Wix are SPAs.
# Sync Contacts to Emotive
Source: https://help.privy.com/docs/learn/integrations/emotive
Learn how to connect Privy and Emotive and start syncing new SMS contacts.
To sync the contacts captured by your Privy displays into your Emotive account, you will first need to integrate the two accounts, then set up sync rules on each of your displays.
## Features of the integration
The Privy \<> Emotive integration allows you to sync SMS contacts collected via Privy Display, and:
* Choose which Welcome Flow they should enter after signup
* Sync the master or unique coupon code generated at signup
* Sync custom properties collected at time of signup (via [Mini Quiz, Radio Button, or Checkboxes](https://help.privy.com/docs/learn/displays/form-fields-and-elements#form-fields))
## Setting up the integration
To link your Privy account with your Emotive account:
1. Click on your business name in the upper right corner of your dashboard. Select the **Integrations** option from the dropdown menu.
2. Select **Emotive** from the list of *Available Integrations.*
3. Enter your email address and your Personal Access Token from Emotive, then click **Link Account**.
All set! Emotive should now appear as a linked account in the *Authorized Accounts* section.
A Personal Access Token is also known as an "API Key" in Emotive. Your API Keys can be found by heading to **List Growth > Integrations** on the left side of your Emotive dashboard.
If you have an existing API Key, you can locate it on this page, then copy & paste it into the Personal Access Token field in Privy.
![Screenshot showing where to find the Emotive API Key in Emotive dashboard]()
If you need to create a new API Key, you can do so by following these instructions:
* If you're creating your very first API Key, select **Start Here** in the middle of the screen. If you have existing API Keys but you'd like to create a new one, click **Add New** in the upper right.
* Customize your *Signup Flow Name* on the following screen.
* Select your **Welcome Message** from the dropdown at the bottom of the page.
* Click **Next** once you're ready, and copy your new API Key.
## Add a sync rule to your displays
To add a sync rule to a display so that the collected contacts sync to Emotive:
1. Navigate to your [Displays](https://dashboard.privy.com/displays) from your dashboard.
2. Select the display you’d like to sync and navigate to the **Settings** step of the display builder.
3. Click to expand **Advanced Settings** at the bottom left of the page. Scroll to the **Sync Integrations** section.
4. Select **Emotive** from the dropdown menu, configure the presented options, and **Save**.
This display’s signups will now sync to Emotive!
**Note:** Sync rules must be set up for each individual display.
### Sync Coupon Codes to Emotive
To sync master or unique coupon codes from Privy to Emotive, you must:
1. Have a coupon code attached to your Privy display
2. Collect the "Coupon" Profile Attribute in your display's settings
To attach your coupon code to your display and collect the "Coupon" Profile Attribute:
* Head to your display's **Settings**.
* Select the **Coupon** card and choose the desired coupon code from the dropdown menu.
* Next, select **Show Advanced Settings** in the lower left.
* Select the **Profile Attributes** card, click **Collect New Attribute**, and choose "Coupon" as the *Attribute to be collected*.
* **Save** your changes.
All set! The coupon code associated with each signup will now sync over to Emotive.
## Removing the integration
If you need to disconnect your Privy and Emotive accounts, follow these steps:
1. Click on your business name in the upper right corner of your Privy Dashboard. Select **Integrations** from the menu that appears.
2. Locate your Emotive integration under the *Authorized Accounts* section and select the **Delete** icon.
![Screenshot showing how to remove the Emotive integration from the Privy dashboard from settings]()
# Enable Google Analytics
Source: https://help.privy.com/docs/learn/integrations/enable-google-analytics
Track new sign ups and display views with Google Analytics.
Note: To use this feature, you must already have Google Analytics installed on your website, and it must be a Universal Analytics property. The installation cannot be done via Google Tag Manager. If you have any questions about installing Google Analytics, please visit [Google Analytics Support](https://support.google.com/analytics/answer/1008080).
## Enable Google Analytics
To enable the Google Analytics integration in your account:
* Navigate to your **Settings** from the lower left corner of your dashboard.
* Head to [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) from the left side menu, under *Advanced*.
* Scroll down until you reach the *Other Customizations* section.
* Enable the **Enable Google Analytics** setting and **Save**.
**I didn't need to sign in?**
Correct. Instead, Privy automatically detects the Google Analytics trackers on the pages that also include your Privy Convert displays. Whenever a Privy event is triggered, it will be fired for all of the detected Google Analytics trackers. For example, if you have trackers with tracking IDs of "UA-XXXXXXXX-1" and "UA-XXXXXXXX-2" installed on a page, Privy events will be fired for both.
**Note:** Firing events on a subset of trackers installed on a page with Privy is not yet supported.
## What information is available?
Once the integration is enabled, the following events will be available in Google Analytics:
* Viewed displays (event action "viewed-campaign")
* New signups for a display (event action "new-signup")
If you would like to customize the events or data beyond these default options, you will need to [install](https://privy.helpscoutdocs.com/article/165-install-tracking-codes-pixels) a custom tracking code manually.
## How do I review the data?
**Note:** This information is not currently available for review in Google Analytics 4. To create a compatible Universal Analytics property in an account that uses GA4, please follow [these steps](https://support.google.com/analytics/answer/10269537?hl=en).
To review your Privy data in Google Analytics:
* Log into your [Google Analytics](https://analytics.google.com/) account and navigate to the view associated with the property (e.g., website) that includes your Privy code and displays your Privy displays.
* Select **Behavior** > **Events** > **Overview** from the sidebar.
* In the right pane, make sure that the **Event Category** is selected under the *Top Events* table header.
* Under the *Event Category* table header, select **Privy**. This will reload the table to reveal the total number of Privy-related events. If no events with the category of "Privy" are visible, you may need to expand your report's time frame (top right of the page), or no events have been tracked for your displays yet.
* To review the events by type, select the **Event Action** link under the *Event Category* table header instead and then either viewed-campaign or new-signup.
* Clicking into an event action will allow you to see the display ID associated with each event. Insert the ID into this URL [https://dashboard.privy.com/displays/\\\\\{Insert](https://dashboard.privy.com/displays/\\\\\{Insert) ID here} to open the display in your Privy account.
Check out this resource: [Compare Privy to Google Analytics](https://help.privy.com/docs/learn/integrations/compare-privy-to-google-analytics#compare-privy-to-google-analytics)
# Integrate Privy and Facebook Custom Audiences
Source: https://help.privy.com/docs/learn/integrations/facebook-custom-audiences
Sync your Privy segments to Facebook Custom Audiences to retarget your contacts and reach new audiences with ads.
The Privy integration with Facebook Custom Audiences allows you to put your contact segments to work in your ad campaigns, including:
Retarget existing contacts with Facebook ads based on their engagement or purchase history
Build lookalike audiences from your highest-value Privy segments
Keep your Facebook Custom Audiences automatically in sync as your Privy segments update
## Before you start
Make sure you have:
* A Facebook Ad Account with admin permission that is connected to a Facebook Business
* Accepted the Facebook Custom Audiences Terms of Service in your Ad Account
* At least one Privy segment ready in **Contacts > Segments**
## Setting up the integration
To connect Privy to Facebook:
1. Navigate to the [Integrations Hub](https://dashboard.privy.com/settings/integrations-hub) page.
2. Locate the **Facebook** integration and click **Connect**, to confirm your decision. You will be directed to Facebook to log into your Facebook account.
3. Log into Facebook and authorize Privy to access your Facebook Businesses.
Once authorized, Privy can access your Facebook Ad Accounts and Custom Audiences.
## Sync a segment to a Custom Audience
To map a Privy segment to a Facebook Custom Audience:
1. Navigate to **Contacts > [Segments](https://dashboard.privy.com/segments)** from your dashboard.
2. Click the **⋮** menu on the segment you want to sync and select **Sync to FB Custom Audiences**.
3. Choose your **Facebook Business account** from the dropdown.
4. Choose the **Facebook Ads account** where the audience lives.
5. Choose an **existing Custom Audience** to sync to, or select **Create new audience** to create one directly from Privy.
6. Choose which contacts to sync — select **Subscribed**, **Unsubscribed**, **Non-subscribed**, or any combination to sync a subset of the segment, or select all three to sync everyone in it.
Only sync contacts you have permission to use for advertising, and follow Meta's Custom Audiences terms and your regional privacy requirements (for example, honoring unsubscribes and data-use consent). If you're unsure which consent statuses to include, start with Subscribed contacts only.
7. **Save** your settings.
Privy will sync the contacts in that segment to your selected Facebook Custom Audience. Syncs run automatically every 24 hours, so your Custom Audience stays up to date as your segment changes. The configuration is saved to the segment, so you can return to review or update it at any time.
## Manage an existing sync
To review, update, or stop an existing sync:
1. Navigate to **Contacts > [Segments](https://dashboard.privy.com/segments)** from your dashboard.
2. Click the **⋮** menu on the segment with an active sync and select **Sync to FB Custom Audiences**.
From here, you can:
* Change the mapped **Facebook Business account**, **Ad account**, and **Custom Audience**, then click **Save Changes** to apply your updates
* Update which contacts to sync — select **Subscribed**, **Unsubscribed**, **Non-subscribed**, or any combination
Only sync contacts you have permission to use for advertising, and follow Meta's Custom Audiences terms and your regional privacy requirements (for example, honoring unsubscribes and data-use consent). If you're unsure which consent statuses to include, start with Subscribed contacts only.
3. **Disconnect** the audience sync by clicking the **Stop Syncing** button
# Integrate Privy and Gorgias
Source: https://help.privy.com/docs/learn/integrations/gorgias
Route Privy SMS conversations into Gorgias so your support team can reply from the helpdesk inbox they already use.
The Privy integration with Gorgias brings SMS conversations into the same inbox your support team already uses for email and chat tickets.
Inbound SMS replies open Gorgias tickets automatically. Existing tickets thread additional messages from the same customer.
Agent replies in Gorgias are delivered back to the customer as SMS through your Privy phone number.
Consent keywords (STOP, HELP, START) are handled by Privy and never clutter your Gorgias inbox.
## Setting up the integration
Connecting Gorgias requires an SMS-capable Privy account. If SMS isn't set up yet, [complete Toll-Free Verification](https://help.privy.com/docs/learn/compliance/toll-free-verification) first. The Gorgias connection will be unavailable until SMS is ready.
To connect Privy with your Gorgias account:
* In Gorgias, go to **Settings → App Store → All Apps → Privy** and click **Install**.
* You'll be redirected to Privy, where the Gorgias connect dialog opens with your subdomain pre-filled.
![Gorgias integration connect dialog with the subdomain input and Connect button]()
* Click **Connect**. You'll be redirected back to Gorgias to authorize the connection.
* On Gorgias's consent screen, click **Authorize** to grant Privy access.
![Gorgias OAuth consent screen showing the permissions Privy requests]()
Once authorized, Privy registers the webhooks Gorgias needs to send agent replies back. No additional configuration is required.
![Connected Gorgias integration in Privy showing the connected store identifier]()
### Starting from Privy instead
You can also start the connection from Privy. Navigate to **Settings → [Integrations](https://dashboard.privy.com/settings/integrations)**, open the **Gorgias** integration, and enter your Gorgias subdomain (the part before `.gorgias.com` in your account URL, for example `mystore` for `https://mystore.gorgias.com`). Click **Connect** and complete the Gorgias authorization as above.
## How it works
After connecting, every SMS conversation between your customers and your Privy phone number flows through Gorgias.
### Inbound SMS becomes a Gorgias ticket
When a customer texts your Privy SMS number:
* Privy creates a Gorgias customer record (if one does not already exist) using the customer's phone number.
* A new Gorgias ticket is opened with the customer's message as the first entry.
* If Privy already knows the customer's name, that name is set on the Gorgias customer record so agents see who they are talking to.
Subsequent messages from the same customer thread onto the open ticket, keeping the conversation in one place.
### Agent replies go back as SMS
When an agent replies in Gorgias:
* Gorgias notifies Privy via webhook.
* Privy delivers the reply as SMS to the customer through your existing Privy phone number.
* Replies are only sent to customers who have opted into SMS. If a reply can't be delivered, Privy posts an internal note on the ticket so the agent knows.
### Ticket status stays in sync
When an agent closes, solves, or reopens a ticket in Gorgias, Privy mirrors the status on the conversation record. Conversation analytics and segmentation in Privy reflect the latest state without manual updates.
### When a customer opts out
If a customer texts a consent keyword like **STOP**, Privy unsubscribes them from SMS immediately and posts an internal note on the active Gorgias ticket so agents see the change in context. The customer's reply itself isn't forwarded to Gorgias; only the note explaining what happened.
By default, Privy then closes the ticket so it doesn't sit in your open queue. If you prefer to leave the ticket open for follow-up via email, you can change this behavior in the Gorgias integration settings:
* Open the **Gorgias** integration from your [Integrations page](https://dashboard.privy.com/settings/integrations).
* Under **When a customer sends "STOP"**, choose either **Close the ticket** (default) or **Leave the ticket open**.
The setting saves automatically and applies to all future opt-outs.
![Gorgias integration settings showing the 'When a customer sends STOP' dropdown]()
### When an agent opts a customer out
If a customer asks to stop receiving messages in conversation without sending the literal **STOP** keyword, an agent can opt them out by including `#optout` (or `#opt-out`, case-insensitive) anywhere in their reply.
When Privy sees the hashtag in an agent reply:
* The customer is marked as unsubscribed from SMS.
* The reply is not sent as SMS — the customer doesn't receive the agent's message.
* Privy posts an internal note on the ticket explaining what happened, and updates the ticket status per the "When a customer sends STOP" setting above.
If the customer can't be opted out (they're already unsubscribed, never confirmed SMS, or don't have a Privy customer record), Privy posts a note on the ticket explaining why so the agent has feedback in-thread.
### When a reply can't be delivered
If an agent sends a reply to a customer who has opted out, never confirmed their SMS subscription, or doesn't have a Privy customer record on file, Privy doesn't send the SMS. Instead, it posts an internal note on the ticket explaining why the reply was blocked so the agent gets feedback in-thread and can follow up another way.
## Disconnecting the integration
To disconnect your Privy and Gorgias integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Gorgias** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
When you disconnect, Privy removes the webhooks installed on your Gorgias account and revokes the OAuth tokens so the integration is fully torn down on both sides. Reconnecting later starts fresh.
If you need assistance with managing your Privy and Gorgias integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Sync Contacts to Hubspot
Source: https://help.privy.com/docs/learn/integrations/hubspot
Start growing your list with Privy displays on your Hubspot site.
A unique Privy code must be installed on your HubSpot website for your displays to show and track website events (e.g., display views).
## Copy the code
To manually install your code, you first need to copy it from your Privy account's settings:
* Click on your business name in the upper right corner of your dashboard. Select the **Business Settings** option from the dropdown menu.
