From 106839f7c34efc6068bed92c93fe5e77619217d6 Mon Sep 17 00:00:00 2001 From: Spencer Norman <1203639+spencern@users.noreply.github.com> Date: Fri, 30 May 2025 14:12:51 -0600 Subject: [PATCH 01/19] Documentation edits made through Mintlify web editor --- .../automations/abandoned-cart-email.mdx | 53 ++++++++++--------- 1 file changed, 28 insertions(+), 25 deletions(-) diff --git a/docs/learn/automations/abandoned-cart-email.mdx b/docs/learn/automations/abandoned-cart-email.mdx index a982ec2..785c6d3 100644 --- a/docs/learn/automations/abandoned-cart-email.mdx +++ b/docs/learn/automations/abandoned-cart-email.mdx @@ -5,9 +5,9 @@ icon: "cart-shopping" description: "Recover more revenue by following up with customers who abandon their cart." --- -Abandoned Cart Emails automatically follow up with contacts who leave items in their cart without completing their purchase. Almost 70% of carts get abandoned for one reason or another, so activating an Abandoned Cart email series is one of the most valuable tools for any e-commerce business! Our merchants typically recover between 10% and 20% of their abandoned carts. +Abandoned Cart Emails automatically follow up with contacts who leave items in their cart without completing their purchase. Almost 70% of carts get abandoned for one reason or another, so activating an Abandoned Cart email series is one of the most valuable tools for any e-commerce business\! Our merchants typically recover between 10% and 20% of their abandoned carts. -Don't leave money on the table — read the below step-by-step instructions to get your Abandoned Cart Email series up and running. +Don't leave money on the table — read the below step-by-step instructions to get your Abandoned Cart Email series up and running. TEST To use our Abandoned Cart Emails, your account must be integrated with BigCommerce, Shopify, Shopify Plus, Weebly, or Wix. @@ -15,11 +15,13 @@ Don't leave money on the table — read the below step-by-step instructions to g ## Create a new Abandoned Cart Series -* Navigate to [**Automations**](https://dashboard.privy.com/automations) and click the **New Automation** button. +- Navigate to [**Automations**](https://dashboard.privy.com/automations) and click the **New Automation** button. +- Select the **Abandoned Cart Email** option. This action opens Privy’s series editor. -* Select the **Abandoned Cart Email** option. This action opens Privy’s series editor. - - + ### Name your series @@ -27,11 +29,13 @@ At the top of your series editor, you'll be able to edit and update the name of ### Add/Remove emails -* To add more emails to your series, click on any of the ‘plus’ signs between the emails. - -* To remove an email from your series, click on the trash icon at the bottom of the email you’d like to delete. +- To add more emails to your series, click on any of the ‘plus’ signs between the emails. +- To remove an email from your series, click on the trash icon at the bottom of the email you’d like to delete. - + The minimum amount of emails needed is 1. The maximum amount of emails allowed in a series is 10. @@ -51,7 +55,7 @@ Configure your time delay to determine how long your first email triggers after ### Minimum/Maximum Cart Value -This setting is optional. It allows you to restrict this series from triggering unless the customers' cart meets a certain minimum or maximum subtotal in their cart. By default, this is set to a minimum cart value of $1 with no maximum cart value, which means that carts with any and all value will receive this series once they are abandoned by an eligible contact. +This setting is optional. It allows you to restrict this series from triggering unless the customers' cart meets a certain minimum or maximum subtotal in their cart. By default, this is set to a minimum cart value of \$1 with no maximum cart value, which means that carts with any and all value will receive this series once they are abandoned by an eligible contact. ### Products/Collections @@ -59,7 +63,7 @@ This setting is optional. It allows you to restrict this series from triggering ### Coupon -Attach a coupon code to your series. By default, none of the emails in the default series templates include a coupon code. However, if you want to attach a coupon code, you can [follow these instructions](https://help.privy.com/docs/learn/content/coupon-codes#automations:~:text=To%20insert%20a%20coupon%20in%20your%20Automation%3A) to insert a code into your templates as you customize them! +Attach a coupon code to your series. By default, none of the emails in the default series templates include a coupon code. However, if you want to attach a coupon code, you can [follow these instructions](https://help.privy.com/docs/learn/content/coupon-codes#automations:~:text=To%20insert%20a%20coupon%20in%20your%20Automation%3A) to insert a code into your templates as you customize them\! Only 1 coupon can be attached per email series. @@ -69,7 +73,10 @@ Attach a coupon code to your series. By default, none of the emails in the defau To edit the appearance of each of your emails, click the Edit icon to access the email editor: - + Click **Templates** and select **Choose a Template** from the dropdown menu to start with one of Privy's templates, or choose one of your own Saved Templates. If you need help using our drag and drop email editor, [check out this guide](https://help.privy.com/docs/learn/email-campaigns/email-templates). @@ -85,7 +92,7 @@ Once you’ve made all your edits, click **Save**. Click **Back to series** t ## Activate your series -Once you’ve customized your templates and edited your settings, you’re ready to launch your Abandoned Cart Series! Click the **Activate** button in the upper right corner of your series. +Once you’ve customized your templates and edited your settings, you’re ready to launch your Abandoned Cart Series\! Click the **Activate** button in the upper right corner of your series. After your series is activated, you will not be able to add/remove emails from your series. To accomplish this, you will need to duplicate or start a new series. @@ -102,29 +109,25 @@ Before you activate your abandoned cart emails in Privy, make sure that you've d A contact must meet the following criteria to receive your Abandoned Cart Emails: - - The shopper must be known and eligible to receive email marketing from your business. A known contact has a profile in your Privy account, and an eligible contact has a 'mailable' status in Privy. + + The shopper must be known and eligible to receive email marketing from your business. A known contact has a profile in your Privy account, and an eligible contact has a 'mailable' status in Privy. Additionally, the contact must also be "cookied" by Privy so that their actions are tied to a specific email address. A tracking cookie is placed in their browser when they submit a Privy display or provide their email address and agree to receive marketing communications through the checkout flow for Shopify, Shopify Plus, and Weebly storefronts. - - + If you have a connected BigCommerce, Shopify, or Wix store, Privy can detect the amount of value in a shopper’s cart during their visit. If the value in their cart is greater than or equal to the minimum value and does not exceed any set maximum threshold, the shopper will remain eligible to receive the abandoned cart email.  - - + If you have a connected Shopify store, Privy can detect products in a shopper's cart via your store's product IDs. If you've set up any product/collection restrictions, the shopper's cart must contain at least one of the products identified. - - + When a shopper visits your site, their activity is recorded within Privy. If their last visit occurred after the time you have set in the “last seen” setting, then they remain eligible to receive the abandoned cart email.  - - + Once a shopper completes a purchase, they will no longer receive any additional abandoned cart emails within a series. If you had a series configured to send 2 hours, 24 hours, and 72 hours after a visit, a shopper who purchased at hour three would not receive the second and third emails. The shopper would need to return to your site and start a new qualifying cart for a series to begin again.  **Note:** To receive an email, a shopper must meet the criteria of each email in a series at the time that each email is scheduled to be sent. Additionally, a shopper cannot qualify for the same abandoned cart series more than once within a 48-hour period.  - + \ No newline at end of file From c48ac7f970eb6f52180356f992f95e6993f5b0fc Mon Sep 17 00:00:00 2001 From: Spencer Norman <1203639+spencern@users.noreply.github.com> Date: Fri, 30 May 2025 14:15:36 -0600 Subject: [PATCH 02/19] Documentation edits made through Mintlify web editor --- docs/learn/automations/abandoned-cart-email.mdx | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/learn/automations/abandoned-cart-email.mdx b/docs/learn/automations/abandoned-cart-email.mdx index 785c6d3..31ef110 100644 --- a/docs/learn/automations/abandoned-cart-email.mdx +++ b/docs/learn/automations/abandoned-cart-email.mdx @@ -7,7 +7,7 @@ description: "Recover more revenue by following up with customers who abandon th Abandoned Cart Emails automatically follow up with contacts who leave items in their cart without completing their purchase. Almost 70% of carts get abandoned for one reason or another, so activating an Abandoned Cart email series is one of the most valuable tools for any e-commerce business\! Our merchants typically recover between 10% and 20% of their abandoned carts. -Don't leave money on the table — read the below step-by-step instructions to get your Abandoned Cart Email series up and running. TEST +Don't leave money on the table — read the below step-by-step instructions to get your Abandoned Cart Email series up and running. To use our Abandoned Cart Emails, your account must be integrated with BigCommerce, Shopify, Shopify Plus, Weebly, or Wix. @@ -110,7 +110,7 @@ A contact must meet the following criteria to receive your Abandoned Cart Emails - The shopper must be known and eligible to receive email marketing from your business. A known contact has a profile in your Privy account, and an eligible contact has a 'mailable' status in Privy. + The shopper must be known and eligible to receive email marketing from your business. A known contact has a profile in your Privy account, and an eligible contact has a 'mailable' status in Privy. Additionally, the contact must also be "cookied" by Privy so that their actions are tied to a specific email address. A tracking cookie is placed in their browser when they submit a Privy display or provide their email address and agree to receive marketing communications through the checkout flow for Shopify, Shopify Plus, and Weebly storefronts. From feeea6bf0e40781f19b593e12888024840c4b368 Mon Sep 17 00:00:00 2001 From: Spencer Norman <1203639+spencern@users.noreply.github.com> Date: Fri, 30 May 2025 15:06:50 -0600 Subject: [PATCH 03/19] Documentation edits made through Mintlify web editor --- .../sms-campaigns/send-a-text-campaign.mdx | 41 +++++++++++-------- 1 file changed, 25 insertions(+), 16 deletions(-) diff --git a/docs/learn/sms-campaigns/send-a-text-campaign.mdx b/docs/learn/sms-campaigns/send-a-text-campaign.mdx index e7f8da4..5c022e4 100644 --- a/docs/learn/sms-campaigns/send-a-text-campaign.mdx +++ b/docs/learn/sms-campaigns/send-a-text-campaign.mdx @@ -19,15 +19,14 @@ Text Campaigns are highly effective for time-sensitive announcements such as the To start a new Text Campaign: -* Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns) from your Privy dashboard. - -* Select **New text message**. +- Navigate to [Campaigns](https://dashboard.privy.com/message-campaigns) from your Privy dashboard. +- Select **New text message**. \ No newline at end of file From f32ca8b78493a2b1f1a5a80f1cc26a344197e8cc Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 11 Jun 2025 17:30:36 +0000 Subject: [PATCH 04/19] Documentation edits made through Mintlify web editor --- docs/learn/integrations/emotive.mdx | 33 +++++++++++++++++++++++++++++ 1 file changed, 33 insertions(+) create mode 100644 docs/learn/integrations/emotive.mdx diff --git a/docs/learn/integrations/emotive.mdx b/docs/learn/integrations/emotive.mdx new file mode 100644 index 0000000..00f4ab8 --- /dev/null +++ b/docs/learn/integrations/emotive.mdx @@ -0,0 +1,33 @@ +--- +title: "New file" +description: "Description of your new file." +--- + +To sync the contacts captured by your Privy displays into your Emotive account, you will first need to integrate the two accounts, then set up sync rules on each of your displays. + +## Setting up the integration + +To link your Privy account with your Emotive account: + +1. Click on your business name in the upper right corner of your dashboard. Select the **Integrations** option from the dropdown menu. +2. Select **Emotive** from the list of _Available Integrations._ + +All set\! Emotive should now appear as a linked account in the _Authorized Accounts_ section. + +## Add a sync rule to your displays + +To add a sync rule to a display so that the collected contacts sync to Klaviyo: + +1. Navigate to **Convert** \> **All Displays**. +2. Select the display you’d like to sync and navigate to the **Settings** step of the display builder.  +3. Click to expand **Advanced Settings** at the bottom left of the page. Scroll to the **Sync Integrations** section. +4. Select **Emotive** from the dropdown menu, configure the presented options, and **Save**. + +This display’s signups will now sync to Emotive\! + +## Removing the integration + +If you need to disconnect your Privy and Emotive accounts, follow these steps: + +1. Click on your business name in the upper right corner of your Privy Dashboard. Select **Integrations** from the menu that appears. +2. Locate your Emotive integration under the _Authorized Integrations_ section and select the **Delete** icon. \ No newline at end of file From f07d5aa49043ddae74316703fecab34b51fbf87c Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 11 Jun 2025 18:15:04 +0000 Subject: [PATCH 05/19] Documentation edits made through Mintlify web editor --- docs/learn/integrations/emotive.mdx | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/learn/integrations/emotive.mdx b/docs/learn/integrations/emotive.mdx index 00f4ab8..763df3a 100644 --- a/docs/learn/integrations/emotive.mdx +++ b/docs/learn/integrations/emotive.mdx @@ -11,6 +11,7 @@ To link your Privy account with your Emotive account: 1. Click on your business name in the upper right corner of your dashboard. Select the **Integrations** option from the dropdown menu. 2. Select **Emotive** from the list of _Available Integrations._ +3. Enter your email address and Personal Access Token from Emotive, then click **Link Account**. All set\! Emotive should now appear as a linked account in the _Authorized Accounts_ section. From d34113e81ae9fe882256786c0776e53f3701f237 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 11 Jun 2025 18:52:15 +0000 Subject: [PATCH 06/19] Documentation edits made through Mintlify web editor --- .../billing-payments-and-refunds.mdx | 131 ++++++++---------- 1 file changed, 60 insertions(+), 71 deletions(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 8ad923c..a246493 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -4,24 +4,32 @@ sidebarTitle: "Billing" description: "Learn how you'll be charged and how you can change your account's billing or payment setup." --- -## Subscription Plans + Billing +## Subscription Plans \+ Billing + +Privy offers the following subscription plans to address the unique needs for your business: + + + + The Email \+ SMS plan allows users to access the full functionality of Privy's Convert, Email, and SMS products. + + + The Displays plan allows users to grow their subscriber list, make on-site announcements, and increase sales with Privy's Displays tool. + + Privy offers the following subscription plans to address the unique needs for your business: - - A Convert Only plan allows users to use Privy's Convert tool to create + publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales. + + A Convert Only plan allows users to use Privy's Convert tool to create \+ publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales. - - + A Starter plan allows users to access the full functionality of Privy's Convert and Email products with pricing based on the account's mailable contacts.  - - - A Growth plan allows users to access the full functionality of Privy's Convert, Email, and Text products with pricing based on the account's mailable + textable contacts.  + + A Growth plan allows users to access the full functionality of Privy's Convert, Email, and Text products with pricing based on the account's mailable \+ textable contacts.  - - + This limited plan is only available for stores with 10,000 monthly pageviews or less. Learn more. @@ -32,13 +40,15 @@ Privy maintains a pricing page [here](https://www.privy.com/pricing). By using ### Trial -You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase\&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: - -* Privy Convert has no features or traffic limitations for 15 days.  +You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: -* Privy Starter has a 100-person send limit per day for 15 days. +- Privy Convert has no features or traffic limitations for 15 days.  +- Privy Starter has a 100-person send limit per day for 15 days. - + That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.  @@ -48,19 +58,17 @@ You will be unable to use Privy after your 15-day trial ends, unless you upgrade ### Convert Only -[Privy Conver](http://privy.com/convert)t uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is $24/month and includes up to 10,000 pageviews. +[Privy Conver](http://privy.com/convert)t uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews. ### Starter Plan -The Privy Starter plan is priced based on the number of mailable contacts in your account. Our first tier for this bundle is $30/month for up to 1,500 mailable contacts. Pricing scales as follows: +The Privy Starter plan is priced based on the number of mailable contacts in your account. Our first tier for this bundle is \$30/month for up to 1,500 mailable contacts. Pricing scales as follows: -* 2,000-25,000 mailable contacts: scales $15/month for every 1,000 mailable contacts. +- 2,000-25,000 mailable contacts: scales \$15/month for every 1,000 mailable contacts. +- 25,000-100,000 mailable contacts: scales \$30/month for every 5,000 mailable contacts. +- 100,000 mailable contacts or more: scales \$60/month for every 10,000 mailable contacts. -* 25,000-100,000 mailable contacts: scales $30/month for every 5,000 mailable contacts. - -* 100,000 mailable contacts or more: scales $60/month for every 10,000 mailable contacts. - -Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscription) page in your account to track your contact count + next invoice estimate, and review the [pricing page](https://www.privy.com/pricing) for more details on each plan's cost.  +Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscription) page in your account to track your contact count \+ next invoice estimate, and review the [pricing page](https://www.privy.com/pricing) for more details on each plan's cost.  **Note:** Privy Text (SMS) is not included in the Starter plan and requires upgrading to the Growth plan. @@ -68,27 +76,21 @@ Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscrip ### Growth Plan -The Privy Growth Plan is a scaling plan and will scale based on the number of mailable and textable contacts in the account. Our first tier for the Growth Plan bundle is $45/month for up to 2,000 mailable contacts and 75 textable contacts with 450 sends. Should you go over these limits, the plan would scale as follows: +The Privy Growth Plan is a scaling plan and will scale based on the number of mailable and textable contacts in the account. Our first tier for the Growth Plan bundle is \$45/month for up to 2,000 mailable contacts and 75 textable contacts with 450 sends. Should you go over these limits, the plan would scale as follows: **Email scaling:** -* 2,000-25,000 mailable contacts: scales $15/month for every 1,000 mailable contacts. - -* 25,000-100,000 mailable contacts: scales $30/month for every 5,000 mailable contacts.  - -* 100,000 mailable contacts or more: scales $60/month for every 10,000 mailable contacts. +- 2,000-25,000 mailable contacts: scales \$15/month for every 1,000 mailable contacts. +- 25,000-100,000 mailable contacts: scales \$30/month for every 5,000 mailable contacts.  +- 100,000 mailable contacts or more: scales \$60/month for every 10,000 mailable contacts. **Text scaling:** -* 75 - 200 textable contacts: scales by $15/month - -* 200-500 textable contacts: $5/month increase for every 100 - -* 500-1,250 textable contacts: $5/month increase for every 250 - -* 1,250-5,000 textable contacts: $15/month price increase for every 250 - -* 5,000 and up textable contacts: $50/month price increase for every 1,000 +- 75 - 200 textable contacts: scales by \$15/month +- 200-500 textable contacts: \$5/month increase for every 100 +- 500-1,250 textable contacts: \$5/month increase for every 250 +- 1,250-5,000 textable contacts: \$15/month price increase for every 250 +- 5,000 and up textable contacts: \$50/month price increase for every 1,000 Additionally, there is a cap on the number of texts you can send or receive per month that is equal to 6X your billable contact tier. For example, if you have 200 textable contacts, you can send 1,200 text messages a month. @@ -99,27 +101,23 @@ Check out the [My Plan & Billing](https://dashboard.privy.com/settings/subscrip Find answers to common questions about the billing process for your account.  - + Privy bills customers in United States Dollars (USD).  - - + Privy's Starter and Growth plans can be paid for through your [Shopify](https://help.shopify.com/en/manual/your-account/manage-billing/your-invoice) account or via credit card (Visa, MasterCard, American Express, or Discover). Credit card payments are processed using Stripe. For more information about the strict security measures that Stripe uses, please see the [Stripe Security Page](https://stripe.com/docs/security/stripe).  - - - In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to *Payment method*. + + In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to _Payment method_. - - - In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to *Invoices*. Here you'll find your last 12 invoices with credit card billing. If you need older invoices, please email [billing@privy.com](mailto:billing@privy.com) and request them.  + + In your Privy account, click your account name in the top right corner, select the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to _Invoices_. Here you'll find your last 12 invoices with credit card billing. If you need older invoices, please email [billing@privy.com](mailto:billing@privy.com) and request them.  **Note:** If you are billed via Shopify, your invoices will be on the Shopify platform.  - - + **Shopify**: Payments processed via Shopify will be included in your next Shopify bill.  **Credit Card**: Payments processed via credit card will be charged immediately for the first invoice, any plan changes thereafter will be reflected on your next billing date. @@ -128,22 +126,19 @@ Find answers to common questions about the billing process for your account.  **Note:** These guidelines do not apply to accounts on annual or bundled plans. The payment schedule for those plans will be specified in your agreement.  - - + Privy bills you based on the highest number of mailable/textable contacts in your account for each billing cycle. If an account reaches the contact limit of one of its Privy plans, you'll automatically be upgraded to the next tier, which will be reflected in your next billing cycle. Conversely, if the account drops below a previous contact limit, you'll automatically be moved to a lower tier. No notification is sent, and no action is required from the account owner.  Check out [this resource ](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan)to make changes to your Privy plans. If you choose to cancel a plan mid-cycle, you will lose access to any paid features associated with that plan immediately. - - + Your Shopify bill, as managed by Privy, may appear as two separate charges—a base charge and a usage charge. This division sometimes confuses users, making them believe they're being charged twice. Rest assured, this isn't the case. - Shopify separates the base charge of a plan from any additional pricing associated with specific usage tiers. For example, a merchant on the $90 Starter plan will see a base charge of $15 and a usage fee of $75. Usage in Privy is not related to the features used or the use of the account; usage in Privy is related to the number of mailable contacts on the account and how they scale. + Shopify separates the base charge of a plan from any additional pricing associated with specific usage tiers. For example, a merchant on the \$90 Starter plan will see a base charge of \$15 and a usage fee of \$75. Usage in Privy is not related to the features used or the use of the account; usage in Privy is related to the number of mailable contacts on the account and how they scale. - - + In the event that Privy is unable to process your most recent payment, an account status banner will be placed within your account, directing you to take action in the **My Plans and Pricing** section. The banner will remain in place on the account until the failed payment has been successfully reconciled. @@ -155,27 +150,22 @@ The billing team reviews all refund requests on a case-by-case basis. A transact Specific instances where a refund is not required or will not be issued include:  - + If you decide to switch plans mid-cycle, a refund is not required. Should you need to change plans midcycle, simply reach out to us at [billing@privy.com](mailto:billing@privy.com), and we will help ensure you are not double billed.  - - + Privy is not automatically canceled if the account isn't being used or is uninstalled from your website/storefront, the store is closed, or there is any instance where the account is not going to be used for a period of time. If Privy no longer meets your business needs, or you are not planning to use Privy for some time, please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual plan or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges. Failure to close your account or account properly or lack of usage will not result in a refund.  - - + Annual billing provides customers with a discount by requiring an upfront payment. Due to the nature of this discount, Privy cannot extend refunds to subscriptions on annual billing. Any annual plan cannot be canceled or closed until the next annual renewal date. - - + Privy does not offer refunds on plans that are receiving a promotional discount. Additionally, the discounted rate only applies to the plan that is currently active. If the plan is upgraded to a more expensive plan, the promotion will no longer apply.  - - + Privy has designed the upgrade path to include several steps, where a plan's pricing is clearly listed and where multiple actions must be taken to confirm the purchase decision. With this in mind, Privy does not offer a refund for a plan that was upgraded by following these steps. Please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual subscription or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges.   - - + If you engage in any of the activities listed in the [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), Privy reserves the right to terminate your access to or use of the Privy service, disable your Privy account or access to the Privy Service, and remove all or a portion of your content, in each case at any time, with or without notice and without refund. Privy may also report your activity to the applicable legal authorities or third parties for abuse or fraud prevention. @@ -185,15 +175,14 @@ Specific instances where a refund is not required or will not be issued include: Find answers to common questions about the refund process for your account.  - + If you have a Shopify billed account, the Privy Team is happy to assist you with a refund request, but ultimately, this will need to be processed by Shopify's Financial Team. If approved by Privy, a Privy representative will gladly reach out to Shopify on your behalf.  - - + Approved refunds can take 5-10 business days to reflect on your bank statement or Shopify account. ## Additional Support -Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com). +Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com). \ No newline at end of file From 12f82c118280a88834888405c7a2dd4e81cdd0ca Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 11 Jun 2025 19:43:22 +0000 Subject: [PATCH 07/19] Documentation edits made through Mintlify web editor --- .../billing-payments-and-refunds.mdx | 12 +++++++++++- 1 file changed, 11 insertions(+), 1 deletion(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index a246493..58fae5c 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -17,7 +17,17 @@ Privy offers the following subscription plans to address the unique needs for yo -Privy offers the following subscription plans to address the unique needs for your business: + + **Note:** The above plans reflect Privy's updated subscription model as of June 17, 2025. If you activated a subscription plan before June 17, 2025, please reference **this section** for more information on your plan. + + +If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan). + +Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes. + +## Convert, Starter, and Growth Plans + +For Privy merchants who activated their subscription plans before June 17, 2025, the following options will reflect your subscription plan: From 7d7779cca3517b6a8f2ee28147bec1c997e146dc Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 11 Jun 2025 21:23:16 +0000 Subject: [PATCH 08/19] Documentation edits made through Mintlify web editor --- .../billing-payments-and-refunds.mdx | 77 ++++++++++++++----- 1 file changed, 59 insertions(+), 18 deletions(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 58fae5c..b814800 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -25,6 +25,65 @@ If you're looking to make any changes to your subscription plan, [check out this Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes. +### Trial + +You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: + +- Privy Convert has no features or traffic limitations for 15 days.  +- Privy Starter has a 100-person send limit per day for 15 days. + + + +That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.  + + **What happens after my trial ends?