Privy's Get Started Checklist

The following checklist is your roadmap to getting started with Privy.

Completed	Getting Started Task	Related Resource
Account Setup
	Create a Privy account.	Sign up on Privy.com
	Connect your store/site.	Install Privy on your site
	Set up a sending domain for email.	Use a custom email domain
	Update your business address.	Update your email footer address
	Import existing subscribers/contacts.	Create and manage contacts
	Connect and configure integrations.	Integration options
Build Core Convert Displays
	Create a welcome discount display.	Create a welcome discount display Convert displays examples
	Create a cart saver display.	Create a cart saver display
	Create a cross-sell display.	Create a cross-sell display
	Review other display ideas.	Create a spin-to-win display Create a free shipping bar Other display examples
	Set up display targeting.	Use audience targeting conditions
	Sync collected contacts to other tools using automation rules.	Syncing contacts overview  Automation setup by provider
Create Emails
	See if Privy Email is right for you.	Overview of Privy Email Getting Started with Privy Email
	Create an after-signup email.	Set up an after-signup email
	Create abandoned cart emails.	Send abandoned cart emails Abandoned cart examples
	Create purchase follow-up emails.	Send purchase follow-up emails Purchase follow-up examples
	Create a customer winback email.	Send a customer winback email Winback email examples
	Create a welcome email.	Send welcome emails Welcome email examples
	Create a newsletter email.	Send newsletter emails Newsletter examples
Create Texts
	See if Privy Text is right for you.	Overview of Privy Text Getting Started with Privy Text
	Create an after-signup text.	Set up an after-signup text
	Create an abandoned cart text series.	Send abandoned cart texts
	Create a one-time broadcast text.	Send a broadcast text
Create Coupons
	Create coupons for your content.	Create and manage coupon codes Insert a coupon into your content
Observe and Improve
	Get a snapshot of your performance.	Overview of the Privy homepage
	Dig into your performance.	Overview of Privy Reports Analyze display performance Analyze email performance
	Iterate and test your content.	Create an A/B Test

Additional Resources

You're ready to go, but why stop there? Here are some more resources to keep you going.

• Become an Expert - Learn from some of the best minds in e-commerce and take your current strategy to the next level with Privy's Masterclasses and Ecommerce Marketing Show.
• Boost Your Industry Knowledge - If you're looking for fresh ideas or that next win, look no further. The latest e-commerce tips, tricks, and insights are available on the Privy Blog.
• Contact Support - You can reach Privy's support team by submitting a ticket here or via chat when you are logged in or reading our Knowledge Base articles.