* In the sidebar, select **Privy Code** under the *Business Settings* section.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in-line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
![Screen recording showing how to locate and copy the Privy code from the dashboard]()
## Install the code
To install your Privy code onto a HubSpot site:
* Log in to your [HubSpot](https://app.hubspot.com/login) account.
* Navigate to **Account Settings** > **Website** > **Pages**.
* Locate the **Site Header HTML** area, paste your Privy code there, and **Save**.
![Screen recording showing where to paste your Privy code into Hubspot]()
## Verify the installation
The Privy code allows you to display your displays and monitor your website's events (e.g., display views). If your displays aren't displaying properly or event information is missing, verify that the code has been installed and that it's firing correctly:
* Select the **Account** option from the navigation bar in Privy. Your business name appears here.
* Select the **Business Information** option from the dropdown menu.
* In the sidebar, select **Privy Code** under the *Business Settings* section.
* In the *Installation Guides* section, locate and copy your account identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate your Privy code within site code]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, follow [t](https://help.privy.com/article/286-install-privy-on-hubspot#Copy%20the%20code)he steps again to install it properly. If your code appears and has been copied and pasted correctly, verify that it's firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget*.js*.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing what the Javascript looks like in console]()
If you see any other status or the .js code is not found, your tracking code may not be firing correctly. [Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Integrations FAQs
Source: https://help.privy.com/docs/learn/integrations/integrations-faq
Explore frequently asked questions about integrations and syncing information from Privy.
**Privy doesn't integrate with my e-commerce site platform. Can I still use Privy?**
*Yes, you can manually install Privy on your website by *[*following these instructions*](https://help.privy.com/docs/learn/integrations/manual-install)*.*
**I'm seeing an 'Unauthorized' error with one of my integrations. What do I do?**
*'Unauthorized' errors can occasionally happen, for a number of reasons. Learn more about the potential causes and how to resolve these errors with* [*this guide*](https://help.privy.com/docs/learn/integrations/resolve-an-unauthorized-error)*.*
**Does Privy work with single-page applications (SPA)?**
*Yes! Learn more about our compatibility, advantages, and disadvantages in* [*this resource*](https://help.privy.com/docs/learn/integrations/does-privy-work-with-spa#does-privy-work-with-spas)*.*
**I'm using a third-party email service provider (ESP). Can I sync coupon codes from Privy sign ups to my ESP?**
*Yes,* [*follow this guide*](https://help.privy.com/docs/learn/integrations/sync-coupons-to-esp) *for best practices on syncing coupon codes to your ESP as new contacts sign up.*
# Integrate Privy and Judge.me
Source: https://help.privy.com/docs/learn/integrations/judgeme
Connect Privy with Judge.me to automate post-review messaging and engage your reviewers.
The Privy integration with Judge.me allows you to engage with customers who leave reviews, including:
Trigger Flows when a customer creates or updates a review
in Judge.me.
Split Flows based on review properties like rating,
verified purchase status, and more.
Send personalized follow-up emails or texts to
reviewers automatically.
Segment contacts by Judge.me reviewer tags.
## Setting up the integration
To connect Privy with your Judge.me account:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Judge.me** integration and click to open its settings, then click **Connect**.
![Judge.me integration connection modal showing the Connect button]()
* You will be redirected to Judge.me to authorize the connection. Click **Authorize** to continue.
![Judge.me OAuth consent screen showing permissions: Read Reviews, Read Reviewers, Read Shops]()
Once authorized, you'll be returned to Privy and the integration will show as connected. Privy will automatically register webhooks with Judge.me so that review events are sent in real time — no additional configuration is needed in Judge.me.
On first connect, Privy imports your existing Judge.me reviewers as contacts and their reviews in the background. Import time scales with the size of your Judge.me history; new reviews sync in real time once import finishes.
## Judge.me Events
The following events sync from Judge.me to Privy in real time. Product reviews and store reviews have separate triggers so you can tailor your Flows to each type.
* **Product Review Created** — Fires when a customer submits a new review for a specific product.
* **Product Review Updated** — Fires when an existing product review is modified (e.g., pinned or edited).
* **Store Review Created** — Fires when a customer submits a new review about the store as a whole.
* **Store Review Updated** — Fires when an existing store review is modified.
### Review properties available for Flow conditions
When a review event is received, the following properties can be used in Flow trigger conditions and Split nodes:
* **Rating** — The review rating (1–5).
* **Verified Buyer** — Whether the reviewer is a verified buyer.
* **Has Published Pictures** — Whether the review includes photos.
* **Has Published Videos** — Whether the review includes videos.
### Trigger Flows by a Judge.me Event
Building a Flow that triggers after a Judge.me review event is a great way to follow up with customers who leave reviews. For example, you could send a thank-you email to 5-star reviewers or offer a discount code to encourage repeat purchases.
To build this Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) from your dashboard.
* Click **Create Flow** in the upper right corner.
* Select the **Integration Event** option from the following menu.
* Click **Customize Flow** to continue.
Once you're in the Flow builder, you'll need to choose which event you want to trigger your Flow.
* Click the dropdown menu under *Integration Event* on the right side of the builder.
* Select **Judge.me** and then one of **Product Review Created**, **Product Review Updated**, **Store Review Created**, or **Store Review Updated**.
From here, you can start building your Flow by adding time delays, emails, texts, and/or Splits. [Check out this resource if you need guidance on how to use our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
### Use Split nodes with Judge.me review properties
You can use Split nodes in your Flow to branch logic based on review properties. For example, you could send different follow-up messages depending on whether the reviewer gave a high or low rating.
* Add a **Split** node to your Flow.
* Under **Trigger Conditions**, select a Judge.me property such as **Rating**.
* Set your condition (e.g., Rating is greater than 3).
Contacts who match the condition will follow the **Yes** path, while others will follow the **No** path.
## Reviewer Tags
When the integration is connected, reviewer tags from Judge.me are synced to the contact's tags in Privy. Tags are also kept up to date as new review events come in. You can use these tags to create segments and target specific groups of reviewers.
To create a segment using reviewer tags:
* Navigate to **Contacts > Segments** from the left side of your dashboard.
* Click **Create Segment** in the upper right corner.
* Name your segment.
* Click the **Choose category** dropdown and select **Tags**.
* Enter the Judge.me reviewer tag you want to filter by.
You can add other conditions to your segment, if desired. Click **Create** to save your new segment!
## Disconnecting the integration
To disconnect your Privy and Judge.me integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Judge.me** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
If you need assistance with managing your Privy and Judge.me integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Integrate Privy and Junip
Source: https://help.privy.com/docs/learn/integrations/junip
Connect Privy with Junip to automate post-review messaging and reward your reviewers.
The Privy integration with Junip allows you to engage with customers who leave reviews, including:
Trigger Flows when a customer submits a review in Junip.
Split Flows based on review properties like rating,
verified buyer status, and more.
Send personalized follow-up emails or texts to
reviewers automatically.
## Setting up the integration
To connect Privy with your Junip account:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Junip** integration and click to open its settings, then click **Connect**.
* You will be redirected to Junip to authorize the connection. Approve the integration to continue.
Once authorized, you'll be returned to Privy and the integration will show as connected.
### Configure Junip to send events to Privy
After connecting, you need to set up a post-review action in Junip so that review events are sent to Privy.
* In your connected Junip integration settings in Privy, click **Open Junip Flows** to go to the Junip Flows page.
* Create or edit a post-review action flow.
* Add a **Send event** action and select **Privy** as the destination.
Without this step, Junip will not send review events to Privy, and your Flows
will not trigger.
## Junip Events
The following event syncs from Junip to Privy in real time:
* **Review Submitted** — Fires when a customer submits a product review.
### Review properties available for Flow conditions
When a review is submitted, the following properties are included and can be used in Flow trigger conditions and Split nodes:
* **Rating** — The review rating (1–5).
* **Verified Buyer** — Whether the reviewer is a verified buyer.
* **Would Recommend** — Whether the reviewer would recommend the product.
### Trigger Flows by a Junip Event
Building a Flow that triggers after a Junip review event is a great way to follow up with customers who leave reviews. For example, you could send a thank-you email to 5-star reviewers or offer a discount code to encourage repeat purchases.
To build this Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) from your dashboard.
* Click **Create Flow** in the upper right corner.
* Select the **Integration Event** option from the following menu.
* Click **Customize Flow** to continue.
Once you're in the Flow builder, you'll need to choose which event you want to trigger your Flow.
* Click the dropdown menu under *Integration Event* on the right side of the builder.
* Select **Junip** and then **Review Submitted**.
From here, you can start building your Flow by adding time delays, emails, texts, splits, Tag Contact actions, and more. [Check out this resource if you need guidance on how to use our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
### Use Split nodes with Junip review properties
You can use Split nodes in your Flow to branch logic based on review properties. For example, you could send different follow-up messages depending on whether the reviewer gave a high or low rating.
* Add a **Split** node to your Flow.
* Under **Trigger Conditions**, select a Junip property such as **Rating**.
* Set your condition (e.g., Rating is greater than 3).
Contacts who match the condition will follow the **Yes** path, while others will follow the **No** path.
## Disconnecting the integration
To disconnect your Privy and Junip integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Junip** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
If you need assistance with managing your Privy and Junip integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Sync Contacts to Klaviyo
Source: https://help.privy.com/docs/learn/integrations/klaviyo
Learn how to connect Privy and Klaviyo and start syncing new contacts.
To sync the contacts captured by your Privy displays into your Klaviyo account, you will first need to integrate the two accounts, then set up sync rules on each of your displays.
## Setting up the integration
To link your Privy account with your Klaviyo account:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Select **Klaviyo** from the list of *Available Integrations.*
4. Create a **new API Key** in your Klaviyo account.
5. Enter your credentials and [API Key](https://www.klaviyo.com/account#api-keys-tab) in the prompt and then select **Link Account**.
When creating the Public API Key we recommend selecting the option "Grant applications full access for every API scope.
![Screenshot showing Klaviyo in Privy's available integrations]()
All set! Klaviyo should now appear as a linked account in the *Authorized Accounts* section.
## Add a sync rule to your displays
To add a sync rule to a display so that the collected contacts sync to Klaviyo:
1. Navigate to your [Displays](https://dashboard.privy.com/displays) from your dashboard.
2. Select the display you'd like to sync and navigate to the **Settings** step of the display builder.
3. Click to expand **Advanced Settings** at the bottom left of the page. Scroll to the **Sync Integrations** section.
4. Select **Klaviyo** from the dropdown menu, configure the presented options, and **Save**.
Privy contacts can only sync to Klaviyo lists, not to [Klaviyo segments](https://help.klaviyo.com/hc/en-us/articles/115005061447-The-Difference-Between-Segments-and-Lists). Please be aware that this integration is not a two-way sync, meaning that information can sync from Privy to Klaviyo but cannot sync back from Klaviyo to Privy.
This display's signups will now sync to Klaviyo!
Sync rules must be set up for each individual display.
**Warning:** To successfully sync contacts with a phone number to Klaviyo, the number must be formatted using the [E.164 format](https://en.wikipedia.org/wiki/E.164) on the contact's profile in Privy. When collecting US-based or Canada-based numbers, the +1 country code is not required, as Privy will validate the number and automatically add this information if it is missing. All other numbers must include the country code (e.g., +44 for the UK). Privy will add the plus sign (+) if it is omitted.
## Enabling Klaviyo session cookies in Privy
You can also tag a visitor with a [Klaviyo session cookie](https://help.klaviyo.com/hc/en-us/articles/360034666712-About-Cookies-in-Klaviyo#klaviyo-tracking-cookies1) after capturing an email with a Privy Convert display. This cookie allows you to trigger cart abandonment & browse abandonment emails directly from Klaviyo. To enable this feature:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Select [**Scripts & Tracking**](https://dashboard.privy.com/settings/customizations) from the left navigation (under *Advanced*) and scroll down to the *Other Customizations* section.
3. Check the **Enable Klaviyo Javascript integration** setting and then click **Save Changes**.
## Removing the integration
If you need to disconnect your Privy and Klaviyo accounts, follow these steps:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate your Klaviyo integration under the *Authorized Integrations* section and select the **Delete** icon.
![Screenshot showing how to remove the Klaviyo integration from Privy in your settings]()
# Sync Contacts to Mailchimp
Source: https://help.privy.com/docs/learn/integrations/mailchimp
Learn how to connect Privy and Mailchimp and start syncing new contacts.
To sync the contacts captured by your Privy displays to your Mailchimp account, you must first integrate the two accounts, then add sync rules to your displays.
## Setting up the integration
To link your Privy account with your Mailchimp account:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Select **Mailchimp** from the *Available Integrations.*
4. Enter your credentials in the prompt, and select **Login**.
5. Follow the prompts to allow the proper permissions and select your account.
![Screenshot showing Mailchimp in Privy's available integrations]()
All set! Mailchimp should now appear as a linked account in the *Authorized Accounts* section.
## Add a sync rule to your display
To add a sync rule to a display so that the collected contacts sync to Mailchimp:
1. Navigate to your [Displays](https://dashboard.privy.com/displays) from your dashboard.
* Select the display you'd like to sync and navigate to your **Settings** in the display builder.
* Click to expand the **Advanced Settings** in the bottom left of your screen. Click on the **Sync Integrations** card.
* Click "Add Integration" and select Mailchimp from the dropdown menu. Configure the presented options, and **Save**.
If you enable the **Require Double Opt-in** setting, please note that the synced contacts will receive a confirmation email. They must click the verification link in that email before they are added to your mailable Mailchimp audience. [Learn more](https://mailchimp.com/help/about-double-opt-in/).
This display's sign ups will now sync to Mailchimp.
## Troubleshooting
If you run into any of the following issues with your Mailchimp integration, here are some solutions:
### Expired or Disconnected error
The integration's connection may expire or disconnect for a wide range of reasons. To ensure that Privy and the external service are still properly integrated:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate your Mailchimp integration under the *Authorized Integrations* section and select the **Test Account** icon.
![Screenshot showing how to text your Mailchimp integration from the Privy dashboard]()
This will trigger a reading (e.g., Connection Successful) that will help guide your next steps.
### Permissions error
You can only connect a Mailchimp account to Privy if you are the account's Owner or Admin. To review these requirements and make any necessary changes, please review [this resource](https://mailchimp.com/help/manage-user-levels-in-your-account/) from Mailchimp. Once an Owner or Admin is available, they can attempt to link the accounts again.
### Sync errors
If you see an error when exporting or syncing to an audience (list) in Mailchimp like:
* FNAME must be provided – Please enter a value
* MMERGE10 must be provided – Please enter a value
It means that you are syncing Privy contacts to an audience (list) in Mailchimp that has required fields that aren't being provided during the Privy signup. To fix this, follow these steps:
* Navigate to your **Audience** dashboard in Mailchimp.