** + +You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active automations will stop and no longer trigger. + +### Email \+ SMS Plan + +The Email \+ SMS subscription plan is based on the number of mailable contacts and the number of SMS credits you're subscribed to. Your plan includes unlimited email sends and 250 free SMS credits each month, which do not roll over to the next month. + + **Email Pricing** + +Privy Email pricing is based on the number of mailable contacts in your account. The first tier starts at \$30 for up to 1,500 contacts. Once you exceed 1,500 contacts, the pricing scales as follows: + +- 1,501 - 2,000 mailable contacts: scales \$15 for every 500 contacts +- 2,001 - 25,000 mailable contacts: scales \$15 for every 1,000 contacts +- 25,001 - 100,000 mailable contacts: scales \$30 for every 5,000 contacts +- 100,001\+ mailable contacts: scales \$60 for every 10,000 contacts + + **SMS Pricing** + +In addition to emails, you can subscribe to monthly SMS credits. Your SMS credit purchase will auto-renew each month so that you always have enough to send to your audience. + +Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS. Here's a breakdown of the number of credits needed per message, per recipient: + +| | United States | Canada | +| --------------- | ------------- | ------ | +| **SMS Segment** | 1 | 3 | +| **MMS** | 3 | 5 | + +_For example, an MMS campaign sent to 5,000 Canadian recipients would consume 25,000 credits (5,000 recipients x 5 credits)._ + + + + Any unused credits will roll over to the next billing cycle, but expire 60 days after purchase. + + + Without sufficient SMS credits, you will not be able to send SMS or MMS campaigns and automations will not trigger. You can upgrade to the next tier at any time to purchase more SMS credits. + + + Yes, SMS credits will expire 60 days after purchase. + + + + + + ## Convert, Starter, and Growth Plans For Privy merchants who activated their subscription plans before June 17, 2025, the following options will reflect your subscription plan: @@ -48,24 +107,6 @@ Each of these plans is managed separately. If you're looking to make any changes Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes. -### Trial - -You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: - -- Privy Convert has no features or traffic limitations for 15 days.  -- Privy Starter has a 100-person send limit per day for 15 days. - - - -That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.  - - **What happens after my trial ends?** - -You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active automations will stop and no longer trigger. - ### Convert Only [Privy Conver](http://privy.com/convert)t uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews. From 2998bf22f21b4d1da529cd1f93128113a9f61e76 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 12 Jun 2025 14:48:00 +0000 Subject: [PATCH 09/19] Documentation edits made through Mintlify web editor From b105752089b5153b709266b7c80bd62defe137a2 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 12 Jun 2025 16:27:13 +0000 Subject: [PATCH 10/19] Documentation edits made through Mintlify web editor --- .../billing-payments-and-refunds.mdx | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index b814800..f85f035 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -10,10 +10,10 @@ Privy offers the following subscription plans to address the unique needs for yo - The Email \+ SMS plan allows users to access the full functionality of Privy's Convert, Email, and SMS products. + The Email \+ SMS plan allows users to access the full functionality of Privy's Displays, Email, and SMS products. - The Displays plan allows users to grow their subscriber list, make on-site announcements, and increase sales with Privy's Displays tool. + The Displays plan allows users to grow their subscriber list and make on-site announcements with Privy's Displays tool. @@ -29,8 +29,8 @@ Privy maintains a pricing page [here](https://www.privy.com/pricing). By using You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: -- Privy Convert has no features or traffic limitations for 15 days.  -- Privy Starter has a 100-person send limit per day for 15 days. +- Privy Displays, with no features or traffic limitations for 15 days.  +- Privy Email, with a 100-person send limit per day for 15 days. **Email Pricing** @@ -58,7 +58,7 @@ Privy Email pricing is based on the number of mailable contacts in your account. **SMS Pricing** -In addition to emails, you can subscribe to monthly SMS credits. Your SMS credit purchase will auto-renew each month so that you always have enough to send to your audience. +In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience. Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS. Here's a breakdown of the number of credits needed per message, per recipient: @@ -80,7 +80,7 @@ _For example, an MMS campaign sent to 5,000 Canadian recipients would consume 25 Yes, SMS credits will expire 60 days after purchase. - + **We offer a tool on our website** to help determine how many credits would be sufficient for your business based on how many contacts you have, where they're located, how often you send, and what types of messages you plan on sending. From 18e3c9421509b0f165dc0f49e717a994e01a0953 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 12 Jun 2025 20:43:53 +0000 Subject: [PATCH 11/19] Documentation edits made through Mintlify web editor --- docs/learn/integrations/emotive.mdx | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/learn/integrations/emotive.mdx b/docs/learn/integrations/emotive.mdx index 763df3a..4407435 100644 --- a/docs/learn/integrations/emotive.mdx +++ b/docs/learn/integrations/emotive.mdx @@ -1,6 +1,6 @@ --- -title: "New file" -description: "Description of your new file." +title: "Sync Contacts to Emotive" +description: "Learn how to connect Privy <> Emotive and start syncing new SMS contacts." --- To sync the contacts captured by your Privy displays into your Emotive account, you will first need to integrate the two accounts, then set up sync rules on each of your displays. From 07565c4ab6d09b068df6e98c7c41fb1865ab5742 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 12 Jun 2025 20:44:46 +0000 Subject: [PATCH 12/19] Documentation edits made through Mintlify web editor --- docs/learn/integrations/emotive.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/learn/integrations/emotive.mdx b/docs/learn/integrations/emotive.mdx index 4407435..ee2ceac 100644 --- a/docs/learn/integrations/emotive.mdx +++ b/docs/learn/integrations/emotive.mdx @@ -31,4 +31,4 @@ This display’s signups will now sync to Emotive\! If you need to disconnect your Privy and Emotive accounts, follow these steps: 1. Click on your business name in the upper right corner of your Privy Dashboard. Select **Integrations** from the menu that appears. -2. Locate your Emotive integration under the _Authorized Integrations_ section and select the **Delete** icon. \ No newline at end of file +2. Locate your Emotive integration under the _Authorized Accounts_ section and select the **Delete** icon. \ No newline at end of file From ab60c6fe919e192ca4817bf476c3bdc0d22fcdba Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Thu, 12 Jun 2025 21:07:50 +0000 Subject: [PATCH 13/19] Documentation edits made through Mintlify web editor --- .../account-settings/billing-payments-and-refunds.