How to Collect Email Addresses on Your Website Using Privy

A while back I made a video all about how to make email campaigns using Mailchimp. Well, what if you don’t have any email addresses to send your campaigns to? In this guide I’m going to show you how you can start collecting some from your website right away using a service called Privy.

Privy is an email capturing service that can integrate into almost any platform you’re using for your website. For example I’m currently using it on my website which is built on WordPress. I have two instances where it’s being used; a popup that appears when the person arrives on the site and an embedded form on each post.

I need to set this up on my Wired to Follow website so I’ll take you through it. We’re going to setup a new Privy account and install a popup on the website which can start collecting addresses. We’ll also go through how this can sync up with Mailchimp.

Sign Up for a Privy Account

Let’s jump over to privy.com and sign up. Let’s follow the Setup tasks. Click on the ‘Get Started’ button.

Privy Signup
Privy Signup

Our First Campaign

We’re now ready to design our first campaign. In Privy, Campaigns are display types such as popups, embedded forms, landing pages and more. For this example we’re going to create a popup for our website which will collect an email address. Go ahead and click the ‘Start task’ button.

A popup campaign is automatically created for you when you create an account. We’re introduced to a multitude of different options but let’s keep it simple and look at the design.

Privy Design Options
Privy Design Options

We have four options to play with here. The ‘Popup Design’ handles the look of your popup, the ‘Popup Triggers’ control when it’s shown, the ‘Audience Targeting’ allows you to set some rules (this option is only available through a paid-for plan) and ‘Tab Design’ controls the look of an on-screen button to prompt the popup. As we’re keeping things simple in this guide, we’re only concerned with the Popup Design, but don’t click on it just yet.

GDPR

At this point I should mention that we’ll have to edit the default popup to abide by the recent GDPR (General Data Protection Regulation) compliance. If you’re not aware, when collecting data we now have to declare to the person who is signing up exactly what they’re signing up for. We also need to state that they will be able to unsubscribe at any time.

Privy has a pop-up template design containing some of this information but we first need to delete the default one. Click on the bin icon on the right and confirm to delete it. Now click ‘Add a display’ to create a new one.

Create a Popup Design

On the template select screen, choose the first template by clicking on the ‘Choose selected’ button on the top right.

Choose Selected Template
Choose Selected Template

Note that we now have some GDPR compliant information at the bottom of the popup. Using the editing tools on the left you can go ahead and re-design any part of the pop to your liking to better suit your message.

Editing your popup
Editing your popup

Install Privy on Your Website

In order for Privy to work on your website, you’ll need to install some code. You may already be prompted to do this via the Setup tasks. If you aren’t, click on your profile menu on the top right and choose ‘Business Settings’. Now under the Business Settings menu on the left select ‘Privy Code’.

There are numerous ways to install the Privy code. For my Wired to Follow website, I’ll be doing it manually by adding the code to the page markup. Be sure to check out Privy’s guides on the same page for other platforms (or ask below and I’ll try and help if I can).

Copy Privy Code
Copy Privy Code

As informed, we’re going to go ahead and add the code to our page. Using a code editor let’s add the code just before the closing head tag and save our page. You may need to do this for every page.

Add Privy code to your website
Add Privy code to your website

Let’s check it’s all working by visiting our website. We should see our Popup appear in the middle of the screen. Also note the Sign Up tab in the corner. This will prompt the popup when clicked.

Check the website to see Privy in action
Check the website to see Privy in action

Integrating with Mailchimp (and other Email Clients)

Wouldn’t it be awesome if any collected email addresses synced with the likes of Mailchimp? Yes it would so let’s do that now!

Click on your profile menu on the top right again and choose ‘Integrations’. There are many email clients to choose from but we’re going to go with Mailchimp for this guide.

Email Service Provider options
Email Service Provider options

You’ll be prompted to login with your Mailchimp details to sync the account. When successful this will show up in the ‘Authorised Accounts’ section at the top of the account page. We now have to go and link it to our campaign.

On the top menu click on ‘Campaigns’ and select our campaign. Now click on ‘Automation’. From here we can set up a new rule to sync our Mailchimp account and a selected list to our campaign. Hit Save and we’re done!

Sync Campaign with Mailchimp
Sync Campaign with Mailchimp

There are so many different things you can play around with in Privy. For example you can create landing pages, embedded forms as well as editing the tab design and thank you message. Let me know if you’d like me to cover these for another guide. 



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