Privy Client Workspace Setup (Onboarding)

Privy Client Workspace Setup (Onboarding)

1. 01

   Create the agency Privy account and connect the client's store

   Connect the client's Shopify, BigCommerce, WooCommerce, or Squarespace store so contacts and purchase data sync. Setup complexity is rated medium, so book a structured technical onboarding window rather than promising a same-day launch.

2. 02

   Confirm popup and embedded form deployment on the client's live URL

   Verify that popups, displays, and embedded forms render on the client's website before building anything else. A form that fails to deploy on the live domain is the most common cause of a stalled first week.

3. 03

   Build the first list-growth popup in the drag-and-drop editor

   Use the pre-built ecommerce template library as the starting point, then apply client branding. Set the display trigger (exit intent or timed) and attach it to the synced store data so captured contacts land in the right segment.

4. 04

   Configure the welcome automation flow

   Build a welcome sequence on the flow builder and connect it to synced purchase data. Confirm the flow fires on new popup signups only, not on the full imported list, to avoid a deliverability spike on day one.

5. 05

   Set up revenue attribution reporting for the client

   Confirm that displays, campaigns, and flows report revenue contribution in plain dollars. Agree with the client which attribution view anchors the monthly retainer report before the first send goes out.

6. 06

   Flag the Privy branding limitation in the handoff

   Client-facing popups and dashboards display Privy branding, and there is no verified white-label program. Tell the client this during onboarding, not after they see the first popup live.

7. 07

   Record the walkthrough and hand off credentials

   Document campaign settings, segment definitions, and flow logic, then record a walkthrough for the client contact. Handoff documentation is what lets the retainer survive a change in client-side marketing staff.