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index f85f035..e5d20ea 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -56,7 +56,7 @@ Privy Email pricing is based on the number of mailable contacts in your account. - 25,001 - 100,000 mailable contacts: scales \$30 for every 5,000 contacts - 100,001\+ mailable contacts: scales \$60 for every 10,000 contacts - **SMS Pricing** + **SMS Add-on Pricing** In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience. From e61e2611a4b8586f83a6387917cb4fe2729da7f6 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Tue, 17 Jun 2025 20:22:20 +0000 Subject: [PATCH 14/19] Documentation edits made through Mintlify web editor --- .../2025-plans-and-billing.mdx | 172 ++++++++++++++++++ .../billing-payments-and-refunds.mdx | 89 ++------- 2 files changed, 184 insertions(+), 77 deletions(-) create mode 100644 docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx diff --git a/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx b/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx new file mode 100644 index 0000000..9d4f80c --- /dev/null +++ b/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx @@ -0,0 +1,172 @@ +--- +title: "2025 Billing, Payments, and Refunds" +description: "Plan and Billing information for merchants who activated after June 23, 2025." +--- + +## Subscription Plans \+ Billing + +Privy offers the following subscription plans to address the unique needs for your business: + + + + The Email \+ SMS Plan allows users full access to Privy's Displays, Email, and SMS products which enables businesses to grow their list and engage with their audience. + + + The Displays Plan allows users access to Privy's Displays tool, which enables businesses to grow their subscriber list, make on-site announcements, and increase sales. + + + + + **Note:** The above plans reflect Privy's updated subscription model as of June 21, 2025. If you activated a subscription plan before June 21, 2025, please reference this page for more information on your plan. + + +If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan). + +Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes. + +### Trial + +You can start a free trial by [creating an account](https://dashboard.privy.com/users/sign_up?utm_source=knowledgebase&utm_medium=articleutm_campaign=knowledgebase) or adding the Privy app to your [BigCommerce](https://privy.helpscoutdocs.com/article/61-install-privy-on-bigcommerce), [Shopify](https://privy.helpscoutdocs.com/article/65-install-privy-on-shopify), or [Wix](https://privy.helpscoutdocs.com/article/109-install-privy-on-wix) store. The trial provides access to: + +- Privy Displays, with no features or traffic limitations for 15 days.  +- Privy Email, with a 100-person send limit per day for 15 days. + + + +That means you can install Privy, launch targeted displays with automated after signup messages, capture as much contact information as you want, and start nurturing those relationships via email.  + + **What happens after my trial ends?** + +You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active automations will stop and no longer trigger. + +### Email \+ SMS Plan + +The Email \+ SMS subscription plan is based on the number of mailable contacts \+ the number of SMS credits you're subscribed to. This plan includes unlimited email sends, as well as 250 free SMS credits each month, which do not roll over. + + **Email Pricing** + +Privy Email pricing is based on the number of mailable contacts in your account. The first tier starts at \$30 for up to 1,500 contacts. Once you exceed 1,500 contacts, the pricing scales as follows: + +- 1,501 - 2,000 mailable contacts: scales \$15 for every 500 contacts +- 2,001 - 25,000 mailable contacts: scales \$15 for every 1,000 contacts +- 25,001 - 100,000 mailable contacts: scales \$30 for every 5,000 contacts +- 100,001\+ mailable contacts: scales \$60 for every 10,000 contacts + + **SMS Add-on Pricing** + +In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience. + +Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS (includes images). + + + + [**We offer a tool on our website**](https://www.privy.com/pricing) to help determine how many credits would be sufficient for your business based on how many contacts you have, where they're located, how often you send, and what types of messages you plan on sending. + + + Any unused credits will roll over to the next billing cycle, but expire 60 days after purchase. + + + Without sufficient SMS credits, you will not be able to send SMS or MMS campaigns and automations will not trigger. You can upgrade to the next tier at any time to purchase more SMS credits. + + + Yes, SMS credits will expire 60 days after purchase. + + + +### Displays Plan + +The Displays Plan uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews. This plan does not include access to Privy's email or text message features. + +## Billing FAQs + +Find answers to common questions about the billing process for your account.  + + + + Privy bills customers in United States Dollars (USD).  + + + Privy's plans can be paid for through your [Shopify](https://help.shopify.com/en/manual/your-account/manage-billing/your-invoice) account or via credit card (Visa, MasterCard, American Express, or Discover). + + Credit card payments are processed using Stripe. For more information about the strict security measures that Stripe uses, please see the [Stripe Security Page](https://stripe.com/docs/security/stripe).  + + + In your Privy dashboard, click on **Settings** in the lower left, then head to the [Plans and Pricing](https://dashboard.privy.com/settings/billing) page, and scroll down to _Payment method_. + + + In your Privy dashboard, click on **Settings** in the lower left, then head to the [Plans and Pricing](https://dashboard.privy.com/settings/billing) option from the dropdown menu, and scroll down to _Invoices_. Here you'll find your last 12 invoices with credit card billing. If you need older invoices, please email [billing@privy.com](mailto:billing@privy.com) and request them.  + + **Note:** If you are billed via Shopify, your invoices will be on the Shopify platform.  + + + **Shopify**: Payments processed via Shopify will be included in your next Shopify bill.  + + **Credit Card**: Payments processed via credit card will be charged immediately for the first invoice, any plan changes thereafter will be reflected on your next billing date. + + For example, if your first payment was on March 1st, your next payment will be on April 1st and the 1st of every month going forward. This billing cycle will continue until the plan is canceled. Once you make the change to your upgraded plan, you will have access to those features immediately, regardless of a mid-cycle change.  + + **Note:** These guidelines do not apply to accounts on annual or bundled plans. The payment schedule for those plans will be specified in your agreement.  + + + Privy bills you based on the highest number of mailable/textable contacts in your account for each billing cycle. If an account reaches the contact limit of one of its Privy plans, you'll automatically be upgraded to the next tier, which will be reflected in your next billing cycle. + + Conversely, if the account drops below a previous contact limit, you'll automatically be moved to a lower tier. No notification is sent, and no action is required from the account owner.  + + Check out [this resource ](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan)to make changes to your Privy plans. If you choose to cancel a plan mid-cycle, you will lose access to any paid features associated with that plan immediately. + + + Your Shopify bill, as managed by Privy, may appear as two separate charges—a base charge and a usage charge. This division sometimes confuses users, making them believe they're being charged twice. Rest assured, this isn't the case. + + Shopify separates the base charge of a plan from any additional pricing associated with specific usage tiers. For example, a merchant on the \$90 Starter plan will see a base charge of \$15 and a usage fee of \$75. Usage in Privy is not related to the features used or the use of the account; usage in Privy is related to the number of mailable contacts on the account and how they scale. + + + In the event that Privy is unable to process your most recent payment, an account status banner will be placed within your account, directing you to take action in the [**My Plans and Pricing**](https://dashboard.privy.com/settings/billing) section. The banner will remain in place on the account until the failed payment has been successfully reconciled. + + + +## Refund Policy + +The billing team reviews all refund requests on a case-by-case basis. A transaction is refund-eligible for ten (10) days, with the review period starting on the initial charge date. Please note that exceptions to this policy are made on a case-by-case basis. If you believe your situation warrants special consideration, please contact our customer support team, and we will do our best to assist you. + +Specific instances where a refund is not required or will not be issued include:  + + + + If you decide to switch plans mid-cycle, a refund is not required. Should you need to change plans midcycle, simply reach out to us at [billing@privy.com](mailto:billing@privy.com), and we will help ensure you are not double billed.  + + + Privy is not automatically canceled if the account isn't being used or is uninstalled from your website/storefront, the store is closed, or there is any instance where the account is not going to be used for a period of time. If Privy no longer meets your business needs, or you are not planning to use Privy for some time, please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual plan or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges. Failure to close your account or account properly or lack of usage will not result in a refund.  + + + Annual billing provides customers with a discount by requiring an upfront payment. Due to the nature of this discount, Privy cannot extend refunds to subscriptions on annual billing. Any annual plan cannot be canceled or closed until the next annual renewal date. + + + Privy does not offer refunds on plans that are receiving a promotional discount. Additionally, the discounted rate only applies to the plan that is currently active. If the plan is upgraded to a more expensive plan, the promotion will no longer apply.  + + + Privy has designed the upgrade path to include several steps, where a plan's pricing is clearly listed and where multiple actions must be taken to confirm the purchase decision. With this in mind, Privy does not offer a refund for a plan that was upgraded by following these steps. Please [cancel](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#cancel-a-plan) the desired individual subscription or [close](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan#close-your-account) the account entirely to avoid additional charges.   + + + If you engage in any of the activities listed in the [Acceptable Use Policy](https://www.privy.com/acceptable-use-policy), Privy reserves the right to terminate your access to or use of the Privy service, disable your Privy account or access to the Privy Service, and remove all or a portion of your content, in each case at any time, with or without notice and without refund. Privy may also report your activity to the applicable legal authorities or third parties for abuse or fraud prevention. + + + +## Refund FAQs + +Find answers to common questions about the refund process for your account.  + + + + If you have a Shopify billed account, the Privy Team is happy to assist you with a refund request, but ultimately, this will need to be processed by Shopify's Financial Team. If approved by Privy, a Privy representative will gladly reach out to Shopify on your behalf.  + + + Approved refunds can take 5-10 business days to reflect on your bank statement or Shopify account. + + + +## Additional Support + +Billing support is available via email between 9 a.m. and 5 p.m. EST (excluding weekends and holidays) at [billing@privy.com](mailto:billing@privy.com). \ No newline at end of file diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index e5d20ea..4e41b3b 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -6,20 +6,19 @@ description: "Learn how you'll be charged and how you can change your account's ## Subscription Plans \+ Billing -Privy offers the following subscription plans to address the unique needs for your business: +Privy offers the following subscription plans to fit your unique business needs: - - - The Email \+ SMS plan allows users to access the full functionality of Privy's Displays, Email, and SMS products. - - - The Displays plan allows users to grow their subscriber list and make on-site announcements with Privy's Displays tool. - - - - - **Note:** The above plans reflect Privy's updated subscription model as of June 17, 2025. If you activated a subscription plan before June 17, 2025, please reference **this section** for more information on your plan. - + + + A Convert Only plan allows users to use Privy's Convert tool to create \+ publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales. + + + A Starter plan allows users to access the full functionality of Privy's Convert and Email products with pricing based on the account's mailable contacts.  + + + A Growth plan allows users to access the full functionality of Privy's Convert, Email, and Text products with pricing based on the account's mailable \+ textable contacts.  + + If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan). @@ -43,70 +42,6 @@ That means you can install Privy, launch targeted displays with automated after You will be unable to use Privy after your 15-day trial ends, unless you upgrade to a paid plan. Any existing displays will be deactivated and not shown to website visitors. Any active automations will stop and no longer trigger. -### Email \+ SMS Plan - -The Email \+ SMS subscription plan is based on the number of mailable contacts \+ the number of SMS credits you're subscribed to. This plan includes unlimited email sends, as well as 250 free SMS credits each month, which do not roll over. - - **Email Pricing** - -Privy Email pricing is based on the number of mailable contacts in your account. The first tier starts at \$30 for up to 1,500 contacts. Once you exceed 1,500 contacts, the pricing scales as follows: - -- 1,501 - 2,000 mailable contacts: scales \$15 for every 500 contacts -- 2,001 - 25,000 mailable contacts: scales \$15 for every 1,000 contacts -- 25,001 - 100,000 mailable contacts: scales \$30 for every 5,000 contacts -- 100,001\+ mailable contacts: scales \$60 for every 10,000 contacts - - **SMS Add-on Pricing** - -In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience. - -Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS. Here's a breakdown of the number of credits needed per message, per recipient: - -| | United States | Canada | -| --------------- | ------------- | ------ | -| **SMS Segment** | 1 | 3 | -| **MMS** | 3 | 5 | - -_For example, an MMS campaign sent to 5,000 Canadian recipients would consume 25,000 credits (5,000 recipients x 5 credits)._ - - - - Any unused credits will roll over to the next billing cycle, but expire 60 days after purchase. - - - Without sufficient SMS credits, you will not be able to send SMS or MMS campaigns and automations will not trigger. You can upgrade to the next tier at any time to purchase more SMS credits. - - - Yes, SMS credits will expire 60 days after purchase. - - - **We offer a tool on our website** to help determine how many credits would be sufficient for your business based on how many contacts you have, where they're located, how often you send, and what types of messages you plan on sending. - - - -## Convert, Starter, and Growth Plans - -For Privy merchants who activated their subscription plans before June 17, 2025, the following options will reflect your subscription plan: - - - - A Convert Only plan allows users to use Privy's Convert tool to create \+ publish on-site displays to grow their subscriber list, make on-site announcements, and increase sales. - - - A Starter plan allows users to access the full functionality of Privy's Convert and Email products with pricing based on the account's mailable contacts.  - - - A Growth plan allows users to access the full functionality of Privy's Convert, Email, and Text products with pricing based on the account's mailable \+ textable contacts.  - - - This limited plan is only available for stores with 10,000 monthly pageviews or less. Learn more. - - - -Each of these plans is managed separately. If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan). - -Privy maintains a pricing page [here](https://www.privy.com/pricing). By using the Privy service, you agree to pay Privy the amount set forth on the pricing page for the particular Privy service to which you are subscribing. Privy will provide you with fourteen (14) days advance notice of any pricing changes via email, and your continued use of the Privy service following such notice period will constitute your acceptance of these changes. - ### Convert Only [Privy Conver](http://privy.com/convert)t uses a tiered pricing model based on the average pageviews per month that your website receives. The base plan is \$24/month and includes up to 10,000 pageviews. From 0bfba7b4690cdbf47f4b2d2472043aea55217a1a Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Tue, 17 Jun 2025 20:25:07 +0000 Subject: [PATCH 15/19] Documentation edits made through Mintlify web editor --- .../account-settings/billing-payments-and-refunds.mdx | 4 ++++ 1 file changed, 4 insertions(+) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 4e41b3b..9236f95 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -6,6 +6,10 @@ description: "Learn how you'll be charged and how you can change your account's ## Subscription Plans \+ Billing + + **Note:** The following plans reflect plans that were activated prior to June 24, 2025. If you activated your subscription after June 24, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. + + Privy offers the following subscription plans to fit your unique business needs: From 1ce5a08997b543fdff2e6ed00db71f47de7e0e25 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Tue, 17 Jun 2025 20:27:52 +0000 Subject: [PATCH 16/19] Documentation edits made through Mintlify web editor --- .../account-settings/billing-payments-and-refunds.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 9236f95..8e6ce44 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -7,7 +7,7 @@ description: "Learn how you'll be charged and how you can change your account's ## Subscription Plans \+ Billing - **Note:** The following plans reflect plans that were activated prior to June 24, 2025. If you activated your subscription after June 24, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. + **Note:** The following plans reflect accounts that were activated prior to June 24, 2025. If you activated your subscription after June 24, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. Privy offers the following subscription plans to fit your unique business needs: From 29087ebded366f165e6712ede2c309d3562ca3ba Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 2 Jul 2025 19:40:47 +0000 Subject: [PATCH 17/19] Documentation edits made through Mintlify web editor --- .../account-settings/2025-plans-and-billing.mdx | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx b/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx index 9d4f80c..ed45850 100644 --- a/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing.mdx @@ -1,6 +1,6 @@ --- title: "2025 Billing, Payments, and Refunds" -description: "Plan and Billing information for merchants who activated after June 23, 2025." +description: "Plan and Billing information for merchants who activated after July 8, 2025." --- ## Subscription Plans \+ Billing @@ -17,7 +17,7 @@ Privy offers the following subscription plans to address the unique needs for yo - **Note:** The above plans reflect Privy's updated subscription model as of June 21, 2025. If you activated a subscription plan before June 21, 2025, please reference this page for more information on your plan. + **Note:** The above plans reflect Privy's updated subscription model as of July 8, 2025. If you activated a subscription plan before July 8, 2025, please reference this page for more information on your plan. If you're looking to make any changes to your subscription plan, [check out this guide](https://help.privy.com/docs/learn/account-settings-and-billing/account-settings/manage-your-plan). @@ -59,7 +59,7 @@ Privy Email pricing is based on the number of mailable contacts in your account. In addition to emails, you can purchase a monthly SMS credit subscription. Your SMS credit subscription will auto-renew each month so that you always have enough to send to your audience. -Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS (includes images). +Credit cost will be dependent on the recipient's location (US or CA), the length of the SMS message (# of characters), and whether or not the message is MMS (includes images). From a69b77cee1ce219ce1c430485514f2aad59e8833 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 2 Jul 2025 19:42:04 +0000 Subject: [PATCH 18/19] Documentation edits made through Mintlify web editor --- .../account-settings/billing-payments-and-refunds.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 8e6ce44..0a1f3cc 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -7,7 +7,7 @@ description: "Learn how you'll be charged and how you can change your account's ## Subscription Plans \+ Billing - **Note:** The following plans reflect accounts that were activated prior to June 24, 2025. If you activated your subscription after June 24, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. + **Note:** The following plans reflect accounts that were activated prior to July 8, 2025. If you activated your subscription after July 8, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. Privy offers the following subscription plans to fit your unique business needs: From e61f5f634df7bbfb2e0f1e4e57183f179634f22e Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 2 Jul 2025 19:44:07 +0000 Subject: [PATCH 19/19] Documentation edits made through Mintlify web editor --- .../account-settings/billing-payments-and-refunds.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx index 0a1f3cc..71eb11b 100644 --- a/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx +++ b/docs/learn/account-settings-and-billing/account-settings/billing-payments-and-refunds.mdx @@ -7,7 +7,7 @@ description: "Learn how you'll be charged and how you can change your account's ## Subscription Plans \+ Billing - **Note:** The following plans reflect accounts that were activated prior to July 8, 2025. If you activated your subscription after July 8, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for the more information on your pricing & billing. + **Note:** The following plans reflect accounts that were activated prior to July 8, 2025. If you activated your subscription after July 8, 2025, [please visit this article](/docs/learn/account-settings-and-billing/account-settings/2025-plans-and-billing) for more information on your pricing & billing. Privy offers the following subscription plans to fit your unique business needs: