Privy: An easy, effective, flexible opt-in form builder that turns visitors into revenue
November 20, 2019
Privy: An easy, effective, flexible opt-in form builder that turns visitors into revenue
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Privy
Privy is an opt-in form creator and is being used by our email marketing department. We use this program to design, launch, and implement different kinds of opt-in forms for ourselves and for our clients on their websites. It turns website visitors into active contacts through email opt-in forms without custom HTML and integrates with a lot of other software. It's easy to use, tracks website visits and conversions and allows you to split-test different forms against one another.
- Segments website visitors to your site: It can recognize who has been to your website once or many times. It allows you to present an offer to different user groups, present an offer, and then capture their email address.
- Provides flexible opt-in form options: Embedded opt-in forms, pop-ups. bars at the top of your site. You can redirect to a landing page or a thank you window, create a form that takes up the entire screen, provide an offer at the end, or simply thank users for their information.
- Easy user experience: Different options for designs, easy drag + drop builder. Easy installation, trackable results.
- Support their users: Holy cricket. Their support is so helpful. Privy was one of the first software companies that I've encountered that has really gone above and beyond for my team.
- Measurability: Privy understands that digital marketers want to track - They want to be able to split-test their options, track their results - not only views but conversions and $ conversions. Privy gives its users this ability.
- Their A/B test option needs a little improvement - It can be hard to find where the second design is so that you can edit it.
- Their embeddable forms need greater flexibility - To be GDPR compliant, you need the ability to give granular user options and provide a few checkboxes. Our team has to use other embed options or create custom HTML for our Euro users.
- Social support group - Right now the software doesn't have a social group. They have a slack channel for partners but they don't have a social group for users. (common for most software these days to connect users to one another).
- Positive impact for our clients - Our clients can see exactly how many views each opt-in has seen, how it has converted, and how much revenue has been generated from that opt-in and email sequence that it is linked to. (We have used this tool + paid traffic + email to generate more than $15k for some of our clients. And that's just one part of their marketing systems...That's about 150x ROI).
- Positive impact for us - We only want to recommend and use tools that have proven use cases and conversions. This is true here - and it means that we can reliably recommend and use it as a tool to grow revenue for our clients in combination with paid traffic and email marketing. They also support their partners - that means we're more efficient. Time is money - so that's a win here, too.
ActiveCampaign, Klaviyo, and Shopify all have pop-ups that plug into your site and email marketing.
Indirect competition: Typeform, Google Forms, and Wufoo are different kinds of forms - not really created for email capture.
But Privy is better in this regard because:
Indirect competition: Typeform, Google Forms, and Wufoo are different kinds of forms - not really created for email capture.
But Privy is better in this regard because:
- It specifically addresses the problem of your pop-up offer, conversion, and turning visitors into revenue or leads.
- It allows you to segment your website visitors based on various data and present the most relevant form to them.
- It allows you to design, test, and present different offers, different opt-ins, and different tests to them.
- It tracks your specific conversion - visits, conversion $ and conversion %.
- It integrates into many different platforms.
- The support is great.
Using Privy
2 - Email marketing specialist: This person creates the opt-in form, designs it, and embeds code on the client's website or landing page. This person integrates it into the client's email marketing CRM.
Web designer: This person also can create the opt-in form, design it, and embed the code on the client website or landing page.
Web designer: This person also can create the opt-in form, design it, and embed the code on the client website or landing page.
2 - The software itself is very easy to use, very user-friendly and requires little technical knowledge. But the effective use of the software requires knowledge of marketing - End site users and visitors, how to craft effective offers, basic effective design principles (contrast, brand-relevant fonts & graphics), how to recognize and embed HTML on landing pages, and how to integrate this form with other parts of the marketing funnel.
- Lead Generation for our clients: Using this form to turn site visitors into potential leads for clients. Creating an offer for users to opt-in to receive, and the beginning of a customer journey.
- Lead Generation for our company: Using this form to turn site visitors into potential leads for clients. Creating an offer for users to opt-in to receive, and the beginning of a customer journey.
- Offer testing: You can use forms in privy to test website visits / offers - and which ones are more likely to convert based on user opt-ins.
- Design testing: You can use Privy to create pop-ups or embed forms that test different design elements (embedded vs. bar vs. pop up, black vs. white, image vs. no image)
- Offer testing: Testing different offers to different users, or testing a lead magnet vs. discount.
- Design testing: Testing black vs. white, photo vs. plain with different visiting audiences.
- Lead generation to Revenue for eCom: Usually when people think about eCom marketing, they think about sales. But an important step between visits and sales is an email relationship (or a multi-touch relationship). Implementing pop-ups for eCom marketing that lead to email marketing can generate another 30-50% of revenue.
- Privy has just introduced a low cost CRM attached to their forms - we will test using the entire system / setup (pop-ups plus email) for clients who need a cost efficient CRM.
Privy Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - They offer premium support to those who use their software. We've found that they go the extra mile, offer relevant answers, are available to help, and follow up multiple times if you reach out for help. They've spoken to us in person on the phone multiple times and offered to help us and speak directly to our clients if necessary. If we could give them 10 stars out of 5, we would.
YES. We were implementing software on a client's site when we reached out for support.
- A real person reached back out to us
- They offered to have a personal call with us
- They showed up on time for their personal call (we were five minutes late and they were gracious about it)
- Not only did they help us with our immediate problem, they suggested an alternate strategy to test
- They were friendly and curteous
- They followed up with email multiple times after this point
- They offered specific ways that they could help me and my clients in the future
Using Privy
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Setup process: Broken down into 5 easy steps
- Designing the form: It's a visual builder.
- Integration with other CRMS: Very easy. If you don't see an immediate integration, then Zapier is available for this.
- Implementing the form on the site - Just a strip of code
- Measurement - Metrics are large and in the first window of the dashboard.
- Turning campaigns on and off - just a switch of a button
- Finding the "B" variation in your "A/B test". This isn't as easy in the UX.
- The embedded form - needs to be more easily edited
- GDPR compliance - You need additional checkboxes in the embedded forms, which you can't add. You can only add 1 but you need 2 to technically be in compliance.