| Product Requirements |
 Privy Convert
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If you use a third-party SMS provider, you can use Privy to quickly collect subscribers by including a single call-to-action (CTA) in your display. When a mobile visitor is shown the display, they’ll simply have to click the CTA and send the pre-populated message to your provider to opt-in. This approach streamlines the entire signup process and improves signup rates by removing the visitor's need to submit their contact information via a form.
Note: This process is only supported by select providers and is not available for Privy Text.
Before you begin
To generate the opt-in text message via your CTA, you will need the appropriate link or opt-in number and, in some cases, need to ensure that your Privy account is linked with your SMS provider. Please review the requirements for the supported providers below:
- Please follow the steps outlined in this guide instead. This resource outlines obtaining the required opt-in link along with the proper opt-in disclaimer (legal language).
- Request your opt-in link from their teams directly. The links look something like this:
http://www.{ProviderName}.com/sms/{Store_Name}.myshopify.com/Send%20this%20to%20receive%20Example%20Company's%20text%20messages%21
- Your Klaviyo-linked CTA will use the following format:
sms:+1{Your-Destination-Number}?&body=Message%20Containing%20Your%20Keyword
- Please ensure that you input your destination number (the SMS number that you have configured in your account) and the appropriate opt-in keyword to subscribe the visitor to the desired list. By default, this keyword is JOIN, but you can add your own subscribe keyword(s).
- Ensure your Privy and Postscript accounts are linked and that the display includes the appropriate consent language by following these steps.
- Locate your short link under the "Grow List" tab in your Postscript account.
Create a mobile display
To create a one-click SMS opt-in display:
- Navigate to Convert > All Displays and click the New Display button.
- On the Plays dashboard, select the Build your own option, provide an internal name, and then click the Create Display button.
- In the Create step of the display builder, select the Form fields card, uncheck the Enable Form option, and then click Save.
- While still in the Create step, select the Add a Display option.
- Select a form-free template to showcase your opt-in CTA - a flyout or a popup is recommended - and then click the Choose selected option in the upper right.
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Customize the display with an opt-in message, button, and disclaimer. Select the Redirect page to... option for the button action and input the opt-in link from your provider. Meanwhile, the disclaimer should clearly outline that sending the subsequent text will result in an SMS opt-in like the example shown below:
By texting, you agree to receive marketing text messages from {Insert Company Name}. Consent is not a condition of purchase. Message and data rates may apply. View Terms {Link to terms} & Privacy {Link to Privacy Policy}. Reply "STOP" to cancel at any time."
That said, please consult with your third-party provider to ensure your disclaimer meets its compliance requirements and your business needs. Some providers, including Attentive and Postscripts, provide a premade disclaimer with specific legal language. - Consider adding an optional additional button that allows the visitor to dismiss the offer. The button would use the Close the... option.
- Disable the Desktop tab if it is active and configure or disable the Mobile tab.
- Select the Save option at the upper right.
- Next, move to the Target step and configure the When To Show setting. Save.
- Select the Who To Show It To setting and click Add targeting condition.
- Add the rule listed below along with any other desired rules. Save.
- Device category is Mobile - This rule ensures the visitor is on their mobile device, which allows the link to generate and send the opt-in text message.
- Select the How Long to Show It setting if you'd like the display to expire. Save.
- In the upper right, click the Publish button and confirm in the prompt.
The one-click SMS opt-in display is now live and will appear to your qualifying customers.
Troubleshooting options
The provider link does not work
If the link used in the redirect field of the default Privy button doesn't work and you've confirmed that it's formatted correctly, you can attempt to use a custom-coded button instead. To create a custom-coded button:
- Edit the display.
- Add an HTML element to the display.
- Paste the following code into the HTML field, making sure to incorporate your sending number and keyword.
<input
type="button"
onClick="window.location='sms:+1[YOUR SENDING NUMBER]&body=Text [YOUR KEYWORD]%20to%20subscribe%20to%20SMS%20Updates!%20'" value="Join Now!" style="border-radius: 0px; border: 0; width: 220px; height: 60px; font-family: Lato; Font-size:18px; background-color: #10A0D0; color: #fff; cursor: pointer;" />
- Style the button to match your branding within the HTML element and Save.