* Select the audience (list) you have chosen to export or sync to in Privy.
* Click the **Manage Audience** dropdown menu and then click **Settings**.
![Screenshot showing where to navigate in Mailchimp to find your audience settings]()
* Locate and select the **Audience fields and \*|MERGE|\* tags** option.
* On the next page, you'll see the fields associated with this audience (list), as well as a checkbox next to any field that is REQUIRED. Uncheck all required fields except the email field.
![Screenshot showing how to disable your required mailchimp fields in Audience settings]()
That's it! Future signups won't be rejected for not having these fields.
## Removing the integration
If you need to disconnect your Privy and Mailchimp accounts, follow these steps:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate your Mailchimp integration under the *Authorized Integrations* section and select the **Delete** icon.
# Manually install Privy on your site
Source: https://help.privy.com/docs/learn/integrations/manual-install
Manually install Privy's code into your website.
If your website platform integrates with Privy, the installation of the Privy app is recommended for most users. Please confirm that standard installation does not fit your situation before proceeding with a manual install.
Privy supports the following integrations — if you see your provider below, please follow their dedicated instructions:
If you don't see an integration for your platform, proceed with following these instructions:
## Copy the code
To install your code, you first need to copy it from your Privy account’s settings:
* Navigate to your **Settings** from the bottom left corner of your dashboard.
* In the sidebar, select **Privy Code** under the *Advanced* section.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
## Install the code
Paste the code to your site theme header or footer before the \ closing tag.
## Verify the installation
The Privy code allows you to display your displays and monitor your website’s events (e.g., display views). If your displays aren’t displaying properly or event information is missing, verify that the code has been installed and that it’s firing correctly:
* Navigate to your **Settings** from the bottom left corner of your dashboard.
* In the sidebar, select **Privy Code** under the *Advanced* section.
* In the *Installation Guides* section, locate and copy your account identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate your Privy code within your website code]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, follow the installation steps again. If your code appears and has been copied and pasted correctly, verify that it’s firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget\_.js\_.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing how the Javascript will appear in console]()
If you see any other status or the .js code is not found, your tracking code may not be firing correctly. [Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Privy Integrations: Overview
Source: https://help.privy.com/docs/learn/integrations/overview-integrations
Explore Privy's available integrations + learn how to manage them.
Privy currently offers integrations with many of the top e-commerce platforms, email service providers (ESPs), text (SMS) platforms, and customer rewards programs. These integrations offer quick and easy information sharing between Privy and your other favorite tools.
**Important Update:** As of December 1, 2022, Privy began discontinuing support for a selection of previously available integrations. You can learn more about these changes in the Discontinued Integrations section.
## Available Integrations
Find dedicated documentation for each of our supported integrations below:
### Ads and Analytics
### Automation
### E-commerce platforms
### Email Service Providers
### List Growth
### Rewards and Loyalty Programs
### Reviews
### SMS Providers
### Subscriptions
## View and Manage Integrations
To set up a new integration, as well as view existing integrations and test their connections, select **Settings** in the lower left corner of your dashboard and open your **Integrations** page.
## Remove Integrations
**Note:** If you manually installed Privy on your site, such as those managed via WordPress.org or Squarespace, to use Privy displays (e.g., popups and banners), you must remove the Privy code from your website's HTML. This is not considered an integration.
To remove an integration with an Email or SMS Service Provider, Smile.io, or Google Analytics, head to your Integrations page and select the **Delete** icon.
To remove an integration with an e-commerce provider:
1. Login to the e-commerce platform.
2. Navigate to the platform's app settings, directory, or marketplace. Each provider's process is documented in their help center - [BigCommerce](https://support.bigcommerce.com/), [Shopify](https://help.shopify.com/), [Weebly](https://www.weebly.com/app/help), and [Wix](https://support.wix.com/).
3. Select the delete, remove, or uninstall option.
## Discontinued integrations
As of December 1, 2022, the following integrations are no longer available to new customers.
* Active Campaign, Aweber, Benchmark, Bronto, Campaign Monitor, CM Converse, Constant Contact, Conversio, ConvertKit, Customer.io, Delivra, Dotmailer (Dotdigital), Drip, Emarsys, MyEmma, FeedBlitz, FreshMail, GetResponse, Infusionsoft (Keap), Intercom, Listrak, Mad Mimi integration, Magento, Mailer Lite, Mailigen, MailUp, Marketo, Maropost, Omnisend, Remarkety, Retention Rocket, Retention Science, Robly, Sailthru, Salesforce Marketing Cloud, Sendinblue, Sendlane, SendPulse, Shift4Shop (3dcart), SMSBump, Volusion 1.0, Volusion 2.0, WooCommerce, and Zaius (Optimizely).
Accounts integrated with these platforms before this date will be notified by the Privy team concerning the impact of these changes and any necessary next steps. In the meantime, you can expect your integration(s) to continue functioning as they did before.
More questions? Contact support [here](mailto:support@privy.com)!
If another service is providing or promoting a Privy integration, please ensure it is also listed here in the Knowledge Base or on the [Privy website](https://www.privy.com/integrations). If it isn't, the integration does not fall within the scope of Privy's support team and may break or cause disruptions at any time.
# Sync Contacts to Postscript
Source: https://help.privy.com/docs/learn/integrations/postscript
Learn how to connect Privy and Postscript and start syncing new contacts.
To sync the contacts captured by your Privy displays to your Postscript account, you must first integrate the two accounts, then add sync rules to each of your compatible displays.
## Setting up the integration
To link your Privy account with your Postscript account:
* Navigate to your **Settings** from the bottom left corner of your dashboard.
* Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
* Select **Postscript** from the *Available Integrations* section of this page.
* Enter your email address and API Token in the prompt, then select **Link Account**.
## Create a sign up display
For the proper information to sync to Postscript so that you can send contacts text messages, a display must include the **phone** field and a **consent disclaimer** with the following language:
*"I agree to receive recurring automated marketing text messages (e.g., cart reminders) at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy."*
Please link the "Terms of Service" and "Privacy Policy" components to your versions of those documents. Information on updating your documents with the proper language for an SMS marketing program is available from Postscript in these help articles:
* [Update Your Terms of Service](https://help.postscript.io/hc/en-us/articles/1260804633430-Update-Your-Terms-of-Service) & [Update Your Privacy Policy](https://help.postscript.io/hc/en-us/articles/1260804685709-Update-Your-Privacy-Policy)
The complete display should look something like this:
![Example of a postscript SMS collection display]()
## Add a sync rule to your display
To add an sync rule to a display so that the collected contacts sync to Postscript:
* Navigate to your [Displays](https://dashboard.privy.com/displays) page from your dashboard.
* Select the display you'd like to sync and navigate to **Settings** in your display builder.
* Click to expand **Advanced Settings**. Scroll down and click on the **Sync Integrations** card.
* Click "Add Integration" and select **Postscript** from the dropdown menu. Select your keyword, and **Save**.
This display's signups will now sync to the selected keyword automated flow in Postscript!
Sync rules must be set for each individual display.
## Removing the integration
If you need to disconnect your Privy and Postscript accounts, follow these steps:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Locate your Postscript integration under the *Authorized Integrations* section and select the **Delete** icon.
# Add Recart Messenger to your Privy Account
Source: https://help.privy.com/docs/learn/integrations/recartmessenger
Add a Facebook Messenger widget to active Privy displays.
**Note:** Recart establishes this connection, and their support and success teams will be your best resource for implementing the messenger opt-in to your Privy displays.
**How does it work?**
1. The Recart Success Team establishes the connection by adding Messenger widgets to your active popups.
2. The Messenger widget only shows up on your display if Recart detects an active Facebook login in the browser (to avoid driving your customers to the Facebook login page).
3. In case the Messenger widget is live, both email and Messenger are required for subscription.
**How can I get started?**
Please reach out to the Recart Success Team and let them know what Privy display(s) you want to integrate with the Recart Messenger. Refer to[ the guide published by Recart](https://help.recart.com/en/articles/3277853-integrate-recart-into-privy-justuno-klaviyo-and-other-popups) for more information on adding the Recart Messenger Widget to Privy displays.
# Integrate Privy and Recharge
Source: https://help.privy.com/docs/learn/integrations/recharge
Connect Privy with Recharge to sync subscription customer data, build segments, and trigger Flows from subscription events.
The Privy integration with Recharge allows you to use subscription commerce data in Privy, including:
Import Recharge customers and sync customer-level subscription properties into Privy.
Segment contacts by Recharge properties, such as Active Subscriptions or Has Valid Payment Method.
Personalize emails and SMS with Recharge properties, such as subscription counts.
Trigger Flows based on Recharge events, such as Upcoming Charge or Subscription Cancelled.
## Setting up the integration
Before connecting Recharge to Privy, create an Admin API token in Recharge. You can learn more about Recharge API keys in the [Recharge API key documentation](https://docs.getrecharge.com/docs/recharge-api-key).
Give the token the following permissions:
* Read and Write Customer
* Read Orders
* Store Info
* Read Subscriptions
![Recharge Admin API token permissions with customer, order, store, and subscription access selected]()
To connect Privy with your Recharge account:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Recharge** integration and click **Connect**.
* Enter your Recharge Admin API token to establish the connection, then click **Connect** again.
![Recharge integration connection modal showing the API token field and Connect button]()
Once you authorize the integration, Privy will import your Recharge customers in the background and register Recharge webhooks. Import times vary depending on the number of existing Recharge customers. New Recharge events will sync in real time after the integration is connected.
## Recharge Properties
The following customer-level properties sync from Recharge to Privy. You can use these properties to create segments and personalize email and text message content.
* Active Subscriptions
* Total Subscriptions
* Inactive Subscriptions
* Subscription Charge Streak
* First Charge Processed At
* Has Valid Payment Method
* Payment Method In Dunning
* Tax Exempt
### Create a Custom Segment Using Recharge Properties
You can use Recharge properties to create Custom Segments of your mailable and textable contacts in Privy. You can target these segments in your Email + SMS campaigns and Flows.
To create a Custom Segment using Recharge properties:
* Navigate to **Contacts > Segments** from the left side of your dashboard.
* Click **Create Segment** in the upper right corner.
* Name your segment.
* Click the **Choose category** dropdown and select one of the properties under the *Recharge* category.
* Qualify your selection as needed.
You can add other conditions to your segment, if desired. Click **Create** to save your new segment. Saved segments that use Recharge criteria show those rules with clear **Recharge** labels, so you can confirm the segment definition at a glance.
### Personalize Emails and SMS with Recharge Properties
To inject personalized data from Recharge into a message, use the **Merge Tag** function when writing email or SMS content. Use the `{{ contact.recharge.* }}` fields where contact merge tags are supported. For example, use `{{ contact.recharge.subscriptions_active_count }}` to show a contact's active subscription count.
These fields will only populate if the recipient has values for the fields. It's recommended that you use segmentation that ensures a value is known. For example, a message that references active subscriptions should be segmented to contacts with an active subscription count greater than 0.
## Recharge Events
The following events sync from Recharge to Privy in real time. You can use these events to trigger automated Email + SMS Flows and react to your customers' subscription activity.
* Customer Created
* Customer Updated
* Upcoming Charge
* Upcoming Order
* Subscription Cancelled
* Subscription Activated
* Subscription Paused
### Trigger Flows by a Recharge Event
Building a Flow that triggers after a Recharge event is a great way to automate subscription lifecycle messaging. For example, you could send an upcoming charge reminder or follow up when a subscription is cancelled.
To build this Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) from your dashboard.
* Click **Create Flow** in the upper right corner.
* Select the **Integration Event** option from the following menu.
* Click **Customize Flow** to continue.
Once you're in the Flow builder, choose which Recharge event should trigger your Flow.
* Click the dropdown menu under *Integration Event* on the right side of the builder.
* Select **Recharge** and then choose your event.
From here, you can start building your Flow by adding time delays, emails, texts, splits, Tag Contact actions, and more. [Check out this resource if you need guidance on how to use our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
### Use Recharge data in trigger filters and split nodes
You can use Recharge data in trigger filters and Split nodes to branch Flow logic based on subscription or customer details. For example, you could send different messages based on whether the customer has a valid payment method or whether their subscription is paused.
* Add a **Trigger Filter** or **Split** node to your Flow.
* Select a Recharge property such as **Has Valid Payment Method** or **Active Subscriptions**.
* Set your condition.
Contacts who match the condition will continue through that path, while others will follow the alternate path.
## Disconnecting the integration
To disconnect your Privy and Recharge integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Recharge** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
When disconnected, Privy removes the stored Recharge connection and attempts to deregister the Recharge webhooks that were created during setup.
If you need assistance with managing your Privy and Recharge integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Resolve an 'Unauthorized' Error
Source: https://help.privy.com/docs/learn/integrations/resolve-an-unauthorized-error
How to fix connection errors with your integrations.
An 'Unauthorized' error indicates that Privy cannot connect to a linked account with the provided credentials. Any of the following scenarios can trigger this error:
* Updating the password or email address used to access the linked account.
* Deleting or editing an API key in the linked account.
* Revoking the permissions granted to Privy by the linked account.
* Uninstalling Privy from the linked account.
* The end of a trial period.
If any of these situations have occurred, displays that were previously synced to the linked account via the display's *Follow-Up* settings will fail until the issue is resolved. Additionally, if the error is tied to your e-commerce platform, displays will likely no longer be visible on your site. This is because store apps (e.g., Shopify) are typically responsible for incorporating the Privy code into your site content. If the code was installed manually, displays would continue to appear.
## Check your connection
If one of your linked accounts is experiencing an 'Unauthorized" error, you will likely:
1. receive an automated email notification
2. see a prompt on your dashboard, in the *Settings* step of the display builder, or when creating a coupon.
That said, if you suspect an issue and haven't seen an error message, you can manually test an account's connection. To test a linked account's connection to Privy:
* Select **Settings** in the lower left corner of your dashboard and open your **Integrations** page.
* In the *Authorized Accounts* section, select the **Test Account** button.
If the connection is valid, a Connection Successful message will appear. If the connection is broken, then a Connection Failed message will appear. To restore a failed connection, follow the steps below:
## Identify the cause
Identify the most likely issue by reviewing the wording of any provided error messages and/or the list of likely scenarios listed in this guide's introduction. If none of these seem to fit your situation, check out [Privy's Status Page](https://status.privy.com/) and the affected linked account's status page to ensure there aren't broader platform issues on either side.
## Restore the connection
To resolve an 'Unauthorized' error and restore the connection between Privy and the linked account:
* Navigate to the [Authorized Accounts](https://dashboard.privy.com/settings/accounts) section of your Privy settings.
