- Overview
- Installing the Privy Plugin
- Enabling the Integration
- Adding JavaScript to Privy
- Integration Data
The Privy to ReSci integration takes just a few minutes to set up, and allows seamless transfer of captured email data from Privy to ReSci for use in your email campaigns.
This supports specialized fields such as registration_source, birthday, and even custom attributes for proper tracking, and allows you to use the instant transactional Welcome stage inside of Cortex.
Installing the Privy Plugin
- Navigate to the Integrations Center in Cortex by navigating to "Cortex" and then "Integrations."
- Search for "Privy" or click on the Privy plugin to open the Privy plugin page.
- Click Install and wait for for the plugin to complete installation.
- Once installed, click Generate a new key under the "API KEY" section and use this key to enter into Privy – this will be used to enable the integration and for authentication.
Enabling the integration
Step 1: Enabling the Privy Integration
- Go to your Linked accounts page and click on Integrations.
- Click on "Retention Science."
- Enter in the API Key you generated in the Privy Plugin from the Integrations Center in Cortex.
Step 2: Enable the Privy x ReSci integration at the campaign level
- Each campaign should have Sync enabled by default. Click on the Campaign you'd like to enable the integration for (this creates users in Cortex after form submission and triggers our Welcome Stage email).
- Click the "Automation" Tab and then click + New Rule.
- Select your linked Retention Science account and select the list "All Users."
- Click Save.
- Thats it! Just repeat for any campaign that you want to be synced directly to ReSci.
Adding JavaScript to Privy
To optimize our user tracking for visitors to your site, we add a layer of JavaScript on top of the Privy capture forms. Please see below for the instructions on this process:
- Navigate to the "Integrations" page under your account settings (top right nav).
- Click on Customizations on the left hand menu under "Business Settings."
- Under the "Custom Javascript" section, copy and paste the below code snippet into the "Conversion Pixel" section (see above screenshot for reference):
<!-- RetentionScience start -->
<script type="text/javascript">
(function() {
var rScix = document.createElement('script');
rScix.type = 'text/javascript';
rScix.async = true;
rScix.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + 'd1stxfv94hrhia.cloudfront.net/waves/v3/w.js';
(document.getElementsByTagName('head')[0] || document.getElementsByTagName('body')[0]).appendChild(rScix);
})();
window._rsq = window._rsq || [];
window._rsq.push(['_setSiteId', 'site_id']); // replace site_id with your static Site ID
window._rsq.push(['_enableOnsite']);
window._rsq.push(['_setUserEmail', '{{ contact.email }}']);
window._rsq.push(['_setAction', 'email_entered']);
window._rsq.push(['_track']);
</script>
<!-- RetentionScience end --> - Click Save Changes at the bottom of the page and you're done!
Integration Data
Privy allows you to create configurable fields on the campaign. We support the standard user attributes that match our user schema in addition to custom attributes that have been set up for your account.
Standard Attributes
Please see below for the default attributes we support:
Fields | Status | Type | Description |
---|---|---|---|
record_id | Required | String | Primary key of user in your database / MD5 of email address |
Required | String | Email address of customer | |
account_created_on | Required | yyyy-mm-dd | Account creation date in UTC format |
full_name | Optional | String | Full name of customer |
address1 | Optional | String | Address 1 of customer |
address2 | Optional | String | Address 2 of customer |
city | Optional | String | City of customer |
state | Optional | String | State of customer |
zip | Optional | String | Zip code of customer |
country | Optional | String | Country of customer |
phone | Optional | String | Phone number of customer |
birthday_month | Optional | mm | Month of customer birthday |
birthday_day_of_month | Optional | dd | Day of customer birthday |
gender | Optional | String | Gender of customer |
ip_address | Optional | String | IPv4 address of customer, send only ONE IP ADDRESS |
number_logons | Optional | Integer | Number of times customer logged on |
last_logon_at | Optional | yyyy-mm-dd hh:mm:ss | Last date and time customer logged on in UTC format |
registration_source | Optional | String | Customer acquisition channel |
date_unsubscribed | Optional | yyyy-mm-dd hh:mm:ss | Date and time customer unsubscribed in UTC format |
unsubscribe_link | Optional | String | Internal link to unsubscribe customer |
utm_campaign | Optional | String | UTM Campaign |
utm_source | Optional | String | UTM Source |
utm_medium | Optional | String | UTM Medium |
utm_term | Optional | String | UTM Term |
utm_content | Optional | String | UTM Content |
Custom Attributes
- Email help@retentionscience.com to ensure your custom attributes are configured for your account.
- Once these custom attributes are configured for your account, they will appear as filters automatically in Smart Segments under "Custom Features."
Coupon Codes
- Create your incentive in Privy using their "Coupons" feature. Make sure to select the "Unique Codes" option.
- Add the coupon to your Privy Campaign through the "Coupon Codes" menu option.
- Add a hidden field to the signup form, and place the coupon code in this field.
- Email help@retentionscience.com to request a new custom user attribute, and include the attribute name from your hidden field.
- ReSci support will match a user attribute to this Attribute Name, which will enable a merge tag for your codes, so they can be repeated in Cortex emails.
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