* Select the **Delete** icon next to the affected account and refresh the page.
* After a page refresh, locate the desired provider, select it, and provide updated credentials.
The selected provider should now appear as a linked account in the *Authorized Accounts* section. With a new connection established, please make sure to review the displays that previously synced to this account and ensure the **Sync Integrations** settings are properly configured.
# Review Results in Hubspot
Source: https://help.privy.com/docs/learn/integrations/review-results-in-hubspot
Track your sign up activity in Hubspot forms.
The Hubspot integration is no longer supported.
If you integrated Privy and Hubspot prior to December 2022, you can sync your sign ups to Hubspot by adding a sync rule to your displays. After launching your displays, the results will be available in your Hubspot account.
## Add a sync rule to your display
These rules must be added to each display individually.
1. Navigate to **Convert** > **All Displays**.
2. Select the display you'd like to sync and navigate to the **Settings** step of the display builder.
3. Click to **Show Advanced Settings** in the lower left. Select the **Sync Integrations** card and click to Add a new integration.
4. Select **Hubspot** from the dropdown menu, configure the presented options, and **Save**.
![Screenshot showing where and how to add a rule to sync signups to Hubspot in your display settings]()
**Note:** If you capture information beyond an email address, you must also ensure your form is mapped to the correct field in HubSpot. These mappings are case-sensitive.
Once you’ve successfully enabled and launched your campaign, you will be able to see the results within your Hubspot account in the “Forms” section. By default, Privy forms will be shown with the campaign number. We recommend changing the form's name to something more intuitive.
![Screenshot showing where to find your Privy display results within your Hubspot account]()
If you click on an individual submission, you can view that submission's details.
And this submission will show on the contact’s timeline.
![Screenshot showing how a display signup will appear as a timeline event on a Hubspot contact's profile]()
This form will also be available in smart lists and workflows within HubSpot as a trigger event or filtering criteria.
# Integrate Privy and Rivo
Source: https://help.privy.com/docs/learn/integrations/rivo
Connect Privy with Rivo to automate and personalize your loyalty and referral program strategy.
The Privy integration with Rivo allows you to engage and reward your loyalty program members in various ways, including:
Segment contacts by Rivo properties, such as Loyalty Status or Points Balance.
Personalize emails and SMS with Rivo properties, such as Points Balance or Loyalty Status.
Trigger Flows based on Rivo events, such as Points Earned or VIP Tier Upgraded.
## Setting up the integration
To connect Privy with your Rivo account:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Rivo** integration and click **Connect**, then confirm your decision.
* Enter your Rivo API key to establish the connection.
![Rivo integration connection modal showing the Private API key field and Connect button]()
Once you authorize the integration, Privy will import your Rivo customers in the background. Import times vary depending on the number of existing Rivo customers. It may take up to several days for a large customer set. New customers will be automatically synced in real time.
## Rivo Properties
The following properties sync from Rivo to Privy in real time. You can use these properties to create segments and/or personalize your email and text message content.
* Points Balance
* Credits Balance
* Orders Count
* VIP Tier
* Loyalty Status
* Referral URL
* Date of Birth
### Create a Custom Segment Using Rivo Properties
You can use the properties from Rivo to create Custom Segments of your mailable and textable contacts in Privy. You can target these segments in your Email + SMS campaigns and Flows.
To create a Custom Segment using Rivo properties:
* Navigate to **Contacts > Segments** from the left side of your dashboard.
* Click **Create Segment** in the upper right corner.
* Name your Segment.
* Click the **Choose category** dropdown and select one of the properties under the *Rivo* category.
* Qualify your selection as needed.
You can add other conditions to your Segment, if desired. Click **Create** to save your new Segment!
Saved segments that use Rivo criteria show those rules on the segment summary with clear **Rivo:** labels (for example, **Rivo: Points Balance**), so you can confirm the segment definition at a glance.
### Personalize Emails with Rivo Properties
To inject personalized data from Rivo into your email, such as a contact's points balance, use the **Merge Tag** function when typing your content. Once sent, your Merge Tag will populate to reflect the data associated with the recipient's profile in Rivo. Use the `{{ contact.rivo.* }}` fields (for example, points or tier values) in contexts where contact merge tags are supported.
These fields will only populate if the recipient has values for the fields. Therefore, it's recommended that you use segmentation that ensures a value is known. For example, the email above should be segmented to any contacts with a Rivo points balance greater than 1 to ensure a value will populate.
### Personalize SMS with Rivo Properties
To inject personalized data from Rivo into your text message, such as a contact's Loyalty Status, use the **Merge Tag** function when writing your message. Once sent, your Merge Tag will populate to reflect the data associated with the recipient's profile in Rivo.
These fields will only populate if the recipient has values for the fields. Therefore, it's recommended that you use segmentation that ensures a value is known. For example, the text message above should be segmented to any contacts with a Rivo points balance greater than 1 to ensure a value will populate.
## Rivo Events
The following events sync from Rivo to Privy in real time. You can use these events to trigger automated Email + SMS Flows and react to your customers' actions with personalized messages.
* VIP Tier Downgraded
* VIP Tier Updated
* VIP Tier Upgraded
* Loyalty Profile Updated
* Points Expiry Last Chance
* Points Expiry Warning
* Reward Expiry Last Chance
* Reward Expiry Warning
* Points Earned
* Customer Birthday
* Points Redeemed
* Referral Completed
### Trigger Flows by a Rivo Event
Building a Flow that triggers after a Rivo event is a great way to automate your retention strategy. You can send personalized messages in response to milestones such as when a customer earns points or reaches a new VIP Tier.
To build this Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) from your dashboard.
* Click **Create Flow** in the upper right corner.
* Select the **Integration Event** option from the following menu.
* Click **Customize Flow** to continue.
Once you're in the Flow builder, you'll need to choose which event you want to trigger your Flow.
* Click the dropdown menu under *Integration Event* on the right side of the builder.
* Select your event.
From here, you can start building your Flow by adding time delays, emails, texts, splits, Tag Contact actions, and more. [Check out this resource if you need guidance on how to use our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
## Disconnecting the integration
To disconnect your Privy and Rivo integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Rivo** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
If you need assistance with managing your Privy and Rivo integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Send Privy Sign Ups to Sailthru
Source: https://help.privy.com/docs/learn/integrations/sailthru
Use a custom code snippet to automatically sync contacts collected by Privy to Sailthru.
**Note:** The Privy Support Team is unable to assist with a custom implementation of this code. Before making any changes, please consult the [Sailthru JS API documentation](https://getstarted.sailthru.com/developers/api-client/javascript/) carefully and consider connecting with your Sailthru representative or developer.
## Considerations
The capabilities of the default user sign up code are:
* The function will add a Privy contact to Sailthru by email address. The contact's first and last names are also provided but do not factor into the deduplication process.
* The function will update an existing Sailthru user profile if the email address already exists as a user profile key. This deduplication will prevent unnecessary copies of the same user.
* The function will add the Privy contact to the Sailthru account's master list.
Additional fields, list memberships, user var data, and an acquisition source are available by customizing the code. Refer to the [Sailthru JS API documentation](https://getstarted.sailthru.com/developers/api-client/javascript/) for this type of customization.
**Warning:** The script uses Sailthru's userSignUp method. This method may sync recent page views recorded to a cookie while visitors are browsing anonymously. To remain in compliance with GDPR or other regulations, you may need to take action to prevent the extra browsing data from being synced. Please consult the GDPR Note in the userSignUp section of the [Sailthru JS API documentation](https://getstarted.sailthru.com/developers/api-client/javascript/) for more information.
To add the user sign up code to Privy and ensure it will function correctly:
* Confirm that your [Sailthru JS tag](https://getstarted.sailthru.com/developers/api-client/javascript/) appears on all of the pages where your Privy sign-up forms are triggered. Check out the [verification process](https://privy.helpscoutdocs.com/article/73-install-privy-on-your-site) for the Privy code if you need a refresher on locating tags within your site content.
* Visit the [Scripts & Tracking](https://dashboard.privy.com/settings/customizations) page in your Privy account, under **Advanced** in your settings.
* Enter the code listed below into the *Conversion Pixels* box; ensuring you've replaced the placeholder `var stLists` , `var stFirstNameVar` , and` var stLastNameVar` values.
```
```
**Warning:** The script does not sync blank/empty fields. Additionally, it only syncs when contact.email is present and contact.custom\_fields.confirm\_opt\_in is set to a 'true' value.
* Click the **Save** button.
# Install Privy on Shift4Shop (formerly 3dcart)
Source: https://help.privy.com/docs/learn/integrations/shift4shop
Start growing your list with Privy displays on your Shift4Shop site.
A unique Privy code must be installed on your Shift4Shop website to display your campaigns and track your website events (e.g., displat views).
These instructions may vary from theme to theme. If you need additional assistance, please contact Shift4Shop Support.
## Copy the code
To manually install your code, you first need to copy it from your Privy account's settings:
* Click on your business name in the upper right corner of your dashboard. Select the **Business Settings** option from the dropdown menu.
* In the sidebar, select **Privy Code** under the *Business Settings* section.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in-line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
![Screen recording showing how to locate and copy your Privy code]()
## Install the code
* Log into your Shift4Shop online [store manager](https://www.shift4shop.com/login-page.html).
* Using the left-hand navigation menu, go to **Settings** >**Design** >**Themes & Styles**.
* Look for the *Edit Template* section and click on the **Open Template Editor** button.
![Screenshot showing where to edit your Shift4Shop template in your store's settings]()
* You will see a listing of the templates used by your store's selected theme. Within the list of templates, you should see one labeled *frame.html*. Click on the **frame.html** template to open it up in the Template Editor.
* Within the HTML coding look for the closing head tag which will look like this:
``
* Place the copied Privy code immediately before the closing \ tag.
* Click **Save** at the top right of the page to commit your changes.
![Screenshot showing where to paste and install the Privy code in Shift4Shop]()
## Verify the installation
The Privy code allows you to display your campaigns and monitor your website's events (e.g., display views). If your campaigns aren't displaying properly or event information is missing, verify that the code has been installed and that it's firing correctly:
* In Privy, click the **Account** option from the navigation. Your business name appears there.
* Select the **Business Information** option from the dropdown menu.
* In the sidebar, select **Privy Code** under the *Business Settings* section.
* In the *Installation Guides* section, locate and copy your account identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate Privy code in your site code]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, follow the install instructions to install it properly. If your code appears and has been copied and pasted correctly, verify that it's firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget*.js*.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing how the Javascript will appear in console]()
# Install Privy on Shopify
Source: https://help.privy.com/docs/learn/integrations/shopify
Connect Privy to your Shopify store and start meaningfully engaging with customers.
Installing the Privy app for Shopify store adds a unique Privy code which allows you to show your displays, track visitor behavior (e.g., display views), and acquire order information for segmentation or targeting, all without the need for coding or development skills.
## Features of the integration
Privy will not modify your store theme or change any store settings when installed through the app store. Installing Privy through the Shopify app store will enable the following:
* **Privy Displays:** displays will show on your store's site & their data will automatically appear in Shopify's marketing reports.
* **Automatic Contact Syncs:**
* New sign ups from Privy sync to Shopify, and customers marked as "accepts marketing" in Shopify will sync to Privy.
* All existing mailable contacts from Shopify will automatically import into Privy.
* Changes to customer records in Shopify will automatically create or update contacts with the corresponding email address in Privy. *Deletions are not replicated in either direction.*
* **Coupon Codes:** Creation and management of Shopify coupon codes within Privy.
* **Product Catalog:** Products + Collections in Shopify automatically sync to Privy and can be used for audience targeting, segmentation, and email content.
* **Cart + Order Activity:** Contacts' cart values and order events sync automatically to Privy and can be used for audience targeting, segmentation, and Flows.
These features are only available via the Privy app in Shopify. Performing a **manual installation** only enables displays to show on your store's site and allows basic tracking information to be collected about visitors. Due to these limitations, a manual install is not recommended for most users.
## How to install the app
To install the Privy app for Shopify:
1. Visit [Privy's listing](https://apps.shopify.com/privy) in the Shopify App Store.
2. Click the **Add app** button.
3. If you're not already logged into Shopify, enter your store URL and click **Log in**.
4. On the app's install page, click the **Install app** button. If applicable, log into your Privy account and select which account you'd like to link. If you are already logged in and do not have multiple accounts, you'll automatically be redirected to your Privy homepage.
![Screen recording showing how to install the Privy app from within the Shopify App Store]()
### Enabling the Privy Theme Block in Shopify
Once you add the Privy app to your Shopify store, you'll need to turn on the Privy Theme Block in your Shopify Theme Builder.
To enable the Privy Theme Block:
* Log into your new Privy account.
* At the top of your dashboard, you will see the following callout:
![Screenshot showing how to enable the Privy Theme Block within the Shopidy theme builder]()
* Click **enable the Privy Theme Block in your Shopify theme builder**.
* You'll be brought to the following page. On the left, you'll notice your Privy Theme Block is now toggled ON.
* Click **Save** in the upper right corner.
![Screenshot showing where the Privy Theme Block can be toggled on and off in the Shopify Theme Builder]()
### Verify the installation
To confirm that your Privy Theme Block has been properly turned on in your Shopify theme builder:
* Navigate to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page within your Settings:
![Screenshot showing how to confirm that you've properly enabled your Privy Theme Block from within your Privy Settings]()
That's it! Your Privy code is now installed on your store, and your active displays will appear immediately.
## Manual Install
The automatic installation of the Privy app for Shopify is recommended for most users. Please confirm that standard installation does not fit your situation before proceeding with a manual install.
1. From your Shopify dashboard, select the **Online Store** option from the sidebar.
2. On the Themes dashboard, click the **Actions** dropdown menu and select the **Edit code** option.
3. In the *Layout* section of the editor's sidebar, click on **theme.liquid**.
4. Copy and paste [your Privy code](https://dashboard.privy.com/settings/widget) below the meta and link data in the \ tag.
5. In the upper right of the editor, click the **Save** button.
![Screen recording showing how to manually install the Privy code within your Shopify site]()
Great work! Privy has been manually installed in your store. Any applicable active displays will appear immediately.
## Troubleshooting
### The Privy code is missing
Sometimes, the Privy code does not appear in a store theme even though Privy's app is installed. In that case, it's possible that the current theme does not include the **`{{ content_for_header }}`** liquid variable. This variable is included in Shopify's default themes but can be removed intentionally or accidentally in custom themes. Privy requires this to inject the Privy code into your store.
![Screenshot showing where to locate your Privy code in your Shopify header]()
### I changed my Shopify theme and my popups aren't appearing
This only applies to accounts who installed the Privy app on their Shopify store on or after July 28, 2025.
If you changed your Shopify theme, but installed your Privy app before July 28, 2025, then no further steps are required.
If you changed your Shopify theme since installing the Privy app on your store, you will need to re-enable your Privy Theme Block in your Shopify Theme Builder.
To re-enable your Privy Theme Block:
* Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page within your Settings.
* Click on the following callout:
![Screenshot showing the Privy Theme Block disclaimer from within the Linked Accounts settings]()
You'll be brought to your Shopify Theme Builder. On the left, you should see the Privy Theme Block toggled ON. Click **Save** in the upper right corner.
![Screenshot showing where to toggle on and save the Privy Theme Block from within the Shopify Theme Builder]()
# Connect Privy and Slack
Source: https://help.privy.com/docs/learn/integrations/slack
Track new leads generated by your Privy sign up displays in real-time.
When connecting Privy and your Slack app, you'll receive Slack notifications in real time, per display, whenever a new contact submits a sign up!
## Create a webhook
* Navigate to the [Incoming WebHooks](https://privy.slack.com/apps/A0F7XDUAZ-incoming-webhooks?next_id=0) app in the Slack directory.
* Click the **Add to Slack** button.
![Screenshot showing where to add the Slack webhook from Privy's dashboard]()
* On the next screen, choose the **Create a new channel** option underneath the " *Choose a channel* " field.
![Screenshot showing how to create a new Slack channel]()
* When prompted, give your channel a name, such as “privy-leads,” and then click the **Create** button. Once you’ve created your channel, you will be returned to the initial screen, where you should select the **Add Incoming Webhooks Integration** button.
![Screenshot showing how to add your Privy webhook to the new Slack channel]()
* This action will bring you to another page that contains the **Webhook URL**. Copy the URL.
![Screenshot showing how to copy your Slack webhook URL from Slack]()
## Add the webhook in Privy
* In Privy, click the **Account** option from the navigation. Your business name appears there.
* Select the **Integrations** option from the dropdown menu.
* In the sidebar, select **Webhooks** under the *Integrations* section.
* Select the **Slack** option and paste your webhook URL into the URL field. Also, set the *Method* setting to "Post" and enable the *Signups* and *Orders* triggers.
![Screenshot showing where to paste your webhook URL from Slack into Privy's webhook settings]()
* Click the **Save** option to confirm your configuration. After saving, you can test the connection.
![Screenshot showing how to configure and save your new webhook in Privy's settings]()
All set! You’re ready to see new leads generated by your Privy displays in real time.
![Screenshot showing your configured webhook and the ability to test and disconnect]()
# Integrate Privy and Smile.io
Source: https://help.privy.com/docs/learn/integrations/smile
Connect Privy with Smile to meaningfully engage with your rewards members.
The Privy integration with Smile.io allows you to engage and reward your loyalty program members in various ways, including:
Reward members for submitting Convert displays (e.g., Newsletter Signup)
Target members with displays/newsletters based on Smile attributes (e.g., Points Balance)
Personalize your member emails by including Smile attributes in the email copy
## Setting up the integration
To enable the Privy \<> Smile.io integration:
1. Navigate to your **Settings** from the bottom left corner of your dashboard.
2. Head to your [Linked Accounts](https://dashboard.privy.com/settings/accounts) page from the left side menu.
3. Select **Smile.io** from the *Available Integrations*.
![Screenshot showing Smile in Privy's available integrations]()
1. Log into Smile.io and **Authorize** the integration.
![Screenshot showing where to authorize your Smile and Privy integration from Smile]()
Once you authorize the integration, Privy will import your Smile.io customers in the background. Import times vary depending on the number of existing Smile.io customers. It may take up to several days for a large customer set. New customers will be automatically synced in real time.
## Smile.io Custom Fields
These synced Customers will gain the following Custom Fields, which are usable within Privy for segmenting and personalizing emails + texts, as well as targeting displays.
* **smileio\_points\_balance**: The number of reward points the Customer has at this time.
* **smileio\_vip\_tier**: The VIP Tier of the Customer, which is configured in your [Smile.io account](https://app.smile.io/reward-programs/vip/tiers).
* **smileio\_referral\_url**: The Customer's referral URL.
* **smileio\_state**: The [Membership State](https://help.smile.io/en/articles/4036221-different-types-of-customers-in-smile) of the Customer. The value will be member, candidate, or excluded/disabled.
* **smileio\_updated\_at**: A timestamp that indicates when the Customer was last updated.
## Reward Members for sign ups
To reward members when they signup for a display, you just need to add a sync rule to your display:
1. Navigate to your [Displays](https://dashboard.privy.com/displays) page from your dashboard.
2. Navigate to your **Settings** in the display editor.
3. Click to **Show Advanced Settings**, scroll to select the **Sync Integrations** card, and then choose **Smile.io** from the *Account* dropdown menu and **Sign up for an offer** from the *Activity* dropdown menu. **Save**.
![Screenshot showing where and how to add Smile to your display's sync integrations settings]()
Members who submit the display will now receive the points associated with the 'Sign up for an offer' activity in your Smile account. This activity is automatically added when you integrate Privy with Smile, and the reward amount is customizable via the Points section of your Smile account.
## Use Smile.io data in your displays
### Target displays using Smile.io data
You can target specific displays to appear only for specific audiences based on their Smile Membership Status, VIP Tier, or Points Balance. Here's how to set up this audience targeting:
1. Navigate to your [Displays](https://dashboard.privy.com/displays) from your dashboard. Select an existing display, or create a new display.
2. Head to your **Settings** in the display editor. Click on the **Audience Targeting** card and select "Add targeting condition".
3. Click the dropdown menu listed under the *Property* header and select the **Custom fields** option from the *Customer Attributes* section. Two additional dropdown menus will appear.
* In the *Field* dropdown menu, search for and select the desired Smile property.
* In the *Field Type* dropdown menu, select the field's corresponding format. For example, the VIP Tier Name values would be text, while the Points Balance would be a number.
* Next, choose the operator and the value that you'd like the rule to evaluate.
4. Finalize any additional rules and select **Save**.
Great work! This display will now only appear to contacts who meet these criteria.
### Personalize displays using Smile.io custom fields
To reference Smile data for personalization purposes, type/paste the appropriate tag into your display content:
* **Points Balance**: `{{ contact.custom_fields.smileio_points_balance }}`
* **VIP Tier**: `{{ contact.custom_fields.smileio_vip_tier }}`
* **Referral URL**: `{{ contact.custom_fields.smileio_referral_url }}`
* **Membership State**: `{{ contact.custom_fields.smileio_state }}`
![Screenshot showing how to personalize a display with Smile profile attributes]()
And voila! Once launched, the variable in your display will populate to reflect the data associated with the visitor's profile in Smile:
![Example of a live display personalized with Smile profile attributes]()
The fields will only be populated if Privy can identify the site visitor + that visitor has values for the fields. Therefore, it's recommended that you also add Audience Targeting to ensure a value is known. For example, a rule like 'smileio\_state' 'text' 'is' 'member' will ensure the display only appears to visitors in your Smile program.
## Use Smile.io data in your emails
### Segment contacts using Smile.io data
Along with targeting your displays, you can also create Custom Segments to send personalized emails or SMS messages to contacts based on their Smile Membership Status, VIP Tier, or Point Balance.
1. Navigate to Contacts > [Segments](https://dashboard.privy.com/segments) and select "Create Segment".
2. Give your Segment a title.
3. Select *Custom Field* from the "Choose category" menu. In the following dropdown menu, select which Smile.io custom field you'd like to segment by.
4. Customize the following dropdown menus to align with your selection. For example, if you are segmenting by `smileio_points_balance`, then you'll select "number" and either "is greater than" or "is less than" before typing in your desired point balance in the value box.
5. Add any other desired segment categories and click **Create** to finalize your Segment!
### Personalize emails using Smile.io custom fields
To inject personalized data from Smile.io into your email, such as a contact's point balance, use the **Merge Tag** function when typing your content:
And voila! Once sent, your Merge Tag will populate to reflect the data associated with the recipient's profile in Smile:
![Screenshot showing an email personalized with Smile profile attributes]()
These fields will only populate if the recipient has values for the fields. Therefore, it's recommended that you use email segmentation that ensures a value is known. For example, the email above should be segmented to any contacts with a Smile points balance greater than 1 to ensure a value will populate.
# Install Privy on Squarespace
Source: https://help.privy.com/docs/learn/integrations/squarespace
Start growing your list with Privy displays on your Squarespace site.
## Manual install
A unique Privy code must be installed on your Squarespace website in order to display your displays and track your website events (e.g., display views).
### Copy the code
To install your code, you first need to copy it from your Privy account's settings:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
### Install the code
To install your Privy code onto a Squarespace site:
* Log in to your [Squarespace](https://login.squarespace.com/) account.
* In the **Home Menu**, click **Settings** > **Advanced** and then select **Code Injection**.
* Paste the Privy code into the *Footer* block and **Save**.
![Screen recording walking through how to install the Privy code into a Squarespace site]()
## Verify the installation
The Privy code allows you to display your displays and monitor your website's events (e.g., display views). If your displays aren't displaying properly or event information is missing, verify that the code has been installed and that it's firing correctly:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* In the *Installation Guides* section, locate and copy your account identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate your Privy code within your website]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, follow [t](https://help.privy.com/article/367-install-privy-on-squarespace#h_6ecaf55f-0719-4b8e-9df8-bbe43b1cf9e7)he installation steps again. If your code appears and has been copied and pasted correctly, verify that it's firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget\_.js\_.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing how the Javascript would appear within console]()
If you see any other status or the .js code is not found, your tracking code may not be firing correctly. [Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Sync Contacts to Shopify
Source: https://help.privy.com/docs/learn/integrations/sync-contacts-to-shopify
Learn how your contacts sync between Privy and Shopify.
Privy automatically syncs all display signups to Shopify as mailable contacts after Privy is installed in your Shopify store. Each contact is added to your Shopify account's "Customers" list.
## What information is included?
By default, the contact's email address, as well as their first and last name (if included in the form), will be synced from your Privy display to your "Customers" list in Shopify. All of the synced contacts will be marked as `customer accepts email marketing` unless:
* **The display includes an Opt-In field**. This field requires the contact to enable an opt-in checkbox to signify that they want to receive your marketing emails. If the contact submits the display with the Opt-in option unchecked, they will be synced to your Shopify list with the `customer does not accept email marketing` status instead.
* **The contact unsubscribes**. If a contact unsubscribes after the initial signup through a Privy display or email, their contact information in Shopify will automatically update to reflect a `customer does not accept email marketing` status.
## Is more information available?
Yes. To sync additional information, such as [Shopify tags](https://help.shopify.com/en/manual/productivity-tools/using-tags):
1. Navigate to **Displays**.
2. Select the desired display and navigate to the **Follow-up** step of the display builder.
3. Click the **Sync signups** button, select **Shopify** from the dropdown menu, configure the presented options, and **Save**.
Submissions to this display will now include this information when syncing. Navigate to the "Customers" dashboard in your Shopify account to filter by the tag via the "Customer Tags" option.
![Screen recording showing how to filter by tagged customers in Shopify]()
The information is also displayed in the "Tags" card when viewing a customer record in Shopify.
![Screenshot showing a tagged customer profile in Shopify]()
# Sync Coupon Codes to your ESP
Source: https://help.privy.com/docs/learn/integrations/sync-coupons-to-esp
Send coupon codes generated by a sign up event to your external email provider.
Syncing a contact's coupon information to an external email service provider (ESP) allows you to gauge the contact's recent activities more easily and craft personalized messaging around their sign up activity and/or the coupon they've received.
**Before you begin:**
Make sure you're properly connected with one of our supported ESP integrations. [Find all supported integrations and their set-up instructions here.](https://help.privy.com/docs/learn/integrations/overview-integrations)
## Add a Profile Attribute
Profile Attributes are hidden fields that can be used to pass values into a contact's record without requiring the contact to fill in that information on the display's form.
In this case, you will want to add the Coupon Profile Attribute, which is associated with the code presented to a contact after they sign up via a display. To add this hidden field to a display:
* Navigate to the **Displays** via the main navigation.
* Select an existing display, or create a new display that includes a form.
* In the **Settings** step of the display builder, click to **Show Advanced Settings**. Scroll to click on the **Profile Attributes** card.
* Select the **Collect New Attribute** button.
* Select the **Save** option.
The display will now collect and store the coupon code associated with a contact's sign up event on this display.
## Map the field to your provider
Since you are using an external service to send messages or store contact information, it is important to map the hidden fields to that service. The mapping(s) ensure that all the data you collect in your form and associated with your contacts appears in your database in the right spot. *The mapping(s) should be done before you launch your display.*
The easiest way to ensure compatibility is to configure your fields so that they share the same label and the same internal name across each platform. In this case, you should create a field/property that uses **`coupon_code`** as its internal value.
## Add a sync rule to your display
Once you've added your Profile Attribute + ensured that the field will map correctly to your ESP, you need to ensure that you are syncing your sign ups to said ESP. To accomplish this, add a sync rule to your display:
1. Navigate to **Convert** > **All Displays**.
2. Select the display you'd like to sync and navigate to the **Settings** step of the display builder.
3. Click to expand **Advanced Settings** at the bottom left of the page. Scroll to the **Sync Integrations** section.
4. Select your ESP from the dropdown menu, configure the presented options, and **Save**.
Your coupon code will now be stored in Privy and will sync over to your email service provider for all sign ups moving forward!
**Note:** These settings must be set for each display individually. Each signup will attempt to overwrite any previously synced information. The historical values may be reviewable in your external provider; however, this functionality varies by platform.
# Sync Contacts to Sendgrid
Source: https://help.privy.com/docs/learn/integrations/sync-to-sendgrid
Learn how to sync new signups to your Sendgrid account.
This integration is no longer supported.
To sync the contacts captured by your Privy displays to your SendGrid account, you must connect the two accounts and add sync rules to your displays.
## Setting up the integration
The Sendgrid integration is unfortunately no longer supported at Privy, so accounts no longer have the option to connect their Privy account to Sendgrid moving forward. However, if you had an existing Sendgrid integration installed prior to December 2022, here's how to find it and test its connection:
1. Click on your business name in the upper right corner of your dashboard. Select **Integrations** from the dropdown menu.
2. View all existing integrations under the *Linked Accounts* section.
## Add a sync rule to your display
These rules must be set for each display individually.
To add a sync rule to a display so that the collected contacts sync to SendGrid:
1. Navigate to **Displays**.
2. Select the display you'd like to sync and navigate to the **Settings** step of the display builder.
3. Click to **Show Advanced Settings** in the lower left. Select the **Sync Integrations** card and click to Add a new integration.
4. Select **SendGrid** from the dropdown menu, configure the presented options, and **Save**.
# Install Privy with Google Tag Manager
Source: https://help.privy.com/docs/learn/integrations/tagmanager
Install and manage your Privy code through Google.
For users who don't want to install the Privy Code manually or via a supported e-commerce platform, there is a way to install Privy by adding the code to Google Tag Manager (GTM). Utilizing a GTM container allows for the Privy code to be managed through Google and can make adding or removing Privy from multiple sites easier.
## Considerations
Before you begin, please review the guidelines below. Using Google Tag Manager to install and manage your Privy code will result in the loss of some functionality.
* If you've already installed Privy manually or through an integration, you should not also install Privy through Google Tag Manager. These methods are considered mutually exclusive.
* If you install Privy through GTM, the following functionality will be lost within Privy versus installing through your e-commerce platform.
* Google Analytics tracking for view and signup events will not function.
* Abandoned Cart and Purchase Follow-Up emails will not work with Privy installed via GTM.
* Display Revenue will not be detected and displayed on your dashboard.
* Cart Value, Product/Variant ID, and Order Count targeting for Convert displays and newsletter emails will not work.
## Copy the code
To manually install your code, you first need to copy it from your Privy account's settings:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
## Install the code via Google Tag Manager
To install your Privy code with Google Tag Manager:
* In a new browser tab or window, log in to your [Google Tag Manager](https://marketingplatform.google.com/about/tag-manager/) account.
* Ensure you are in the proper *Workspace*.
* In the left sidebar menu, navigate to **Tags** and click **New**.
* Name your tag by replacing the **Untitled Tag** at the top left of the pane.
![Screen recording showing how to create a new tag in Google Tag Manager]()
* Select the **Tag Configuration** area and choose **Custom HTML** for the Tag type.
* Paste the Privy code that you retrieved earlier into the *HTML* field.
* Below the *Tag Configuration* area, click **Triggering** to set up a firing rule. If you don't set up a firing rule, the tag will not fire, Privy Convert displays will not function, and Privy Analytics will not be collected.
* Select the **All Pages** (Page view) option for your trigger.
* Click **Save** to save your new tag.
* In the upper right, click **Submit** to save your new tag and trigger.
![Screen recording showing how to configure, save, and submit your new tag]()
After submitting, you will have the option to give this version a name and description. You will want this version name and description to indicate the changes you are making to add the Privy Code to your GTM account to install the Privy app on your site. Once you have given your version a name and description, select the **Publish** button at the top right.
![Screenshot showing how to publish your Privy installation via Google Tag Manager]()
Now, every time someone visits a page on your site (the trigger), the tag (Privy Code) will run so that your Privy Convert displays appear to visitors and analytics are collected.
# Install Privy on Weebly
Source: https://help.privy.com/docs/learn/integrations/weebly
Start growing your list with Privy displays on your Weebly site.
A unique Privy code must be installed on your Weebly website in order to display your displays and track your website events (e.g., display views).
## Install the Privy app
The Privy app for Weebly performs this installation automatically without the need for coding or development skills. If you would prefer to place the code manually, please follow the *Manual Install* steps instead.
* Install Privy’s official [Weebly app](http://www.weebly.com/app-center/privy).
* Navigate to your Weebly dashboard and publish your site to finish the installation.
## Manual install
The automatic installation provided by the Privy app for Weebly is recommended for most users. Please confirm that the *Automatic Install* does not fit your situation before proceeding with a manual install.
### Copy the code
To install your code, you first need to copy it from your Privy account's settings:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy and will allow it to load in line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
### Install the code
To manually install your Privy code onto a Weebly site:
* Log in to your [Weebly](https://www.weebly.com/app/front-door/signin?path=login#/) account and click **Edit**.
* Navigate to **Settings** > **SEO** and paste your Privy code into the **Footer** section.
* **Save**, then publish your site**.**
![Screenshot showing where to install your Privy code into a Weebly site]()
## Verify the installation
The Privy code allows you to display your displays and monitor your website's events (e.g., display views). If your displays aren't displaying properly or event information is missing, verify that the code has been installed and that it's firing correctly:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* In the *Installation Guides* section, locate and copy your account identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate your Privy code within your site]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, please attempt a fresh install. If your code appears and has been copied and pasted correctly, verify that it's firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget*.js*.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing how the Javascript may appear in console]()
If you see any other status or the .js code is not found, your tracking code may not be firing correctly. [Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Install Privy on Wix
Source: https://help.privy.com/docs/learn/integrations/wix
Connect Privy to your Wix store and start meaningfully engaging with customers.
A unique Privy code must be installed on your Wix site in order to display your onsite displays, track visitor behavior (e.g., display views), and acquire information for segmentation or targeting. The Privy app for Wix performs this installation automatically without the need for coding or development skills.
**Note:** The Privy app is only available for Wix sites on a [Premium Plan](https://www.wix.com/upgrade/website) with a [connected domain](https://support.wix.com/en/article/connecting-a-domain-to-the-wix-name-servers). Additionally, your site must use the Wix Editor and not the Wix ADI.
## Supported features
The extent of your possible Privy features depends on what information is available in your Wix account. Additional contact and order information is available to Privy if you use the Wix Store add-on. If this information is not available in Wix, the app will only install the code required to display your displays and capture/store the associated signup information in Privy.
![Table displaying which Privy features are available depending on your Wix subscription]()
## Setting up the integration
To install the Privy app for Wix:
* Visit [Privy's listing](https://www.wix.com/app-market/privy-integration) in the Wix App Market.
* Click the **Add to Site** button. If you're not already logged into Wix, log in and select your site.
* Review the app's permissions and then select the **Add to Site** button. Log into Privy if you aren't already, and select the **Link** option next to your Privy account. This option is only available if the account isn't already connected to another site.
![Screen recording showing how to install the Privy app onto Wix]()
That's it! After linking an account and being redirected, your Privy code is automatically installed on your site. Any applicable displays will start appearing on your site immediately. The Privy app will also now be listed in the [Manage Apps](https://www.wix.com/my-account/site-selector/?buttonText=Manage%20Apps\&title=Select%20a%20Site\&autoSelectOnSingleSite=true\&actionUrl=https://www.wix.com/dashboard/%7B%7BmetaSiteId%7D%7D/manage-installed-apps/) section of your Wix account.
![Screenshot showing Privy in the Wix Manage Apps page]()
## Troubleshooting
Encountered an issue during or after installation? Check out these common fixes.
### Displays won't trigger
Displays will not appear to visitors if your Wix site has a [cookie banner](https://support.wix.com/en/article/displaying-a-cookie-banner-on-your-site) active and the visitor has not provided their consent. For your displays to display either:
* Disable the cookie banner on your site via its [Privacy & Cookies](https://www.wix.com/my-account/site-selector/?buttonText=Open%20Privacy%20Center\&title=Select%20a%20Site\&autoSelectOnSingleSite=true\&actionUrl=https://www.wix.com/dashboard/\{\{metaSiteId}}/cookie-consent-settings-app?referralInfo=article_displaying-a-cookie-banner) settings.
* Leave the cookie banner on and ensure the visitor provides consent. Once consent is provided, your displays will be able to appear on subsequent page loads.
### Cross sell displays won't trigger
Privy does not offer catalog integration for Wix. This means that product IDs need to be added manually when creating cross-sell displays.
# Install Privy on WordPress.org
Source: https://help.privy.com/docs/learn/integrations/wordpress
Start growing your list with Privy displays on your WordPress site.
A unique Privy code must be installed on your WordPress.org website in order to display your displays and track your website events (e.g., display views).
## Install via plug-in
Follow the steps below to download and install the Privy plugin for WordPress. If you need the code to load asynchronously, which means it will load last, you will need to install the code manually.
* Click [here](https://s3.amazonaws.com/privy-production/assets/privy-wordpress-latest.zip) to download the WordPress Plugin and save it to your computer.
* Upload the **privy-wordpress.zip** file to your WordPress site. To do this, navigate to the **Admin dashboard** in your WordPress site and select **Plugins** > **Add New** from the sidebar.
![Screenshot showing how to add a new plugin within wordpress]()
* On the subsequent screen, select the **Upload** option.
![Screenshot pointing out where to upload your Privy plugin]()
* Once the upload is complete, click **Activate Plugin** to activate the plugin on your site.
![Screenshot pointing out where to Activate your Privy Plugin on wordpress]()
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* Locate and copy the code listed in the *Your Account Identifier* section, as shown below:
![Screenshto showing where to locate your Privy account ID from your Privy Code settings page]()
* In WordPress, enter the account identifier into the Privy Website Widget settings and save. Access the page by navigating to the **Admin dashboard** > **Settings** *>* **Privy Website Widget**.
And that's it! Now, your site will display any display where the plugin/widget is active.
## Install the code manually
If you need the code to load asynchronously, which means it will load last, you will need to install the code manually by following the steps below:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's Settings.
* Locate and select the **Default** or **Asynchronous** tab to reveal its details. The default code is the preferred method to install Privy, allowing it to load in line with everything else on your site. Meanwhile, the asynchronous code will load Privy last.
* Copy the selected code.
* Log in to your WordPress account.
* In the left sidebar menu, navigate to **Appearance** > **Editor**.
![Screenshot showing where to access the site editor in Wordpress]()
* In the list of theme files on the right side of the editor, select your **Theme Header**.
![Screenshot showing where to access the Theme Header from within the Wordpress site editor]()
* Scroll to the bottom of the file, paste in the tracking code, and select **Update File**. If you are running a caching plugin, you must clear your cache now in that plugin's settings.
![Screenshot showing where to update your Wordpress site file with your Privy code]()
## Verify the installation
The Privy code allows you to display your displays and monitor your website's events (e.g., display views). If your displays aren't displaying properly or event information is missing, verify that the code has been installed and that it's firing correctly:
* Navigate to the [Privy Code](https://dashboard.privy.com/settings/widget) page in your account's settings.
* In the *Installation Guides* section, locate and copy your Account Identifier.
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **View page source** or **View source**.
* Use **CTRL-F** or **CMD-F** to search for the identifier that you copied.
![Screen recording showing where to locate your Privy code within your site]()
* If the code appears, verify that it has been copied and pasted correctly from your settings.
If the Privy code does not appear or is incorrect, follow the instructions under the Plug-In section of this article to install it properly. If your code appears and has been copied and pasted correctly, verify that it's firing:
* Open a page on your website and right-click anywhere on the page.
* In the dropdown menu, select **Inspect Element** or **Inspect**. A toolbar will appear at the bottom or side of your screen.
* Click the **Network** tab, then refresh your page.
* Click the **Name** column to sort the elements alphabetically, then look for widget\_.js\_.
* Next to *widget.js,* you should see *304 Not Modified* or *200 OK* in the *Status* column.
![Screenshot showing how the Javascript may appear in console]()
If you see any other status or the .js code is not found, your tracking code may not be firing correctly. [Contact Support](mailto:support@privy.com) for further troubleshooting steps and assistance.
# Integrate Privy and Yotpo
Source: https://help.privy.com/docs/learn/integrations/yotpo
Connect Privy with Yotpo to automate and personalize your loyalty program strategy.
The Privy integration with Yotpo allows you to engage and reward your loyalty program members in various ways, including:
Segment contacts by Yotpo properties, such as VIP Tier.
Personalize emails and SMS with Yotpo properties, such as Points Balance.
Trigger Flows based on Yotpo events, such as new Points Earned.
## Setting up the integration
To connect Privy with your Yotpo account:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Yotpo** integration and click **Connect**, then confirm your decision.
* Enter your Yotpo credentials to establish the connection.
Once you authorize the integration, Privy will import your Yotpo customers in the background. Import times vary depending on the number of existing Yotpo customers. It may take up to several days for a large customer set. New customers will be automatically synced in real time.
You can also **bulk import** historical product and store review data from Yotpo so older reviews are available in Privy alongside real-time sync.
## Yotpo Properties
The following properties sync from Yotpo and Privy in real time. You can use these properties to create segments and/or personalize your email and text message content.
* Has Store Account
* Is Affiliate
* Is Member
* Is Referred By Other Customer
* Last Purchase At
* Perks Redeemed
* Points Balance
* Points Earned
* Points Expire At
* Referrals Made and Clicked
* Successful Referrals
* Total Purchases
* Total Spend Cents
* VIP Tier Ends At
* VIP Tier Name
### Create a Custom Segment Using Yotpo Properties
You can use the properties from Yotpo to create Custom Segments of your mailable and textable contacts in Privy. You can target these segments in your Email + SMS campaigns and Flows.
To create a Custom Segment using Yotpo properties:
* Navigate to **Contacts > Segments** from the left side of your dashboard.
* Click **Create Segment** in the upper right corner.
* Name your Segment.
* Click the **Choose category** dropdown and select one of the properties under the *Yotpo* category.
* Qualify your selection as needed.
You can add other conditions to your Segment, if desired. Click **Create** to save your new Segment!
### Personalize Emails with Yotpo Properties
To inject personalized data from Yotpo into your email, such as a contact’s point balance, use the **Merge Tag** function when typing your content:
Once sent, your Merge Tag will populate to reflect the data associated with the recipient’s profile in Yotpo.
These fields will only populate if the recipient has values for the fields. Therefore, it’s recommended that you use segmentation that ensures a value is known. For example, the email above should be segmented to any contacts with a Yotpo points balance greater than 1 to ensure a value will populate.
### Personalize SMS with Yotpo Properties
To inject personalized data from Yotpo into your text message, such as a contact’s VIP Tier, use the **Merge Tag** function when writing your message:
Once sent, your Merge Tag will populate to reflect the data associated with the recipient’s profile in Yotpo.
These fields will only populate if the recipient has values for the fields. Therefore, it’s recommended that you use segmentation that ensures a value is known. For example, the Text Message above should be segmented to any contacts with a Yotpo points balance greater than 1 to ensure a value will populate.
## Yotpo Events
The following events sync from Yotpo to Privy in real time. You can use these events to trigger automated Email + SMS Flows and react to your customer’s actions with personalized messages.
* Customer Birthday
* Points Reminder
* VIP Tier Earned
* VIP Tier Lost
* Points Changed
* Points Earned
* Review Created
### Trigger Flows by a Yotpo Event
Building a Flow that triggers after a Yotpo event is a great way to automate your retention strategy. You can send personalized messages in response to milestones such as your customer's birthday, or when they reach a new VIP Tier with more exclusive perks.
To build this Flow:
* Navigate to [Flows](https://dashboard.privy.com/flows) from your dashboard.
* Click **Create Flow** in the upper right corner.
* Select the **Integration Event** option from the following menu.
* Click **Customize Flow** to continue.
Once you’re in the Flow builder, you’ll need to choose which event you want to trigger your Flow.
* Click the dropdown menu under *Integration Event* on the right side of the builder.
* Select your event.
From here, you can start building your Flow by adding time delays, emails, texts, splits, Tag Contact actions, and more. [Check out this resource if you need guidance on how to use our Flow builder.](https://help.privy.com/docs/learn/flows/create-a-flow)
## Disconnecting the integration
To disconnect your Privy and Yotpo integration:
* Navigate to your **Settings** in the lower left corner of your dashboard.
* Head to your [Integrations page](https://dashboard.privy.com/settings/integrations), which can be found near the bottom of the left side menu.
* Locate the **Yotpo** integration and click **Edit Integration**.
* Click **Disconnect** to confirm your decision.
If you need assistance with managing your Privy and Yotpo integration, please contact our support team at [support@privy.com](mailto:support@privy.com).
# Connect Privy to Zapier
Source: https://help.privy.com/docs/learn/integrations/zapier
Connect Privy to Zapier to automate contact creation and updates from any of Zapier's thousands of apps.
The Privy Zapier app is currently private and available by invitation only. Reach out to Privy support to request access. [Email Support](mailto:support@privy.com)
The Privy Zapier integration lets you automate contact management in Privy from any app connected to Zapier. Send a Typeform submission, a new Shopify customer, a Google Sheets row, or any other Zapier-supported event into Privy as a new or updated contact — no code required.
## Features of the integration
The Privy Zapier integration allows you to:
* Create new contacts in Privy from external apps (e.g., a Typeform submission becomes a Privy contact)
* Find existing Privy contacts by email or phone number (Optionally create them if they don't exist)
* Update existing contacts — name, tags, custom fields, and email/SMS consent
All actions use Privy's [Public API](https://help.privy.com/docs/api-reference/) and are subject to your account's API rate limits (60 requests per minute, 10,000 requests per day by default).
## Setting up the integration
Privy uses **OAuth 2.0** to securely connect to Zapier. You won't need to copy or paste any API keys — just log in to Privy from Zapier's connection prompt and approve access.
To connect your Privy account in Zapier:
1. In your Zap, add a new step and choose **Privy** as the app.
2. Click **Sign in** under **Account** in the right sidebar to connect your Privy account.
3. A new window will open. Click on "**Yes, Continue to Privy**"
4. If your Privy login is associated with multiple businesses, select the business you want Zapier to connect to.
5. You will be redirected to Privy. Log in with your Privy credentials if you aren't already signed in.
Once you're connected, the Privy account name will appear under your authorized accounts in Zapier and can be reused across any number of Zaps.
Each Zapier connection is scoped to a single Privy business. If you manage multiple businesses, repeat the connection flow once per business and Zapier will list each as a separate authorized account.
## Available actions
### Create Contact
Adds a new contact to your Privy account.
**Required Attributes:** at least one of **Email** or **Phone Number** in the E.164 format (e.g. `+14155551234`).
**Optional Attributes:** First Name, Last Name, Tags, Email Consent, SMS Consent, Custom Fields.
Set **Email Consent** to **Subscribed** only when the contact has opted in. Marking contacts as subscribed without consent violates anti-spam laws (GDPR, CAN-SPAM, CCPA). When in doubt, leave the consent fields blank — Privy defaults new contacts to "never subscribed."
Setting **SMS Consent** to **Subscribed** at create time also requires the phone number to be from a Privy-supported country.
### Find Contact
Searches Privy for an existing contact by email or phone number so you can look up their ID or attributes. Returns the contact if found.
**Required Attributes:** **Email** or **Phone Number**.
Use this when you need to chain into an **Update Contact** step.
### Find or Create Contact
A combo action that searches first and creates only if no match is found. Use this when you want one step that always produces a contact, regardless of whether they already exist.
**Required Attributes:** at least one of **Email** or **Phone Number**.
**Optional Attributes:** the same fields as **Create Contact** — these are only applied when no existing contact is found.
**Find or Create Contact does not update existing contacts.** If a match is found, the existing contact is returned as-is and your additional fields are ignored. To update an existing contact, chain a **Find Contact** step into an **Update Contact** step instead.
### Update Contact
Updates an existing Privy contact by ID. Only the fields you provide are changed; blank fields are left untouched.
**Required Attributes:** **Contact ID** (`cus_...`). Map this from the output of a prior **Find Contact** or **Create Contact** step, or paste an ID directly.
**Optional Attributes:** First Name, Last Name, Tags, Custom Fields, Email, Phone Number, Email Consent, SMS Consent.
**Email Consent** and **SMS Consent** each accept **Subscribed**, **Unsubscribed**, or **Never subscribed (no consent recorded)**. Leave them blank to keep the contact's current consent state untouched. Subscribing to SMS requires the contact to have a phone number on file from a Privy-supported country.
Set **Email Consent** or **SMS Consent** to **Subscribed** only when the contact has opted in. Marking contacts as subscribed without consent violates anti-spam laws (GDPR, CAN-SPAM, CCPA). When in doubt, leave the consent fields blank.
**Email and phone number are immutable once set.** You can set an email or phone on a contact that doesn't have one yet, but once a value exists it cannot be changed — Privy will reject the request as `422 is immutable`. Leave those fields blank when updating contacts that already have them.
**Tags and Custom Fields replace the existing values.** Providing **Tags** overwrites the entire tag list. Providing **Custom Fields** replaces the entire custom-fields object — any existing keys you don't include will be removed. Leave these fields blank to keep the existing values.
## Common patterns
### Add new form submissions to Privy
Trigger: **New Submission** in Typeform / Google Forms / Jotform → Action: **Find or Create Contact** in Privy.
This is the most common Zap pattern. "Find or Create" prevents duplicate contacts when the same person submits multiple forms.
### Sync subscribers across tools
Trigger: **New Subscriber** in another platform → Action: **Find or Create Contact** in Privy → Action: **Update Contact** in Privy (to apply tags or consent).
Use the two-step Find-or-Create + Update pattern when you need to apply consent or tags to *both* new and existing contacts.
### Honor unsubscribes from external suppression lists
Trigger: **New Row** in a Google Sheet (or webhook from a compliance tool) → Action: **Find Contact** in Privy → Action: **Update Contact** in Privy with **Email Consent** set to **Unsubscribed**.
## Removing the integration
To disconnect Privy from Zapier:
1. In Zapier, from the left sidebar click on **App Connections**.
2. Find **Privy** in the list of authorized accounts.
3. Click on the vertical three dots to the right of the connection, then click on **Delete**.
Disconnecting from Zapier revokes the access token. Any Zaps that use this connection will pause until you reconnect or pick a different connection.
## Troubleshooting
**"Authorization required" or `401` errors mid-Zap.** Reconnect your Privy account in Zapier. Tokens occasionally need to be refreshed if your Privy password changes or the connection is revoked.
**`422 is immutable` when updating email or phone.** The contact already has that field set. Email and phone numbers cannot be changed once set — leave the field blank in your **Update Contact** step.
**`422 phone_number is required to subscribe to sms`.** The contact has no phone number on file. Either set **Phone Number** in the same step (only works for contacts that don't have one yet) or chain a step that captures a phone number before subscribing to SMS.
**`422 sms_consent requires a phone number from a supported country`.** The contact's phone number is not from a country Privy supports for SMS. Leave **SMS Consent** blank for international numbers, or filter them out of your SMS-subscribe Zap.
**`429 Too Many Requests`.** You've hit the API rate limit (60 requests/minute or 10,000/day). Zapier will automatically retry rate-limited requests. If you need a higher limit, [contact support](mailto:support@privy.com).
**Sudden duplicate contacts.** You're likely using **Create Contact** instead of **Find or Create Contact**. Switch to the combo action to avoid creating duplicates when the contact already exists.
For any other issues, [contact Privy Support](mailto:support@privy.com) with the Zap name and a screenshot of the error.
# Privy MCP
Source: https://help.privy.com/docs/learn/mcp
Connect AI assistants like ChatGPT and Claude to your Privy account with the Privy MCP server.
The Privy MCP server lets AI assistants read what your Privy account has set up — campaigns, contacts, coupons, displays, flows, orders, segments, and store products — so you can ask questions like "How did my welcome flow do last month?" or "Which of my popups converts best?" directly in ChatGPT, Claude, or any [MCP](https://modelcontextprotocol.io/)-compatible assistant.
All tools are **read-only**. Assistants can look at your data; they can't change anything in your account.
## Requirements
* A **paid Privy plan**.
* An AI assistant that supports remote MCP servers with OAuth.
You don't need to create an API token or OAuth application. When your assistant first connects, it opens a browser window where you log in to Privy and pick a business — the same login you use for the [Privy dashboard](https://dashboard.privy.com).
## What your assistant can read
| Area | What's available |
| --------- | ---------------------------------------------------------- |
| Account | Business details, subaccounts, onboarding and setup status |
| Campaigns | Email and SMS campaigns with performance stats |
| Contacts | Search and read contacts and their consent status |
| Coupons | Coupon codes and how they're being used |
| Displays | Popups, flyouts, banners, and embedded forms |
| Flows | Automation flows with triggers, filters, and steps |
| Orders | Orders across every source, with date filters |
| Products | Your connected store's product catalog |
| Segments | Segment definitions, sizes, and members |
## Server URL
```text theme={null}
https://mcp.privy.com/mcp/
```
## ChatGPT
### ChatGPT personal
On individual ChatGPT paid plans, you first need to enable **Developer Mode** in **Settings → Security & login → Developer mode**. Next, visit **Plugins** and hit the **+ button** to add a Custom Plugin. Name the Custom Plugin "Privy" and add the server URL above yourself. See the overview video below.
## Claude
### Claude personal
Privy is available in the Claude Connectors Directory. Open the [Privy listing](https://claude.ai/directory/privy) and click **Connect**, or search for **Privy** under **Settings → Connectors** in Claude web or desktop. If you can't use the directory, you can add a custom connector with the server URL above.
### Claude organizations
On Claude Team and Enterprise plans, Privy connects to Claude's web and desktop apps as an **organization connector**, managed by a Claude admin.
A Claude admin goes to **Admin settings → Connectors**, finds **Privy** in the Connectors Directory, and enables it for the organization.
In a chat, open the tools menu, find **Privy**, and click **Connect**. Claude opens a browser window — log in to Privy and select your business.
With the Privy connector enabled, ask Claude about your account — for example, "How did my abandoned cart flow perform last month?"
### Claude Code
Privy can be installed from the Connectors Directory or added from your terminal:
```bash theme={null}
claude mcp add --transport http privy https://mcp.privy.com/mcp/
```
The first time Claude Code uses a Privy tool, it opens a browser window to log in and select your business.
## Gemini CLI
Add the server from your terminal:
```bash theme={null}
gemini mcp add --transport http privy https://mcp.privy.com/mcp/
```
Gemini CLI discovers the OAuth requirement automatically and opens a browser window to log in and select your business. If you aren't prompted, run `/mcp auth privy` inside the CLI to start the login.
## Cursor
Add Privy to `~/.cursor/mcp.json` (or a project's `.cursor/mcp.json`):
```json theme={null}
{
"mcpServers": {
"privy": {
"url": "https://mcp.privy.com/mcp/"
}
}
}
```
Cursor prompts you to authenticate with Privy the first time the server is used.
## Other MCP clients
Any client that supports remote MCP servers with OAuth works with this standard configuration:
```json theme={null}
{
"mcpServers": {
"privy": {
"type": "http",
"url": "https://mcp.privy.com/mcp/"
}
}
}
```
## Disconnecting
Remove the Privy server from your assistant's MCP or connector settings. That ends the assistant's access; reconnecting requires logging in to Privy again.
## Troubleshooting
* **Login succeeds but the connection fails** — make sure your account is on a paid Privy plan. If it is and connecting still fails, contact [Support](mailto:support@privy.com).
* **No business appears during login** — only businesses on a paid plan are shown in the business picker.
* **Requests start failing after working fine** — disconnect and reconnect the server in your assistant to start a fresh session.
# Privy and Sendlane
Source: https://help.privy.com/docs/learn/privy-and-sendlane
Learn more about Privy's acquisition of Sendlane.
Privy has officially acquired Sendlane. This is an exciting step forward in our mission to help growing brands convert more visitors and build stronger customer relationships through email and SMS marketing.
Below, we’ve answered the most common questions about what this means for you.
## What does this acquisition mean?
Privy and Sendlane are joining forces to bring together on-site conversion, email marketing, and SMS into a more powerful and connected experience.
In the short term, nothing about your current Privy account or workflows will change. Over time, this acquisition will allow us to build deeper, more seamless marketing experiences across the customer journey.
## Will anything change in my Privy account right now?
No. There are no immediate changes to:
* Your Privy account
* Pricing or billing
* Existing features or integrations
* Support or account access
You can continue using Privy exactly as you do today.
## What does this mean for Sendlane customers?
Sendlane will continue to operate as its own product, and Sendlane customers can continue using the platform without interruption.
Both teams are working together to ensure continuity, stability, and long-term improvements for all customers.
## Will Privy and Sendlane be integrated?
Yes, deeper integration is part of the long-term vision. While we don’t have specific timelines to share yet, our goal is to make it easier for customers to:
* Capture leads on-site
* Activate them through email and SMS
* Build smarter, more connected marketing workflows
We’ll share updates as new capabilities become available.
## Is my data affected?
No. There are no changes to data ownership, privacy, or security practices as a result of this acquisition. Both Privy and Sendlane remain committed to protecting customer data and maintaining compliance with applicable regulations.
## Where can I learn more?
We’ll continue to share updates via:
* Our blog and product announcements
* Knowledge Base articles
* Email communications
If you have questions in the meantime, our support team is happy to help. Email them at [support@privy.com](mailto:support@privy.com) with any questions.
# Get Started with Privy
Source: https://help.privy.com/docs/learn/quickstart
Your new favorite all-in-one ecommerce marketing platform.
Welcome! If you're new to Privy, this guide will walk you through the essential steps to get your account set up for success.
## What can you do with Privy?
Privy is a powerful ecommerce marketing platform designed to help you grow your business with tools that are empowering, not overwhelming.
With Privy, you can grow your subscriber list and send them targeted, personalized messaging through email and SMS campaigns and Flows. You can review your performance and use that data to drive more revenue, boost your engagement, and continually optimize your marketing strategy.
**Let's get you set up for success!** 💪🏼
Here's what you need to do to get started:
1. Connect your ecommerce platform
2. Import your contacts
3. Register for SMS
4. Set up your sending domain
5. Collect email and SMS contacts
6. Activate a flow
7. Send your first email
8. Send your first text
## 1. Connect your ecommerce platform
To begin, connect Privy to your ecommerce platform. We support major platforms like Shopify, Wix BigCommerce, and more. This integration allows Privy to access your store data and provide personalized marketing solutions.
## 2. Import your contacts
If you have existing customer contacts, [import them into Privy via spreadsheet](https://help.privy.com/docs/learn/contact-management/import-and-manage-contacts) to start engaging with your audience right away.
## 3. Register for SMS
If you're on our Growth Plan and planning on using Privy SMS, your business needs to submit a registration form to be approved for a toll-free number. **You must register and be approved for your toll-free number before you can start collecting textable contacts and/or sending text messages.**
Learn more about Toll-Free Verification and how to register.
## 4. Set up your domain records
To ensure the best deliverability possible + brand recognition with your audience, set up your custom sending domain in Privy.
Our team also recommends making sure that you have the proper DMARC, SPF, and DKIM authentication records in place so that you're meeting Google and Yahoo's sender requirements.
## 5. Collect email and SMS contacts
Start growing your subscriber list with Privy Convert. Choose from a variety of templates with baked-in best practices, customize it to fit your brand, and activate on your site to start seeing results fast!
## 6. Activate a flow
Flows are automated emails and texts that are triggered by meaningful actions taken by your contacts, such as abandoning a cart or placing an order. They are integral to your marketing strategy because they let you send personalized content to your audience automatically.
To get started, go to **Flows** in your dashboard and click **New Flow** in the upper right. Choose a template, then customize your messages and settings.
Learn how to build automated email and SMS flows triggered by your contacts' behavior.
## 7. Send your first email
Once you've got your sending domain set up and your list imported in Privy, you're ready to start engaging with your audience.
To send your first email, head to **Campaigns** and click "New email" in the upper righthand corner. Choose from one of our basic or stylized templates, customize your content with our drag-and-drop editor.
Let us guide you through the process of creating, customizing, and sending your first Campaign.
Learn about Privy's Smart and Custom Segments so you can target more personalized emails to your audience.
## 8. Send your first text
If you're on our Growth Plan, you've been approved to start using your assigned Toll-Free Number, and you've started collecting textable contacts, then you're ready to send your first text!
Head to **Campaigns** and click "New text message" in the upper righthand corner to start crafting your first message.
## Get support from the team
If you need assistance, our support team is here to help:
1. Check our Knowledge Base for answers to common questions
2. Contact support through the chat widget in your Privy dashboard
3. Email [support@privy.com](mailto:support@privy.com) for more complex inquiries
We're excited to help you grow your business with Privy. Start exploring the platform and don't hesitate to reach out if you need any help along the way!
# Send an SMS Campaign
Source: https://help.privy.com/docs/learn/sms-campaigns/send-a-text-campaign
Drive more revenue & engage with your mobile contacts by sending AMA campaigns.
SMS Campaigns are highly effective for time-sensitive announcements such as the start of a big sale, new product launches, or exclusive VIP offers — you can send them to your entire SMS list, or use [Custom & Smart Segments](https://help.privy.com/docs/learn/email-campaigns/segmentation) to target a specific audience. Follow this step-by-step guide to learn how to create and send an SMS Campaign in Privy.
**Before we get started...**
You must be on a plan that includes SMS.
You need to have an [approved toll-free number](https://help.privy.com/docs/learn/compliance/toll-free-verification).
You must have [textable contacts](https://help.privy.com/docs/learn/compliance/understand-sms-consent).
## Create a new text message
To start a new SMS Campaign:
* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns) from your Privy dashboard.
* Select **Send SMS** in the top right corner.
* Name your message and press **Continue**.
## Write your message
Under **Message**, start to type out and write your message. A preview of your message will appear on the right.
### Personalize your text
To personalize your message with your contact's name, your Business Name, or your Business URL, click on the **variable icon** in the bottom right corner of your message:
**Note:** If a textable contact does not have a name associated with their profile, a blank space will appear.
### Add a Coupon Code
To insert a coupon code into your message:
* Click the **Coupon** icon in the bottom right corner of your message.
* Attach your desired code from the dropdown beneath *Select Coupon Code*.
### Add an Image
To send an MMS message (a text message with an image file):
* Click **Add Image or Contact Card** above your message content.
* Select **Add Image** from the menu.
* Select an image to upload into your message. A preview will appear on the right.
Note: Your file must be a PNG, JPEG, or GIF. The max size for image files is 600KB.
To replace or remove your message's image:
* Select **Update Image** to replace the current image with a different file.
* Select the **Trash** icon to completely remove the image from your message.
### Add a Contact Card
To add a contact card to your message:
* Click **Add Image or Contact Card** above your message content.
* Select **Add Contact Card** from the menu.
If you've never created a Contact Card, you'll be prompted to set one up in [your Text Settings](https://dashboard.privy.com/settings/contact-card) as shown below.
### Opt-out footer toggle
By default, Privy appends **Reply STOP to opt out** to every SMS campaign so recipients have a simple way to unsubscribe. The **Include opt-out instructions** checkbox in the SMS campaign editor lets you turn off that auto-appended footer for an individual message.
When the checkbox is on, the appended footer is included in the live preview and counts against the message's character and segment estimate; when it's off, both the preview and the estimate drop accordingly. The same toggle is available on the SMS node in the Flow builder and defaults to on there as well.
Privy recommends including **Reply STOP to opt out** at least once a month or when sending multiple messages in one day. You are responsible for including opt-out language when required by law. See [Opt-Out Language](/docs/learn/compliance/privy-text-compliance#opt-out-language).
## Target your message
In the *Recipients* card underneath your message, you can select one or more segments to target your message to. You also have the option to exclude segments as well.
Selecting multiple segments allows you to combine audiences for a single campaign without creating a new segment. Recipients who appear in more than one selected segment will only receive the message once.
## Send a test SMS
Before launching, send the campaign to your own phone to confirm formatting, shortened URLs, coupon codes, and any image or contact card attachments render correctly.
* From the SMS campaign editor, open the campaign header menu and select **Send Test SMS**.
* Enter the phone number you want to receive the test, then click **Send**.
A test send delivers the campaign body — including shortened URLs and any MMS attachments — exactly as a real recipient would receive it. The test send counts against your normal SMS sending limits and, on plans governed by SMS credits, against your credit balance; the dialog shows an estimated credit cost before you send.
Test SMS uses the same delivery pipeline as a live campaign, so it's subject to the same per-business throttles. If you hit a rate limit, wait a moment and try again.
## Send or Schedule your campaign
Once you're happy with your message, get ready to send or schedule your campaign.
By clicking **Send**, you'll be sending the message immediately and will be prompted to confirm your decision.
By clicking **Schedule**, you'll be able to specify the date and time you'd like your message to send in the future. To deliver the campaign at that time in each recipient's local time zone, turn on **Send in recipient's timezone** before confirming. The selected local time must be between 9:00 AM and 8:00 PM to respect SMS quiet hours.
When you send by recipient time zone, delivery takes place over approximately 24 hours as each time zone reaches the selected time. Contacts without a known time zone receive the campaign at the selected time in your business time zone.
Privy determines the campaign's audience when you approve the send and rechecks exclusions before each recipient's delivery window.
![Screenshot showing how to schedule and send an SMS campaign in Privy]()
**Note:** To avoid overwhelming cell phone carriers with too many messages at once, scheduled text messages may send a couple minutes prior to the scheduled time.
**Can I unschedule or cancel a text campaign?**
Before Privy begins preparing the campaign, head to [Campaigns](https://dashboard.privy.com/message-campaigns), locate the scheduled message, and select the 3 dots to its right. Select **Unschedule**, and the message will return to draft status.
After preparation begins for a recipient-time-zone campaign, you can no longer unschedule it. Select **Cancel send** to stop the remaining delivery windows. Messages that have already been sent cannot be recalled, so a canceled campaign may appear as **Partially sent**.
![screenshot showing how to unschedule an SMS campaign from the Campaigns index table]()
After your campaign is sent, you can [review its performance](https://help.privy.com/docs/learn/sms-campaigns/text-campaign-reporting) at any time.
## Text message guidelines
SMS is a tightly regulated channel, which means there are more limitations in place than there are for email marketing. Keep the following guidelines in mind when writing and sending your text messages:
The business name is required on every message and is always prepended. Recipients must also have a clear opt-out path — by default, Privy appends **Reply STOP to opt out** automatically; you can disable that auto-appended footer per message via [Include opt-out instructions](#opt-out-footer-toggle). Update your business name in [Business Settings](https://dashboard.privy.com/settings/business-info).
Quiet hours are enforced from 8 PM to 9 AM in the recipient’s time zone, subject to regulations. Messages outside these hours will be queued.
For optimal readability, keep messages under 240 characters.
# Review Text Performance
Source: https://help.privy.com/docs/learn/sms-campaigns/text-campaign-reporting
Learn how to meaningfully interpret your analytics for your text campaigns.
Once you've started sending text campaigns, you'll want to check in on their performance to track their revenue, engagement, and delivery. Below is a guide on how to find your text campaigns' reporting and how to interpret it.
## Campaigns Table
To get an overview of your text campaigns' metrics:
* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns).
* To narrow down your view of your Campaigns table, you can use the Search and Filter functions at the top of the table to narrow down by status and message type. *For example, if you only want to view your Sent text campaigns, you'll want to filter by Status: Sent and Type: SMS.*
![Screenshot showing how to filter Campaigns by SMS]()
The table shows a line-by-line view of each Campaign and their title, preview, status, and send date, along with the following metrics:
The total number of text messages delivered to your recipient's phone.
The total number of contacts who received your text message and clicked on your short link.
The total number of contacts who received your text message and replied 'STOP' to unsubscribe from all future messages.
The total revenue collected from this text message. *Privy uses a last-touch model with a 7-day attribution window. If a customer has opened/clicked multiple emails and texts within the seven days proceeding a purchase, the revenue will only count toward the message they most recently engaged with.*
## Text Campaign Reporting Page
To take a deeper dive into an individual text message's engagement, delivery, and revenue:
* Locate and select the desired text campaign. This will open your text campaign's reporting page.
At the top of your screen, you'll see your text campaign's title, the segment and number of contacts it was sent to, it's send day/time, and the message type.
![Screenshot of individual Text Campaign reporting page]()
### Performance
Below your text message's preview, you'll see a breakdown of your revenue metrics:
![Screenshot of individual Text Campaign revenue reporting]()
The total revenue collected from this text message.
The number of individual orders attributed to this text message.
The total revenue divided by the number of orders attributed to this text message.
### Engagement
Below your revenue reporting will be the following engagement metrics:
![Screenshot of an SMS Campaign revenue report]()
The total number of textable contacts that your message was sent to.
The total number of messages that successfully delivered to your recipients.
The number of messages that were not successfully delivered to your recipients. Just like email marketing, delivery failures can happen for a number of reasons. Some of the most common reasons are: invalid numbers, roaming, carrier restrictions, or network issues.
The total number of contacts who received this text message and clicked on the short link.
The total number of contacts that responded to this text message with the word 'STOP' in order to unsubscribe from future messages.
### Deliverability + Content
Below your Engagement card, you will find your Deliverability metrics, as well as a preview of your message Content:
The total number of messages that successfully delivered to your recipients.
The number of messages that were not successfully delivered to your recipients. Just like email marketing, delivery failures can happen for a number of reasons. Some of the most common reasons are: invalid numbers, roaming, carrier restrictions, or network issues.
The total number of contacts that responded to this text message with the word 'STOP' in order to unsubscribe from future messages.
### Contact Activity
Lastly, you also have a **Contact Activity** tab which can be found near the top of your SMS Campaign's reporting page.
This tab displays a table with each of your text recipients, along with the options to:
1. Filter by activity (delivered, sent, clicked, unsubscribed, or ordered)
2. Export to CSV.
![Screenshot of an SMS Campaign's recipients table]()
# Understanding SMS Message Segments
Source: https://help.privy.com/docs/learn/sms-campaigns/understanding-message-segments
Learn how your message's content and length contributes to your cost.
Privy bases our text message cost on the number of segments used for each message — when you hear the word “segments”, you might think of the ones you build for your Email and SMS lists, but SMS message segments are different. This article will explain what message segments are, and how they impact the number of SMS credits you use each month.
## What is an SMS Message Segment?
An SMS Message Segment is a unit of measurement that mobile carriers use to charge for text messages. They typically have a character maximum of 160 simple characters. Messages with special characters, such as emojis, have a character maximum of 70 characters.
**Note:** Your business name at the beginning of your message is always included in the character count. Privy's auto-appended opt-out instructions (**Reply STOP to opt out**) are also included whenever the **Include opt-out instructions** toggle is on, which is the default for every new campaign and flow SMS — see [Opt-out footer toggle](/docs/learn/sms-campaigns/send-a-text-campaign#opt-out-footer-toggle).
### MMS Segments
If you’re sending an MMS message (a text message including an image), your message segment has a character maximum of 1,600 characters.
### Multi-Segment Messages
If your SMS message exceeds 160 simple characters, it will be split into multiple segments. Once your message contains two or more segments, the maximum number of characters decreases to 153 per segment.
If your SMS message contains an emoji and exceeds 70 characters, it will be split into multiple segments. Once your message contains two or more segments + includes emojis, the maximum number of characters decreases to 67 per segment.
## How does this impact message cost?
Sending text messages in Privy requires a plan with SMS Credits. The amount of SMS Credits used to send your message is dependent on how many segments your message requires.
Here is a breakdown of credit cost, based on recipient location and message type:
| | USA + Canada |
| ----------- | ------------ |
| SMS Segment | 1 |
| MMS Segment | 3 |
## FAQs
It’s important to keep in mind that adding a variable in your personalized content, such as a contact’s name, may change the actual SMS length and segment count. This may increase the cost of some messages.
For example, if your message is close to 160 characters + includes a First Name variable, it may remain at 1 segment for a contact named “Joe”, but if your contact has a longer name such as “Elizabeth”, their message might exceed 160 characters and increase to 2 segments.
Emojis are special characters; they are weighted differently compared to simple characters. When using emojis, your segment’s max character count decreases to 70. Additionally, emojis typically take up the space of at least 2 characters (some newer emojis may take up more character space).
If you’re using multiple emojis in one text message, your message size will grow faster than a message using simple characters.
MMS messages involve more data than regular SMS messages. Additionally, your MMS messages allow a max character count of 1,600. All in all, mobile carriers charge about 3X more for MMS messages than they do for SMS.
Our character and segment count is based on the preview text message shown on the right of your message editor. We include the required Business Name — and, when enabled, the auto-appended opt-out instructions — in your character count to give you the most accurate estimate. If you turn off **Include opt-out instructions** for a specific message, the estimate drops accordingly.
Privy always prepends your Business Name. The **Reply STOP to opt out** footer is enabled by default but can be disabled per message with the **Include opt-out instructions** toggle in the SMS campaign editor and the Flow SMS node. Turning it off removes those characters from the segment count.
Privy recommends including **Reply STOP to opt out** at least once a month or when sending multiple messages in one day. You are responsible for including opt-out language when required by law. See [Opt-Out Language](/docs/learn/compliance/privy-text-compliance#opt-out-language).